Hilltop Wealth Advisors, LLC Purchases in Q3 2024

Hilltop Wealth Advisors, LLC

  • $214 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
28.5K
+ 176.17%
$108.44 - $120.37 $3.09M - $3.43M
44.6K $5.37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.3K
+ 0.88%
$105.53 - $118.34 $137K - $153K
148K $17.3M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
36.9K
+ 324.16%
$38.71 - $42.43 $1.43M - $1.56M
48.3K $2.04M
MSFT
Microsoft Corp

Technology
3.49K
+ 180.81%
$395.15 - $467.56 $1.38M - $1.63M
5.41K $2.33M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.67K
+ 0.83%
$69.16 - $76.64 $116K - $128K
204K $15.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.23K
+ 2.25%
$49.93 - $51.15 $461K - $472K
419K $21.4M
ISRG
Intuitive Surgical Inc

Healthcare
1.76K
New
$416.14 - $494.01 $734K - $871K
1.76K $866K
VEA
Vanguard Ftse Developed Market

ETFs
2.66K
+ 1.58%
$47.6 - $53.31 $127K - $142K
171K $9.02M
XLV
Select Sector Spdr Fund Health

ETFs
58
+ 0.08%
$143.3 - $157.24 $8.31K - $9.12K
73.2K $11.3M
MUB
Ishares National Muni Bond ETF

ETFs
3.24K
+ 88.65%
$106.13 - $108.7 $344K - $352K
6.9K $749K
META
Meta Platforms, Inc.

Communication Services
417
New
$453.41 - $572.44 $189K - $239K
417 $238K
IWR
Ishares Russell Mid Cap ETF

ETFs
482
+ 2.18%
$79.92 - $88.19 $38.5K - $42.5K
22.6K $1.99M
AAPL
Apple Inc.

Technology
171
+ 3.15%
$207.23 - $234.82 $35.4K - $40.2K
5.6K $1.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.95K
+ 1.72%
$49.7 - $56.11 $345K - $390K
412K $22.6M
WMT
Walmart Inc.

Consumer Defensive
32
+ 1.02%
$66.91 - $81.4 $2.14K - $2.6K
3.16K $254K
ABBV
Abb Vie Inc.

Healthcare
21
+ 1.65%
$163.84 - $199.33 $3.44K - $4.19K
1.3K $255K
ABT
Abbott Laboratories

Healthcare
35
+ 1.7%
$100.07 - $118.13 $3.5K - $4.13K
2.1K $239K
JPM
Jpmorgan Chase & CO

Financial Services
41
+ 3.52%
$194.9 - $224.8 $7.99K - $9.22K
1.21K $254K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
55
+ 1.71%
$67.43 - $74.23 $3.71K - $4.08K
3.27K $238K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.45%
$475.2 - $527.7 $950 - $1.06K
451 $237K
DIS
Walt Disney CO

Communication Services
10
+ 0.42%
$85.6 - $98.61 $856 - $986
2.37K $227K
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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