Hillcrest Wealth Advisors - NY, LLC Buys Vanguard FTSE Developed Markets, Veritex Holdings Inc, Sells iShares TIPS Bond, Global Payments Inc, SPDR Select Sector Fund - Energy Select Sector

May 10, 2019

Investment company Hillcrest Wealth Advisors - NY, LLC buys Vanguard FTSE Developed Markets, Veritex Holdings Inc, sells iShares TIPS Bond, Global Payments Inc, SPDR Select Sector Fund - Energy Select Sector, Vanguard Information Tech, iShares China Large-Cap, Vanguard Short-Term Bond, Vanguard Real Estate, ishares Gold Trust, Green Bancorp Inc, Vanguard Large-Cap, iShares Core MSCI Emerging Markets during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Hillcrest Wealth Advisors - NY, LLC. As of 2019Q1, Hillcrest Wealth Advisors - NY, LLC owns 41 stocks with a total value of $114 million. These are the details of the buys and sells.

New Purchases: VBTX,
Added Positions: VEA, IWM, DBEF, IWF, VWO, VEU, VUG, XLF, SLV, XBI, AAPL, JNK, XLV,
Reduced Positions: TIP, GPN, XLE, VGT, STIP, BSV, VNQ, IAU, SPY, VTV, VV, IEMG, SDY,
Sold Out: FXI, GNBC,

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 (SPY) - 66,770 shares, 16.55% of the total portfolio. Shares reduced by 1.73%
Vanguard FTSE All World Ex US (VEU) - 227,541 shares, 10.01% of the total portfolio. Shares added by 1.11%
Vanguard S&P 500 (VOO) - 35,790 shares, 8.15% of the total portfolio. Shares reduced by 0.62%
iShares Russell 2000 Value (IWN) - 62,141 shares, 6.54% of the total portfolio. Shares reduced by 0.7%
iShares Russell 2000 Growth (IWO) - 33,035 shares, 5.70% of the total portfolio. Shares added by 0.22%

New Purchase: Veritex Holdings Inc (VBTX)

Hillcrest Wealth Advisors - NY, LLC initiated holding in Veritex Holdings Inc. The purchase prices were between $21.38 and $28.33, with an estimated average price of $25.25. The stock is now traded at around $25.98. The impact to a portfolio due to this purchase was 0.19%. The holding were 8,752 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

Hillcrest Wealth Advisors - NY, LLC added to a holding in Vanguard FTSE Developed Markets by 22.18%. The purchase prices were between $36.75 and $41.54, with an estimated average price of $39.92. The stock is now traded at around $40.73. The impact to a portfolio due to this purchase was 0.35%. The holding were 54,264 shares as of .

Sold Out: iShares China Large-Cap (FXI)

Hillcrest Wealth Advisors - NY, LLC sold out a holding in iShares China Large-Cap. The sale prices were between $38.09 and $45.17, with an estimated average price of $42.67.

Sold Out: Green Bancorp Inc (GNBC)

Hillcrest Wealth Advisors - NY, LLC sold out a holding in Green Bancorp Inc. The sale prices were between $17.14 and $17.14, with an estimated average price of $17.14.

Here is the complete portfolio of Hillcrest Wealth Advisors - NY, LLC. Also check out:

1. Hillcrest Wealth Advisors - NY, LLC's Undervalued Stocks
2. Hillcrest Wealth Advisors - NY, LLC's Top Growth Companies, and
3. Hillcrest Wealth Advisors - NY, LLC's High Yield stocks
4. Stocks that Hillcrest Wealth Advisors - NY, LLC keeps buying

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