Hilltop Wealth Advisors, LLC Portfolio Holdings
Hilltop Wealth Advisors, LLC
- $198 Million
- Q2 2024
Hilltop Wealth Advisors, LLC has filed its 13F form on July 03, 2024 for Q2 2024 where it was disclosed a total value porftolio of $198 Million distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $31.7M, J P Morgan ETF Tr Nasdaq Equit with a value of $22.5M, Vanguard Mun Bd Fds Tax Exempt with a value of $20.5M, Ishares Core S&P 500 ETF with a value of $19.2M, and Ishares Core S&P Sm Cap ETF with a value of $15.6M.
Examining the 13F form we can see an increase of $3.73M in the current position value, from $194M to 198M.
Below you can find more details about Hilltop Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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