Hillcrest Wealth Advisors Ny, LLC Portfolio Holdings by Sector
Hillcrest Wealth Advisors Ny, LLC
- $185 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO IWM VEU IWN SPY VEA IWO TIP 36 stocks |
$175,106
94.9% of portfolio
|
  7  
|
  18  
|
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,042
2.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
GPN 1 stocks |
$1,337
0.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$863
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$489
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$338
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$311
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$304
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$299
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$237
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PNC 1 stocks |
$200
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|