Hill Island Financial LLC Reduced Holdings in Q1 2025

Hill Island Financial LLC

  • $257 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JHMM
John Hancock Multifactor Mid C

ETFs
-471K
- 95.28%
$55.69 - $63.12 $26.3M - $29.8M
23.4K $1.34M
VB
Vanguard Small Cap ETF

ETFs
-67K
- 94.8%
$217.89 - $252.64 $14.6M - $16.9M
3.68K $815K
JHML
John Hancock Multifactor Large

ETFs
-134K
- 96.23%
$66.07 - $73.03 $8.88M - $9.82M
5.27K $355K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-58.6K
- 92.48%
$49.25 - $50.66 $2.89M - $2.97M
4.77K $236K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-69.9K
- 87.7%
$25.77 - $27.6 $1.8M - $1.93M
9.8K $260K
XLK
Technology Sector Spdr

ETFs
-7.22K
- 65.68%
$206.38 - $242.18 $1.49M - $1.75M
3.77K $778K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.52K
- 12.57%
$468.34 - $539.52 $712K - $820K
10.6K $4.96M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.74K
- 1.7%
$101.98 - $115.66 $178K - $201K
101K $10.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-15.2K
- 41.5%
$56.51 - $62.98 $858K - $956K
21.4K $1.3M
MSFT
Microsoft Corp

Technology
-644
- 8.06%
$375.39 - $447.2 $242K - $288K
7.34K $2.76M
IWM
Ishares Russell 2000 ETF

ETFs
-865
- 4.4%
$198.1 - $229.79 $171K - $199K
18.8K $3.75M
AAPL
Apple Inc.

Technology
-1.03K
- 8.13%
$209.68 - $247.1 $215K - $253K
11.6K $2.57M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-4.78K
- 5.42%
$37.84 - $44.02 $181K - $211K
83.5K $3.21M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-7.27K
- 2.99%
$41.17 - $45.22 $299K - $329K
236K $10M
GOOG
Alphabet Inc.

Communication Services
-657
- 8.45%
$156.06 - $207.71 $103K - $136K
7.12K $1.11M
AVGO
Broadcom Inc.

Technology
-865
- 24.97%
$167.43 - $244.7 $145K - $212K
2.6K $435K
SPY
Spdr S&P 500 ETF Trust

ETFs
-389
- 42.51%
$551.42 - $612.93 $215K - $238K
526 $294K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-11.1K
- 17.13%
$22.46 - $23.26 $249K - $258K
53.7K $1.24M
IVV
Ishares Core S&P 500 ETF

ETFs
-78
- 1.21%
$554.06 - $615.85 $43.2K - $48K
6.39K $3.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-213
- 3.62%
$190.26 - $242.06 $40.5K - $51.6K
5.67K $1.08M
ABT
Abbott Laboratories

Healthcare
-2.2K
- 49.33%
$111.1 - $140.22 $245K - $309K
2.26K $299K
CRM
Salesforce, Inc.

Technology
-53
- 2.08%
$268.36 - $359.95 $14.2K - $19.1K
2.5K $669K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.14K
- 13.43%
$47.59 - $48.35 $197K - $200K
26.7K $1.29M
GOOGL
Alphabet Inc.

Communication Services
-451
- 17.71%
$154.33 - $206.19 $69.6K - $93K
2.1K $323K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.75K
- 10.98%
$44.72 - $46.25 $123K - $127K
22.3K $1.03M
DE
Deere & CO

Industrials
-300
- 36.01%
$408.57 - $509.27 $123K - $153K
533 $250K
FITB
Fifth Third Bancorp

Financial Services
-899
- 4.23%
$37.48 - $44.96 $33.7K - $40.4K
20.3K $797K
MCD
Mcdonalds Corp

Consumer Cyclical
-477
- 19.88%
$279.74 - $321.29 $133K - $153K
1.92K $600K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-4.17K
- 7.47%
$27.64 - $28.58 $115K - $119K
51.7K $1.48M
SUB
Ishares Short Term National Mu

ETFs
-384
- 3.87%
$105.3 - $106.24 $40.4K - $40.8K
9.55K $1.01M
DIS
Walt Disney CO

Communication Services
-20
- 0.88%
$96.87 - $114.0 $1.94K - $2.28K
2.26K $223K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-68
- 1.2%
$49.54 - $55.15 $3.37K - $3.75K
5.6K $282K
PANW
Palo Alto Networks Inc

Technology
-14
- 1.15%
$167.82 - $208.28 $2.35K - $2.92K
1.2K $204K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-134
- 1.32%
$49.69 - $50.76 $6.66K - $6.8K
10K $500K
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 6.32%
$890.62 - $1076.86 $14.2K - $17.2K
237 $224K
CVX
Chevron Corp

Energy
-235
- 16.17%
$146.71 - $167.97 $34.5K - $39.5K
1.22K $203K
DNP
Dnp Select Income Fund Inc

Financial Services
-1.07K
- 8.7%
$8.93 - $9.92 $9.53K - $10.6K
11.2K $110K
IEFA
Ishares Tr

ETFs
-144
- 1.02%
$69.57 - $78.65 $10K - $11.3K
14K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.48K
- 0.89%
$18.36 - $20.51 $82.3K - $91.9K
497K $9.82M
Activity Summary
Buys All Purchases 13 New Holdings 2 Increased Positions 11 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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