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CIK: 0001957867
Total reported value
$412.4M
$412.4M
104 檔
36.0%
The Q4 2024 SEC filing reveals that Hilltop Partners LLC held a total portfolio value of $412.4M, covering 104 public equity positions.
In Q4 2024, Hilltop Partners LLC displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VONE, VTV, DBEF) accounted for 36.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 24.67% | -7.65% | -5.67% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 9.24% | -1.17% | +25.59% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 6.69% | -9.68% | +2.21% | |
| 4 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 6.00% | -0.28% | +7.20% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.01% | -1.65% | -53.40% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.07% | -0.67% | -22.42% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.21% | +7.71% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.68% | -2.23% | +7.25% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.64% | +0.79% | +0.08% | |
| 10 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 2.63% | -2.19% | +6.75% | |
| 11 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.57% | -2.13% | +5.15% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.37% | +0.03% | +100.09% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.30% | +0.53% | +12.26% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | -2.18% | EXIT | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | +0.02% | +8.29% | |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.04% | -0.69% | +79.24% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | -0.05% | +3.98% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | +0.14% | -1.90% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.07% | +53.61% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.04% | +2.68% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | +0.09% | +489.70% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.12% | +11.55% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | +0.19% | +12.21% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.20% | +9.67% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | +0.16% | +29.38% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.61% | +18.26% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.71% | -0.02% | -1.55% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | +0.13% | +4.06% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | — | +26.70% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.63% | -0.07% | +10.50% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.18% | +14.85% | |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.54% | -0.02% | -10.08% | |
| 33 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.53% | +0.03% | -9.02% | |
| 34 | WPC | Wp Carey Inc | Stock-Real Estate | 0.49% | -0.01% | -0.20% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.43% | +39.89% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | +0.10% | +34.35% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.03% | +31.28% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.04% | -7.73% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | +0.09% | +26.25% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.37% | -0.34% | EXIT | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.35% | +0.01% | -3.56% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | +0.02% | +21.32% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | +0.02% | +43.48% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | +0.03% | +10.15% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | +0.03% | +98.20% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.33% | -0.02% | -2.08% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.33% | +0.09% | -6.45% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.33% | +0.03% | +193.11% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.32% | +0.04% | -12.97% | |
| 50 | SUB | Ishares Short-term National | ETF-Other | 0.31% | -0.01% | -8.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.8% | +25.59% | Add |
| 2 | ETN | Eaton Corporation plc | +0.7% | +489.70% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +7.71% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +53.61% | Add |
| 5 | SPHY | Ss Spdr P High Yield ETF | +0.3% | +7.20% | Add |
| 6 | TSLA | Tesla Inc | +0.3% | -1.90% | Trim |
| 7 | AVGO | Broadcom Inc | +0.3% | +3.98% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.3% | +33.71% | Add |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +7.25% | Add |
| 10 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.55% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +2.68% | Add |
| 13 | V | Visa Inc-class A Shares | +0.2% | +9.67% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +14.85% | Add |
| 15 | MA | Mastercard Inc - A | +0.1% | +12.21% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 17 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 18 | WMT | Walmart Inc | +0.1% | +26.25% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | +43.48% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +34.35% | Add |
| 21 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 22 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +12.26% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | +29.38% | Add |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +18.26% | Add |
| 25 | GHYG | Ishares Us&intl High Yield C | +0.1% | +6.75% | Add |
| 26 | CVX | Chevron CORP | +0.1% | +31.28% | Add |
| 27 | LLY | Eli Lilly & Co | +0.1% | +39.89% | Add |
| 28 | MSFT | Microsoft CORP | +0.1% | +8.29% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 30 | NULV | Nuveen Esg Large-cap Val ETF | +0.1% | NEW | New buy |
| 31 | UNH | Unitedhealth Group Inc | +0.1% | +26.70% | Add |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | -10.08% | Trim |
| 33 | WPC | Wp Carey Inc | -0.1% | -0.20% | Trim |
| 34 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | EXIT | Sold out |
| 35 | NULG | Nuveen Esg Lrg-cap Grw ETF | -0.1% | EXIT | Sold out |
| 36 | GE | General Electric | -0.1% | EXIT | Sold out |
| 37 | IBM | Intl Business Machines CORP | -0.1% | EXIT | Sold out |
| 38 | XLE | Ss Energy Select Sector | -0.1% | EXIT | Sold out |
| 39 | HD | Home Depot Inc | -0.1% | EXIT | Sold out |
| 40 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | Sold out |
| 41 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 42 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.1% | +79.24% | Add |
| 43 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | EXIT | Sold out |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | -0.2% | EXIT | Sold out |
| 45 | SPEM | State Street Sp Ptf Em ETF | -0.3% | -48.55% | Trim |
| 46 | VONG | Vanguard Russell 1000 Growth | -0.3% | EXIT | Sold out |
| 47 | DIS | Walt Disney Co/the | -0.4% | EXIT | Sold out |
| 48 | VONE | Vanguard Russell 1000 | -0.5% | -5.67% | Trim |
| 49 | IJH | Ishares Core S&p Midcap ETF | -0.8% | -22.42% | Trim |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | -4% | -53.40% | Trim |
According to official SEC Form 13F filings, Hilltop Partners LLC reported a total U.S. public equity portfolio value of $412.4M across 104 disclosed positions in Q4 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.
Top New Position Initiated
PM
市值: $583.1K
Top Position Liquidated / Trimmed
DIS
前期市值: $1.1M
During Q4 2024, Hilltop Partners LLC's top holdings by market value included VONE (24.7%)、VTV (9.2%)、DBEF (6.7%). The largest single position, VONE, represented 24.7% of total portfolio value.
In Q4 2024, Hilltop Partners LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 7 holdings, and fully liquidating 12 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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