Hilltop Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hilltop Wealth Advisors, LLCInvestment ActivityHilltop Wealth Advisors, LLC has $177.10 million in total holdings as of March 31, 2025.Hilltop Wealth Advisors, LLC owns shares of 51 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.44% of the portfolio was purchased this quarter.About 10.48% of the portfolio was sold this quarter.This quarter, Hilltop Wealth Advisors, LLC has purchased 51 new stocks and bought additional shares in 18 stocks.Hilltop Wealth Advisors, LLC sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P U.S. Growth ETF $29,059,614JPMorgan Nasdaq Equity Premium Income ETF $22,590,729iShares Core S&P 500 ETF $19,121,066iShares Core S&P Small-Cap ETF $16,678,091Health Care Select Sector SPDR Fund $11,582,927 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $841,970 Holding92826C839 - Visa $333,988 Holding084670702 - Berkshire Hathaway $328,602 Holding464287101 - iShares S&P 100 ETF $318,225 Holding78462F103 - SPDR S&P 500 ETF Trust $222,078 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 9,011 shares (about $942.28K)JPMorgan Nasdaq Equity Premium Income ETF 18,095 shares (about $936.96K)Johnson & Johnson 5,077 shares (about $841.97K)Health Care Select Sector SPDR Fund 4,458 shares (about $650.91K)Apple 1,665 shares (about $369.87K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 261,619 shares (about $12.98M)iShares Core S&P U.S. Growth ETF 11,666 shares (about $1.48M)Vanguard Mega Cap Growth ETF 1,181 shares (about $364.78K)iShares S&P 500 Growth ETF 3,909 shares (about $362.87K)iShares S&P 500 Value ETF 1,846 shares (about $351.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHilltop Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIUSGiShares Core S&P U.S. Growth ETF$29,059,614$1,482,514 ▼-4.9%228,67216.4%ManufacturingJEPQJPMorgan Nasdaq Equity Premium Income ETF$22,590,729$936,959 ▲4.3%436,28312.8%ETFIVViShares Core S&P 500 ETF$19,121,066$200,600 ▼-1.0%34,02910.8%ETFIJRiShares Core S&P Small-Cap ETF$16,678,091$942,281 ▲6.0%159,4929.4%ETFXLVHealth Care Select Sector SPDR Fund$11,582,927$650,910 ▲6.0%79,3306.5%ETFVTEBVanguard Tax-Exempt Bond ETF$9,455,141$12,981,535 ▼-57.9%190,5515.3%ETFVEAVanguard FTSE Developed Markets ETF$8,771,440$182,022 ▲2.1%172,5645.0%ETFSUSAiShares MSCI USA ESG Select ETF$4,913,551$129,228 ▼-2.6%42,7752.8%ETFIVEiShares S&P 500 Value ETF$4,275,959$351,804 ▼-7.6%22,4372.4%ETFSCHMSchwab U.S. Mid-Cap ETF$4,128,586$202,264 ▼-4.7%157,5802.3%ETFVOVanguard Mid-Cap ETF$3,703,185$223,189 ▼-5.7%14,3192.1%ETFIUSViShares Core S&P U.S. Value ETF$3,254,086$110,288 ▲3.5%35,2591.8%ManufacturingIVWiShares S&P 500 Growth ETF$3,107,215$362,874 ▼-10.5%33,4721.8%ETFVWOVanguard FTSE Emerging Markets ETF$3,102,779$178,776 ▼-5.4%68,5551.8%ETFMGKVanguard Mega Cap Growth ETF$2,786,985$364,782 ▼-11.6%9,0231.6%ETFIBMInternational Business Machines$2,566,374$4,724 ▲0.2%10,3211.4%Computer and TechnologyMGCVanguard Mega Cap ETF$2,514,339$231,377 ▼-8.4%12,4861.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,121,138$51,546 ▼-2.4%25,9661.2%ManufacturingMGVVanguard Mega Cap Value ETF$1,986,160$9,534 ▼-0.5%15,4161.1%ETFMSFTMicrosoft$1,985,528$78,460 ▲4.1%5,2891.1%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$1,967,092$152,799 ▼-7.2%28,5541.1%ETFIWRiShares Russell Mid-Cap ETF$1,880,821$164,441 ▲9.6%22,1091.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$1,681,846$31,490 ▼-1.8%43,0470.9%ETFAAPLApple$1,654,509$369,865 ▲28.8%7,4480.9%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$947,075$17,246 ▼-1.8%24,6570.5%ETFJNJJohnson & Johnson$841,970$841,970 ▲New Holding5,0770.5%MedicalVUGVanguard Growth ETF$815,962$17,803 ▼-2.1%2,2000.5%ETFIJHiShares Core S&P Mid-Cap ETF$738,839$46,622 ▲6.7%12,6620.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$726,210$85,987 ▼-10.6%29,0020.4%ETFNVDANVIDIA$723,094$187,276 ▲35.0%6,6720.4%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$708,800$15,868 ▼-2.2%20,2800.4%ManufacturingETEnergy Transfer$691,1760.0%37,1800.4%EnergySPEMSPDR Portfolio Emerging Markets ETF$598,778$42,362 ▼-6.6%15,2090.3%ETFIEFAiShares Core MSCI EAFE ETF$556,345$21,485 ▲4.0%7,3540.3%ETFAMZNAmazon.com$461,854$179,642 ▲63.7%2,4270.3%Retail/WholesaleMUBiShares National Muni Bond ETF$453,413$62,634 ▼-12.1%4,3000.3%ETFDSIiShares ESG MSCI KLD 400 ETF$334,6760.0%3,2680.2%ETFVVisa$333,988$333,988 ▲New Holding9530.2%Business ServicesBRK.BBerkshire Hathaway$328,602$328,602 ▲New Holding6170.2%FinanceOEFiShares S&P 100 ETF$318,225$318,225 ▲New Holding1,1750.2%ETFVTVVanguard Value ETF$303,564$5,183 ▲1.7%1,7570.2%ETFGOOGLAlphabet$299,232$89,383 ▲42.6%1,9350.2%Computer and TechnologyJPMJPMorgan Chase & Co.$291,019$32,635 ▲12.6%1,1860.2%FinanceMETAMeta Platforms$288,683$31,692 ▲12.3%5010.2%Computer and TechnologyABBVAbbVie$265,942$15,089 ▼-5.4%1,2690.2%MedicalABTAbbott Laboratories$258,565$20,298 ▼-7.3%1,9490.1%MedicalVOOVanguard S&P 500 ETF$241,810$10,268 ▲4.4%4710.1%ETFVTRVentas$224,776$116,892 ▼-34.2%3,2690.1%FinanceVVVanguard Large-Cap ETF$223,607$13,108 ▼-5.5%8700.1%ETFSPYSPDR S&P 500 ETF Trust$222,078$222,078 ▲New Holding3970.1%FinanceBLDPBallard Power Systems$11,232$871 ▼-7.2%10,2110.0%Computer and TechnologyDISWalt Disney$0$266,015 ▼-100.0%00.0%Consumer DiscretionaryBLVVanguard Long-Term Bond ETF$0$256,339 ▼-100.0%00.0%ETFWMTWalmart$0$242,861 ▼-100.0%00.0%Retail/WholesaleFHLCFidelity MSCI Health Care Index ETF$0$214,235 ▼-100.0%00.0%ETFTSLATesla$0$210,514 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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