- New Purchases: ONTX,
- Added Positions: GPN, VEA, IWM, VNQ, AGG, TIP, VTV, IWD, SLV,
- Reduced Positions: SPY, VWO, XLV, XLF, DBEF, VEU, FXI, XLE, IWF, STIP, JNK, IWO, VGT, VBTX, AAPL,
- Sold Out: XBI, VTI, IEMG,
For the details of Hillcrest Wealth Advisors - NY, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hillcrest+wealth+advisors+-+ny%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Hillcrest Wealth Advisors - NY, LLC- SPDR S&P 500 ETF Trust (SPY) - 56,612 shares, 15.21% of the total portfolio. Shares reduced by 8.92%
- Vanguard S&P 500 ETF (VOO) - 43,880 shares, 10.84% of the total portfolio. Shares reduced by 0.47%
- Vanguard FTSE All-World ex-US ETF (VEU) - 221,280 shares, 9.93% of the total portfolio. Shares reduced by 3.6%
- iShares Russell 2000 Value ETF (IWN) - 62,855 shares, 6.75% of the total portfolio. Shares reduced by 0.83%
- iShares Russell 2000 Growth ETF (IWO) - 33,110 shares, 5.92% of the total portfolio. Shares reduced by 2.07%
Hillcrest Wealth Advisors - NY, LLC initiated holding in Onconova Therapeutics Inc. The purchase prices were between $0.12 and $1.11, with an estimated average price of $0.48. The stock is now traded at around $0.36. The impact to a portfolio due to this purchase was 0.08%. The holding were 250,847 shares as of .
Added: Global Payments Inc (GPN)Hillcrest Wealth Advisors - NY, LLC added to a holding in Global Payments Inc by 24.18%. The purchase prices were between $155.13 and $183.49, with an estimated average price of $172.18. The stock is now traded at around $199.28. The impact to a portfolio due to this purchase was 1.02%. The holding were 34,513 shares as of .
Added: Vanguard REIT ETF (VNQ)Hillcrest Wealth Advisors - NY, LLC added to a holding in Vanguard REIT ETF by 38.89%. The purchase prices were between $90.14 and $95.25, with an estimated average price of $92.6. The stock is now traded at around $94.95. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,250 shares as of .
Sold Out: SPDR S&P Biotech ETF (XBI)Hillcrest Wealth Advisors - NY, LLC sold out a holding in SPDR S&P Biotech ETF. The sale prices were between $74.72 and $98.46, with an estimated average price of $86.97.
Sold Out: Vanguard Total Stock Market ETF (VTI)Hillcrest Wealth Advisors - NY, LLC sold out a holding in Vanguard Total Stock Market ETF. The sale prices were between $146.61 and $164.29, with an estimated average price of $156.97.
Sold Out: iShares Core MSCI Emerging Markets ETF (IEMG)Hillcrest Wealth Advisors - NY, LLC sold out a holding in iShares Core MSCI Emerging Markets ETF. The sale prices were between $47.29 and $53.99, with an estimated average price of $50.63.
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