13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001767121
Total reported value
$279.4M
$279.4M
48 檔
35.9%
In Q1 2025, Hillcrest Wealth Advisors - NY, LLC's U.S. equity holdings reached a combined market value of $279.4M, distributed across 48 disclosed stock positions.
In Q1 2025, Hillcrest Wealth Advisors - NY, LLC displayed an active expansion posture, initiating 48 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.73% | +0.31% | +2.49% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.15% | +0.58% | +0.65% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.20% | -0.17% | -2.36% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.02% | -0.03% | -0.25% | |
| 5 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.58% | +0.12% | +2.75% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.31% | -0.05% | -6.42% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 5.07% | +0.48% | +6.37% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.84% | — | -8.33% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.76% | -0.19% | -6.27% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.04% | -0.14% | -23.91% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.03% | -0.17% | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.99% | -0.20% | +2.12% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.42% | -0.03% | -0.76% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.42% | -0.13% | -15.71% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 2.05% | -0.04% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.85% | +0.07% | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.69% | +0.01% | -0.21% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.35% | -0.10% | -0.99% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.24% | — | — | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.13% | -0.07% | -4.55% | |
| 21 | GE | General Electric | Stock-Industrials | 1.01% | +0.02% | -17.38% | |
| 22 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.87% | — | +50.89% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 0.70% | +0.04% | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | +0.02% | -0.36% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.52% | -0.04% | -20.85% | |
| 26 | GPN | Global Payments Inc | Stock-Industrials | 0.48% | -0.01% | — | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.42% | -1.23% | +28.57% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | -11.02% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -0.12% | — | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.37% | -0.08% | +1.62% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.34% | — | +36.36% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | +0.02% | — | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.29% | +0.09% | — | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.25% | -0.44% | +17.09% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.03% | — | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.21% | — | — | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.19% | +0.05% | -1.52% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.05% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 42 | DBA | Invesco Db Agriculture Fund | ETF-Other | 0.15% | -0.02% | — | |
| 43 | IAU | Ishares Gold Trust | ETF-Commodities | 0.14% | -0.04% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | +0.09% | — | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.13% | — | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | -0.01% | — | |
| 47 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.11% | — | — | |
| 48 | DEI | Douglas Emmett Inc | Stock-Other | 0.10% | +0.01% | — |
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 48 disclosed positions in Q1 2025.
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 35.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $47.9M
During Q1 2025, Hillcrest Wealth Advisors - NY, LLC's top holdings by market value included VOO (23.7%)、IWM (8.2%)、VEA (6.2%). The largest single position, VOO, represented 23.7% of total portfolio value.
In Q1 2025, Hillcrest Wealth Advisors - NY, LLC made 48 total portfolio adjustments, initiating 48 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.