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CIK: 0001957867
Total reported value
$412.4M
$412.4M
109 檔
38.1%
As reported in its official Q3 2024 Form 13F filing, Hilltop Partners LLC's tracked investment portfolio stood at $412.4M with 109 total positions.
In Q3 2024, Hilltop Partners LLC displayed an active expansion posture, initiating 15 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 25.18% | -7.65% | -2.37% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.02% | -1.65% | +21.08% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.49% | -1.17% | +35.05% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 6.56% | -9.68% | -27.59% | |
| 5 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 5.66% | -0.28% | +6.02% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.91% | -0.67% | +128.45% | |
| 7 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.56% | +0.79% | +5.57% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.54% | -2.13% | +6.34% | |
| 9 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 2.53% | -2.19% | +5.89% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.47% | -2.23% | +7.36% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.21% | -0.79% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.41% | +0.03% | +5.22% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.19% | +0.53% | +3.46% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.15% | -0.69% | -48.06% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | +0.02% | +7.11% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -2.18% | EXIT | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.04% | +8.46% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.73% | -0.02% | -3.94% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | -0.05% | +984.52% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.13% | +6.70% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.12% | +21.04% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | +0.19% | +8.94% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.16% | +6.18% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.61% | +8.19% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.14% | -1.01% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.61% | -0.02% | +4.20% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | — | -0.55% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.20% | +15.21% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.57% | -0.07% | -9.59% | |
| 30 | WPC | Wp Carey Inc | Stock-Real Estate | 0.56% | -0.01% | -1.20% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.07% | +12.36% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.54% | +0.01% | +1.11% | |
| 33 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.51% | +0.03% | +2.98% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.18% | +8.11% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.39% | +0.01% | -11.81% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.04% | +3.32% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.43% | +5.33% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | — | +18.46% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.35% | +0.03% | -23.31% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | +0.10% | +11.33% | |
| 41 | SUB | Ishares Short-term National | ETF-Other | 0.34% | -0.01% | -1.96% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.33% | -0.34% | EXIT | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.33% | +0.03% | +0.75% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | +0.03% | -5.58% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | +0.02% | -5.24% | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.32% | +0.09% | +11.86% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.32% | -0.02% | -1.52% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.32% | +0.04% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.03% | +22.90% | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.32% | +0.05% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +2.2% | +128.45% | Add |
| 2 | VTV | Vanguard Value ETF | +1.9% | +35.05% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1% | +21.08% | Add |
| 4 | EMR | Emerson Electric Co | +0.3% | NEW | New buy |
| 5 | VONG | Vanguard Russell 1000 Growth | +0.3% | NEW | New buy |
| 6 | WMT | Walmart Inc | +0.3% | NEW | New buy |
| 7 | COST | Costco Wholesale CORP | +0.2% | NEW | New buy |
| 8 | VOOG | Vanguard S&p 500 Growth ETF | +0.2% | NEW | New buy |
| 9 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.1% | -1.01% | Trim |
| 11 | NI | Nisource Inc | +0.1% | NEW | New buy |
| 12 | CMCSA | Comcast Corp-class A | +0.1% | NEW | New buy |
| 13 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 14 | WEC | Wec Energy Group Inc | +0.1% | NEW | New buy |
| 15 | BSV | Vanguard Short-term Bond ETF | +0.1% | NEW | New buy |
| 16 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | NEW | New buy |
| 17 | GE | General Electric | +0.1% | NEW | New buy |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 19 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 20 | ICVT | Ishares Convertible Bond ETF | +0.1% | +5.57% | Add |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +6.34% | Add |
| 22 | MA | Mastercard Inc - A | +0.1% | +8.94% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +6.70% | Add |
| 24 | V | Visa Inc-class A Shares | +0.1% | +15.21% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +6.18% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +11.33% | Add |
| 27 | AVGO | Broadcom Inc | 0% | +984.52% | Add |
| 28 | GHYG | Ishares Us&intl High Yield C | 0% | +5.89% | Add |
| 29 | UNH | Unitedhealth Group Inc | 0% | -0.55% | Trim |
| 30 | PG | Procter & Gamble Co/the | 0% | +8.19% | Add |
| 31 | AMP | Ameriprise Financial Inc | 0% | +2.98% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | +3.32% | Add |
| 33 | SPHY | Ss Spdr P High Yield ETF | 0% | +6.02% | Add |
| 34 | WPC | Wp Carey Inc | 0% | -1.20% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +8.11% | Add |
| 36 | AAPL | Apple Inc | — | -0.79% | Trim |
| 37 | SCHR | Schwab Intermediate-term US | — | +5.22% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | — | +21.04% | Add |
| 39 | VMBS | Vanguard Mortgage-backed Sec | 0% | +3.46% | Add |
| 40 | XOM | Exxon Mobil CORP | 0% | +4.53% | Add |
| 41 | SRLN | Ss Blackstone Sr Loan ETF | -0.1% | +7.36% | Add |
| 42 | XLK | Ss Technology Select Sector | -0.1% | EXIT | Sold out |
| 43 | VOO | Vanguard S&p 500 ETF | -0.1% | EXIT | Sold out |
| 44 | HD | Home Depot Inc | -0.2% | -70.88% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.2% | -23.31% | Trim |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.3% | -45.33% | Trim |
| 47 | UPS | United Parcel Service-cl B | -0.3% | EXIT | Sold out |
| 48 | FNDA | Schwab Fndmntl US Sm Co ETF | -1.1% | -48.06% | Trim |
| 49 | VONE | Vanguard Russell 1000 | -1.6% | -2.37% | Trim |
| 50 | DBEF | Xtrackers Msci Eafe Hedged E | -3.2% | -27.59% | Trim |
According to official SEC Form 13F filings, Hilltop Partners LLC reported a total U.S. public equity portfolio value of $412.4M across 109 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONE, SPYG, VTV) accounted for 38.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
EMR
市值: $945.4K
Top Position Liquidated / Trimmed
UPS
前期市值: $816.0K
During Q3 2024, Hilltop Partners LLC's top holdings by market value included VONE (25.2%)、SPYG (8.0%)、VTV (7.5%). The largest single position, VONE, represented 25.2% of total portfolio value.
In Q3 2024, Hilltop Partners LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 22 positions, trimming 10 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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