Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 39 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr Sbi Healthcare (XLV) 17.7 $21M 154k 135.85
Ishares Tr Core S&p Us Gwt (IUSG) 16.0 $19M 231k 81.52
Ishares Tr Core S&p500 Etf (IVV) 13.6 $16M 42k 384.21
Ishares Tr Core S&p Scp Etf (IJR) 11.1 $13M 138k 94.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.2 $6.1M 146k 41.97
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.9 $4.5M 69k 65.61
Ishares Tr S&p 500 Val Etf (IVE) 3.7 $4.4M 30k 145.07
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $3.6M 18k 203.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $3.5M 89k 38.98
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $2.8M 48k 58.50
Vanguard World Mega Grwth Ind (MGK) 1.9 $2.3M 13k 172.07
Vanguard Index Fds Small Cp Etf (VB) 1.8 $2.1M 12k 183.54
Vanguard World Mega Cap Index (MGC) 1.8 $2.1M 16k 132.40
Vanguard World Mega Cap Val Etf (MGV) 1.7 $2.0M 19k 102.85
Ishares Tr Core Msci Intl (IDEV) 1.5 $1.8M 32k 55.98
Ishares Tr Msci Usa Esg Slc (SUSA) 1.5 $1.8M 22k 82.32
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.3 $1.6M 24k 65.74
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $1.4M 20k 70.63
Ishares Tr Esg Aware Msci (ESML) 0.7 $825k 25k 32.88
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $786k 12k 67.45
Ishares Esg Awr Msci Em (ESGE) 0.6 $763k 25k 30.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $746k 3.1k 241.90
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $693k 21k 32.96
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $612k 7.2k 84.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $533k 9.6k 55.56
Ishares Tr Core Msci Eafe (IEFA) 0.4 $493k 8.0k 61.64
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.3 $376k 15k 24.81
Johnson & Johnson (JNJ) 0.3 $367k 2.1k 176.65
Vanguard Index Fds Growth Etf (VUG) 0.3 $365k 1.7k 213.05
Microsoft Corporation (MSFT) 0.3 $363k 1.5k 239.82
Abbvie (ABBV) 0.2 $294k 1.8k 161.61
Vanguard Index Fds Value Etf (VTV) 0.2 $270k 1.9k 140.40
JPMorgan Chase & Co. (JPM) 0.2 $260k 1.9k 134.10
Ventas (VTR) 0.2 $236k 5.2k 45.05
Rbc Cad (RY) 0.2 $223k 2.4k 94.02
Abbott Laboratories (ABT) 0.2 $220k 2.0k 109.79
Ishares Msci Emerg Mrkt (EEMV) 0.2 $214k 4.0k 53.05
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $213k 8.9k 23.84
Peak (DOC) 0.2 $204k 8.1k 25.07