Hilltop Wealth Advisors, LLC Purchases and Sells in Q1 2025

Hilltop Wealth Advisors, LLC

$177 Million
Q1 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	4.46K + 5.95%	$137.61 - $149.68 $613K - $667K	79.3K $11.5M
VEA	3.58K + 2.12%	$47.4 - $52.99 $170K - $190K	173K $8.84M
IBM	19 + 0.18%	$217.4 - $264.74 $4.13K - $5.03K	10.3K $2.57M
AAPL	1.67K + 28.79%	$209.68 - $247.1 $349K - $411K	7.45K $1.65M
AMZN	944 + 63.65%	$190.26 - $242.06 $180K - $229K	2.43K $461K
IUSV	1.2K + 3.51%	$90.0 - $96.32 $108K - $115K	35.3K $3.25M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	5.08K New	$142.06 - $167.7 $721K - $851K	5.08K $841K
V	953 New	$306.92 - $362.71 $292K - $346K	953 $333K
BRK-B	617 New	$442.66 - $534.52 $273K - $330K	617 $328K
OEF	1.18K New	N/A	1.18K $312K
SPY	397 New	$551.42 - $612.93 $219K - $243K	397 $222K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-262K - 57.86%	$49.25 - $50.66 $12.9M - $13.3M	191K $9.44M
IUSG	-11.7K - 4.85%	$126.86 - $146.45 $1.48M - $1.71M	229K $29.1M
IVV	-357 - 1.04%	$554.06 - $615.85 $198K - $220K	34K $19.1M
MGK	-1.18K - 11.57%	$307.43 - $357.48 $363K - $422K	9.02K $2.78M
IVW	-3.91K - 10.46%	$92.45 - $106.69 $361K - $417K	33.5K $3.11M
SCHM	-7.72K - 4.67%	$25.58 - $29.24 $197K - $226K	158K $4.12M

Activity Summary All Purchases 23 New Holdings 5 Increased Positions 18 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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