Hillcrest Wealth Advisors Ny, LLC Reduced Holdings in Q2 2025

Hillcrest Wealth Advisors Ny, LLC

  • $212 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-14.3K
- 15.1%
$79.56 - $82.92 $1.14M - $1.19M
80.6K $6.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.05K
- 6.57%
$96.84 - $99.46 $489K - $502K
71.8K $7.12M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.13K
- 3.85%
$107.93 - $110.97 $229K - $236K
53.1K $5.84M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.5K
- 33.33%
$79.79 - $91.42 $199K - $229K
5K $445K
GE
General Electric CO

Industrials
-3.1K
- 30.48%
$166.81 - $257.39 $517K - $798K
7.07K $1.82M
GPN
Global Payments Inc

Industrials
-12
- 0.12%
$67.47 - $99.6 $810 - $1.2K
9.97K $798K
XLF
Financial Sector Spdr

ETFs
-3.78K
- 36.74%
$43.92 - $52.37 $166K - $198K
6.5K $340K
VTV
Vanguard Value ETF

ETFs
-1.47K
- 6.13%
$153.67 - $176.74 $226K - $260K
22.5K $3.98M
HYG
Ishares Tr

ETFs
-2.08K
- 42.56%
$75.75 - $80.65 $157K - $167K
2.8K $225K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.26K
- 10.43%
$69.8 - $85.28 $158K - $193K
19.4K $1.61M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1K
- 7.42%
$77.74 - $78.78 $77.7K - $78.8K
12.5K $981K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-2.1K
- 4.0%
$38.18 - $45.52 $80.2K - $95.6K
50.4K $2.2M
VGT
Vanguard Information Technolog

ETFs
-350
- 22.22%
$470.37 - $663.28 $165K - $232K
1.23K $812K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-550
- 7.01%
$91.23 - $97.27 $50.2K - $53.5K
7.3K $709K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-100
- 0.5%
$121.58 - $136.74 $12.2K - $13.7K
20K $2.71M
JPM
Jpmorgan Chase & CO

Financial Services
-395
- 11.65%
$210.28 - $289.91 $83.1K - $115K
3K $868K
IWD
Ishares Russell 1000 Val ETF

ETFs
-300
- 1.15%
$166.82 - $194.23 $50K - $58.3K
25.7K $5M
NVDA
Nvidia Corp

Technology
-41
- 1.48%
$94.31 - $157.99 $3.87K - $6.48K
2.73K $431K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-300
- 3.66%
$272.36 - $339.57 $81.7K - $102K
7.9K $2.68M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.43K
- 1.91%
$131.84 - $157.76 $188K - $225K
73.3K $11.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-125
- 1.32%
$320.42 - $424.58 $40.1K - $53.1K
9.36K $3.95M
VUG
Vanguard Growth ETF

ETFs
-150
- 1.49%
$329.49 - $438.4 $49.4K - $65.8K
9.9K $4.34M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.22K
- 3.03%
$224.16 - $285.86 $272K - $347K
38.9K $11.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-377
- 1.97%
$496.48 - $617.85 $187K - $233K
18.8K $11.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
-875
- 0.44%
$54.19 - $67.22 $47.4K - $58.8K
199K $13.4M
IWM
Ishares Russell 2000 ETF

ETFs
-255
- 0.31%
$174.82 - $215.79 $44.6K - $55K
82.3K $17.8M
Activity Summary
Buys All Purchases 6 New Holdings 2 Increased Positions 4 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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