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.

Portfolio value $201 Million
ETFs: $190 Million
Financial Services: $6.95 Million
Industrials: $3.01 Million
Technology: $909,000
Communication Services: $501,000
Real Estate: $211,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.64B
$211,000 0.1% of portfolio
13,227
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $201 Million
  • Prior Value $210 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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