Hillcrest Wealth Advisors Ny, LLC Portfolio Holdings by Sector
Hillcrest Wealth Advisors Ny, LLC
- $201 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO IWM VEA VEU IWN SPY IWO VCIT 36 stocks |
$189,467
94.12% of portfolio
|
  10  
|
  14  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$6,117
3.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$2,035
1.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
GPN 1 stocks |
$977
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$831
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$501
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$336
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$300
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$273
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$247
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
DEI 1 stocks |
$211
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|