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CIK: 0001786241
Total reported value
$202.2M
$202.2M
50 檔
48.4%
The Q1 2024 SEC filing reveals that Hilltop Wealth Advisors, LLC held a total portfolio value of $202.2M, covering 50 public equity positions.
During Q1 2024, Hilltop Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 14.68% | -1.18% | -0.61% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 10.24% | — | +9.19% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.55% | -1.20% | -10.76% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.28% | — | — | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 7.26% | — | +0.75% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 5.59% | — | -2.77% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.56% | — | -49.45% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 5.55% | -0.23% | -1.52% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.36% | -0.82% | -2.02% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.57% | -0.04% | -10.17% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.46% | -0.34% | -2.30% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.04% | -0.17% | -3.17% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.79% | -0.03% | -2.72% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.69% | -0.23% | -4.81% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.60% | -0.05% | -2.83% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.58% | +0.03% | +1.68% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.40% | -0.23% | +1.75% | |
| 18 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.37% | -0.07% | -1.55% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | -0.08% | — | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.21% | -0.23% | +0.02% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.04% | -0.09% | -0.61% | |
| 22 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.97% | -0.25% | -9.03% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.94% | — | -12.28% | |
| 24 | CVMC | Calvert US Mcap Core Resp | ETF-Other | 0.77% | — | — | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.59% | — | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | -0.02% | -4.93% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | -0.03% | +360.20% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | -0.02% | -15.15% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.39% | -0.01% | -2.77% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.38% | -0.04% | -9.87% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.01% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.21% | -15.14% | |
| 33 | ET | Energy Transfer LP | Stock-Energy | 0.30% | -0.08% | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.27% | -0.04% | -2.51% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.25% | — | -7.86% | |
| 36 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.24% | -0.11% | -29.10% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | — | -2.50% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.20% | -0.03% | — | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.17% | -0.01% | — | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | +0.11% | NEW | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.12% | — | +0.20% | |
| 42 | VTR | Ventas Inc | Stock-Real Estate | 0.12% | -0.01% | +0.21% | |
| 43 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.11% | — | -8.80% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.11% | -0.01% | -0.86% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.11% | -0.02% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | -9.41% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +1.11% | — | |
| 48 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.11% | — | -5.95% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | — | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | +0.02% | — |
According to official SEC Form 13F filings, Hilltop Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $202.2M across 50 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IUSG, VTEB, IVV) accounted for 48.4% of total reported equity market value during Q1 2024.
During Q1 2024, Hilltop Wealth Advisors, LLC's top holdings by market value included IUSG (14.7%)、VTEB (10.2%)、IVV (9.6%). The largest single position, IUSG, represented 14.7% of total portfolio value.
In Q1 2024, Hilltop Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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