Hilltop Wealth Advisors, LLC has filed its 13F form on July 03, 2024 for Q2 2024 where it was disclosed a total value porftolio of $198 Million distributed in 52 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 $31.7M, J P Morgan ETF Tr Nasdaq Equit with a value of $22.5M, Vanguard Mun Bd Fds Tax Exempt with a value of $20.5M, Ishares Core S&P 500 ETF with a value of $19.2M, and Ishares Core S&P Sm Cap ETF with a value of $15.6M.

Examining the 13F form we can see an increase of $3.73M in the current position value, from $194M 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: $191 Million
Technology: $4.41 Million
Healthcare: $646,000
Energy: $603,000
Communication Services: $467,000
Consumer Cyclical: $308,000
Real Estate: $268,000
Financial Services: $235,000
Other: $211,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $198 Million
  • Prior Value $194 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 03, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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