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CIK: 0001957867
Total reported value
$412.4M
$412.4M
102 檔
36.3%
In Q1 2025, Hilltop Partners LLC's U.S. equity holdings reached a combined market value of $412.4M, distributed across 102 disclosed stock positions.
In Q1 2025, Hilltop Partners LLC displayed an active expansion posture, initiating 4 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 15.66% | -7.65% | -32.67% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 13.72% | -9.68% | +98.02% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.00% | -1.65% | +120.00% | |
| 4 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 6.95% | -0.28% | +17.24% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 6.20% | -1.17% | -33.58% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 3.32% | -2.23% | +26.85% | |
| 7 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.28% | -2.13% | +26.65% | |
| 8 | GHYG | Ishares Us&intl High Yield C | ETF-High Yield | 3.27% | -2.19% | +24.14% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 3.24% | +0.79% | +25.92% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.51% | +0.21% | +1.42% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.58% | -0.67% | -44.67% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.44% | +0.03% | +3.61% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.41% | +0.53% | +7.41% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -2.18% | EXIT | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | +0.02% | +7.14% | |
| 16 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.07% | -0.69% | +13.44% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.07% | +16.71% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.04% | +9.48% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | +0.16% | -6.30% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | +0.19% | -3.22% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.20% | -8.86% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | — | +10.00% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.61% | +3.16% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.74% | -0.02% | -0.58% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | +0.13% | +7.51% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.12% | +4.60% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | -0.05% | -1.57% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.18% | +8.85% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | +0.09% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.14% | +11.96% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | -0.07% | +0.21% | |
| 32 | WPC | Wp Carey Inc | Stock-Real Estate | 0.57% | -0.01% | +0.08% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.55% | -0.02% | +2.22% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.10% | -5.24% | |
| 35 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.49% | +0.03% | +3.04% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.43% | -0.57% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.03% | -4.75% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | +0.09% | +11.75% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | +0.04% | -6.22% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | +0.02% | +7.91% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | +0.02% | -11.18% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.35% | -0.34% | EXIT | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | -0.02% | +2.70% | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.33% | -0.05% | +3.40% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | +0.03% | +6.09% | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.32% | +0.09% | +3.62% | |
| 47 | EMR | Emerson Electric Co | Stock-Industrials | 0.32% | +0.04% | +13.41% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.31% | +0.01% | -16.04% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.30% | +0.03% | -2.69% | |
| 50 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.29% | — | +32.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DBEF | Xtrackers Msci Eafe Hedged E | +7% | +98.02% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +4% | +120.00% | Add |
| 3 | SPHY | Ss Spdr P High Yield ETF | +1% | +17.24% | Add |
| 4 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.7% | +26.65% | Add |
| 5 | GHYG | Ishares Us&intl High Yield C | +0.6% | +24.14% | Add |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | +0.6% | +26.85% | Add |
| 7 | ICVT | Ishares Convertible Bond ETF | +0.6% | +25.92% | Add |
| 8 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +7.41% | Add |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | +10.00% | Add |
| 10 | T | At&t Inc | +0.1% | NEW | New buy |
| 11 | GE | General Electric | +0.1% | NEW | New buy |
| 12 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.1% | NEW | New buy |
| 13 | WPC | Wp Carey Inc | +0.1% | +0.08% | Add |
| 14 | SCHR | Schwab Intermediate-term US | +0.1% | +3.61% | Add |
| 15 | SUSC | Ishares Esg Aware Usd Corpor | +0.1% | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +8.85% | Add |
| 17 | PM | Philip Morris International | +0.1% | +0.72% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | -6.30% | Trim |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -5.24% | Trim |
| 20 | EAGG | Ishares Esg Aware US Aggrega | 0% | +25.83% | Add |
| 21 | CVX | Chevron CORP | 0% | -4.75% | Trim |
| 22 | ABBV | Abbvie Inc | 0% | -0.63% | Trim |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +13.44% | Add |
| 24 | META | Meta Platforms Inc-class A | 0% | +7.51% | Add |
| 25 | COST | Costco Wholesale CORP | 0% | +7.91% | Add |
| 26 | PG | Procter & Gamble Co/the | 0% | +3.16% | Add |
| 27 | USMV | Ishares Msci USA Min Vol Fac | 0% | -0.58% | Trim |
| 28 | IXUS | Ishares Core Intl Stock ETF | 0% | -16.04% | Trim |
| 29 | SAIA | Saia Inc | 0% | — | Unchanged |
| 30 | ANET | Arista Networks Inc | 0% | — | Unchanged |
| 31 | SCHA | Schwab US Small-cap ETF | -0.1% | -6.67% | Trim |
| 32 | AGG | Ishares Core U.s. Aggregate | -0.1% | -18.44% | Trim |
| 33 | NVDA | Nvidia CORP | -0.1% | +16.71% | Add |
| 34 | AMZN | Amazon.com Inc | -0.1% | +9.48% | Add |
| 35 | VGT | Vanguard Info Tech ETF | -0.1% | EXIT | Sold out |
| 36 | CAT | Caterpillar Inc | -0.1% | EXIT | Sold out |
| 37 | NULV | Nuveen Esg Large-cap Val ETF | -0.1% | EXIT | Sold out |
| 38 | MSFT | Microsoft CORP | -0.1% | +7.14% | Add |
| 39 | IWR | Ishares Russell Mid-cap ETF | -0.1% | EXIT | Sold out |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.1% | EXIT | Sold out |
| 41 | SUB | Ishares Short-term National | -0.1% | -26.64% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.1% | -15.38% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.1% | +4.60% | Add |
| 44 | ETN | Eaton Corporation plc | -0.2% | — | Unchanged |
| 45 | TSLA | Tesla Inc | -0.3% | +11.96% | Add |
| 46 | AVGO | Broadcom Inc | -0.3% | -1.57% | Trim |
| 47 | AAPL | Apple Inc | -0.3% | +1.42% | Add |
| 48 | IJH | Ishares Core S&p Midcap ETF | -1.5% | -44.67% | Trim |
| 49 | VTV | Vanguard Value ETF | -3% | -33.58% | Trim |
| 50 | VONE | Vanguard Russell 1000 | -9% | -32.67% | Trim |
According to official SEC Form 13F filings, Hilltop Partners LLC reported a total U.S. public equity portfolio value of $412.4M across 102 disclosed positions in Q1 2025.
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, DBEF, SPYG) accounted for 36.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
T
市值: $241.1K
Top Position Liquidated / Trimmed
IWR
前期市值: $223.2K
During Q1 2025, Hilltop Partners LLC's top holdings by market value included VONE (15.7%)、DBEF (13.7%)、SPYG (8.0%). The largest single position, VONE, represented 15.7% of total portfolio value.
In Q1 2025, Hilltop Partners LLC made 47 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 5 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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