Hillcrest Wealth Advisors - NY, LLC

The portfolio consists of 52 holdings, indicating a streamlined approach focused on core exposure rather than fragmented stock picking. The structure is heavily institutional, relying primarily on exchange-traded funds (ETFs) to achieve broad market exposure. The firm appears to have executed a major portfolio overhaul during the quarter, as evidenced by the creation of 32 new positions and the complete exit from 3 previous holdings. The current strategy leans heavily on a "core and satellite" model, where the vast majority of assets are held in passive index funds, with a small selection of individual stocks acting as satellite positions.

Key Holdings