Hillcrest Wealth Advisors - Ny, LLC Top Holdings and 13F Report (2025) About Hillcrest Wealth Advisors - Ny, LLCInvestment ActivityHillcrest Wealth Advisors - Ny, LLC has $210.38 million in total holdings as of December 31, 2024.Hillcrest Wealth Advisors - Ny, LLC owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 8.25% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Hillcrest Wealth Advisors - Ny, LLC has purchased 47 new stocks and bought additional shares in 14 stocks.Hillcrest Wealth Advisors - Ny, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $49,018,836iShares Russell 2000 ETF $18,118,057Vanguard FTSE Developed Markets ETF $12,064,173SPDR S&P 500 ETF Trust $12,005,849iShares Russell 2000 Value ETF $11,935,980 Largest New Holdings this Quarter General Electric $2,053,352 HoldingEnergy Select Sector SPDR Fund $1,399,256 HoldingDouglas Emmett $245,493 HoldingKraneShares CSI China Internet ETF $233,920 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 76,490 shares (about $6.14M)iShares Core U.S. Aggregate Bond ETF 27,934 shares (about $2.71M)General Electric 12,311 shares (about $2.05M)Vanguard FTSE Developed Markets ETF 33,298 shares (about $1.59M)Energy Select Sector SPDR Fund 16,335 shares (about $1.40M) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 6,270 shares (about $630.76K)iShares China Large-Cap ETF 11,155 shares (about $339.56K)Berkshire Hathaway 500 shares (about $226.64K)iShares Russell 1000 ETF 450 shares (about $144.97K)JPMorgan Chase & Co. 500 shares (about $119.85K) 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$49,018,836$422,966 ▲0.9%90,97623.3%ETFIWMiShares Russell 2000 ETF$18,118,057$635,260 ▲3.6%81,9978.6%FinanceVEAVanguard FTSE Developed Markets ETF$12,064,173$1,592,310 ▲15.2%252,2835.7%ETFSPYSPDR S&P 500 ETF Trust$12,005,849$102,564 ▼-0.8%20,4855.7%FinanceIWNiShares Russell 2000 Value ETF$11,935,980$346,399 ▲3.0%72,7055.7%ETFVEUVanguard FTSE All-World ex-US ETF$11,528,158$69,466 ▼-0.6%200,8045.5%ETFIWOiShares Russell 2000 Growth ETF$10,852,253$30,221 ▼-0.3%37,7055.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$8,309,550$6,139,852 ▲283.0%103,5203.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,942,303$2,706,802 ▲51.7%81,9643.8%FinanceTIPiShares TIPS Bond ETF$7,731,268$183,799 ▲2.4%72,5603.7%ETFVWOVanguard FTSE Emerging Markets ETF$5,758,935$254,331 ▲4.6%130,7662.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$5,636,115$630,762 ▼-10.1%56,0252.7%ETFBRK.BBerkshire Hathaway$5,206,374$226,640 ▼-4.2%11,4862.5%FinanceIWDiShares Russell 1000 Value ETF$4,853,738$83,308 ▼-1.7%26,2182.3%ETFVUGVanguard Growth ETF$4,124,922$102,610 ▼-2.4%10,0502.0%ETFVTVVanguard Value ETF$4,058,121$84,650 ▼-2.0%23,9701.9%ETFIWFiShares Russell 1000 Growth ETF$3,815,010$100,395 ▼-2.6%9,5001.8%ETFSDYSPDR S&P Dividend ETF$2,678,9880.0%20,2801.3%ETFIWBiShares Russell 1000 ETF$2,640,101$144,972 ▼-5.2%8,1951.3%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$2,275,965$84,870 ▼-3.6%54,9751.1%ETFGEGeneral Electric$2,053,352$2,053,352 ▲New Holding12,3111.0%TransportationXLEEnergy Select Sector SPDR Fund$1,399,256$1,399,256 ▲New Holding16,3350.7%ETFXLVHealth Care Select Sector SPDR Fund$1,334,4290.0%9,7000.6%ETFBSVVanguard Short-Term Bond ETF$1,315,444$42,498 ▼-3.1%17,0240.6%ETFXBISPDR S&P Biotech ETF$1,293,532$544,413 ▲72.7%14,3630.6%ETFGPNGlobal Payments$1,119,0310.0%9,9860.5%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$1,085,549$156,033 ▲16.8%20,7880.5%ETFJPMJPMorgan Chase & Co.$913,295$119,855 ▼-11.6%3,8100.4%FinanceVGTVanguard Information Technology ETF$761,7050.0%1,2250.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$737,315$28,736 ▼-3.8%7,7230.4%FinanceIJRiShares Core S&P Small-Cap ETF$685,559$31,570 ▼-4.4%5,9500.3%ETFGLDSPDR Gold Shares$677,9640.0%2,8000.3%FinanceGOOGLAlphabet$613,7110.0%3,2420.3%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$592,9200.0%4,5000.3%ETFVNQVanguard Real Estate ETF$489,940$89,080 ▲22.2%5,5000.2%ETFFXIiShares China Large-Cap ETF$459,948$339,558 ▼-42.5%15,1100.2%ETFXLFFinancial Select Sector SPDR Fund$424,096$59,204 ▼-12.3%8,7750.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$389,318$64,886 ▲20.0%4,9500.2%ETFAAPLApple$378,885$250 ▼-0.1%1,5130.2%Computer and TechnologyNVDANVIDIA$372,520$2,149 ▼-0.6%2,7740.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$340,2450.0%4,5000.2%FinanceIVViShares Core S&P 500 ETF$333,193$112,438 ▲50.9%5660.2%ETFMSFTMicrosoft$306,8520.0%7280.1%Computer and TechnologyDBAInvesco DB Agriculture Fund$303,1260.0%11,4000.1%FinanceVTIVanguard Total Stock Market ETF$260,829$43,472 ▼-14.3%9000.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$260,604$173,736 ▲200.0%9,9960.1%ETFDEIDouglas Emmett$245,493$245,493 ▲New Holding13,2270.1%FinanceKWEBKraneShares CSI China Internet ETF$233,920$233,920 ▲New Holding8,0000.1%ManufacturingIAUiShares Gold Trust$230,2220.0%4,6500.1%FinanceVDCVanguard Consumer Staples ETF$211,3800.0%1,0000.1%ETFEEMiShares MSCI Emerging Markets ETF$0$245,957 ▼-100.0%00.0%FinanceShowing 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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