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Hillcrest Wealth Advisors NY LLC Top Holdings
As of  09/30/2022, below is a summary of the Hillcrest Wealth Advisors NY LLC top holdings by largest position size, as per the latest 13f filing made by Hillcrest Wealth Advisors NY LLC. In the Hillcrest Wealth Advisors NY LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Hillcrest Wealth Advisors NY LLC in that top holding, then the share count change between reporting periods, and finally the Hillcrest Wealth Advisors NY LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 99,871 +1,180 $32,788
     VOO99,871+1,180$32,788
ISHARES TR (IWM) 76,272 -510 $12,579
     IWM76,272-510$12,579
SPDR S&P 500 ETF TR (SPY) 28,810 -700 $10,290
     SPY28,810-700$10,290
VANGUARD INTL EQUITY INDEX F (VEU) 230,984 -400 $10,246
     VEU230,984-400$10,246
ISHARES TR (IWN) 77,045 +275 $9,933
     IWN77,045+275$9,933
ISHARES TR (IWO) 40,627 +105 $8,393
     IWO40,627+105$8,393
VANGUARD TAX MANAGED FDS (VEA) 215,210 -975 $7,825
     VEA215,210-975$7,825
ISHARES TR (STIP) 64,970 +17,025 $6,244
     STIP64,970+17,025$6,244
ISHARES TR (TIP) 39,375 +1,025 $4,130
     TIP39,375+1,025$4,130
ISHARES TR (AGG) 41,275 UNCH $3,976
     AGG41,275UNCH$3,976
VANGUARD INTL EQUITY INDEX F (VWO) 99,866 +1,300 $3,644
     VWO99,866+1,300$3,644
ISHARES TR (IWD) 26,738 -230 $3,636
     IWD26,738-230$3,636
BERKSHIRE HATHAWAY INC DEL      $3,613
     BRK.B13,532-150$3,613
VANGUARD INDEX FDS (VTV) 24,470 UNCH $3,022
     VTV24,470UNCH$3,022
SPDR SER TR (SDY) 25,030 UNCH $2,791
     SDY25,030UNCH$2,791
DBX ETF TR (DBEF) 81,795 -1,500 $2,738
     DBEF81,795-1,500$2,738
ISHARES TR (IWF) 12,955 UNCH $2,726
     IWF12,955UNCH$2,726
VANGUARD INDEX FDS (VUG) 11,165 UNCH $2,389
     VUG11,165UNCH$2,389
VANGUARD SCOTTSDALE FDS (VCIT) 29,585 -2,400 $2,239
     VCIT29,585-2,400$2,239
VANGUARD WORLD FDS (VGT) 6,977 +395 $2,145
     VGT6,977+395$2,145
SELECT SECTOR SPDR TR (XLF) 64,035 +2,160 $1,944
     XLF64,035+2,160$1,944
GLOBAL PMTS INC 17,677 -491 $1,910
     GPN17,677-491$1,910
VANGUARD BD INDEX FDS (BSV) 24,974 +1,500 $1,869
     BSV24,974+1,500$1,869
ISHARES TR (IWB) 9,320 UNCH $1,839
     IWB9,320UNCH$1,839
SELECT SECTOR SPDR TR (XLV) 13,850 UNCH $1,677
     XLV13,850UNCH$1,677
SPDR SER TR (XBI) 20,763 -5,710 $1,647
     XBI20,763-5,710$1,647
ISHARES INC (IEMG) 32,650 UNCH $1,403
     IEMG32,650UNCH$1,403
ISHARES TR (FXI) 39,735 +11,010 $1,028
     FXI39,735+11,010$1,028
SPDR SER TR (JNK) 10,030 -2,950 $881
     JNK10,030-2,950$881
SELECT SECTOR SPDR TR (XLI) 9,625 -975 $797
     XLI9,625-975$797
ISHARES SILVER TR (SLV) 39,450 +6,650 $690
     SLV39,450+6,650$690
VANGUARD INDEX FDS (VNQ) 7,000 +2,500 $561
     VNQ7,000+2,500$561
ISHARES TR (IJR) 6,424 -200 $560
     IJR6,424-200$560
SCHWAB STRATEGIC TR 25,925 +11,225 $485
     SCHH25,925+11,225$485
ALEXANDRIA REAL ESTATE EQ IN 3,259 +27 $457
     ARE3,259+27$457
JPMORGAN CHASE & CO 4,337 UNCH $453
     JPM4,337UNCH$453
SPDR GOLD TR (GLD) 2,800 UNCH $433
     GLD2,800UNCH$433
ISHARES GOLD TR (IAU) 12,925 +5,650 $408
     IAU12,925+5,650$408
ALPHABET INC 4,209 +3,936 $403
     GOOGL4,209+3,936$403
VANGUARD WORLD FDS (VDC) 1,750 UNCH $301
     VDC1,750UNCH$301
ISHARES TR (HYG) 4,135 +4,135 $295
     HYG4,135+4,135$295
APPLE INC 2,121 -55 $293
     AAPL2,121-55$293
ISHARES TR (EFA) 4,500 UNCH $252
     EFA4,500UNCH$252
BARRICK GOLD CORP 16,265 +16,265 $252
     GOLD16,265+16,265$252
SELECT SECTOR SPDR TR (XLY) 1,650 -350 $235
     XLY1,650-350$235
VANGUARD BD INDEX FDS (BND) 3,247 UNCH $232
     BND3,247UNCH$232
SCHWAB STRATEGIC TR 3,927 -7 $230
     SCHV3,927-7$230
VANGUARD INDEX FDS (VTI) 1,200 UNCH $215
     VTI1,200UNCH$215
ISHARES TR (EEM) 5,825 UNCH $203
     EEM5,825UNCH$203
MICROSOFT CORP 858 UNCH $200
     MSFT858UNCH$200

See Full List: All Stocks Held By Hillcrest Wealth Advisors NY LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Hillcrest Wealth Advisors NY LLC

Size ($ in 1000's)
At 09/30/2022: $157,645
At 06/30/2022: $164,857

Hillcrest Wealth Advisors NY LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hillcrest Wealth Advisors NY LLC 13F filings. Link to 13F filings: SEC filings

Hillcrest Wealth Advisors NY LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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