Hillcrest Wealth Advisors - NY
Latest statistics and disclosures from Hillcrest Wealth Advisors - NY's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IWM, VEU, IWN, SPY, and represent 51.27% of Hillcrest Wealth Advisors - NY's stock portfolio.
- Added to shares of these 9 stocks: TIP, NVDA, DBA, SCHH, PNC, AGG, VWO, VEA, STIP.
- Started 4 new stock positions in SCHH, DBA, PNC, NVDA.
- Reduced shares in these 10 stocks: SPY, VOO, IWN, IWO, VEU, DBEF, BRK.B, SDY, BSV, ARE.
- Sold out of its positions in ARE, ONTX, BND.
- Hillcrest Wealth Advisors - NY was a net seller of stock by $-8.8M.
- Hillcrest Wealth Advisors - NY has $185M in assets under management (AUM), dropping by 1.72%.
- Central Index Key (CIK): 0001767121
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Hillcrest Wealth Advisors - NY holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Hillcrest Wealth Advisors - NY
SEC 13F filings are viewable for Hillcrest Wealth Advisors - NY going back to 2018
- Hillcrest Wealth Advisors - NY 2024 Q1 filed April 11, 2024
- Hillcrest Wealth Advisors - NY 2023 Q4 filed Jan. 12, 2024
- Hillcrest Wealth Advisors - NY 2023 Q3 filed Oct. 17, 2023
- Hillcrest Wealth Advisors - NY 2023 Q2 filed July 31, 2023
- Hillcrest Wealth Advisors - NY 2023 Q1 filed May 8, 2023
- Hillcrest Wealth Advisors - NY 2022 Q4 filed Feb. 8, 2023
- Hillcrest Wealth Advisors - NY 2022 Q3 filed Nov. 3, 2022
- Hillcrest Wealth Advisors - NY 2022 Q2 filed Aug. 2, 2022
- Hillcrest Wealth Advisors - NY 2022 Q1 filed May 9, 2022
- Hillcrest Wealth Advisors - NY 2021 Q4 filed Feb. 4, 2022
- Hillcrest Wealth Advisors - NY 2021 Q3 filed Oct. 26, 2021
- Hillcrest Wealth Advisors - NY 2021 Q2 filed Aug. 3, 2021
- Hillcrest Wealth Advisors - NY 2021 Q1 filed April 28, 2021
- Hillcrest Wealth Advisors - NY 2020 Q4 filed Feb. 3, 2021
- Hillcrest Wealth Advisors - NY 2020 Q3 filed Oct. 21, 2020
- Hillcrest Wealth Advisors - NY 2020 Q2 filed Aug. 3, 2020