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

Summary

  • 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
Track This Portfolio

Track Hilltop Wealth Advisors, LLC Portfolio

Follow Hilltop Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hilltop Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hilltop Wealth Advisors, LLC with notifications on news.