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 Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ET Energy Transfer LP Energy	$65B	$728,000 0.37% of portfolio	37,180	Q1 2024 New
VTR Ventas, Inc. Real Estate	$23.8B	$292,000 0.15% of portfolio	4,969	Q4 2024 Reduced 4.99%

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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Hilltop Wealth Advisors, LLC Portfolio Holdings