Hilltop Wealth Advisors, LLC Reduced Holdings in Q4 2024

Hilltop Wealth Advisors, LLC

  • $198 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-200K
- 98.16%
$68.25 - $75.42 $13.7M - $15.1M
3.75K $256K
VEA
Vanguard Ftse Developed Market

ETFs
-1.79K
- 1.05%
$47.57 - $52.44 $85.2K - $93.9K
169K $8.08M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.44K
- 8.41%
$75.65 - $83.47 $185K - $204K
26.6K $2.03M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.67K
- 7.97%
$64.18 - $70.42 $171K - $188K
30.8K $1.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.43K
- 1.93%
$44.04 - $49.49 $62.8K - $70.5K
72.5K $3.19M
IVE
Ishares S&P 500 Value ETF

ETFs
-706
- 2.83%
$189.5 - $206.17 $134K - $146K
24.3K $4.64M
MUB
Ishares National Muni Bond ETF

ETFs
-2.01K
- 29.06%
$105.78 - $108.7 $212K - $218K
4.89K $521K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.41K
- 10.67%
$87.25 - $95.52 $210K - $230K
20.2K $1.78M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-4.4K
- 9.12%
$41.64 - $45.75 $183K - $201K
43.9K $1.83M
MSFT
Microsoft Corp

Technology
-334
- 6.17%
$406.35 - $454.46 $136K - $152K
5.08K $2.14M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.56K
- 9.25%
$41.09 - $45.94 $105K - $118K
25.1K $1.06M
MGV
Vanguard Mega Cap Value

ETFs
-313
- 1.98%
$124.06 - $133.48 $38.8K - $41.8K
15.5K $1.93M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-916
- 5.33%
$38.37 - $42.82 $35.1K - $39.2K
16.3K $624K
IBM
International Business Machines Corp

Technology
-237
- 2.25%
$204.9 - $238.04 $48.6K - $56.4K
10.3K $2.26M
VO
Vanguard Mid Cap ETF

ETFs
-236
- 1.53%
$261.5 - $284.63 $61.7K - $67.2K
15.2K $4.01M
VTR
Ventas, Inc.

Real Estate
-261
- 4.99%
$57.73 - $66.48 $15.1K - $17.4K
4.97K $292K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-614
- 4.92%
$61.68 - $67.87 $37.9K - $41.7K
11.9K $739K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-710
- 1.59%
$118.0 - $127.04 $83.8K - $90.2K
43.9K $5.34M
VTV
Vanguard Value ETF

ETFs
-116
- 6.29%
$168.32 - $181.87 $19.5K - $21.1K
1.73K $292K
WMT
Walmart Inc.

Consumer Defensive
-469
- 14.86%
$79.1 - $95.7 $37.1K - $44.9K
2.69K $242K
JPM
Jpmorgan Chase & CO

Financial Services
-153
- 12.69%
$205.18 - $250.29 $31.4K - $38.3K
1.05K $252K
MGC
Vanguard Mega Cap ETF

ETFs
-221
- 1.59%
$204.21 - $220.18 $45.1K - $48.7K
13.6K $2.9M
VUG
Vanguard Growth ETF

ETFs
-18
- 0.79%
$378.79 - $428.11 $6.82K - $7.71K
2.25K $922K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.16K
- 3.01%
$94.43 - $105.47 $109K - $122K
37.4K $3.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-250
- 2.39%
$316.94 - $357.88 $79.2K - $89.5K
10.2K $3.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-170
- 0.49%
$570.51 - $610.59 $97K - $104K
34.4K $20.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.11K
- 1.28%
$129.96 - $144.97 $404K - $451K
240K $33.5M
Activity Summary
Buys All Purchases 18 New Holdings 3 Increased Positions 15 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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