Long-term investor
Hillcrest Wealth Advisors - Ny, LLC @hillcrestwealthadvisorsn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767121).
Record
- Tracked since 2025-06-30 (476 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months -0.1% · 1 year +1.5% · all +1.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 23.8% · long · since 2025-06-30
- 464287655 · 8.9% · long · since 2025-06-30
- 921943858 · 7.5% · long · since 2025-06-30
- 922042775 · 5.8% · long · since 2025-06-30
- 464287630 · 5.5% · long · since 2025-06-30
- 464287648 · 5.4% · long · since 2025-06-30
- 78462F103 · 4.7% · long · since 2025-06-30
- 92206C870 · 4.1% · long · since 2025-06-30
- 464287226 · 3.6% · long · since 2025-06-30
- 464287176 · 3.6% · long · since 2025-06-30
- 922042858 · 3.1% · long · since 2025-06-30
- 46429B747 · 2.2% · long · since 2025-06-30