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Steve Weinberger

@Hcr Wealth Advisors

Latest period2024 - Q4ReportedManaged Assets$798.183MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PGRProgressive Co Ohio
Recent Activity
Increased 0.2%
0.05%
$361,811
1,510 shares@ $239.61 avg price
UPSUnited Parcel Srvc Class B
Recent Activity
Increased 0.08%
0.05%
$331,516
2,629 shares@ $126.1 avg price
SCHASchwab Us Small Cap Etf
Recent Activity
Increased 100.1%
0.05%
$320,255
12,384 shares@ $25.87 avg price
COWZPacer Us Cash Cows 100 Etf
Recent Activity
Increased 17.22%
0.04%
$315,358
5,583 shares@ $56.49 avg price
MCOMoodys Corp
Recent Activity
Increased 0.34%
0.04%
$284,968
602 shares@ $473.37 avg price
SCHFSchwab International Equity Etf
Recent Activity
Increased 98.94%
0.04%
$276,538
14,948 shares@ $18.5 avg price
SNAPSnap Inc Class A
Recent Activity
Increased 3.88%
0.04%
$269,422
25,016 shares@ $10.77 avg price
TTTrane Technologies Plc F
Recent Activity
Increased 0.29%
0.04%
$259,653
703 shares@ $369.35 avg price
CLColgate-palmolive Co
Recent Activity
Increased 0.22%
0.04%
$248,729
2,736 shares@ $90.91 avg price
AIEQAmplify Ai Powered Equity Etf
Recent Activity
Increased 0.79%
0.04%
$244,282
6,140 shares@ $39.79 avg price