Hillcrest Wealth Advisors Ny, LLC Portfolio Holdings by Sector

Hillcrest Wealth Advisors Ny, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO IWM VEA VEU IWN SPY IWO TIP 39 stocks	$216,820 94.64% of portfolio	14	14	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5,845 2.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$1,672 0.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$1,040 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$899 0.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$740 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$713 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$404 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$369 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

Closed-End Fund - Equity \| ETFs VTI 1 stocks	$263 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC 1 stocks	$186 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate DEI 1 stocks	$151 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts

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