Hilltop Wealth Advisors, LLC Purchases in Q1 2025

Hilltop Wealth Advisors, LLC

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
4.46K
+ 5.95%
$137.61 - $149.68 $613K - $667K
79.3K $11.5M
JNJ
Johnson & Johnson

Healthcare
5.08K
New
$142.06 - $167.7 $721K - $851K
5.08K $841K
VEA
Vanguard Ftse Developed Market

ETFs
3.58K
+ 2.12%
$47.4 - $52.99 $170K - $190K
173K $8.84M
V
Visa Inc.

Financial Services
953
New
$306.92 - $362.71 $292K - $346K
953 $333K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
617
New
$442.66 - $534.52 $273K - $330K
617 $328K
OEF
Ishares S&P 100 ETF

ETFs
1.18K
New
N/A
1.18K $312K
IBM
International Business Machines Corp

Technology
19
+ 0.18%
$217.4 - $264.74 $4.13K - $5.03K
10.3K $2.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
397
New
$551.42 - $612.93 $219K - $243K
397 $222K
AAPL
Apple Inc.

Technology
1.67K
+ 28.79%
$209.68 - $247.1 $349K - $411K
7.45K $1.65M
AMZN
Amazon Com Inc

Consumer Cyclical
944
+ 63.65%
$190.26 - $242.06 $180K - $229K
2.43K $461K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.93K
+ 9.58%
$82.81 - $92.93 $160K - $180K
22.1K $1.88M
IEFA
Ishares Tr

ETFs
284
+ 4.02%
$69.57 - $78.65 $19.8K - $22.3K
7.35K $556K
NVDA
Nvidia Corp

Technology
1.73K
+ 34.95%
$106.98 - $149.43 $185K - $258K
6.67K $723K
GOOGL
Alphabet Inc.

Communication Services
578
+ 42.59%
$154.33 - $206.19 $89.2K - $119K
1.94K $299K
JPM
Jpmorgan Chase & CO

Financial Services
133
+ 12.63%
$225.19 - $279.95 $30K - $37.2K
1.19K $290K
META
Meta Platforms, Inc.

Communication Services
55
+ 12.33%
$576.36 - $736.67 $31.7K - $40.5K
501 $288K
VTV
Vanguard Value ETF

ETFs
30
+ 1.74%
$167.73 - $179.21 $5.03K - $5.38K
1.76K $300K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
799
+ 6.74%
$57.21 - $65.8 $45.7K - $52.6K
12.7K $738K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 4.43%
$507.05 - $563.67 $10.1K - $11.3K
471 $242K
MSFT
Microsoft Corp

Technology
209
+ 4.11%
$375.39 - $447.2 $78.5K - $93.5K
5.29K $1.99M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.01K
+ 5.99%
$102.49 - $119.96 $924K - $1.08M
159K $16.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18.1K
+ 4.33%
$51.45 - $58.51 $931K - $1.06M
436K $22.6M
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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