Hilltop Wealth Advisors, LLC has filed its 13F form on April 05, 2024 for Q1 2024 where it was disclosed a total value porftolio of $194 Million distributed in 50 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 $28.7M, Vanguard Mun Bd Fds Tax Exempt with a value of $20M, Ishares Core S&P 500 ETF with a value of $18.7M, Ishares Core S&P Sm Cap ETF with a value of $16.2M, and Vanguard Bd Index Fd Inc Long with a value of $14.2M.

Examining the 13F form we can see an increase of $18.7M in the current position value, from $175M to 194M.

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

Portfolio value $194 Million
ETFs: $188 Million
Technology: $3.96 Million
Healthcare: $671,000
Energy: $584,000
Communication Services: $285,000
Real Estate: $228,000
Financial Services: $209,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 50
  • Current Value $194 Million
  • Prior Value $175 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 05, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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