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CIK: 0001786241
Total reported value
$202.2M
$202.2M
51 檔
58.0%
According to the latest 13F quarterly dataset, Hilltop Wealth Advisors, LLC managed an equity portfolio of $202.2M at the end of Q4 2024, spanning 51 distinct U.S. exchange-listed positions.
In Q4 2024, Hilltop Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 16.93% | -1.18% | -1.28% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 11.92% | — | +1.57% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 11.46% | — | +7.88% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.23% | -1.20% | -0.49% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.77% | — | +1.68% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 5.21% | -0.23% | +2.27% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.09% | -0.82% | -1.05% | |
| 8 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.70% | -0.25% | -1.59% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.34% | -0.34% | -2.83% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.32% | -0.04% | +187.70% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.03% | -0.17% | -1.53% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.92% | -0.03% | -3.01% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.77% | -0.05% | -2.39% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.61% | -0.23% | -1.93% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.59% | +0.03% | +1.40% | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.47% | -0.07% | -1.59% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.14% | -0.08% | -2.25% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -0.21% | -6.17% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.02% | -0.23% | -8.41% | |
| 20 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.00% | -0.23% | -7.97% | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.98% | -0.09% | -1.98% | |
| 22 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.93% | -0.11% | -9.12% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.90% | — | -10.67% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.01% | +3.25% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.53% | — | -9.25% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | -0.02% | -0.79% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.46% | -0.02% | +297.94% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.37% | -0.03% | -4.92% | |
| 29 | ET | Energy Transfer LP | Stock-Energy | 0.37% | -0.08% | — | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.35% | -0.01% | -10.04% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +1.11% | +7.34% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.32% | -0.04% | -5.33% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.26% | -0.03% | -29.06% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.25% | -0.04% | — | |
| 35 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.18% | -0.01% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.05% | +12.43% | |
| 37 | VTR | Ventas Inc | Stock-Real Estate | 0.15% | -0.01% | -4.99% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.15% | — | -6.29% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.13% | +0.11% | NEW | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.02% | +6.95% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.08% | — | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.13% | — | -98.16% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.02% | -12.69% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | -0.01% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.02% | -14.86% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | — | +3.47% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.12% | — | +0.19% | |
| 49 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.11% | — | +0.18% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | +2% | -1.28% | Trim |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +1.5% | +7.88% | Add |
| 3 | JEPQ | JPM Nasdaq Equity Premium | +1.4% | +1.57% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.9% | -0.49% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.7% | +1.68% | Add |
| 6 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | -2.39% | Trim |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -3.01% | Trim |
| 8 | SUSA | Ishares Esg Optimized Msci U | +0.2% | -1.59% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 10 | VO | Vanguard Mid-cap ETF | +0.1% | -1.53% | Trim |
| 11 | MGC | Vanguard Mega Cap ETF | +0.1% | -1.59% | Trim |
| 12 | AAPL | Apple Inc | +0.1% | +3.25% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 14 | SCHM | Schwab US Mid Cap ETF | +0.1% | +187.70% | Add |
| 15 | ET | Energy Transfer LP | +0.1% | — | Unchanged |
| 16 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +1.40% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +7.34% | Add |
| 18 | SCHG | Schwab US Large-cap Growth | +0.1% | +297.94% | Add |
| 19 | VUG | Vanguard Growth ETF | +0.1% | -0.79% | Trim |
| 20 | AMZN | Amazon.com Inc | +0.1% | +12.43% | Add |
| 21 | IBM | Intl Business Machines CORP | +0.1% | -2.25% | Trim |
| 22 | IVE | Ishares S&p 500 Value ETF | 0% | -2.83% | Trim |
| 23 | MGV | Vanguard Mega Cap Value ETF | 0% | -1.98% | Trim |
| 24 | DIS | Walt Disney Co/the | 0% | +1.01% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +6.95% | Add |
| 26 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 27 | IJH | Ishares Core S&p Midcap ETF | 0% | -4.92% | Trim |
| 28 | BLDP | Ballard Power Systems Inc | 0% | NEW | New buy |
| 29 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | — | Unchanged |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -12.69% | Trim |
| 32 | ABT | Abbott Laboratories | 0% | +0.19% | Add |
| 33 | VTV | Vanguard Value ETF | — | -6.29% | Trim |
| 34 | FHLC | Fidelity Msci Health Care | — | +0.18% | Add |
| 35 | ABBV | Abbvie Inc | — | +3.47% | Add |
| 36 | WMT | Walmart Inc | — | -14.86% | Trim |
| 37 | MSFT | Microsoft CORP | 0% | -6.17% | Trim |
| 38 | ESML | Ishares Esg Aware Msci USA S | 0% | -9.25% | Trim |
| 39 | SPEM | State Street Sp Ptf Em ETF | 0% | -5.33% | Trim |
| 40 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 41 | VTR | Ventas Inc | 0% | -4.99% | Trim |
| 42 | XJH | Ishare Esg Ss S&p Midcap ETF | 0% | -9.12% | Trim |
| 43 | IWR | Ishares Russell Mid-cap ETF | 0% | -10.67% | Trim |
| 44 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.93% | Trim |
| 45 | ESGE | Ishares Inc Ishares Esg Awar | 0% | -10.04% | Trim |
| 46 | XLV | Ss Health Care Select Sector | -0.1% | +2.27% | Add |
| 47 | MUB | Ishares National Muni Bond E | -0.1% | -29.06% | Trim |
| 48 | FENY | Fidelity Msci Energy Index | -0.1% | EXIT | Sold out |
| 49 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | -7.97% | Trim |
| 50 | VEA | Vanguard Ftse Developed ETF | -0.1% | -1.05% | Trim |
According to official SEC Form 13F filings, Hilltop Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $202.2M across 51 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.
In terms of portfolio concentration, the top 5 core holdings (including IUSG, JEPQ, VTEB) accounted for 58.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
GOOGL
市值: $256.9K
Top Position Liquidated / Trimmed
ISRG
前期市值: $866.1K
During Q4 2024, Hilltop Wealth Advisors, LLC's top holdings by market value included IUSG (16.9%)、JEPQ (11.9%)、VTEB (11.5%). The largest single position, IUSG, represented 16.9% of total portfolio value.
In Q4 2024, Hilltop Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 15 positions, trimming 28 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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