Hilltop Wealth Advisors, LLC Reduced Holdings in Q1 2025

Hilltop Wealth Advisors, LLC

  • $177 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-262K
- 57.86%
$49.25 - $50.66 $12.9M - $13.3M
191K $9.44M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-11.7K
- 4.85%
$126.86 - $146.45 $1.48M - $1.71M
229K $29.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-357
- 1.04%
$554.06 - $615.85 $198K - $220K
34K $19.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.18K
- 11.57%
$307.43 - $357.48 $363K - $422K
9.02K $2.78M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.91K
- 10.46%
$92.45 - $106.69 $361K - $417K
33.5K $3.11M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.72K
- 4.67%
$25.58 - $29.24 $197K - $226K
158K $4.12M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.13K
- 2.56%
$113.22 - $126.36 $127K - $142K
42.8K $4.88M
MGC
Vanguard Mega Cap ETF

ETFs
-1.15K
- 8.43%
$199.2 - $222.69 $229K - $256K
12.5K $2.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.85K
- 7.6%
$185.78 - $198.58 $343K - $367K
22.4K $4.28M
VO
Vanguard Mid Cap ETF

ETFs
-863
- 5.68%
$251.87 - $277.95 $217K - $240K
14.3K $3.68M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-806
- 1.84%
$38.41 - $44.06 $31K - $35.5K
43K $1.68M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-449
- 1.79%
$37.84 - $44.02 $17K - $19.8K
24.7K $947K
VUG
Vanguard Growth ETF

ETFs
-48
- 2.14%
$369.1 - $427.61 $17.7K - $20.5K
2.2K $814K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.95K
- 5.45%
$42.5 - $46.71 $168K - $185K
68.6K $3.11M
VTR
Ventas, Inc.

Real Estate
-1.7K
- 34.21%
$56.9 - $70.47 $96.7K - $120K
3.27K $224K
MUB
Ishares National Muni Bond ETF

ETFs
-594
- 12.14%
$104.71 - $107.69 $62.2K - $64K
4.3K $453K
VV
Vanguard Large Cap ETF

ETFs
-51
- 5.54%
$253.32 - $282.66 $12.9K - $14.4K
870 $222K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.08K
- 6.61%
$37.07 - $40.63 $39.9K - $43.7K
15.2K $599K
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.22K
- 7.21%
$63.77 - $71.36 $141K - $158K
28.6K $1.97M
BLDP
Ballard Power Systems Inc.

Industrials
-792
- 7.2%
$1.1 - $1.99 $871 - $1.58K
10.2K $11K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-454
- 2.19%
$32.74 - $36.2 $14.9K - $16.4K
20.3K $708K
ABT
Abbott Laboratories

Healthcare
-153
- 7.28%
$111.1 - $140.22 $17K - $21.5K
1.95K $258K
ABBV
Abb Vie Inc.

Healthcare
-72
- 5.37%
$169.2 - $216.66 $12.2K - $15.6K
1.27K $265K
MGV
Vanguard Mega Cap Value

ETFs
-74
- 0.48%
$123.61 - $133.01 $9.15K - $9.84K
15.4K $1.96M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-631
- 2.37%
$75.32 - $84.77 $47.5K - $53.5K
26K $2.12M
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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