Hilltop Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Hilltop Wealth Advisors, LLCInvestment ActivityHilltop Wealth Advisors, LLC has $214.34 million in total holdings as of September 30, 2024.Hilltop Wealth Advisors, LLC owns shares of 51 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.37% of the portfolio was purchased this quarter.About 1.99% of the portfolio was sold this quarter.This quarter, Hilltop Wealth Advisors, LLC has purchased 52 new stocks and bought additional shares in 20 stocks.Hilltop Wealth Advisors, LLC sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P U.S. Growth ETF $32,113,470JPMorgan Nasdaq Equity Premium Income ETF $22,616,635Vanguard Tax-Exempt Bond ETF $21,425,932iShares Core S&P 500 ETF $19,932,803iShares Core S&P Small-Cap ETF $17,309,870 Largest New Holdings this Quarter Intuitive Surgical $866,109 HoldingMeta Platforms $238,627 Holding Largest Purchases this Quarter iShares MSCI USA ESG Select ETF 28,457 shares (about $3.43M)iShares ESG Screened S&P Mid-Cap ETF 36,877 shares (about $1.56M)Microsoft 3,486 shares (about $1.50M)Intuitive Surgical 1,763 shares (about $866.11K)Vanguard Tax-Exempt Bond ETF 9,233 shares (about $471.99K) Largest Sales this Quarter iShares Core S&P U.S. Growth ETF 5,120 shares (about $675.38K)iShares Core S&P 500 ETF 554 shares (about $319.56K)iShares S&P 500 Growth ETF 2,304 shares (about $220.61K)iShares Core MSCI International Developed Markets ETF 2,962 shares (about $209.80K)Vanguard Value ETF 776 shares (about $135.49K) 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$32,113,470$675,379 ▼-2.1%243,45015.0%ManufacturingJEPQJPMorgan Nasdaq Equity Premium Income ETF$22,616,635$381,818 ▲1.7%411,73610.6%ETFVTEBVanguard Tax-Exempt Bond ETF$21,425,932$471,991 ▲2.3%419,13010.0%ETFIVViShares Core S&P 500 ETF$19,932,803$319,562 ▼-1.6%34,5569.3%ETFIJRiShares Core S&P Small-Cap ETF$17,309,870$151,697 ▲0.9%147,9988.1%ETFBLVVanguard Long-Term Bond ETF$15,322,452$125,835 ▲0.8%203,8377.1%ETFXLVHealth Care Select Sector SPDR Fund$11,276,260$8,933 ▲0.1%73,2135.3%ETFVEAVanguard FTSE Developed Markets ETF$9,018,587$140,686 ▲1.6%170,7744.2%ETFSUSAiShares MSCI USA ESG Select ETF$5,369,692$3,425,360 ▲176.2%44,6102.5%ETFIVEiShares S&P 500 Value ETF$4,926,994$64,276 ▼-1.3%24,9892.3%ETFSCHMSchwab U.S. Mid-Cap ETF$4,773,970$32,738 ▼-0.7%57,4552.2%ETFVOVanguard Mid-Cap ETF$4,067,829$57,516 ▼-1.4%15,4181.9%ETFIVWiShares S&P 500 Growth ETF$3,690,215$220,609 ▼-5.6%38,5401.7%ETFVWOVanguard FTSE Emerging Markets ETF$3,537,537$37,466 ▲1.1%73,9301.7%ETFMGKVanguard Mega Cap Growth ETF$3,365,624$109,140 ▼-3.1%10,4541.6%ETFIUSViShares Core S&P U.S. Value ETF$3,207,790$55,862 ▼-1.7%33,5931.5%ManufacturingMGCVanguard Mega Cap ETF$2,863,232$57,860 ▼-2.0%13,8561.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,444,103$8,754 ▼-0.4%29,0381.1%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$2,368,347$209,799 ▼-8.1%33,4371.1%ETFIBMInternational Business Machines$2,329,921$18,349 ▼-0.8%10,5391.1%Computer and TechnologyMSFTMicrosoft$2,329,792$1,500,121 ▲180.8%5,4141.1%Computer and TechnologyXJHiShares ESG Screened S&P Mid-Cap ETF$2,040,547$1,559,473 ▲324.2%48,2531.0%ETFMGVVanguard Mega Cap Value ETF$2,027,171$100,313 ▼-4.7%15,8030.9%ETFIWRiShares Russell Mid-Cap ETF$1,990,827$42,484 ▲2.2%22,5870.9%ETFAAPLApple$1,305,122$39,846 ▲3.1%5,6010.6%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,156,950$7,737 ▼-0.7%27,6650.5%ETFVUGVanguard Growth ETF$870,149$384 ▼0.0%2,2660.4%ETFISRGIntuitive Surgical$866,109$866,109 ▲New Holding1,7630.4%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$849,171$116,056 ▼-12.0%8,1510.4%ETFESGEiShares ESG Aware MSCI EM ETF$839,156$14,346 ▼-1.7%23,0470.4%ManufacturingIJHiShares Core S&P Mid-Cap ETF$777,542$90,548 ▼-10.4%12,4770.4%ETFMUBiShares National Muni Bond ETF$749,438$352,178 ▲88.7%6,8990.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$710,057$19,195 ▼-2.6%17,2010.3%ETFETEnergy Transfer$596,7390.0%37,1800.3%Oils/EnergyNVDANVIDIA$559,328$1,093 ▼-0.2%4,6060.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$551,8290.0%7,0700.3%ETFESGUiShares ESG Aware MSCI USA ETF$512,6690.0%4,0630.2%ManufacturingDSIiShares MSCI KLD 400 Social ETF$355,5260.0%3,2680.2%ETFVTRVentas$335,4000.0%5,2300.2%FinanceVTVVanguard Value ETF$321,793$135,492 ▼-29.6%1,8430.2%ETFABBVAbbVie$255,934$4,147 ▲1.6%1,2960.1%MedicalWMTWalmart$254,928$2,584 ▲1.0%3,1570.1%Retail/WholesaleJPMJPMorgan Chase & Co.$254,377$8,648 ▲3.5%1,2060.1%FinanceAMZNAmazon.com$245,861$51,819 ▼-17.4%1,3190.1%Retail/WholesaleVVVanguard Large-Cap ETF$242,4810.0%9210.1%ETFABTAbbott Laboratories$239,193$3,990 ▲1.7%2,0980.1%MedicalMETAMeta Platforms$238,627$238,627 ▲New Holding4170.1%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$238,222$4,004 ▲1.7%3,2720.1%ETFVOOVanguard S&P 500 ETF$237,731$1,054 ▲0.4%4510.1%ETFDISWalt Disney$227,489$962 ▲0.4%2,3650.1%Consumer DiscretionaryFENYFidelity MSCI Energy Index ETF$202,0790.0%8,3920.1%ETFCVMCCalvert US Mid-Cap Core Responsible Index ETF$0$1,444,887 ▼-100.0%00.0%ETFGOOGLAlphabet$0$234,972 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$214,469 ▼-100.0%00.0%MedicalShowing 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.
