Hillcrest Wealth Advisors - NY, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Hazlet, NJ
CIK
0001767121
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 46 184,545 VOO, IWM, VEU, IWN 13F-HR 4/11/2024 000121465924006564
Q4 2023 45 181,426 VOO, IWM, VEU, IWN 13F-HR 1/12/2024 000121465924000705
Q3 2023 47 175,569 VOO, IWM, VEU, SPY 13F-HR 10/17/2023 000121465923013521
Q2 2023 47 169,367 VOO, IWM, VEU, SPY 13F-HR 7/31/2023 000121465923010298
Q1 2023 48 168,727 VOO, IWM, VEU, SPY 13F-HR 5/8/2023 000121465923006609
Q4 2022 50 167,326 VOO, IWM, VEU, SPY 13F-HR 2/8/2023 000121465923001763
Q3 2022 52 157,645 VOO, IWM, SPY, VEU 13F-HR 11/3/2022 000121465922013077
Q2 2022 50 164,857 VOO, IWM, VEU, SPY 13F-HR 8/2/2022 000121465922009472
Q1 2022 48 180,529 VOO, IWM, SPY, VEU 13F-HR 5/9/2022 000121465922006465
Q4 2021 52 185,950 VOO, SPY, VEU, IWM 13F-HR 2/4/2022 000121465922001870
Q3 2021 52 168,576 VOO, SPY, VEU, IWM 13F-HR 10/26/2021 000121465921010750
Q2 2021 51 165,145 VOO, SPY, VEU, IWM 13F-HR 8/3/2021 000121465921008091
Q1 2021 53 164,023 VOO, SPY, VEU, IWM 13F-HR 4/28/2021 000121465921004557
Q4 2020 51 149,463 VOO, SPY, VEU, IWM 13F-HR 2/3/2021 000121465921001176
Q3 2020 59 140,635 VOO, SPY, VEU, IWM 13F-HR 10/21/2020 000121465920008771
Q2 2020 44 115,503 SPY, VOO, VEU, IWM 13F-HR 8/3/2020 000121465920006684
Q1 2020 41 100,287 SPY, VOO, VEU, IWM 13F-HR 4/28/2020 000121465920003767
Q4 2019 38 120,188 SPY, VOO, VEU, IWN 13F-HR 1/30/2020 000121465920000678
Q3 2019 38 116,266 SPY, VOO, VEU, IWN 13F-HR 10/17/2019 000121465919006518
Q2 2019 41 118,649 SPY, VEU, VOO, IWN 13F-HR 8/6/2019 000121465919005029
Q1 2019 41 113,952 SPY, VEU, VOO, IWN 13F-HR 5/10/2019 000121465919003337
Q4 2018 42 107,658 SPY, VEU, VOO, IWN 13F-HR 2/8/2019 000121465919000905