Hillcrest Wealth Advisors Ny, LLC Portfolio Holdings

Hillcrest Wealth Advisors Ny, LLC

  • $200 Million
  • Q3 2024

Hillcrest Wealth Advisors Ny, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Million distributed in 47 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 $48.3M, Ishares Russell 2000 ETF with a value of $17.8M, Vanguard Ftse All World Ex Us with a value of $12.8M, Vanguard Ftse Developed Market with a value of $12.3M, and Ishares Russell2000 Val ETF with a value of $12.1M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $186M to 200M.

Below you can find more details about Hillcrest Wealth Advisors Ny, LLC portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
ETFs: $191 Million
Financial Services: $6.42 Million
Industrials: $1.02 Million
Technology: $1 Million
Communication Services: $537,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $200 Million
  • Prior Value $186 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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