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  Name: Hillcrest Wealth Advisors - NY LLC
  City: HOLMDEL
  State: NJ
  Zip: 07733
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $184,540,000
  Total Value Change : $3,115,000
  Securities Held Change : 1
   
All Securities Held : 46
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 6
  Unchanged Positions : 14
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 41 New $943.59 $299,000 331 0.16% 299,000 331 0    Semiconductor - Speci...
   (DBA)1 Year Chart         DBA Invesco DB Agriculture 42 New $23.50 $282,000 11,400 0.15% 282,000 11,400 0.03    Closed - End Fund - Debt
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 46 New $160.89 $200,000 1,239 0.11% 200,000 1,239 0    Domestic Money Center...

      3 Records Found
  1    
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