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.

Portfolio value $210 Million
ETFs: $199 Million
Financial Services: $6.12 Million
Industrials: $3.17 Million
Technology: $1.06 Million
Communication Services: $613,000
Real Estate: $245,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.03B
$245,000 0.12% of portfolio
13,227
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $210 Million
  • Prior Value $200 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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