$169 Million is the total value of Hillcrest Wealth Advisors - NY, LLC's 48 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,650 | -100.0% | -0.13% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -8,675 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 22.7% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 16.6% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 10.0% |
| ISHARES TR | 20 | Q3 2023 | 8.3% |
| ISHARES TR | 20 | Q3 2023 | 6.7% |
| ISHARES TR | 20 | Q3 2023 | 6.4% |
| VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 5.4% |
| ISHARES TR | 20 | Q3 2023 | 4.6% |
| ISHARES TR | 20 | Q3 2023 | 4.4% |
| ISHARES TR | 20 | Q3 2023 | 4.0% |
View Hillcrest Wealth Advisors - NY, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-04 |
View Hillcrest Wealth Advisors - NY, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.