Hillcrest Wealth Advisors - Ny, LLC Top Holdings and 13F Report (2025) About Hillcrest Wealth Advisors - Ny, LLCInvestment ActivityHillcrest Wealth Advisors - Ny, LLC has $201.97 million in total holdings as of March 31, 2025.Hillcrest Wealth Advisors - Ny, LLC owns shares of 48 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.98% of the portfolio was purchased this quarter.About 4.17% of the portfolio was sold this quarter.This quarter, Hillcrest Wealth Advisors - Ny, LLC has purchased 50 new stocks and bought additional shares in 10 stocks.Hillcrest Wealth Advisors - Ny, LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $47,917,569iShares Russell 2000 ETF $16,463,311Vanguard FTSE Developed Markets ETF $12,521,106Vanguard FTSE All-World ex-US ETF $12,150,441iShares Russell 2000 Value ETF $11,278,961 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $427,392 Holding36266G107 - GE HealthCare Technologies $220,338 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,265 shares (about $1.16M)iShares Russell 2000 Growth ETF 2,400 shares (about $613.27K)SPDR S&P Biotech ETF 7,310 shares (about $592.84K)GE VERNOVA INC 1,400 shares (about $427.39K)iShares Russell 2000 Value ETF 2,000 shares (about $301.96K) Largest Sales this Quarter iShares TIPS Bond ETF 17,350 shares (about $1.93M)iShares 0-5 Year TIPS Bond ETF 8,800 shares (about $910.54K)SPDR S&P 500 ETF Trust 1,315 shares (about $735.60K)Vanguard Intermediate-Term Corporate Bond ETF 8,625 shares (about $705.18K)iShares Core U.S. Aggregate Bond ETF 5,140 shares (about $508.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHillcrest Wealth Advisors - Ny, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$47,917,569$1,164,008 ▲2.5%93,24123.7%ETFIWMiShares Russell 2000 ETF$16,463,311$105,730 ▲0.6%82,5278.2%FinanceVEAVanguard FTSE Developed Markets ETF$12,521,106$302,438 ▼-2.4%246,3336.2%ETFVEUVanguard FTSE All-World ex-US ETF$12,150,441$30,330 ▼-0.2%200,3046.0%ETFIWNiShares Russell 2000 Value ETF$11,278,961$301,960 ▲2.8%74,7055.6%ETFSPYSPDR S&P 500 ETF Trust$10,723,506$735,598 ▼-6.4%19,1705.3%FinanceIWOiShares Russell 2000 Growth ETF$10,248,031$613,272 ▲6.4%40,1055.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,758,615$705,180 ▼-8.3%94,8953.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,599,421$508,448 ▼-6.3%76,8243.8%FinanceTIPiShares TIPS Bond ETF$6,133,279$1,927,412 ▼-23.9%55,2103.0%ETFBRK.BBerkshire Hathaway$6,117,2140.0%11,4863.0%FinanceVWOVanguard FTSE Emerging Markets ETF$6,044,066$125,597 ▲2.1%133,5413.0%ETFIWDiShares Russell 1000 Value ETF$4,895,547$37,632 ▼-0.8%26,0182.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,886,371$910,536 ▼-15.7%47,2252.4%ETFVTVVanguard Value ETF$4,140,5780.0%23,9702.1%ETFVUGVanguard Growth ETF$3,726,7410.0%10,0501.8%ETFIWFiShares Russell 1000 Growth ETF$3,423,133$7,222 ▼-0.2%9,4801.7%ETFSDYSPDR S&P Dividend ETF$2,724,454$27,136 ▼-1.0%20,0801.3%ETFIWBiShares Russell 1000 ETF$2,513,7340.0%8,1951.2%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,272,168$108,250 ▼-4.5%52,4751.1%ETFGEGE Aerospace$2,035,726$428,321 ▼-17.4%10,1711.0%IndustrialsXBISPDR S&P Biotech ETF$1,757,680$592,841 ▲50.9%21,6730.9%ETFXLVHealth Care Select Sector SPDR Fund$1,416,2970.0%9,7000.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,117,881$4,048 ▼-0.4%20,7130.6%ETFBSVVanguard Short-Term Bond ETF$1,054,745$277,894 ▼-20.9%13,4740.5%ETFGPNGlobal Payments$977,8290.0%9,9860.5%Business ServicesVGTVanguard Information Technology ETF$854,249$189,833 ▲28.6%1,5750.4%ETFJPMJPMorgan Chase & Co.$831,567$103,026 ▼-11.0%3,3900.4%FinanceGLDSPDR Gold Shares$806,7920.0%2,8000.4%FinanceJNKSPDR Bloomberg High Yield Bond ETF$747,914$11,912 ▲1.6%7,8480.4%FinanceVNQVanguard Real Estate ETF$679,050$181,080 ▲36.4%7,5000.3%ETFIJRiShares Core S&P Small-Cap ETF$622,1920.0%5,9500.3%ETFXLIIndustrial Select Sector SPDR Fund$589,8150.0%4,5000.3%ETFXLFFinancial Select Sector SPDR Fund$511,798$74,715 ▲17.1%10,2750.3%ETFGOOGLAlphabet$501,3430.0%3,2420.2%Computer and TechnologyGE VERNOVA INC$427,392$427,392 ▲New Holding1,4000.2%COMHYGiShares iBoxx $ High Yield Corporate Bond ETF$384,589$5,917 ▼-1.5%4,8750.2%ETFEFAiShares MSCI EAFE ETF$367,7850.0%4,5000.2%FinanceAAPLApple$336,0830.0%1,5130.2%Computer and TechnologyIVViShares Core S&P 500 ETF$318,0350.0%5660.2%ETFNVDANVIDIA$300,6460.0%2,7740.1%Computer and TechnologyDBAInvesco DB Agriculture Fund$300,2760.0%11,4000.1%FinanceIAUiShares Gold Trust$274,1640.0%4,6500.1%FinanceMSFTMicrosoft$273,2840.0%7280.1%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$265,7020.0%9,9960.1%ETFVTIVanguard Total Stock Market ETF$247,3560.0%9000.1%ETFGEHCGE HealthCare Technologies$220,338$220,338 ▲New Holding2,7300.1%MedicalDEIDouglas Emmett$211,6320.0%13,2270.1%FinanceXLEEnergy Select Sector SPDR Fund$0$1,399,256 ▼-100.0%00.0%ETFFXIiShares China Large-Cap ETF$0$459,948 ▼-100.0%00.0%ETFKWEBKraneShares CSI China Internet ETF$0$233,920 ▼-100.0%00.0%ManufacturingVDCVanguard Consumer Staples ETF$0$211,380 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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