Hillcrest Wealth Advisors Ny, LLC Portfolio Holdings
Hillcrest Wealth Advisors Ny, LLC
- $201 Million
- Q1 2025
Hillcrest Wealth Advisors Ny, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $201 Million distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $47.9M, Ishares Russell 2000 ETF with a value of $16.5M, Vanguard Ftse Developed Market with a value of $12.5M, Vanguard Ftse All World Ex Us with a value of $12.2M, and Ishares Russell2000 Val ETF with a value of $11.3M.
Examining the 13F form we can see an decrease of $9.09M in the current position value, from $210M to 201M.
Below you can find more details about Hillcrest Wealth Advisors Ny, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|