Hilltop Wealth Advisors

Hilltop Wealth Advisors as of March 31, 2024

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 50 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 14.7 $29M 245k 117.21
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 10.2 $20M 396k 50.60
Ishares Tr Core S&p500 Etf (IVV) 9.6 $19M 36k 525.72
Ishares Tr Core S&p Scp Etf (IJR) 8.3 $16M 147k 110.52
Vanguard Bd Index Fds Long Term Bond (BLV) 7.3 $14M 196k 72.33
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 5.6 $11M 202k 54.24
J P Morgan Exchange Traded F Equity Premium (JEPI) 5.6 $11M 188k 57.86
Select Sector Spdr Tr Sbi Healthcare (XLV) 5.5 $11M 73k 147.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.4 $8.5M 170k 50.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.6 $5.0M 62k 81.43
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $4.8M 26k 186.81
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $4.0M 16k 249.87
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $3.5M 42k 84.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $3.3M 79k 41.77
Vanguard World Mega Grwth Ind (MGK) 1.6 $3.1M 11k 286.62
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $3.1M 34k 90.44
Ishares Tr Core Msci Intl (IDEV) 1.4 $2.7M 41k 67.13
Vanguard World Mega Cap Index (MGC) 1.4 $2.7M 14k 186.87
International Business Machines (IBM) 1.3 $2.5M 13k 190.96
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.2 $2.4M 30k 79.91
Vanguard World Mega Cap Val Etf (MGV) 1.0 $2.0M 17k 119.51
Ishares Tr Msci Usa Esg Slc (SUSA) 1.0 $1.9M 17k 109.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $1.8M 22k 84.09
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.8 $1.5M 26k 57.88
Ishares Tr Esg Aware Msci (ESML) 0.6 $1.2M 29k 40.27
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $886k 9.6k 92.72
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $860k 14k 60.74
Vanguard Index Fds Growth Etf (VUG) 0.4 $820k 2.4k 344.22
Ishares Esg Awr Msci Em (ESGE) 0.4 $762k 24k 32.23
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $740k 21k 36.19
Apple (AAPL) 0.4 $686k 4.0k 171.50
Microsoft Corporation (MSFT) 0.3 $590k 1.4k 420.78
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $585k 37k 15.73
Ishares Tr Core Msci Eafe (IEFA) 0.3 $525k 7.1k 74.22
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $480k 4.2k 114.96
Ishares Tr Esg Scrd S&p Mid (XJH) 0.2 $471k 12k 41.08
Vanguard Index Fds Value Etf (VTV) 0.2 $444k 2.7k 162.89
Ishares Tr National Mun Etf (MUB) 0.2 $394k 3.7k 107.60
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $329k 3.3k 100.81
Walt Disney Company (DIS) 0.1 $286k 2.3k 122.36
Abbott Laboratories (ABT) 0.1 $232k 2.0k 113.66
Ventas (VTR) 0.1 $228k 5.2k 43.54
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $223k 3.2k 69.78
Vanguard Index Fds Large Cap Etf (VV) 0.1 $221k 922.00 239.75
Merck & Co (MRK) 0.1 $220k 1.7k 131.92
Abbvie (ABBV) 0.1 $219k 1.2k 182.05
NVIDIA Corporation (NVDA) 0.1 $219k 242.00 903.86
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $217k 8.4k 25.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $216k 449.00 480.20
JPMorgan Chase & Co. (JPM) 0.1 $210k 1.0k 200.37