Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY as of March 31, 2025

Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 48 positions in its portfolio as reported in the March 2025 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) 23.7 $48M 93k 513.91
Ishares Tr Russell 2000 Etf (IWM) 8.2 $17M 83k 199.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.2 $13M 246k 50.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.0 $12M 200k 60.66
Ishares Tr Rus 2000 Val Etf (IWN) 5.6 $11M 75k 150.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.3 $11M 19k 559.39
Ishares Tr Rus 2000 Grw Etf (IWO) 5.1 $10M 40k 255.53
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.8 $7.8M 95k 81.76
Ishares Tr Core Us Aggbd Et (AGG) 3.8 $7.6M 77k 98.92
Ishares Tr Tips Bd Etf (TIP) 3.0 $6.1M 55k 111.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $6.1M 12k 532.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $6.0M 134k 45.26
Ishares Tr Rus 1000 Val Etf (IWD) 2.4 $4.9M 26k 188.16
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.4 $4.9M 47k 103.47
Vanguard Index Fds Value Etf (VTV) 2.1 $4.1M 24k 172.74
Vanguard Index Fds Growth Etf (VUG) 1.8 $3.7M 10k 370.82
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $3.4M 9.5k 361.09
Spdr Ser Tr S&p Divid Etf (SDY) 1.3 $2.7M 20k 135.68
Ishares Tr Rus 1000 Etf (IWB) 1.2 $2.5M 8.2k 306.74
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.1 $2.3M 53k 43.30
Ge Aerospace Com New (GE) 1.0 $2.0M 10k 200.15
Spdr Ser Tr S&p Biotech (XBI) 0.9 $1.8M 22k 81.10
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $1.4M 9.7k 146.01
Ishares Core Msci Emkt (IEMG) 0.6 $1.1M 21k 53.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.1M 14k 78.28
Global Payments (GPN) 0.5 $978k 10k 97.92
Vanguard World Inf Tech Etf (VGT) 0.4 $854k 1.6k 542.38
JPMorgan Chase & Co. (JPM) 0.4 $832k 3.4k 245.30
Spdr Gold Tr Gold Shs (GLD) 0.4 $807k 2.8k 288.14
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $748k 7.8k 95.30
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $679k 7.5k 90.54
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $622k 6.0k 104.57
Select Sector Spdr Tr Indl (XLI) 0.3 $590k 4.5k 131.07
Select Sector Spdr Tr Financial (XLF) 0.3 $512k 10k 49.81
Alphabet Cap Stk Cl A (GOOGL) 0.2 $501k 3.2k 154.64
Ge Vernova (GEV) 0.2 $427k 1.4k 305.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $385k 4.9k 78.89
Ishares Tr Msci Eafe Etf (EFA) 0.2 $368k 4.5k 81.73
Apple (AAPL) 0.2 $336k 1.5k 222.13
Ishares Tr Core S&p500 Etf (IVV) 0.2 $318k 566.00 561.90
NVIDIA Corporation (NVDA) 0.1 $301k 2.8k 108.38
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $300k 11k 26.34
Ishares Gold Tr Ishares New (IAU) 0.1 $274k 4.7k 58.96
Microsoft Corporation (MSFT) 0.1 $273k 728.00 375.39
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $266k 10k 26.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $247k 900.00 274.84
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $220k 2.7k 80.71
Douglas Emmett (DEI) 0.1 $212k 13k 16.00