- New Purchases: FXI,
- Added Positions: VOO, IWM, VWO, VEU, VBTX, IWO, IEMG, VNQ, IWN, XBI, XLV, VEA, XLE, BA, SLV,
- Reduced Positions: XLF, JNK, BND, SPY, GPN, IWF, VGT, STIP, VUG, BSV, IAU, VTI, IWB, GLD,
- Sold Out: VV,
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/portfolioportfolio
These are the top 5 holdings of Hillcrest Wealth Advisors - NY, LLC- SPDR S&P 500 ETF Trust (SPY) - 65,580 shares, 16.19% of the total portfolio. Shares reduced by 1.78%
- Vanguard FTSE All-World ex-US ETF (VEU) - 232,841 shares, 10.01% of the total portfolio. Shares added by 2.33%
- Vanguard S&P 500 ETF (VOO) - 39,608 shares, 8.98% of the total portfolio. Shares added by 10.67%
- iShares Russell 2000 Value ETF (IWN) - 63,005 shares, 6.40% of the total portfolio. Shares added by 1.39%
- iShares Russell 2000 Growth ETF (IWO) - 33,810 shares, 5.72% of the total portfolio. Shares added by 2.35%
Hillcrest Wealth Advisors - NY, LLC initiated holding in iShares China Large-Cap ETF. The purchase prices were between $39.53 and $45.39, with an estimated average price of $42.36. The stock is now traded at around $38.66. The impact to a portfolio due to this purchase was 0.45%. The holding were 12,363 shares as of .
Added: Veritex Holdings Inc (VBTX)Hillcrest Wealth Advisors - NY, LLC added to a holding in Veritex Holdings Inc by 103.84%. The purchase prices were between $24.76 and $26.78, with an estimated average price of $25.92. The stock is now traded at around $23.86. The impact to a portfolio due to this purchase was 0.2%. The holding were 17,840 shares as of .
Added: iShares Core MSCI Emerging Markets ETF (IEMG)Hillcrest Wealth Advisors - NY, LLC added to a holding in iShares Core MSCI Emerging Markets ETF by 61.64%. The purchase prices were between $47.61 and $53.18, with an estimated average price of $50.68. The stock is now traded at around $47.57. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,425 shares as of .
Added: Vanguard REIT ETF (VNQ)Hillcrest Wealth Advisors - NY, LLC added to a holding in Vanguard REIT ETF by 27.27%. The purchase prices were between $84.55 and $91.52, with an estimated average price of $87.51. The stock is now traded at around $88.53. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,000 shares as of .
Added: SPDR S&P Biotech ETF (XBI)Hillcrest Wealth Advisors - NY, LLC added to a holding in SPDR S&P Biotech ETF by 37.50%. The purchase prices were between $79.44 and $93.8, with an estimated average price of $85.25. The stock is now traded at around $83.08. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,400 shares as of .
Sold Out: Vanguard Large-Cap ETF (VV)Hillcrest Wealth Advisors - NY, LLC sold out a holding in Vanguard Large-Cap ETF. The sale prices were between $126.05 and $135.97, with an estimated average price of $132.27.
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