Hillcrest Wealth Advisors Ny, LLC Portfolio Holdings by Sector

Hillcrest Wealth Advisors Ny, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO IWM VEA SPY IWN VEU IWO VCIT 40 stocks	$198,918 94.55% of portfolio	16	12	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5,206 2.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$2,053 0.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$1,119 0.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$913 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$613 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$378 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$372 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$306 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$260 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate DEI 1 stocks	$245 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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