Hillcrest Wealth Advisors Ny, LLC Reduced Holdings in Q3 2025

Hillcrest Wealth Advisors Ny, LLC

  • $222 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-15.2K
- 78.17%
$83.08 - $100.2 $1.26M - $1.52M
4.24K $424K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-6.28K
- 13.26%
$102.4 - $103.88 $643K - $652K
41.1K $4.24M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.13K
- 5.89%
$109.11 - $111.88 $341K - $350K
50K $5.56M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.8K
- 24.66%
$96.22 - $98.19 $173K - $177K
5.5K $538K
GE
General Electric CO

Industrials
-1.5K
- 21.21%
$244.75 - $305.63 $367K - $458K
5.57K $1.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.17K
- 3.03%
$97.75 - $100.75 $213K - $219K
69.6K $6.98M
IEMG
Ishares Inc

ETFs
-2.35K
- 12.28%
N/A
16.8K $900K
XLV
Select Sector Spdr Fund Health

ETFs
-1.2K
- 12.37%
$129.01 - $139.72 $155K - $168K
8.5K $1.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.6K
- 12.83%
$78.11 - $79.07 $125K - $127K
10.9K $858K
VNQ
Vanguard Specialized Funds Van

ETFs
-500
- 10.0%
$88.47 - $93.24 $44.2K - $46.6K
4.5K $411K
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 11.11%
$303.93 - $329.86 $30.4K - $33K
800 $262K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-705
- 7.05%
$27.61 - $29.15 $19.5K - $20.6K
9.29K $270K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-200
- 2.02%
$21.69 - $23.34 $4.34K - $4.67K
9.69K $225K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-400
- 6.72%
$108.46 - $120.63 $43.4K - $48.3K
5.55K $659K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-300
- 1.5%
$136.48 - $142.97 $40.9K - $42.9K
19.7K $2.76M
NVDA
Nvidia Corp

Technology
-8
- 0.29%
$153.3 - $186.58 $1.23K - $1.49K
2.73K $508K
GOOGL
Alphabet Inc.

Communication Services
-400
- 12.34%
$174.36 - $254.72 $69.7K - $102K
2.84K $690K
IWD
Ishares Russell 1000 Val ETF

ETFs
-400
- 1.56%
$192.76 - $203.86 $77.1K - $81.5K
25.3K $5.15M
VUG
Vanguard Growth ETF

ETFs
-400
- 4.04%
$433.97 - $484.08 $174K - $194K
9.5K $4.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-180
- 1.92%
$420.11 - $472.68 $75.6K - $85.1K
9.18K $4.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.5K
- 1.12%
$49.43 - $54.52 $74.1K - $81.8K
133K $7.19M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.6K
- 1.3%
$66.38 - $71.68 $173K - $186K
197K $14M
SPY
Spdr S&P 500 ETF Trust

ETFs
-225
- 1.2%
$617.65 - $666.84 $139K - $150K
18.6K $12.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.13K
- 2.9%
$157.1 - $178.94 $334K - $380K
71.2K $12.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-860
- 2.21%
$284.45 - $324.95 $245K - $279K
38K $12.2M
IWM
Ishares Russell 2000 ETF

ETFs
-2.96K
- 3.6%
$214.92 - $244.84 $636K - $725K
79.3K $19.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.61K
- 1.71%
$567.77 - $614.76 $912K - $987K
92.5K $56.7M
Activity Summary
Buys All Purchases 10 New Holdings 5 Increased Positions 5 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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