Hillcrest Wealth Advisors - NY, LLC
CIK:0001767121
Investment Adviser
$355M AUM
53 holdings
Hazlet, NJ, USA
Hillcrest Wealth Advisors – NY, LLC is a boutique wealth management firm that provides comprehensive financial planning, investment advisory, and client oversight services, primarily to high net worth individuals, for over 20 years. The firm helps clients navigate complex financial situations and actively manage their investment portfolios.
Investment Strategy
The firm offers discretionary asset management, focusing on portfolio oversight and responding to rapidly changing investment conditions. While specifics about investment philosophy (value, growth, etc.) are not detailed in available sources, their services emphasize tailored financial planning and proactive monitoring for sophisticated investors.
Top Buys
V
VOOVANGUARD INDEX FDS+$3.2M
I
IWMISHARES TR+$1.4M
I
IWOISHARES TR+$1.1M
I
IWNISHARES TR+$1.0M
V
VEAVANGUARD TAX-MANAGED FDS+$823.3K
Top Sells
X
XBISPDR SERIES TRUST-$1.2M
S
STIPISHARES TR-$627.3K
T
TIPISHARES TR-$284.9K
S
SCHHSCHWAB STRATEGIC TR-$268.2K
J
JNKSPDR SERIES TRUST-$171.1K
Top Holdings
V
VOOVANGUARD INDEX FDS+25.5%$56.7M
I
IWMISHARES TR+8.6%$19.2M
V
VEAVANGUARD TAX-MANAGED FDS+6.9%$15.3M
V
VEUVANGUARD INTL EQUITY INDEX F+6.3%$14.0M
I
IWNISHARES TR+5.7%$12.6M
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 25.47% | $56.7M | 92,515 | $316.91 | $612.38 | +$3.2M |
I IWM | ISHARES TR | 8.63% | $19.2M | 79,312 | $165.53 | $241.96 | +$1.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 6.88% | $15.3M | 255,483 | $45.47 | $59.92 | +$823.3K |
V VEU | VANGUARD INTL EQUITY INDEX F | 6.32% | $14.0M | 196,829 | $47.14 | $71.37 | +$642.1K |
I IWN | ISHARES TR | 5.66% | $12.6M | 71,155 | $118.81 | $176.81 | +$1.0M |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+2.6%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+0.8%
COMMODITY CONTRACTS BROKERS & DEALERS
+0.7%
NATIONAL COMMERCIAL BANKS
+0.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.5%