Hilltop Wealth Advisors, LLC Purchases in Q3 2025

Hilltop Wealth Advisors, LLC

  • $192 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FENY
Fidelity Covington Tr Msci Ene

ETFs
522K
New
$23.27 - $25.46 $12.2M - $13.3M
522K $12.9M
AAPL
Apple Inc.

Technology
12.8K
+ 187.16%
$202.38 - $256.87 $2.59M - $3.29M
19.6K $5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
327
+ 0.14%
$148.97 - $165.88 $48.7K - $54.2K
241K $39.7M
GOOGL
Alphabet Inc.

Communication Services
13K
+ 611.43%
$174.36 - $254.72 $2.26M - $3.3M
15.1K $3.66M
NVDA
Nvidia Corp

Technology
14.1K
+ 168.78%
$153.3 - $186.58 $2.16M - $2.63M
22.4K $4.18M
AMZN
Amazon Com Inc

Consumer Cyclical
12K
+ 548.77%
$211.65 - $238.24 $2.55M - $2.87M
14.2K $3.12M
IVV
Ishares Core S&P 500 ETF

ETFs
1.37K
+ 3.91%
$620.67 - $670.08 $848K - $916K
36.3K $24.3M
MSFT
Microsoft Corp

Technology
4.11K
+ 73.3%
$491.09 - $535.64 $2.02M - $2.2M
9.72K $5.03M
XLV
Select Sector Spdr Fund Health

ETFs
7.96K
+ 9.36%
$129.01 - $139.72 $1.03M - $1.11M
93K $12.9M
VEA
Vanguard Ftse Developed Market

ETFs
9.49K
+ 3.82%
$56.02 - $60.3 $532K - $572K
258K $15.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
696
+ 2.15%
$108.97 - $121.65 $75.8K - $84.7K
33K $3.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.22K
+ 1.76%
$49.43 - $54.52 $60.1K - $66.3K
70.4K $3.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
717
+ 93.24%
$459.11 - $506.91 $329K - $363K
1.49K $747K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.99K
+ 1.26%
$28.15 - $30.13 $56K - $59.9K
159K $4.72M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.88K
+ 7.25%
$92.26 - $97.51 $173K - $183K
27.8K $2.68M
TSLA
Tesla, Inc.

Consumer Cyclical
608
New
$293.94 - $444.72 $179K - $270K
608 $270K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
66
+ 0.19%
$87.05 - $93.19 $5.75K - $6.15K
35.5K $3.3M
JNJ
Johnson & Johnson

Healthcare
242
+ 16.22%
$155.17 - $185.42 $37.6K - $44.9K
1.73K $321K
ABBV
Abb Vie Inc.

Healthcare
25
+ 1.96%
$184.85 - $231.54 $4.62K - $5.79K
1.3K $301K
AVGO
Broadcom Inc.

Technology
70
+ 9.36%
$264.74 - $369.57 $18.5K - $25.9K
818 $269K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9
+ 0.06%
$42.67 - $46.91 $384 - $422
14.9K $696K
OEF
Ishares S&P 100 ETF

ETFs
187
+ 15.91%
N/A
1.36K $362K
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 0.81%
$282.78 - $316.06 $2.55K - $2.84K
1.12K $353K
VTR
Ventas, Inc.

Real Estate
36
+ 1.11%
$62.76 - $69.99 $2.26K - $2.52K
3.29K $230K
META
Meta Platforms, Inc.

Communication Services
32
+ 6.05%
$695.21 - $791.73 $22.2K - $25.3K
561 $411K
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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