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Hilltop Partners

Latest statistics and disclosures from Hilltop Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONE, VTV, DBEF, SPHY, SPYG, and represent 50.60% of Hilltop Partners's stock portfolio.
Added to shares of these 10 stocks: VTV (+$5.5M), ETN, SCHR, FNDA, SPHY, NVDA, XOM, SCHM, AAPL, PM.
Started 7 new stock positions in ENZC, MO, IVV, PM, NULV, IJR, ANET.
Reduced shares in these 10 stocks: SPYG (-$14M), VONE, IJH, DIS, , SPEM, VOOG, MGK, Arista Networks, .
Sold out of its positions in Arista Networks, CMCSA, DIS, GE, HD, IBM, NULG, XLE, MGK, VOOG. BNDX, VONG.
Hilltop Partners was a net seller of stock by $-2.0M.
Hilltop Partners has $294M in assets under management (AUM), dropping by -1.23%.
Central Index Key (CIK): 0001957867

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Portfolio Holdings for Hilltop Partners

Hilltop Partners holds 104 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Russell 1000 Etf Vng Rus1000idx (VONE)	24.7	$72M	-5%	271k	266.72	View chart
Vanguard Value Etf Value Etf (VTV)	9.2	$27M	+25%	160k	169.30	View chart
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)	6.7	$20M	+2%	474k	41.40	View chart
Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY)	6.0	$18M	+7%	750k	23.47	View chart
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)	4.0	$12M	-53%	134k	87.90	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	3.1	$9.0M	-22%	145k	62.31	View chart
Apple (AAPL)	2.8	$8.3M	+7%	33k	250.42	View chart
Spdr Blackstone Senior Loan Etf Blackstone Senr (SRLN)	2.7	$7.9M	+7%	188k	41.73	View chart
Ishares Convertible Bond Etf Conv Bd Etf (ICVT)	2.6	$7.7M		91k	84.97	View chart
Ishares Us & Intl High Yield Corp Bond Etf Us Intl Hgh Yld (GHYG)	2.6	$7.7M	+6%	175k	44.07	View chart
Vanguard Emerging Markets Government Bond Etf Em Mk Gov Bd Etf (VWOB)	2.6	$7.5M	+5%	120k	63.15	View chart
Schwab Intermediate-term Us Treasury Etf Intrm Trm Tres (SCHR)	1.4	$4.0M	+100%	165k	24.29	View chart
Vanguard Mortgage-backed Securities Etf Mortg-back Sec (VMBS)	1.3	$3.8M	+12%	84k	45.34	View chart
Exxon Mobil Corporation (XOM)	1.3	$3.7M	+33%	34k	107.57	View chart
Microsoft Corporation (MSFT)	1.2	$3.6M	+8%	8.6k	421.49	View chart
Schwab Fundamental U.s. Small Company Etf Schwab Fdt Us Sc (FNDA)	1.0	$3.0M	+79%	102k	29.70	View chart
Broadcom (AVGO)	1.0	$2.9M	+3%	13k	231.85	View chart
Tesla Motors (TSLA)	1.0	$2.8M		6.9k	403.85	View chart
NVIDIA Corporation (NVDA)	0.9	$2.8M	+53%	21k	134.29	View chart
Amazon (AMZN)	0.9	$2.7M	+2%	12k	219.39	View chart
Eaton Corp SHS (ETN)	0.8	$2.5M	+489%	7.4k	331.87	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.8	$2.4M	+11%	13k	189.31	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.8	$2.3M	+12%	4.3k	526.53	View chart
Visa Inc Com Cl A Com Cl A (V)	0.8	$2.2M	+9%	7.0k	316.03	View chart
Johnson & Johnson (JNJ)	0.7	$2.2M	+29%	15k	144.62	View chart
Procter & Gamble Company (PG)	0.7	$2.1M	+18%	13k	167.66	View chart
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV)	0.7	$2.1M		23k	88.79	View chart
Meta Platforms Inc Cl A Cl A (META)	0.7	$2.1M	+4%	3.5k	585.43	View chart
UnitedHealth (UNH)	0.7	$2.0M	+26%	3.9k	505.82	View chart
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)	0.6	$1.8M	+10%	37k	50.13	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.8M	+14%	7.6k	239.72	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Portfolio Intrmd (SPIB)	0.5	$1.6M	-10%	48k	32.76	View chart
Ameriprise Financial (AMP)	0.5	$1.6M	-9%	2.9k	532.47	View chart
Wp Carey (WPC)	0.5	$1.4M		27k	54.48	View chart
Eli Lilly & Co. (LLY)	0.5	$1.3M	+39%	1.7k	772.00	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.5	$1.3M	+34%	2.9k	453.31	View chart
Chevron Corporation (CVX)	0.4	$1.2M	+31%	8.4k	144.84	View chart
Cisco Systems (CSCO)	0.4	$1.2M	-7%	20k	59.20	View chart
Wal-Mart Stores (WMT)	0.4	$1.2M	+26%	13k	90.35	View chart
Honeywell International (HON)	0.4	$1.1M		4.8k	225.88	View chart
Ishares Core Msci Total International Stock Etf Core Msci Total (IXUS)	0.4	$1.0M	-3%	16k	66.14	View chart
Coca-Cola Company (KO)	0.3	$1.0M	+21%	17k	62.26	View chart
Costco Wholesale Corporation (COST)	0.3	$1.0M	+43%	1.1k	915.92	View chart
Merck & Co (MRK)	0.3	$1.0M	+10%	10k	99.48	View chart
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)	0.3	$974k	+98%	38k	25.86	View chart
TJX Companies (TJX)	0.3	$967k	-2%	8.0k	120.81	View chart
Amphenol Corp New Cl A Cl A (APH)	0.3	$962k	-6%	14k	69.45	View chart
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM)	0.3	$958k	+193%	35k	27.71	View chart
Emerson Electric (EMR)	0.3	$932k	-12%	7.5k	123.93	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	0.3	$908k	-8%	8.6k	105.48	View chart
EOG Resources (EOG)	0.3	$907k	+5%	7.4k	122.57	View chart
Wisdomtree U.s. Largecap Dividend Fund Us Largecap Divd (DLN)	0.3	$831k		11k	77.79	View chart
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.3	$788k	-4%	8.1k	96.90	View chart
Lennar Corp Cl A Cl A (LEN)	0.3	$769k	+16%	5.6k	136.36	View chart
Spdr Portfolio Emerging Markets Etf Portfolio Emg Mk (SPEM)	0.3	$763k	-48%	20k	38.37	View chart
Invesco S&p 500 Equal Weight Technology Etf S&p500 Eql Tec (RSPT)	0.3	$749k	-2%	20k	37.42	View chart
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH)	0.3	$741k		9.5k	78.01	View chart
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)	0.2	$726k		26k	27.88	View chart
Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.2	$711k	+9%	1.2k	586.25	View chart
Abbvie (ABBV)	0.2	$679k		3.8k	177.69	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)	0.2	$613k	+2%	4.8k	128.61	View chart
Ishares Msci Eafe Min Vol Factor Etf Msci Eafe Min Vl (EFAV)	0.2	$613k		8.7k	70.71	View chart
Ishares U.s. Technology Etf U.s. Tech Etf (IYW)	0.2	$598k	-6%	3.7k	159.54	View chart
Philip Morris International (PM)	0.2	$583k	NEW	4.8k	120.35	View chart
Wisdomtree International High Dividend Fund Itl High Div Fd (DTH)	0.2	$569k		15k	37.78	View chart
McDonald's Corporation (MCD)	0.2	$543k		1.9k	289.82	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Ishs 5-10yr Invt (IGIB)	0.2	$537k		10k	51.51	View chart
Saia (SAIA)	0.2	$488k		1.1k	455.73	View chart
Netflix (NFLX)	0.2	$475k	-2%	533.00	891.32	View chart
Jabil Circuit (JBL)	0.2	$472k	-9%	3.3k	143.88	View chart
Ishares Msci Kld 400 Social Etf Msci Kld400 Soc (DSI)	0.2	$459k		4.2k	110.25	View chart
Ishares Esg Aware Us Aggregate Bond Etf Esg Awr Us Agrgt (EAGG)	0.2	$445k	-3%	9.6k	46.44	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.1	$382k	NEW	649.00	588.68	View chart
Wisdomtree U.s. Smallcap Dividend Fund Us Smallcap Divd (DES)	0.1	$373k		11k	34.35	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Nuveen Bloomberg (HYMB)	0.1	$369k	+27%	14k	25.58	View chart
Ishares Msci Global Min Vol Factor Etf Msci Gbl Min Vol (ACWV)	0.1	$362k		3.3k	109.20	View chart
Abbott Laboratories (ABT)	0.1	$357k		3.2k	113.10	View chart
Arista Networks (ANET)	0.1	$352k	NEW	3.2k	110.53	View chart
Altria (MO)	0.1	$320k	NEW	6.1k	52.29	View chart
Anthem (ELV)	0.1	$305k		826.00	368.90	View chart
Edison International (EIX)	0.1	$303k		3.8k	79.84	View chart
Lowe's Companies (LOW)	0.1	$301k		1.2k	246.80	View chart
Capital One Financial (COF)	0.1	$292k		1.6k	178.32	View chart
Ishares Esg Aware Msci Eafe Etf Esg Aw Msci Eafe (ESGD)	0.1	$274k	+4%	3.6k	76.14	View chart
Ishares Msci Italy Etf Msci Italy Etf (EWI)	0.1	$268k		7.5k	35.97	View chart
Invesco S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.1	$266k		2.7k	97.92	View chart
Accenture Plc Ireland Shs Class A Shs Cl A (ACN)	0.1	$265k		752.00	351.79	View chart
Vanguard Short-term Bond Etf Short Trm Bond (BSV)	0.1	$255k	+15%	3.3k	77.28	View chart
NiSource (NI)	0.1	$253k		6.9k	36.76	View chart
Proshares Ultra Qqq Pshs Ultra Qqq (QLD)	0.1	$253k		2.3k	108.24	View chart
Ishares Msci Germany Etf Msci Germany Etf (EWG)	0.1	$240k		7.5k	31.82	View chart
Oracle Corporation (ORCL)	0.1	$240k	+4%	1.4k	166.64	View chart
Stryker Corporation (SYK)	0.1	$237k		659.00	360.08	View chart
Ishares Biotechnology Etf Ishares Biotech (IBB)	0.1	$225k		1.7k	132.21	View chart
Wec Energy Group (WEC)	0.1	$224k		2.4k	94.04	View chart
Ishares Russell Midcap Etf Rus Mid Cap Etf (IWR)	0.1	$223k	+2%	2.5k	88.41	View chart
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)	0.1	$221k	NEW	1.9k	115.22	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.1	$213k		342.00	622.43	View chart
Caterpillar (CAT)	0.1	$209k	-4%	576.00	362.58	View chart
Nuveen Esg Large-cap Value Etf Nuveen Esg Lrgvl (NULV)	0.1	$209k	NEW	5.3k	39.37	View chart
Verizon Communications (VZ)	0.1	$208k	+6%	5.2k	39.99	View chart
Ford Motor Company (F)	0.1	$201k	-2%	20k	9.90	View chart
Invesco Preferred Etf Pfd Etf (PGX)	0.0	$137k	-2%	12k	11.53	View chart
Enzolytics (ENZC)	0.0	$2.0k	NEW	2.0M	0.00	View chart

Past Filings by Hilltop Partners

SEC 13F filings are viewable for Hilltop Partners going back to 2022

Hilltop Partners 2024 Q4 filed Feb. 5, 2025
Hilltop Partners 2024 Q3 filed Nov. 12, 2024
Hilltop Partners 2024 Q2 filed Aug. 1, 2024
Hilltop Partners 2024 Q1 filed May 13, 2024
Hilltop Partners 2023 Q4 filed Feb. 15, 2024
Hilltop Partners 2023 Q3 filed Nov. 9, 2023
Hilltop Partners 2023 Q2 filed Aug. 2, 2023
Hilltop Partners 2023 Q1 filed May 9, 2023
Hilltop Partners 2022 Q4 filed Feb. 14, 2023

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