Hilltop Wealth Advisors, LLC Purchases in Q4 2024

Hilltop Wealth Advisors, LLC

$198 Million
Q4 2024

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	33K + 7.88%	$49.79 - $51.14 $1.65M - $1.69M	452K $22.7M
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	6.45K + 1.57%	$53.94 - $58.15 $348K - $375K	418K $23.6M
GOOGL Alphabet Inc. Communication Services	1.36K New	$161.86 - $196.66 $220K - $267K	1.36K $256K
TSLA Tesla, Inc. Consumer Cyclical	521 New	$213.65 - $479.86 $111K - $250K	521 $210K
AAPL Apple Inc. Technology	182 + 3.25%	$221.69 - $259.02 $40.3K - $47.1K	5.78K $1.45M
NVDA Nvidia Corp Technology	338 + 7.34%	$117.0 - $148.88 $39.5K - $50.3K	4.94K $663K
AMZN Amazon Com Inc Consumer Cyclical	164 + 12.43%	$180.88 - $232.93 $29.7K - $38.2K	1.48K $325K
SCHG Schwab Strategic Tr Us Large C ETFs	24.3K + 297.94%	$25.93 - $105.3 $630K - $2.56M	32.4K $903K
DIS Walt Disney CO Communication Services	24 + 1.01%	$92.39 - $117.6 $2.22K - $2.82K	2.39K $266K
IJR Ishares Core S&P Sm Cap ETF ETFs	2.48K + 1.68%	$113.92 - $127.38 $283K - $316K	150K $17.3M
META Meta Platforms, Inc. Communication Services	29 + 6.95%	$554.08 - $632.68 $16.1K - $18.3K	446 $263K
BLDP Ballard Power Systems Inc. Industrials	11K New	$1.27 - $1.78 $14K - $19.6K	11K $18K
ABT Abbott Laboratories Healthcare	4 + 0.19%	$111.93 - $119.39 $448 - $478	2.1K $237K
ABBV Abb Vie Inc. Healthcare	45 + 3.47%	$164.99 - $203.87 $7.42K - $9.17K	1.34K $238K
FHLC Fidelity Covington Tr Msci Hea ETFs	6 + 0.18%	$64.85 - $73.04 $389 - $438	3.28K $214K
IUSV Ishares Core S&P U.S. Value Et ETFs	471 + 1.4%	$91.94 - $100.02 $43.3K - $47.1K	34.1K $3.16M
SCHM Schwab Strategic U.S. Mid Cap ETFs	108K + 187.7%	$27.54 - $83.04 $2.97M - $8.96M	165K $4.58M
XLV Select Sector Spdr Fund Health ETFs	1.66K + 2.27%	$136.28 - $154.74 $226K - $257K	74.9K $10.3M

Activity Summary All Purchases 18 New Holdings 3 Increased Positions 15 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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