The Analysis of Hillcrest Wealth Advisors - NY, LLC's Holdings
Currently, Hillcrest Wealth Advisors - NY, LLC holds 52 types of securities in its portfolio with a total value $232.3M. In the most recent quarter, they have increased their positions in TIP (+19.1K shares, valued at $2.1M), STIP (+12.7K shares, valued at $1.3M), SCHH (+59.0K shares, valued at $1.2M); decreased their positions in XLV (-3.5K shares, valued at $541.8K), VEU (-3.8K shares, valued at $279.5K), IWD (-1.1K shares, valued at $227.2K); initiated new positions in SCHH (+59.0K shares, valued at $1.2M), XLE (+13.6K shares, valued at $607.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWM ISHARES TR81.0K shares2.11%2025-12-312026-01-12
VEA VANGUARD TAX-MANAGED FDS259.1K shares1.41%2025-12-312026-01-12 VEU VANGUARD INTL EQUITY INDEX193.0K shares-1.93%2025-12-312026-01-12 IWN ISHARES TR70.3K shares-1.16%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR18.4K shares-1.08%2025-12-312026-01-12 IWO ISHARES TR37.5K shares-1.26%2025-12-312026-01-12 TIP ISHARES TR69.0K shares38.18%2025-12-312026-01-12 AGG ISHARES TR74.8K shares7.44%2025-12-312026-01-12 VCIT VANGUARD SCOTTSDALE FDS87.5K shares8.50%2025-12-312026-01-12 VWO VANGUARD INTL EQUITY INDEX134.3K shares1.28%2025-12-312026-01-12 STIP ISHARES TR53.7K shares30.86%2025-12-312026-01-12 IWD ISHARES TR24.2K shares-4.27%2025-12-312026-01-12 VUG VANGUARD INDEX FDS9.1K shares-4.21%2025-12-312026-01-12 VTV VANGUARD INDEX FDS22.5K shares0.00%2025-12-312026-01-12 IWF ISHARES TR8.9K shares-3.00%2025-12-312026-01-12 IWB ISHARES TR7.8K shares-1.27%2025-12-312026-01-12 SDY SPDR SERIES TRUST19.6K shares-0.15%2025-12-312026-01-12 DBEF DBX ETF TR46.3K shares-1.28%2025-12-312026-01-12 GE AEROSPACE GE AEROSPACE5.6K shares0.00%2025-12-312026-01-12 VGT VANGUARD WORLD FD1.7K shares28.85%2025-12-312026-01-12 SCHH SCHWAB STRATEGIC TR59.0K sharesnew addition2025-12-312026-01-12 IEMG ISHARES INC16.7K shares-0.60%2025-12-312026-01-12 GLD SPDR GOLD TR2.8K shares0.00%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.3.0K shares0.00%2025-12-312026-01-12 ALPHABET INC ALPHABET INC2.8K shares0.00%2025-12-312026-01-12 BSV VANGUARD BD INDEX FDS10.4K shares-4.60%2025-12-312026-01-12 XLV SELECT SECTOR SPDR TR5.0K shares-41.18%2025-12-312026-01-12 GPN GLOBAL PMTS INC10.0K shares0.00%2025-12-312026-01-12 XLI SELECT SECTOR SPDR TR4.5K shares0.00%2025-12-312026-01-12 IJR ISHARES TR5.5K shares0.00%2025-12-312026-01-12 XLE SELECT SECTOR SPDR TR13.6K sharesnew addition2025-12-312026-01-12 NVDA NVIDIA CORPORATION2.7K shares0.00%2025-12-312026-01-12 XLF SELECT SECTOR SPDR TR8.1K shares25.00%2025-12-312026-01-12 EFA ISHARES TR4.5K shares0.00%2025-12-312026-01-12 AAPL APPLE INC1.5K shares-0.13%2025-12-312026-01-12 VNQ VANGUARD INDEX FDS4.5K shares0.00%2025-12-312026-01-12 IVV ISHARES TR566 shares0.00%2025-12-312026-01-12 HYG ISHARES TR4.7K shares38.24%2025-12-312026-01-12 MSFT MICROSOFT CORP728 shares0.00%2025-12-312026-01-12 DBA INVESCO DB MULTI-SECTOR11.4K shares0.00%2025-12-312026-01-12 ALPHABET INC ALPHABET INC895 shares-2.19%2025-12-312026-01-12 VTI VANGUARD INDEX FDS800 shares0.00%2025-12-312026-01-12 SCHV SCHWAB STRATEGIC TR8.1K shares-12.92%2025-12-312026-01-12 SCHG SCHWAB STRATEGIC TR6.6K shares0.00%2025-12-312026-01-12 PNC PNC FINL SVCS GROUP INC1.0K shares0.00%2025-12-312026-01-12 BROADCOM INC BROADCOM INC600 shares-3.38%2025-12-312026-01-12 BND VANGUARD BD INDEX FDS2.8K shares0.00%2025-12-312026-01-12 DEI DOUGLAS EMMETT INC12.7K shares-3.67%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available