Hillcrest Wealth Advisors - NY, LLC has disclosed 46 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-03-31. The current portfolio value is calculated to be $185.00 Mil. The turnover rate is 1%.
In Hillcrest Wealth Advisors - NY, LLC's current portfolio as of 2024-03-31, the top 5 holdings are
Vanguard S&P 500 ETF (VOO), iShares Russell 2000 ETF (IWM), Vanguard FTSE All-World ex-US ETF (VEU), iShares Russell 2000 Value ETF (IWN), S&P 500 ETF TRUST ETF (SPY), not including call and put options.
Hillcrest Wealth Advisors - NY, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Hillcrest Wealth Advisors - NY, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Hillcrest Wealth Advisors - NY, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Hillcrest Wealth Advisors - NY, LLC.