Hillcrest Wealth Advisors Ny, LLC Purchases and Sells in Q4 2024

Hillcrest Wealth Advisors Ny, LLC

14 operations

Stock	Shares change	Price Range	Shares Held
VCIT	58K + 127.49%	$80.13 - $83.77 $4.65M - $4.86M	104K $8.31M
AGG	20.5K + 33.32%	$96.64 - $101.23 $1.98M - $2.07M	82K $7.94M
TIP	9.03K + 14.2%	$106.33 - $110.69 $960K - $999K	72.6K $7.73M
XBI	7.25K + 101.78%	$89.81 - $104.0 $651K - $753K	14.4K $1.29M
IWM	1.58K + 1.96%	$216.13 - $242.4 $340K - $382K	82K $18.1M
HYG	1.48K + 42.45%	$78.09 - $80.04 $115K - $118K	4.95K $389K

4 operations

Stock	Shares change	Price Range	Shares Held
GE	12.3K New	$159.95 - $194.23 $1.97M - $2.39M	12.3K $2.05M
XLE	16.3K New	$83.32 - $97.27 $1.36M - $1.59M	16.3K $1.4M
DEI	13.2K New	$17.33 - $20.32 $229K - $269K	13.2K $245K
KWEB	8K New	$29.11 - $38.87 $233K - $311K	8K $233K

16 operations

Stock	Shares change	Price Range	Shares Held
VEU	-2K - 0.99%	$57.29 - $63.1 $115K - $126K	201K $11.5M
BRK-B	-500 - 4.17%	$442.29 - $483.08 $221K - $242K	11.5K $5.21M
VTV	-500 - 2.04%	$168.32 - $181.87 $84.2K - $90.9K	24K $4.06M
IWD	-450 - 1.69%	$183.23 - $199.79 $82.5K - $89.9K	26.2K $4.85M
DBEF	-1.3K - 2.31%	$40.97 - $42.66 $53.3K - $55.5K	55K $2.28M
BSV	-550 - 3.13%	$77.02 - $78.58 $42.4K - $43.2K	17K $1.32M

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