Hilltop National Bank Top Holdings and 13F Report (2025) About Hilltop National BankInvestment ActivityHilltop National Bank has $332.57 million in total holdings as of December 31, 2024.Hilltop National Bank owns shares of 779 different stocks, but just 108 companies or ETFs make up 80% of its holdings.Approximately 6.15% of the portfolio was purchased this quarter.About 4.27% of the portfolio was sold this quarter.This quarter, Hilltop National Bank has purchased 820 new stocks and bought additional shares in 108 stocks.Hilltop National Bank sold shares of 257 stocks and completely divested from 56 stocks this quarter.Largest Holdings Microsoft $19,300,485iShares MSCI EAFE ETF $11,647,116Vanguard S&P 500 ETF $11,643,684Apple $10,223,397NVIDIA $9,865,884 Largest New Holdings this Quarter Ferguson Enterprises Inc $99,976 HoldingPermian Resources Corp $57,520 HoldingTE Connectivity PLC $54,614 HoldingAmentum Holdings Inc $53,711 HoldingProcore Technologies $52,601 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 23,504 shares (about $4.12M)iShares MSCI EAFE ETF 22,910 shares (about $1.73M)GE HealthCare Technologies 17,440 shares (about $1.36M)Horizon Kinetics Inflation Beneficiaries ETF 24,840 shares (about $945.91K)Schwab US Dividend Equity ETF 29,808 shares (about $814.35K) Largest Sales this Quarter McKesson 2,241 shares (about $1.28M)Vanguard S&P 500 ETF 1,250 shares (about $673.51K)NVIDIA 1,830 shares (about $245.75K)PepsiCo 1,129 shares (about $171.68K)Broadcom 701 shares (about $162.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHilltop National Bank Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$19,300,485$42,150 ▼-0.2%45,7905.8%Computer and TechnologyEFAiShares MSCI EAFE ETF$11,647,116$1,732,225 ▲17.5%154,0423.5%FinanceVOOVanguard S&P 500 ETF$11,643,684$673,512 ▼-5.5%21,6103.5%ETFAAPLApple$10,223,397$4,758 ▲0.0%40,8253.1%Computer and TechnologyNVDANVIDIA$9,865,884$245,751 ▼-2.4%73,4673.0%Computer and TechnologyIVViShares Core S&P 500 ETF$6,542,001$34,732 ▼-0.5%11,1132.0%ETFVOEVanguard Mid-Cap Value ETF$5,416,059$383,718 ▲7.6%33,4801.6%ETFBRK.BBerkshire Hathaway$5,343,718$102,441 ▲2.0%11,7891.6%FinanceINFLHorizon Kinetics Inflation Beneficiaries ETF$4,726,300$945,907 ▲25.0%124,1151.4%ETFIJHiShares Core S&P Mid-Cap ETF$4,405,130$596,681 ▲15.7%70,6971.3%ETFIWPiShares Russell Mid-Cap Growth ETF$4,169,695$180,999 ▲4.5%32,8971.3%ETFLLYEli Lilly and Company$4,141,008$64,848 ▼-1.5%5,3641.2%MedicalRSPInvesco S&P 500 Equal Weight ETF$4,122,111$4,118,606 ▲117,520.0%23,5241.2%ETFIAUiShares Gold Trust$4,115,964$34,409 ▼-0.8%83,1341.2%FinanceVWOVanguard FTSE Emerging Markets ETF$3,703,412$376,102 ▲11.3%84,0921.1%ETFXOMExxon Mobil$3,686,532$110,259 ▼-2.9%34,2711.1%Oils/EnergyAVGOBroadcom$3,456,734$162,520 ▼-4.5%14,9101.0%Computer and TechnologyBRK.ABerkshire Hathaway$3,404,6000.0%51.0%FinanceTSMTaiwan Semiconductor Manufacturing$3,307,760$190,183 ▲6.1%16,7491.0%Computer and TechnologyIVWiShares S&P 500 Growth ETF$3,273,429$147,320 ▼-4.3%32,2411.0%ETFNFLXNetflix$3,216,773$82,001 ▲2.6%3,6091.0%Consumer DiscretionaryCOSTCostco Wholesale$3,049,347$27,488 ▲0.9%3,3280.9%Retail/WholesaleVBRVanguard Small-Cap Value ETF$2,993,311$697,197 ▲30.4%15,1040.9%ETFQQQInvesco QQQ$2,956,9550.0%5,7840.9%FinancePEPPepsiCo$2,768,557$171,676 ▼-5.8%18,2070.8%Consumer StaplesVTVVanguard Value ETF$2,732,164$400,902 ▲17.2%16,1380.8%ETFCMGChipotle Mexican Grill$2,688,294$163,353 ▲6.5%44,5820.8%Retail/WholesaleAMPAmeriprise Financial$2,687,175$68,151 ▲2.6%5,0470.8%FinancePGProcter & Gamble$2,684,412$47,277 ▼-1.7%16,0120.8%Consumer StaplesVBKVanguard Small-Cap Growth ETF$2,581,593$579,164 ▲28.9%9,2180.8%ETFJPMJPMorgan Chase & Co.$2,577,362$46,504 ▼-1.8%10,7520.8%FinanceMETAMeta Platforms$2,446,261$334,326 ▲15.8%4,1780.7%Computer and TechnologyUNHUnitedHealth Group$2,385,636$14,670 ▼-0.6%4,7160.7%MedicalSPYSPDR S&P 500 ETF Trust$2,336,115$29,304 ▼-1.2%3,9860.7%FinanceIJRiShares Core S&P Small-Cap ETF$2,311,083$136,651 ▲6.3%20,0580.7%ETFSOSouthern$2,311,052$43,300 ▲1.9%28,0740.7%UtilitiesTTTrane Technologies$2,267,809$14,774 ▲0.7%6,1400.7%ConstructionBXBlackstone$2,241,115$81,037 ▲3.8%12,9980.7%FinanceAXPAmerican Express$2,233,642$165,609 ▲8.0%7,5260.7%FinanceWMTWalmart$2,226,857$40,206 ▼-1.8%24,6470.7%Retail/WholesaleAMZNAmazon.com$2,164,063$96,312 ▼-4.3%9,8640.7%Retail/WholesaleEEMViShares MSCI Emerging Markets Min Vol Factor ETF$2,081,087$172,868 ▲9.1%35,8870.6%ETFPWRQuanta Services$2,045,476$78,380 ▲4.0%6,4720.6%ConstructionMRKMerck & Co., Inc.$1,983,034$110,920 ▲5.9%19,9340.6%MedicalTMUST-Mobile US$1,976,417$64,674 ▲3.4%8,9540.6%Computer and TechnologyCOPConocoPhillips$1,827,902$41,850 ▼-2.2%18,4320.5%Oils/EnergyMDTMedtronic$1,819,746$33,869 ▲1.9%22,7810.5%MedicalAMGNAmgen$1,791,900$197,565 ▲12.4%6,8750.5%MedicalNVONovo Nordisk A/S$1,769,947$10,494 ▼-0.6%20,5760.5%MedicalUNPUnion Pacific$1,743,594$55,186 ▼-3.1%7,6460.5%TransportationIBMInternational Business Machines$1,720,609$444,496 ▲34.8%7,8270.5%Computer and TechnologyJNJJohnson & Johnson$1,715,771$17,065 ▼-1.0%11,8640.5%MedicalKLACKLA$1,630,121$131,065 ▼-7.4%2,5870.5%Computer and TechnologyDEDeere & Company$1,618,957$140,668 ▼-8.0%3,8210.5%Industrial ProductsVOVanguard Mid-Cap ETF$1,611,985$465,925 ▲40.7%6,1030.5%ETFONEQFidelity NASDAQ Composite Index ETF$1,603,345$8,823 ▼-0.5%21,0800.5%ETFABTAbbott Laboratories$1,600,280$81,213 ▼-4.8%14,1480.5%MedicalMARMarriott International$1,572,664$43,794 ▲2.9%5,6380.5%Consumer DiscretionaryMAMastercard$1,568,125$60,556 ▲4.0%2,9780.5%Business ServicesFISFidelity National Information Services$1,513,872$83,274 ▲5.8%18,7430.5%Business ServicesLOWLowe's Companies$1,508,935$32,331 ▼-2.1%6,1140.5%Retail/WholesaleVUGVanguard Growth ETF$1,473,890$519,617 ▲54.5%3,5910.4%ETFXLKTechnology Select Sector SPDR Fund$1,471,1540.0%6,3270.4%ETFQCOMQUALCOMM$1,437,115$47,315 ▼-3.2%9,3550.4%Computer and TechnologyHONHoneywell International$1,392,612$226 ▼0.0%6,1650.4%Multi-Sector ConglomeratesGEHCGE HealthCare Technologies$1,380,503$1,363,460 ▲8,000.0%17,6580.4%MedicalVOTVanguard Mid-Cap Growth ETF$1,357,816$286,230 ▲26.7%5,3510.4%ETFSHELShell$1,356,498$144,032 ▲11.9%21,6520.4%Oils/EnergyDDDuPont de Nemours$1,319,354$75,945 ▲6.1%17,3030.4%Basic MaterialsDKSDICK'S Sporting Goods$1,306,448$296,348 ▲29.3%5,7090.4%Retail/WholesaleOKEONEOK$1,290,040$113,753 ▼-8.1%12,8490.4%Oils/EnergyVVisa$1,280,595$63,524 ▼-4.7%4,0520.4%Business ServicesNXPINXP Semiconductors$1,248,139$44,688 ▲3.7%6,0050.4%Computer and TechnologyPAYXPaychex$1,237,582$27,062 ▼-2.1%8,8260.4%Business ServicesSCHDSchwab US Dividend Equity ETF$1,213,937$814,355 ▲203.8%44,4340.4%ETFLULULululemon Athletica$1,210,710$267,687 ▲28.4%3,1660.4%Consumer DiscretionaryPEGPublic Service Enterprise Group$1,201,194$67,001 ▼-5.3%14,2170.4%UtilitiesSLFSun Life Financial$1,200,9820.0%20,2390.4%FinanceLMTLockheed Martin$1,172,574$6,317 ▼-0.5%2,4130.4%AerospaceCSCOCisco Systems$1,169,614$20,365 ▼-1.7%19,7570.4%Computer and TechnologyIWBiShares Russell 1000 ETF$1,149,4670.0%3,5680.3%ETFIVEiShares S&P 500 Value ETF$1,149,288$98,876 ▼-7.9%6,0210.3%ETFPRUPrudential Financial$1,130,895$89,016 ▼-7.3%9,5410.3%FinanceXLGInvesco S&P 500 Top 50 ETF$1,121,852$20,733 ▼-1.8%22,4550.3%ETFJJacobs Solutions$1,082,456$69,883 ▲6.9%8,1010.3%Business ServicesHPQHP$1,035,839$56,091 ▼-5.1%31,7450.3%Computer and TechnologyPSXPhillips 66$1,026,054$224,214 ▲28.0%9,0060.3%Oils/EnergyGOOGLAlphabet$1,018,434$18,930 ▼-1.8%5,3800.3%Computer and TechnologyWFCWells Fargo & Company$959,338$63,637 ▼-6.2%13,6580.3%FinanceHDHome Depot$958,471$48,235 ▼-4.8%2,4640.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$956,952$21,736 ▲2.3%3,3020.3%ETFCVXChevron$956,669$10,139 ▼-1.0%6,6050.3%Oils/EnergySTXSeagate Technology$941,643$57,137 ▼-5.7%10,9100.3%Computer and TechnologyNEMNewmont$940,140$418,129 ▲80.1%25,2590.3%Basic MaterialsKRKroger$939,875$212,557 ▲29.2%15,3700.3%Retail/WholesaleTOLToll Brothers$936,943$28,843 ▲3.2%7,4390.3%ConstructionEPDEnterprise Products Partners$929,730$16,621 ▼-1.8%29,6470.3%Oils/EnergyVZVerizon Communications$923,569$141,685 ▲18.1%23,0950.3%Computer and TechnologyCOFCapital One Financial$921,380$12,839 ▼-1.4%5,1670.3%FinanceCATCaterpillar$907,626$52,237 ▼-5.4%2,5020.3%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
