HW
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Hillcrest Wealth Advisors - NY, LLC13F | |
| Hillcrest Wealth Advisors - NY, LLC | |
| Last update 2025-04-22 | 48 Stocks (2 new) |
| Value $202.00 Mil | Turnover 2 % |
Hillcrest Wealth Advisors - NY... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 93,241 | 47,917.6 | +2.49% | 23.730 | +0.58% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
IWM | iShares Russell 2000 ETF | 82,527 | 16,463.3 | +0.65% | 8.150 | +0.05% | 0.030 | +19.55% | +1.12% | 66,553.7 | ||
VEA | Vanguard FTSE Developed Markets ETF | 246,333 | 12,521.1 | -2.36% | 6.200 | -0.14% | 0.010 | +12.49% | +19.94% | 157,607.2 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 200,304 | 12,150.4 | -0.25% | 6.020 | -0.01% | 0.030 | +13.13% | +18.20% | 44,208.3 | ||
IWN | iShares Russell 2000 Value ETF | 74,705 | 11,279.0 | +2.75% | 5.580 | +0.15% | 0.100 | +17.14% | +0.27% | 10,960.3 | ||
SPY | SPDR S&P 500 ETF Trust | 19,170 | 10,723.5 | -6.42% | 5.310 | -0.37% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
IWO | iShares Russell 2000 Growth ETF | 40,105 | 10,248.0 | +6.37% | 5.070 | +0.30% | 0.090 | +21.69% | +1.98% | 11,944.7 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 94,895 | 7,758.6 | -8.33% | 3.840 | -0.33% | 0.020 | +3.07% | +4.86% | 53,338.9 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 76,824 | 7,599.4 | -6.27% | 3.760 | -0.24% | 0.010 | +1.23% | +3.24% | 127,979.5 | ||
TIP | iShares TIPS Bond ETF | 55,210 | 6,133.3 | -23.91% | 3.040 | -0.88% | 0.040 | +1.71% | +4.74% | 13,755.9 |
Hillcrest Wealth Advisors - NY, LLC's Historical Top Holdings Breakdowns
Hillcrest Wealth Advisors - NY, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TIP | iShares TIPS Bond ETF | 2025-03-31 | Reduce Reduce | -0.88% | 106.22 ($108.63) 111.09 | $109.70 | 0.98% | Reduce -23.91% | 55,210 | -17,350 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Sold Out Sold Out | -0.67% | 85.7 ($90.17) 93.96 | $85.96 | -4.67% | Sold Out | 0 | -16,335 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.58% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | Add 2.49% | 93,241 | 2,265 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2025-03-31 | Reduce Reduce | -0.42% | 100.59 ($101.89) 103.47 | $102.94 | 1.03% | Reduce -15.71% | 47,225 | -8,800 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.37% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -6.42% | 19,170 | -1,315 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.33% | 79.17 ($80.9) 82.04 | $82.25 | 1.67% | Reduce -8.33% | 94,895 | -8,625 | |
IWO | iShares Russell 2000 Growth ETF | 2025-03-31 | Add Add | +0.30% | 254.58 ($282.23) 302.92 | $292.76 | 3.73% | Add 6.37% | 40,105 | 2,400 | |
XBI | SPDR Biotech ETF | 2025-03-31 | Add Add | +0.29% | 81.1 ($89.38) 94.7 | $86.27 | -3.48% | Add 50.89% | 21,673 | 7,310 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.24% | 95.85 ($97.76) 99.25 | $98.11 | 0.36% | Reduce -6.27% | 76,824 | -5,140 | |
FXI | iShares China Large-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.22% | 28.65 ($33.85) 38.55 | $38.06 | 12.44% | Sold Out | 0 | -15,110 |
Hillcrest Wealth Advisors - NY, LLC Total Holding History ($B)
Hillcrest Wealth Advisors - NY, LLC's Asset Allocation
Hillcrest Wealth Advisors - NY, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Hillcrest Wealth Advisors - NY, LLC's Hypothetical Growth since 2025-03-31
Hillcrest Wealth Advisors - NY, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hillcrest Wealth Advisors - NY, LLC's Holdings Heat Map
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Hillcrest Wealth Advisors - NY, LLC's Holdings Bubble Chart
Hillcrest Wealth Advisors - NY, LLC News
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