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CIK: 0001786241
Total reported value
$202.2M
$202.2M
52 檔
54.2%
According to the latest 13F quarterly dataset, Hilltop Wealth Advisors, LLC managed an equity portfolio of $202.2M at the end of Q2 2024, spanning 52 distinct U.S. exchange-listed positions.
During Q2 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 | 15.90% | -1.18% | +1.48% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 11.27% | — | +100.89% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 10.31% | — | +3.58% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.64% | -1.20% | -1.22% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.85% | — | +0.11% | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 7.13% | — | +3.03% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 5.35% | -0.23% | -0.38% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.17% | -0.82% | -1.04% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.31% | -0.34% | -1.68% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.26% | -0.04% | -6.16% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.90% | -0.17% | -2.10% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.90% | -0.03% | -1.72% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.70% | -0.05% | -0.95% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.61% | -0.23% | -7.38% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.51% | +0.03% | +0.05% | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.40% | -0.07% | -1.41% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.20% | -0.23% | -10.81% | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.15% | -0.23% | -1.93% | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.99% | -0.09% | -2.68% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.92% | -0.08% | -17.74% | |
| 21 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.91% | -0.25% | -7.17% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.90% | — | +0.93% | |
| 23 | CVMC | Calvert US Mcap Core Resp | ETF-Other | 0.73% | — | +0.24% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.01% | +35.75% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.54% | — | -3.24% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | -0.02% | -3.09% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.21% | +37.62% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | -0.02% | -4.79% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | -0.03% | -1.56% | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.39% | -0.01% | -0.83% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.33% | -0.04% | -13.66% | |
| 32 | ET | Energy Transfer LP | Stock-Energy | 0.30% | -0.08% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +1.11% | +1807.02% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.26% | -0.04% | -0.08% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.24% | — | -2.64% | |
| 36 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.23% | -0.11% | -0.78% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | -3.93% | |
| 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 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.05% | — | |
| 41 | VTR | Ventas Inc | Stock-Real Estate | 0.13% | -0.01% | -0.21% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.02% | +11.16% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.08% | — | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.12% | +0.11% | NEW | |
| 45 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | -0.01% | -0.11% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | — | |
| 47 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.11% | — | +0.47% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | +5.90% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.11% | -0.02% | +3.84% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.11% | — | +0.98% |
According to official SEC Form 13F filings, Hilltop Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $202.2M across 52 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IUSG, JEPQ, VTEB) accounted for 54.2% of total reported equity market value during Q2 2024.
During Q2 2024, Hilltop Wealth Advisors, LLC's top holdings by market value included IUSG (15.9%)、JEPQ (11.3%)、VTEB (10.3%). The largest single position, IUSG, represented 15.9% of total portfolio value.
In Q2 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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