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, VEA, SPY, IWN, and represent 49.03% of Hillcrest Wealth Advisors - NY's stock portfolio.
  • Added to shares of these 10 stocks: VCIT, GE, AGG, XLE, TIP, VEA, XBI, IWM, VWO, DEI.
  • Started 4 new stock positions in XLE, DEI, GE, KWEB.
  • Reduced shares in these 10 stocks: VOO, BRK.B, SCHF, JPM, VEU, IWB, IWO, VUG, IWF, SPY.
  • Sold out of its position in SCHF.
  • Hillcrest Wealth Advisors - NY was a net buyer of stock by $13M.
  • Hillcrest Wealth Advisors - NY has $210M in assets under management (AUM), dropping by 5.01%.
  • Central Index Key (CIK): 0001767121

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Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 50 positions in its portfolio as reported in the December 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) 23.3 $49M 91k 538.81
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Ishares Tr Russell 2000 Etf (IWM) 8.6 $18M 82k 220.96
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.7 $12M +8% 252k 47.82
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $12M 21k 586.08
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Ishares Tr Rus 2000 Val Etf (IWN) 5.7 $12M 73k 164.17
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.5 $12M 201k 57.41
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Ishares Tr Rus 2000 Grw Etf (IWO) 5.2 $11M 38k 287.82
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.9 $8.3M +127% 104k 80.27
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Ishares Tr Core Us Aggbd Et (AGG) 3.8 $7.9M +33% 82k 96.90
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Ishares Tr Tips Bd Etf (TIP) 3.7 $7.7M +14% 73k 106.55
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $5.8M +4% 131k 44.04
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Ishares Tr 0-5 Yr Tips Etf (STIP) 2.7 $5.6M 56k 100.60
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $5.2M -4% 12k 453.28
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Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $4.9M 26k 185.13
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Vanguard Index Fds Growth Etf (VUG) 2.0 $4.1M -2% 10k 410.44
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Vanguard Index Fds Value Etf (VTV) 1.9 $4.1M -2% 24k 169.30
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $3.8M -2% 9.5k 401.58
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Spdr Ser Tr S&p Divid Etf (SDY) 1.3 $2.7M 20k 132.10
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Ishares Tr Rus 1000 Etf (IWB) 1.3 $2.6M -4% 8.2k 322.16
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.1 $2.3M -2% 55k 41.40
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Ge Aerospace Com New (GE) 1.0 $2.1M NEW 12k 166.79
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Select Sector Spdr Tr Energy (XLE) 0.7 $1.4M NEW 16k 85.66
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $1.3M 9.7k 137.57
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $1.3M -3% 17k 77.27
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Spdr Ser Tr S&p Biotech (XBI) 0.6 $1.3M +101% 14k 90.06
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Global Payments (GPN) 0.5 $1.1M 10k 112.06
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Ishares Core Msci Emkt (IEMG) 0.5 $1.1M +6% 21k 52.22
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JPMorgan Chase & Co. (JPM) 0.4 $913k -11% 3.8k 239.71
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Vanguard World Inf Tech Etf (VGT) 0.4 $762k 1.2k 621.80
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Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $737k +9% 7.7k 95.47
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $686k 6.0k 115.22
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Spdr Gold Tr Gold Shs (GLD) 0.3 $678k 2.8k 242.13
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $614k 3.2k 189.30
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Select Sector Spdr Tr Indl (XLI) 0.3 $593k 4.5k 131.76
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $490k 5.5k 89.08
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Ishares Tr China Lg-cap Etf (FXI) 0.2 $460k +12% 15k 30.44
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Select Sector Spdr Tr Financial (XLF) 0.2 $424k +9% 8.8k 48.33
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $389k +42% 5.0k 78.65
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Apple (AAPL) 0.2 $379k 1.5k 250.42
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NVIDIA Corporation (NVDA) 0.2 $373k 2.8k 134.29
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $340k 4.5k 75.61
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $333k 566.00 588.68
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Microsoft Corporation (MSFT) 0.1 $307k 728.00 421.50
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $303k 11k 26.59
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $261k 900.00 289.81
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $261k +200% 10k 26.07
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Douglas Emmett (DEI) 0.1 $246k NEW 13k 18.56
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Kraneshares Trust Csi Chi Internet (KWEB) 0.1 $234k NEW 8.0k 29.24
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Ishares Gold Tr Ishares New (IAU) 0.1 $230k 4.7k 49.51
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Vanguard World Consum Stp Etf (VDC) 0.1 $211k 1.0k 211.38
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Past Filings by Hillcrest Wealth Advisors - NY

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

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