Hilltop Partners LLC Top Holdings and 13F Report (2025)

About Hilltop Partners LLC

Investment Activity

  • Hilltop Partners LLC has $293.54 million in total holdings as of December 31, 2024.
  • Hilltop Partners LLC owns shares of 104 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 8.55% of the portfolio was purchased this quarter.
  • About 9.23% of the portfolio was sold this quarter.
  • This quarter, Hilltop Partners LLC has purchased 109 new stocks and bought additional shares in 51 stocks.
  • Hilltop Partners LLC sold shares of 30 stocks and completely divested from 12 stocks this quarter.

Largest New Holdings this Quarter

iShares Core S&P 500 ETF
$382,053 Holding
ARISTA NETWORKS INC COM SHS
$351,485 Holding
Altria Group
$319,858 Holding

Largest Purchases this Quarter

Vanguard Value ETF
32,650 shares (about $5.53M)
Eaton
6,136 shares (about $2.04M)
Schwab Intermediate-Term U.S. Treasury ETF
82,708 shares (about $2.01M)
SPDR Portfolio High Yield Bond ETF
50,366 shares (about $1.18M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF
153,543 shares (about $13.50M)
Vanguard Russell 1000
16,328 shares (about $4.36M)
iShares Core S&P Mid-Cap ETF
41,820 shares (about $2.61M)
SPDR Portfolio Emerging Markets ETF
18,755 shares (about $719.65K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHilltop Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$72,400,703$4,355,010 -5.7%271,44824.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$27,129,002$5,527,651 25.6%160,2429.2%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$19,632,694$424,018 2.2%474,2206.7%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$17,598,790$1,182,090 7.2%749,8426.0%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$11,779,228$13,496,444 -53.4%134,0074.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$9,014,855$2,605,795 -22.4%144,6783.1%ETF
Apple Inc. stock logo
AAPL
Apple
$8,262,320$591,489 7.7%32,9942.8%Computer and Technology
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$7,856,985$530,807 7.2%188,2812.7%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$7,742,177$5,863 0.1%91,1172.6%ETF
GHYG
iShares US & Intl High Yield Corp Bond ETF
$7,723,385$488,068 6.7%175,2712.6%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$7,548,250$369,617 5.1%119,5292.6%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$4,016,060$2,008,977 100.1%165,3381.4%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$3,805,658$415,722 12.3%83,9361.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,691,670$930,797 33.7%34,3191.3%Oils/Energy
Microsoft Co. stock logo
MSFT
Microsoft
$3,604,604$276,078 8.3%8,5521.2%Computer and Technology
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$3,041,161$1,344,430 79.2%102,3961.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,904,828$111,287 4.0%12,5291.0%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,793,449$54,116 -1.9%6,9171.0%Auto/Tires/Trucks
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,757,695$962,474 53.6%20,5350.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,726,967$71,081 2.7%12,4300.9%Retail/Wholesale
Eaton Co. plc stock logo
ETN
Eaton
$2,452,187$2,036,354 489.7%7,3890.8%Industrial Products
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,421,219$250,641 11.5%12,7900.8%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$2,254,089$245,365 12.2%4,2810.8%Business Services
Visa Inc. stock logo
V
Visa
$2,218,546$195,624 9.7%7,0200.8%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,155,595$489,546 29.4%14,9050.7%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,125,038$328,103 18.3%12,6750.7%Consumer Staples
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,081,018$32,674 -1.5%23,4380.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,057,216$80,204 4.1%3,5140.7%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,968,158$414,775 26.7%3,8910.7%Medical
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,848,502$175,606 10.5%36,8740.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,817,068$234,924 14.8%7,5800.6%Finance
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,574,577$176,576 -10.1%48,0640.5%ETF
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$1,557,477$154,417 -9.0%2,9250.5%Finance
W. P. Carey Inc. stock logo
WPC
W. P. Carey
$1,449,738$2,942 -0.2%26,6100.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,345,596$383,684 39.9%1,7430.5%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,322,769$338,172 34.3%2,9180.5%Finance
Chevron Co. stock logo
CVX
Chevron
$1,216,480$289,817 31.3%8,3990.4%Oils/Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,192,883$99,930 -7.7%20,1500.4%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1,182,950$245,932 26.2%13,0930.4%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$1,089,856$8,132 0.8%4,8250.4%Multi-Sector Conglomerates
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,027,661$37,897 -3.6%15,5380.4%Manufacturing
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,026,648$180,426 21.3%16,4900.3%Consumer Staples
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,018,502$308,665 43.5%1,1120.3%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,007,002$92,812 10.2%10,1230.3%Medical
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$973,522$482,339 98.2%37,6460.3%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$967,319$20,538 -2.1%8,0070.3%Retail/Wholesale
Amphenol Co. stock logo
APH
Amphenol
$961,728$66,254 -6.4%13,8480.3%Computer and Technology
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$958,251$631,324 193.1%34,5810.3%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$932,325$138,925 -13.0%7,5230.3%Industrial Products
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$907,909$82,278 -8.3%8,6070.3%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$907,405$47,926 5.6%7,4030.3%Oils/Energy
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$831,2640.0%10,6860.3%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$787,579$40,891 -4.9%8,1280.3%Finance
Lennar Co. stock logo
LEN
Lennar
$768,935$107,588 16.3%5,6390.3%Construction
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$762,582$719,645 -48.6%19,8740.3%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$749,229$16,465 -2.2%20,0220.3%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$741,174$9,049 -1.2%9,5010.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$726,234$12,351 -1.7%26,0490.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$710,540$60,384 9.3%1,2120.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$678,775$7,641 -1.1%3,8200.2%Medical
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$613,203$16,848 2.8%4,7680.2%ETF
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$613,027$283 0.0%8,6700.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$597,800$41,321 -6.5%3,7470.2%Manufacturing
Philip Morris International Inc. stock logo
PM
Philip Morris International
$583,096$583,096 New Holding4,8450.2%Consumer Staples
DTH
WisdomTree International High Dividend Fund
$569,2690.0%15,0680.2%Finance
McDonald's Co. stock logo
MCD
McDonald's
$542,833$1,159 0.2%1,8730.2%Retail/Wholesale
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$536,6310.0%10,4180.2%Manufacturing
Saia, Inc. stock logo
SAIA
Saia
$488,087$911 0.2%1,0710.2%Transportation
Netflix, Inc. stock logo
NFLX
Netflix
$475,074$14,261 -2.9%5330.2%Consumer Discretionary
Jabil Inc. stock logo
JBL
Jabil
$471,938$49,496 -9.5%3,2800.2%Computer and Technology
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$459,0810.0%4,1640.2%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$445,081$14,396 -3.1%9,5840.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$382,053$382,053 New Holding6490.1%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$372,8690.0%10,8550.1%Finance
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$369,298$78,684 27.1%14,4370.1%ETF
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$361,889$5,460 -1.5%3,3140.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$356,838$113 0.0%3,1550.1%Medical
ARISTA NETWORKS INC COM SHS
$351,485$351,485 New Holding3,1800.1%COM
Altria Group, Inc. stock logo
MO
Altria Group
$319,858$319,858 New Holding6,1170.1%Consumer Staples
Elevance Health, Inc. stock logo
ELV
Elevance Health
$304,7110.0%8260.1%Medical
Edison International stock logo
EIX
Edison International
$302,6730.0%3,7910.1%Utilities
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$300,849$2,221 0.7%1,2190.1%Retail/Wholesale
Capital One Financial Co. stock logo
COF
Capital One Financial
$291,5530.0%1,6350.1%Finance
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$273,491$12,791 4.9%3,5920.1%Manufacturing
iShares MSCI Italy ETF stock logo
EWI
iShares MSCI Italy ETF
$268,0480.0%7,4520.1%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$266,148$1,175 -0.4%2,7180.1%ETF
Accenture plc stock logo
ACN
Accenture
$264,5460.0%7520.1%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$255,092$34,775 15.8%3,3010.1%ETF
NiSource Inc. stock logo
NI
NiSource
$253,3500.0%6,8920.1%Utilities
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$252,8490.0%2,3360.1%ETF
iShares MSCI Germany ETF stock logo
EWG
iShares MSCI Germany ETF
$239,7640.0%7,5350.1%ETF
Oracle Co. stock logo
ORCL
Oracle
$239,628$9,665 4.2%1,4380.1%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$237,2900.0%6590.1%Medical
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$225,027$1,322 -0.6%1,7020.1%Finance
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$223,5330.0%2,3770.1%Utilities
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$223,225$4,509 2.1%2,5250.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$220,877$220,877 New Holding1,9170.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$212,8710.0%3420.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$208,847$10,877 -5.0%5760.1%Industrial Products
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$208,543$208,543 New Holding5,2970.1%ETF

Showing largest 100 holdings. View all holdings.
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