Hilltop Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hilltop Wealth Advisors, LLCInvestment ActivityHilltop Wealth Advisors, LLC has $197.79 million in total holdings as of December 31, 2024.Hilltop Wealth Advisors, LLC owns shares of 51 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.48% of the portfolio was purchased this quarter.About 9.14% of the portfolio was sold this quarter.This quarter, Hilltop Wealth Advisors, LLC has purchased 51 new stocks and bought additional shares in 15 stocks.Hilltop Wealth Advisors, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P U.S. Growth ETF $33,491,039JPMorgan Nasdaq Equity Premium Income ETF $23,577,441Vanguard Tax-Exempt Bond ETF $22,667,296iShares Core S&P 500 ETF $20,242,131iShares Core S&P Small-Cap ETF $17,338,436 Largest New Holdings this Quarter Alphabet $256,880 HoldingTesla $210,514 HoldingBallard Power Systems $18,265 Holding Largest Purchases this Quarter Schwab U.S. Mid-Cap ETF 107,845 shares (about $2.99M)Vanguard Tax-Exempt Bond ETF 33,040 shares (about $1.66M)Schwab U.S. Large-Cap Growth ETF 24,285 shares (about $676.82K)JPMorgan Nasdaq Equity Premium Income ETF 6,452 shares (about $363.76K)iShares Core S&P Small-Cap ETF 2,483 shares (about $286.09K) Largest Sales this Quarter Vanguard Long-Term Bond ETF 200,091 shares (about $13.69M)iShares Core S&P U.S. Growth ETF 3,112 shares (about $433.66K)iShares National Muni Bond ETF 2,005 shares (about $213.64K)iShares Russell Mid-Cap ETF 2,411 shares (about $213.13K)iShares ESG Aware MSCI EAFE ETF 2,441 shares (about $185.86K) 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$33,491,039$433,656 ▼-1.3%240,33816.9%ManufacturingJEPQJPMorgan Nasdaq Equity Premium Income ETF$23,577,441$363,764 ▲1.6%418,18811.9%ETFVTEBVanguard Tax-Exempt Bond ETF$22,667,296$1,656,296 ▲7.9%452,17011.5%ETFIVViShares Core S&P 500 ETF$20,242,131$100,075 ▼-0.5%34,38610.2%ETFIJRiShares Core S&P Small-Cap ETF$17,338,436$286,092 ▲1.7%150,4818.8%ETFXLVHealth Care Select Sector SPDR Fund$10,300,188$228,230 ▲2.3%74,8725.2%ETFVEAVanguard FTSE Developed Markets ETF$8,080,754$85,645 ▼-1.0%168,9834.1%ETFSUSAiShares MSCI USA ESG Select ETF$5,337,787$86,329 ▼-1.6%43,9002.7%ETFIVEiShares S&P 500 Value ETF$4,635,055$134,759 ▼-2.8%24,2832.3%ETFSCHMSchwab U.S. Mid-Cap ETF$4,580,472$2,988,391 ▲187.7%165,3002.3%ETFVOVanguard Mid-Cap ETF$4,010,153$62,337 ▼-1.5%15,1822.0%ETFIVWiShares S&P 500 Growth ETF$3,795,303$117,674 ▼-3.0%37,3811.9%ETFMGKVanguard Mega Cap Growth ETF$3,504,112$85,851 ▼-2.4%10,2041.8%ETFVWOVanguard FTSE Emerging Markets ETF$3,193,141$62,757 ▼-1.9%72,5051.6%ETFIUSViShares Core S&P U.S. Value ETF$3,154,031$43,611 ▲1.4%34,0641.6%ManufacturingMGCVanguard Mega Cap ETF$2,899,648$46,998 ▼-1.6%13,6351.5%ETFIBMInternational Business Machines$2,264,648$52,099 ▼-2.2%10,3021.1%Computer and TechnologyMSFTMicrosoft$2,141,111$140,774 ▼-6.2%5,0801.1%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$2,025,073$185,856 ▼-8.4%26,5971.0%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$1,983,877$171,813 ▼-8.0%30,7721.0%ETFMGVVanguard Mega Cap Value ETF$1,934,819$39,096 ▼-2.0%15,4901.0%ETFXJHiShares ESG Screened S&P Mid-Cap ETF$1,834,634$184,078 ▼-9.1%43,8530.9%ETFIWRiShares Russell Mid-Cap ETF$1,783,523$213,128 ▼-10.7%20,1760.9%ETFAAPLApple$1,448,274$45,579 ▲3.2%5,7830.7%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,055,707$107,606 ▼-9.2%25,1060.5%ETFVUGVanguard Growth ETF$922,844$7,389 ▼-0.8%2,2480.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$903,991$676,823 ▲297.9%32,4360.5%ETFIJHiShares Core S&P Mid-Cap ETF$739,159$38,257 ▼-4.9%11,8630.4%ETFETEnergy Transfer$728,3560.0%37,1800.4%Oils/EnergyESGEiShares ESG Aware MSCI EM ETF$692,322$77,233 ▼-10.0%20,7340.4%ManufacturingNVDANVIDIA$663,903$45,388 ▲7.3%4,9440.3%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$624,855$35,147 ▼-5.3%16,2850.3%ETFMUBiShares National Muni Bond ETF$521,477$213,641 ▼-29.1%4,8940.3%ETFIEFAiShares Core MSCI EAFE ETF$496,8930.0%7,0700.3%ETFDSIiShares MSCI KLD 400 Social ETF$360,2970.0%3,2680.2%ETFAMZNAmazon.com$325,463$35,992 ▲12.4%1,4830.2%Retail/WholesaleVTRVentas$292,624$15,370 ▼-5.0%4,9690.1%FinanceVTVVanguard Value ETF$292,440$19,643 ▼-6.3%1,7270.1%ETFDISWalt Disney$266,015$2,672 ▲1.0%2,3890.1%Consumer DiscretionaryMETAMeta Platforms$261,055$16,974 ▲7.0%4460.1%Computer and TechnologyGOOGLAlphabet$256,880$256,880 ▲New Holding1,3570.1%Computer and TechnologyBLVVanguard Long-Term Bond ETF$256,339$13,692,239 ▼-98.2%3,7460.1%ETFJPMJPMorgan Chase & Co.$252,506$36,689 ▼-12.7%1,0530.1%FinanceVVVanguard Large-Cap ETF$248,3840.0%9210.1%ETFWMTWalmart$242,861$42,374 ▼-14.9%2,6880.1%Retail/WholesaleVOOVanguard S&P 500 ETF$242,7500.0%4510.1%ETFABBVAbbVie$238,296$7,997 ▲3.5%1,3410.1%MedicalABTAbbott Laboratories$237,757$452 ▲0.2%2,1020.1%MedicalFHLCFidelity MSCI Health Care Index ETF$214,235$392 ▲0.2%3,2780.1%ETFTSLATesla$210,514$210,514 ▲New Holding5210.1%Auto/Tires/TrucksBLDPBallard Power Systems$18,265$18,265 ▲New Holding11,0030.0%Computer and TechnologyISRGIntuitive Surgical$0$866,109 ▼-100.0%00.0%MedicalESGUiShares ESG Aware MSCI USA ETF$0$512,669 ▼-100.0%00.0%ManufacturingFENYFidelity MSCI Energy Index ETF$0$202,079 ▼-100.0%00.0%ETFShowing 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. 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