Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY as of June 30, 2025

Portfolio Holdings for Hillcrest Wealth Advisors - NY

Hillcrest Wealth Advisors - NY holds 49 positions in its portfolio as reported in the June 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) 25.1 $54M 94k 568.03
Ishares Tr Russell 2000 Etf (IWM) 8.3 $18M 82k 215.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.8 $15M 254k 57.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.3 $13M 199k 67.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.5 $12M 19k 617.85
Ishares Tr Rus 2000 Val Etf (IWN) 5.4 $12M 73k 157.76
Ishares Tr Rus 2000 Grw Etf (IWO) 5.2 $11M 39k 285.86
Ishares Tr Core Us Aggbd Et (AGG) 3.3 $7.1M 72k 99.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.1 $6.7M 81k 82.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $6.6M 134k 49.46
Ishares Tr Tips Bd Etf (TIP) 2.7 $5.8M 53k 110.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.6 $5.6M 12k 485.77
Ishares Tr Rus 1000 Val Etf (IWD) 2.3 $5.0M 26k 194.23
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.3 $4.9M 47k 102.91
Vanguard Index Fds Growth Etf (VUG) 2.0 $4.3M 9.9k 438.40
Vanguard Index Fds Value Etf (VTV) 1.9 $4.0M 23k 176.74
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $4.0M 9.4k 424.58
Spdr Series Trust S&p Divid Etf (SDY) 1.3 $2.7M 20k 135.73
Ishares Tr Rus 1000 Etf (IWB) 1.3 $2.7M 7.9k 339.57
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.0 $2.2M 50k 43.75
Ge Aerospace Com New (GE) 0.9 $1.8M 7.1k 257.39
Spdr Series Trust S&p Biotech (XBI) 0.8 $1.6M 19k 82.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $1.3M 9.7k 134.79
Ishares Core Msci Emkt (IEMG) 0.5 $1.1M 19k 60.03
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $982k 13k 78.70
JPMorgan Chase & Co. (JPM) 0.4 $868k 3.0k 289.91
Spdr Gold Tr Gold Shs (GLD) 0.4 $854k 2.8k 304.83
Vanguard World Inf Tech Etf (VGT) 0.4 $813k 1.2k 663.28
Global Payments (GPN) 0.4 $798k 10k 80.04
Spdr Series Trust Bloomberg High Y (JNK) 0.3 $710k 7.3k 97.27
Select Sector Spdr Tr Indl (XLI) 0.3 $664k 4.5k 147.52
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $650k 6.0k 109.29
Alphabet Cap Stk Cl A (GOOGL) 0.3 $571k 3.2k 176.23
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $445k 5.0k 89.06
NVIDIA Corporation (NVDA) 0.2 $432k 2.7k 157.99
Ishares Tr Msci Eafe Etf (EFA) 0.2 $402k 4.5k 89.39
Microsoft Corporation (MSFT) 0.2 $362k 728.00 497.41
Ishares Tr Core S&p500 Etf (IVV) 0.2 $351k 566.00 620.90
Select Sector Spdr Tr Financial (XLF) 0.2 $340k 6.5k 52.37
Apple (AAPL) 0.1 $310k 1.5k 205.17
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $298k 11k 26.15
Ishares Gold Tr Ishares New (IAU) 0.1 $290k 4.7k 62.36
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $277k 10k 27.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $274k 900.00 303.93
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $268k 13k 21.16
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $226k 2.8k 80.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $219k 9.9k 22.10
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $202k 2.7k 74.07
Douglas Emmett (DEI) 0.1 $199k 13k 15.04