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 VEU IWN SPY IWO VWO 39 stocks	$209,689 94.47% of portfolio	6	24	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5,774 2.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$1,675 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$944 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$912 0.41% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$830 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$712 0.32% of portfolio	1	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$385 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$377 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$262 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate DEI 1 stocks	$205 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$203 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.