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Hillcrest Wealth Advisors - NY, LLC Buys iShares China Large-Cap ETF, Veritex Holdings Inc, iShares Core MSCI Emerging Markets ETF, Sells Financial Select Sector SPDR Fund, SPDR Barclays High Yield Bond ETF, Vanguard Total Bond Market ETF

August 06, 2019 | About:

Investment company Hillcrest Wealth Advisors - NY, LLC (Current Portfolio) buys iShares China Large-Cap ETF, Veritex Holdings Inc, iShares Core MSCI Emerging Markets ETF, Vanguard REIT ETF, SPDR S&P Biotech ETF, sells Financial Select Sector SPDR Fund, SPDR Barclays High Yield Bond ETF, Vanguard Total Bond Market ETF, Vanguard Large-Cap ETF, ishares Gold Trust during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Hillcrest Wealth Advisors - NY, LLC. As of 2019Q2, Hillcrest Wealth Advisors - NY, LLC owns 41 stocks with a total value of $119 million. These are the details of the buys and sells.

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
  1. SPDR S&P 500 ETF Trust (SPY) - 65,580 shares, 16.19% of the total portfolio. Shares reduced by 1.78%
  2. Vanguard FTSE All-World ex-US ETF (VEU) - 232,841 shares, 10.01% of the total portfolio. Shares added by 2.33%
  3. Vanguard S&P 500 ETF (VOO) - 39,608 shares, 8.98% of the total portfolio. Shares added by 10.67%
  4. iShares Russell 2000 Value ETF (IWN) - 63,005 shares, 6.40% of the total portfolio. Shares added by 1.39%
  5. iShares Russell 2000 Growth ETF (IWO) - 33,810 shares, 5.72% of the total portfolio. Shares added by 2.35%
New Purchase: iShares China Large-Cap ETF (FXI)

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.



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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