Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Hillcrest Wealth Advisors - NY

Latest statistics and disclosures from Hillcrest Wealth Advisors - NY's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IWM, VEU, VEA, IWN, and represent 51.53% of Hillcrest Wealth Advisors - NY's stock portfolio.
Added to shares of these 10 stocks: VCIT, AGG, VEA, VOO, IWN, IWM, SCHF, IVV, IEMG, VNQ.
Started 1 new stock position in SCHF.
Reduced shares in these 10 stocks: TIP, STIP, FXI, EEM, XBI, JNK, XLF, HYG, VTI, IJR.
Sold out of its position in EEM.
Hillcrest Wealth Advisors - NY was a net buyer of stock by $2.4M.
Hillcrest Wealth Advisors - NY has $200M in assets under management (AUM), dropping by 7.86%.
Central Index Key (CIK): 0001767121

Tip: Access up to 7 years of quarterly data

Positions held by Hillcrest Wealth Advisors - NY consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 47 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	24.1	$48M		92k	527.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	8.9	$18M		80k	220.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	6.4	$13M		203k	63.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.1	$12M	+6%	233k	52.81	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	6.0	$12M	+2%	72k	166.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.9	$12M		21k	573.76	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	5.4	$11M		38k	284.00	View chart
Ishares Tr Tips Bd Etf (TIP)	3.5	$7.0M	-10%	64k	110.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$6.2M	+13%	62k	101.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$6.0M		125k	47.85	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.8	$5.7M	-9%	56k	101.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.8	$5.5M		12k	460.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	2.5	$5.1M		27k	189.80	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$4.3M		25k	174.57	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$4.0M		10k	383.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.9	$3.8M	+68%	46k	83.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$3.7M		9.8k	375.38	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	1.4	$2.9M		20k	142.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.3	$2.7M		8.5k	314.39	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.2	$2.4M		56k	42.02	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.7	$1.5M		9.7k	154.02	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$1.4M		18k	78.69	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.1M	+9%	20k	57.41	View chart
Global Payments (GPN)	0.5	$1.0M		10k	102.42	View chart
JPMorgan Chase & Co. (JPM)	0.5	$909k		4.3k	210.86	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$719k		1.2k	586.52	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.4	$703k	-14%	7.1k	98.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$696k	-4%	6.0k	116.96	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.3	$692k	-11%	7.1k	97.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$681k		2.8k	243.06	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$610k		4.5k	135.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$538k		3.2k	165.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$536k	+22%	5.5k	97.42	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$428k	-48%	14k	31.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$376k		4.5k	83.63	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$363k	-20%	8.0k	45.32	View chart
Apple (AAPL)	0.2	$353k		1.5k	233.00	View chart
NVIDIA Corporation (NVDA)	0.2	$339k		2.8k	121.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$327k	+50%	566.00	576.82	View chart
Microsoft Corporation (MSFT)	0.2	$313k		728.00	430.30	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.1	$297k		11k	26.09	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$279k	-15%	3.5k	80.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$268k		3.3k	80.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$255k	-14%	900.00	283.16	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$231k		4.7k	49.70	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$219k		1.0k	218.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$203k	NEW	4.9k	41.12	View chart

Past Filings by Hillcrest Wealth Advisors - NY

SEC 13F filings are viewable for Hillcrest Wealth Advisors - NY going back to 2018

Hillcrest Wealth Advisors - NY 2024 Q3 filed Oct. 17, 2024
Hillcrest Wealth Advisors - NY 2024 Q2 filed July 18, 2024
Hillcrest Wealth Advisors - NY 2024 Q1 filed April 11, 2024
Hillcrest Wealth Advisors - NY 2023 Q4 filed Jan. 12, 2024
Hillcrest Wealth Advisors - NY 2023 Q3 filed Oct. 17, 2023
Hillcrest Wealth Advisors - NY 2023 Q2 filed July 31, 2023
Hillcrest Wealth Advisors - NY 2023 Q1 filed May 8, 2023
Hillcrest Wealth Advisors - NY 2022 Q4 filed Feb. 8, 2023
Hillcrest Wealth Advisors - NY 2022 Q3 filed Nov. 3, 2022
Hillcrest Wealth Advisors - NY 2022 Q2 filed Aug. 2, 2022
Hillcrest Wealth Advisors - NY 2022 Q1 filed May 9, 2022
Hillcrest Wealth Advisors - NY 2021 Q4 filed Feb. 4, 2022
Hillcrest Wealth Advisors - NY 2021 Q3 filed Oct. 26, 2021
Hillcrest Wealth Advisors - NY 2021 Q2 filed Aug. 3, 2021
Hillcrest Wealth Advisors - NY 2021 Q1 filed April 28, 2021
Hillcrest Wealth Advisors - NY 2020 Q4 filed Feb. 3, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z