Holdings
Hillcrest Wealth Advisors - NY, LLC
As of Jun 30, 2026, Hillcrest Wealth Advisors - NY, LLC reported 14 positions worth US$13.5M. Largest: Berkshire Hathaway Inc., Ge Aerospace and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 11,486 | US$5.75M | no change | Jun 30, 2026 |
| Ge Aerospace | 4,171 | US$1.56M | −500 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,813 | US$1.36M | +289 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,080 | US$1.01M | +85 | Jun 30, 2026 |
| Global Payments Inc. | 9,974 | US$724K | no change | Jun 30, 2026 |
| Apple Inc | 1,991 | US$576K | +480 | Jun 30, 2026 |
| Microsoft Corp. | 1,478 | US$551K | +750 | Jun 30, 2026 |
| Nvidia Corporation | 2,751 | US$550K | +29 | Jun 30, 2026 |
| Sandisk Corporation | 143 | US$325K | new | Jun 30, 2026 |
| Amazon.com, Inc. | 1,140 | US$272K | new | Jun 30, 2026 |