Hillcrest Wealth Advisors - NY, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Hazlet, NJ
CIK
0001767121
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 47 175,569 13F-HR 10/17/2023 000121465923013521 Hillcrest Wealth Advisors - NY, LLC
Q2 2023 47 169,367 13F-HR 7/31/2023 000121465923010298 Hillcrest Wealth Advisors - NY, LLC
Q1 2023 48 168,727 13F-HR 5/8/2023 000121465923006609 Hillcrest Wealth Advisors - NY, LLC
Q4 2022 50 167,326 13F-HR 2/8/2023 000121465923001763 Hillcrest Wealth Advisors - NY, LLC
Q3 2022 52 157,645 13F-HR 11/3/2022 000121465922013077 Hillcrest Wealth Advisors - NY, LLC
Q2 2022 50 164,857 13F-HR 8/2/2022 000121465922009472 Hillcrest Wealth Advisors - NY, LLC
Q1 2022 48 180,529 13F-HR 5/9/2022 000121465922006465 Hillcrest Wealth Advisors - NY, LLC
Q4 2021 52 185,950 13F-HR 2/4/2022 000121465922001870 Hillcrest Wealth Advisors - NY, LLC
Q3 2021 52 168,576 13F-HR 10/26/2021 000121465921010750 Hillcrest Wealth Advisors - NY, LLC
Q2 2021 51 165,145 13F-HR 8/3/2021 000121465921008091 Hillcrest Wealth Advisors - NY, LLC
Q1 2021 53 164,023 13F-HR 4/28/2021 000121465921004557 Hillcrest Wealth Advisors - NY, LLC
Q4 2020 51 149,463 13F-HR 2/3/2021 000121465921001176 Hillcrest Wealth Advisors - NY, LLC
Q3 2020 59 140,635 13F-HR 10/21/2020 000121465920008771 Hillcrest Wealth Advisors - NY, LLC
Q2 2020 44 115,503 13F-HR 8/3/2020 000121465920006684 Hillcrest Wealth Advisors - NY, LLC
Q1 2020 41 100,287 13F-HR 4/28/2020 000121465920003767 Hillcrest Wealth Advisors - NY, LLC
Q4 2019 38 120,188 13F-HR 1/30/2020 000121465920000678 Hillcrest Wealth Advisors - NY, LLC
Q3 2019 38 116,266 13F-HR 10/17/2019 000121465919006518 Hillcrest Wealth Advisors - NY, LLC
Q2 2019 41 118,649 13F-HR 8/6/2019 000121465919005029 Hillcrest Wealth Advisors - NY, LLC
Q1 2019 41 113,952 13F-HR 5/10/2019 000121465919003337 Hillcrest Wealth Advisors - NY, LLC
Q4 2018 42 107,658 13F-HR 2/8/2019 000121465919000905 Hillcrest Wealth Advisors - NY, LLC