Hilltop Wealth Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Million distributed in 51 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 $29.1M, J P Morgan ETF Tr Nasdaq Equit with a value of $22.6M, Ishares Core S&P 500 ETF with a value of $19.1M, Ishares Core S&P Sm Cap ETF with a value of $16.7M, and Select Sector Spdr Fund Health with a value of $11.5M.

Examining the 13F form we can see an decrease of $20.9M in the current position value, from $198M to 177M.

Below you can find more details about Hilltop Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $177 Million
ETFs: $166 Million
Technology: $6.93 Million
Healthcare: $1.36 Million
Financial Services: $951,000
Energy: $691,000
Communication Services: $587,000
Consumer Cyclical: $461,000
Real Estate: $224,000
Other: $11,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $177 Million
  • Prior Value $198 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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