Hillcrest Wealth Advisors Ny, LLC Portfolio Holdings
Hillcrest Wealth Advisors Ny, LLC
- $210 Million
- Q4 2024
Hillcrest Wealth Advisors Ny, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $210 Million distributed in 50 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 $49M, Ishares Russell 2000 ETF with a value of $18.1M, Vanguard Ftse Developed Market with a value of $12.1M, Spdr S&P 500 ETF Trust with a value of $12M, and Ishares Russell2000 Val ETF with a value of $11.9M.
Examining the 13F form we can see an increase of $10.1M in the current position value, from $200M to 210M.
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 |
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