Steve Weinberger

@Hcr Wealth Advisors

Latest period2024 - Q4

Reported5d ago

Managed Assets$798.183M

Total holdings228

Assets growth rate4.46%

Assets growth rate (2-Q avg)6.83%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Hcr Wealth Advisors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 228 positions.

Assets under management

The assets under management (AUM) of Hcr Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 798.183M in assets, with a quarterly growth rate of 4.46% and a 2-quarter average growth rate of 6.83%. The portfolio is managed by Steve Weinberger, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NRGNrg Energy Inc Recent Activity Increased 38.12%	0.06%	$444,604 4,928 shares@ $90.22 avg price	Increased 38.12%
AMDAdvanced Micro Device In Recent Activity Increased 8.25%	0.06%	$431,158 3,569 shares@ $120.81 avg price	Increased 8.25%
MKCMccormick &company Recent Activity Increased 2.55%	0.06%	$426,334 5,592 shares@ $76.24 avg price	Increased 2.55%
XLFSelect Str Financial Select Spdr Etf Recent Activity Increased 54.55%	0.06%	$421,807 8,727 shares@ $48.34 avg price	Increased 54.55%
VZVerizon Recent Activity Increased 3.02%	0.06%	$413,043 10,328 shares@ $40.0 avg price	Increased 3.02%
URIUnited Rentals Inc Recent Activity Increased 97.27%	0.06%	$405,757 576 shares@ $704.44 avg price	Increased 97.27%
PHParker-hannifin Corp Recent Activity Increased 1.3%	0.05%	$398,790 627 shares@ $636.03 avg price	Increased 1.3%
IWFIshares Russell 1000 Growth Etf Recent Activity Increased 43.67%	0.05%	$396,712 987 shares@ $401.94 avg price	Increased 43.67%
MGMMgm Resorts Intl Recent Activity Increased 0.01%	0.05%	$389,223 11,233 shares@ $34.65 avg price	Increased 0.01%
TJXTjx Companies Inc Recent Activity Increased 0.22%	0.05%	$385,987 3,195 shares@ $120.81 avg price	Increased 0.22%