Hilltop Wealth Advisors, LLC Portfolio Holdings

Hilltop Wealth Advisors, LLC

  • $198 Million
  • Q4 2024

Hilltop Wealth Advisors, LLC has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $33.5M, J P Morgan ETF Tr Nasdaq Equit with a value of $23.6M, Vanguard Mun Bd Fds Tax Exempt with a value of $22.7M, Ishares Core S&P 500 ETF with a value of $20.2M, and Ishares Core S&P Sm Cap ETF with a value of $17.3M.

Examining the 13F form we can see an decrease of $16.5M in the current position value, from $214M to 198M.

Below you can find more details about Hilltop Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $198 Million
ETFs: $188 Million
Technology: $6.52 Million
Communication Services: $785,000
Energy: $728,000
Consumer Cyclical: $535,000
Healthcare: $475,000
Real Estate: $292,000
Financial Services: $252,000
Other: $260,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.5 Million 16.93% of portfolio
240,338
Q4 2024 Reduced 1.28%
$0
$23.6 Million 11.92% of portfolio
418,188
Q4 2024 Added 1.57%
$0
$22.7 Million 11.46% of portfolio
452,170
Q4 2024 Added 7.88%
$0
$20.2 Million 10.24% of portfolio
34,386
Q4 2024 Reduced 0.49%
$0
$17.3 Million 8.77% of portfolio
150,481
Q4 2024 Added 1.68%
$0
$10.3 Million 5.21% of portfolio
74,872
Q4 2024 Added 2.27%
$0
$8.08 Million 4.09% of portfolio
168,983
Q4 2024 Reduced 1.05%
$0
$5.34 Million 2.7% of portfolio
43,900
Q4 2024 Reduced 1.59%
$0
$4.64 Million 2.34% of portfolio
24,283
Q4 2024 Reduced 2.83%
$0
$4.58 Million 2.32% of portfolio
165,300
Q4 2024 Added 187.7%
$0
$4.01 Million 2.03% of portfolio
15,182
Q4 2024 Reduced 1.53%
$0
$3.8 Million 1.92% of portfolio
37,381
Q4 2024 Reduced 3.01%
$0
$3.5 Million 1.77% of portfolio
10,204
Q4 2024 Reduced 2.39%
$0
$3.19 Million 1.61% of portfolio
72,505
Q4 2024 Reduced 1.93%
$0
$3.16 Million 1.6% of portfolio
34,064
Q4 2024 Added 1.4%
$0
$2.9 Million 1.47% of portfolio
13,635
Q4 2024 Reduced 1.59%
$3.33T
$2.14 Million 1.08% of portfolio
5,080
Q4 2024 Reduced 6.17%
$0
$2.03 Million 1.02% of portfolio
26,597
Q4 2024 Reduced 8.41%
$0
$1.98 Million 1.0% of portfolio
30,772
Q4 2024 Reduced 7.97%
$0
$1.93 Million 0.98% of portfolio
15,490
Q4 2024 Reduced 1.98%
$0
$1.83 Million 0.93% of portfolio
43,853
Q4 2024 Reduced 9.12%
$0
$1.78 Million 0.9% of portfolio
20,176
Q4 2024 Reduced 10.67%
$3.59T
$1.45 Million 0.73% of portfolio
5,783
Q4 2024 Added 3.25%
$0
$1.06 Million 0.53% of portfolio
25,106
Q4 2024 Reduced 9.25%
$0
$922,000 0.47% of portfolio
2,248
Q4 2024 Reduced 0.79%
$0
$903,000 0.46% of portfolio
32,436
Q4 2024 Added 297.94%
$65B
$728,000 0.37% of portfolio
37,180
Q1 2024 New
$0
$739,000 0.37% of portfolio
11,863
Q4 2024 Reduced 4.92%
$0
$692,000 0.35% of portfolio
20,734
Q4 2024 Reduced 10.04%
$367B
$663,000 0.34% of portfolio
4,944
Q4 2024 Added 7.34%
$0
$624,000 0.32% of portfolio
16,285
Q4 2024 Reduced 5.33%
$0
$521,000 0.26% of portfolio
4,894
Q4 2024 Reduced 29.06%
$0
$496,000 0.25% of portfolio
7,070
Q2 2024 Reduced 0.08%
$0
$360,000 0.18% of portfolio
3,268
Q2 2023 New
$2.4T
$325,000 0.16% of portfolio
1,483
Q4 2024 Added 12.43%
$23.8B
$292,000 0.15% of portfolio
4,969
Q4 2024 Reduced 4.99%
$0
$292,000 0.15% of portfolio
1,727
Q4 2024 Reduced 6.29%
$0
$248,000 0.13% of portfolio
921
Q2 2024 Reduced 0.11%
$0
$256,000 0.13% of portfolio
3,746
Q4 2024 Reduced 98.16%
$1.43T
$263,000 0.13% of portfolio
446
Q4 2024 Added 6.95%
$1.18T
$256,000 0.13% of portfolio
1,357
Q4 2024 New
$780B
$252,000 0.13% of portfolio
1,053
Q4 2024 Reduced 12.69%
$202B
$266,000 0.13% of portfolio
2,389
Q4 2024 Added 1.01%
$302B
$238,000 0.12% of portfolio
1,341
Q4 2024 Added 3.47%
$216B
$237,000 0.12% of portfolio
2,102
Q4 2024 Added 0.19%
$0
$243,000 0.12% of portfolio
451
Q3 2024 Added 0.45%
$255B
$242,000 0.12% of portfolio
2,688
Q4 2024 Reduced 14.86%
$0
$214,000 0.11% of portfolio
3,278
Q4 2024 Added 0.18%
$1.3T
$210,000 0.11% of portfolio
521
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $198 Million
  • Prior Value $214 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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