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CIK: 0001767121
Total reported value
$279.4M
$279.4M
50 檔
36.9%
The Q4 2024 SEC filing reveals that Hillcrest Wealth Advisors - NY, LLC held a total portfolio value of $279.4M, covering 50 public equity positions.
Hillcrest Wealth Advisors - NY, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 1 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.30% | +0.31% | -0.63% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.61% | +0.58% | +1.96% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.73% | -0.17% | +8.38% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.71% | -0.05% | -0.73% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.67% | +0.12% | +0.38% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.48% | -0.03% | -0.99% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 5.16% | +0.48% | -0.95% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.95% | — | +127.49% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.78% | -0.19% | +33.32% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.67% | -0.14% | +14.20% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.74% | -0.20% | +4.77% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.68% | -0.13% | -0.09% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.47% | -0.17% | -4.17% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.31% | -0.03% | -1.69% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.96% | +0.07% | -2.43% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.93% | -0.04% | -2.04% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.81% | +0.01% | -2.56% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.27% | -0.10% | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.25% | — | -4.10% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.08% | -0.07% | -2.31% | |
| 21 | GE | General Electric | Stock-Industrials | 0.98% | +0.02% | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.67% | — | — | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 0.63% | +0.04% | — | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.63% | -0.04% | -3.13% | |
| 25 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.61% | — | +101.78% | |
| 26 | GPN | Global Payments Inc | Stock-Industrials | 0.53% | -0.01% | — | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.52% | +0.02% | +6.26% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | -11.60% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | -1.23% | — | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.35% | -0.08% | +9.19% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.02% | — | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | -0.12% | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.03% | — | |
| 34 | XLI | Ss Industrial Select Sector | ETF-Other | 0.28% | +0.09% | — | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.23% | — | — | |
| 36 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.22% | +0.18% | +12.22% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.20% | -0.44% | +9.69% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.19% | +0.05% | +42.45% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.18% | +0.05% | -0.07% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.01% | -0.57% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.16% | -0.01% | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.09% | — | |
| 44 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.14% | -0.02% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.01% | — | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.12% | — | +200.00% | |
| 47 | DEI | Douglas Emmett Inc | Stock-Other | 0.12% | +0.01% | — | |
| 48 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.11% | — | — | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.11% | -0.04% | — | |
| 50 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.10% | — | — |
According to official SEC Form 13F filings, Hillcrest Wealth Advisors - NY, LLC reported a total U.S. public equity portfolio value of $279.4M across 50 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IWM, VEA) accounted for 36.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
GE
市值: $2.1M
Top Position Liquidated / Trimmed
SCHF
前期市值: $203.4K
During Q4 2024, Hillcrest Wealth Advisors - NY, LLC's top holdings by market value included VOO (23.3%)、IWM (8.6%)、VEA (5.7%). The largest single position, VOO, represented 23.3% of total portfolio value.
In Q4 2024, Hillcrest Wealth Advisors - NY, LLC made 35 total portfolio adjustments, initiating 4 new buys, adding to 14 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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