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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, SPYG, VTV, DBEF, SPHY, and represent 52.92% of Hilltop Partners's stock portfolio.
Added to shares of these 10 stocks: IJH (+$6.5M), VTV (+$5.8M), SPYG, AVGO, SPHY, EMR, VONG, WMT, COST, VOOG.
Started 15 new stock positions in COST, WEC, MGK, IBM, CMCSA, NI, ORCL, WMT, BSV, VONG. VOOG, NULG, GE, VGT, EMR.
Reduced shares in these 10 stocks: DBEF (-$7.4M), FNDA, VONE, UPS, AGG, HD, MRK, VOO, , VTEB.
Sold out of its positions in ENZC, XLK, UPS, VOO.
Hilltop Partners was a net buyer of stock by $14M.
Hilltop Partners has $297M in assets under management (AUM), dropping by 9.64%.
Central Index Key (CIK): 0001957867

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Portfolio Holdings for Hilltop Partners

Hilltop Partners holds 109 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Russell 1000 Etf Vng Rus1000idx (VONE)	25.2	$75M	-2%	288k	260.07	View chart
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)	8.0	$24M	+21%	288k	82.94	View chart
Vanguard Value Etf Value Etf (VTV)	7.5	$22M	+35%	128k	174.57	View chart
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)	6.6	$20M	-27%	464k	42.02	View chart
Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY)	5.7	$17M	+6%	700k	24.05	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	3.9	$12M	+128%	187k	62.32	View chart
Ishares Convertible Bond Etf Conv Bd Etf (ICVT)	2.6	$7.6M	+5%	91k	83.67	View chart
Vanguard Emerging Markets Government Bond Etf Em Mk Gov Bd Etf (VWOB)	2.5	$7.5M	+6%	114k	66.37	View chart
Ishares Us & Intl High Yield Corp Bond Etf Us Intl Hgh Yld (GHYG)	2.5	$7.5M	+5%	164k	45.78	View chart
Spdr Blackstone Senior Loan Etf Blackstone Senr (SRLN)	2.5	$7.3M	+7%	176k	41.76	View chart
Apple (AAPL)	2.4	$7.1M		31k	233.00	View chart
Schwab Intermediate-term Us Treasury Etf Intrm Trm Tres (SCHR)	1.4	$4.2M	+5%	83k	50.60	View chart
Vanguard Mortgage-backed Securities Etf Mortg-back Sec (VMBS)	1.2	$3.5M	+3%	75k	47.21	View chart
Schwab Fundamental U.s. Small Company Etf Schwab Fdt Us Sc (FNDA)	1.1	$3.4M	-48%	57k	59.57	View chart
Microsoft Corporation (MSFT)	1.1	$3.4M	+7%	7.9k	430.32	View chart
Exxon Mobil Corporation (XOM)	1.0	$3.0M	+4%	26k	117.22	View chart
Amazon (AMZN)	0.8	$2.3M	+8%	12k	186.33	View chart
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV)	0.7	$2.2M	-3%	24k	91.31	View chart
Broadcom (AVGO)	0.7	$2.1M	+984%	12k	172.50	View chart
Meta Platforms Inc Cl A Cl A (META)	0.7	$1.9M	+6%	3.4k	572.43	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.6	$1.9M	+21%	12k	165.85	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.6	$1.9M	+8%	3.8k	493.76	View chart
Johnson & Johnson (JNJ)	0.6	$1.9M	+6%	12k	162.06	View chart
Procter & Gamble Company (PG)	0.6	$1.9M	+8%	11k	173.20	View chart
Tesla Motors (TSLA)	0.6	$1.8M		7.1k	261.63	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Portfolio Intrmd (SPIB)	0.6	$1.8M	+4%	54k	33.71	View chart
UnitedHealth (UNH)	0.6	$1.8M		3.1k	584.72	View chart
Visa Inc Com Cl A Com Cl A (V)	0.6	$1.8M	+15%	6.4k	274.95	View chart
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)	0.6	$1.7M	-9%	33k	51.12	View chart
Wp Carey (WPC)	0.6	$1.7M		27k	62.30	View chart
NVIDIA Corporation (NVDA)	0.5	$1.6M	+12%	13k	121.44	View chart
Spdr Portfolio Emerging Markets Etf Portfolio Emg Mk (SPEM)	0.5	$1.6M		39k	41.28	View chart
Ameriprise Financial (AMP)	0.5	$1.5M	+2%	3.2k	469.84	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.4M	+8%	6.6k	210.87	View chart
Ishares Core Msci Total International Stock Etf Core Msci Total (IXUS)	0.4	$1.2M	-11%	16k	72.63	View chart
Cisco Systems (CSCO)	0.4	$1.2M	+3%	22k	53.22	View chart
Eli Lilly & Co. (LLY)	0.4	$1.1M	+5%	1.2k	886.26	View chart
Walt Disney Company (DIS)	0.4	$1.1M	+18%	11k	96.19	View chart
Merck & Co (MRK)	0.4	$1.0M	-23%	9.2k	113.56	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.3	$1000k	+11%	2.2k	460.31	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	0.3	$997k		9.4k	106.19	View chart
Honeywell International (HON)	0.3	$990k	+3%	4.8k	206.69	View chart
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM)	0.3	$980k		12k	83.09	View chart
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)	0.3	$978k	-5%	19k	51.50	View chart
Coca-Cola Company (KO)	0.3	$977k	-5%	14k	71.86	View chart
Amphenol Corp New Cl A Cl A (APH)	0.3	$965k	+11%	15k	65.16	View chart
TJX Companies (TJX)	0.3	$961k		8.2k	117.54	View chart
Emerson Electric (EMR)	0.3	$945k	NEW	8.6k	109.37	View chart
Chevron Corporation (CVX)	0.3	$942k	+22%	6.4k	147.28	View chart
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG)	0.3	$938k	NEW	9.7k	96.52	View chart
Lennar Corp Cl A Cl A (LEN)	0.3	$909k	-4%	4.9k	187.46	View chart
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.3	$866k	-45%	8.6k	101.26	View chart
EOG Resources (EOG)	0.3	$862k		7.0k	122.94	View chart
Wisdomtree U.s. Largecap Dividend Fund Us Largecap Divd (DLN)	0.3	$840k		11k	78.56	View chart
Wal-Mart Stores (WMT)	0.3	$838k	NEW	10k	80.75	View chart
Invesco S&p 500 Equal Weight Technology Etf S&p500 Eql Tec (RSPT)	0.3	$771k		21k	37.70	View chart
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI)	0.3	$770k	-3%	27k	29.06	View chart
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH)	0.3	$764k	-9%	9.6k	79.42	View chart
Abbvie (ABBV)	0.3	$763k		3.9k	197.49	View chart
Costco Wholesale Corporation (COST)	0.2	$687k	NEW	775.00	886.52	View chart
Ishares Msci Eafe Min Vol Factor Etf Msci Eafe Min Vl (EFAV)	0.2	$665k		8.7k	76.70	View chart
Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.2	$636k	-6%	1.1k	573.86	View chart
Wisdomtree International High Dividend Fund Itl High Div Fd (DTH)	0.2	$624k		15k	41.44	View chart
Ishares U.s. Technology Etf U.s. Tech Etf (IYW)	0.2	$607k		4.0k	151.63	View chart
Vanguard S&p 500 Growth Etf 500 Grth Idx F (VOOG)	0.2	$605k	NEW	1.8k	345.37	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)	0.2	$582k		4.6k	125.61	View chart
McDonald's Corporation (MCD)	0.2	$569k		1.9k	304.57	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Ishs 5-10yr Invt (IGIB)	0.2	$560k	-4%	10k	53.72	View chart
Ishares Esg Aware Us Aggregate Bond Etf Esg Awr Us Agrgt (EAGG)	0.2	$481k	+31%	9.9k	48.59	View chart
Saia (SAIA)	0.2	$467k		1.1k	437.26	View chart
Ishares Msci Kld 400 Social Etf Msci Kld400 Soc (DSI)	0.2	$453k	+11%	4.2k	108.79	View chart
Jabil Circuit (JBL)	0.1	$434k		3.6k	119.82	View chart
Anthem (ELV)	0.1	$430k	-7%	826.00	520.00	View chart
Eaton Corp SHS (ETN)	0.1	$415k		1.3k	331.44	View chart
Netflix (NFLX)	0.1	$389k		549.00	709.27	View chart
Ishares Msci Global Min Vol Factor Etf Msci Gbl Min Vol (ACWV)	0.1	$385k	-4%	3.4k	114.53	View chart
Wisdomtree U.s. Smallcap Dividend Fund Us Smallcap Divd (DES)	0.1	$374k		11k	34.49	View chart
Abbott Laboratories (ABT)	0.1	$360k		3.2k	113.99	View chart
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.1	$348k	NEW	1.1k	321.95	View chart
Edison International (EIX)	0.1	$330k		3.8k	87.09	View chart
Lowe's Companies (LOW)	0.1	$328k		1.2k	270.85	View chart
Arista Networks (ANET)	0.1	$305k		795.00	383.82	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Nuveen Bloomberg (HYMB)	0.1	$299k		11k	26.27	View chart
Ishares Msci Italy Etf Msci Italy Etf (EWI)	0.1	$290k	-8%	7.5k	38.96	View chart
Ishares Esg Aware Msci Eafe Etf Esg Aw Msci Eafe (ESGD)	0.1	$288k		3.4k	84.17	View chart
Invesco S&p 500 Revenue Etf S&p 500 Revenue (RWL)	0.1	$268k	-2%	2.7k	98.08	View chart
Accenture Plc Ireland Shs Class A Shs Cl A (ACN)	0.1	$266k		752.00	353.48	View chart
Ishares Msci Germany Etf Msci Germany Etf (EWG)	0.1	$255k	-9%	7.5k	33.84	View chart
Energy Select Sector Spdr Fund Energy (XLE)	0.1	$251k	-5%	2.9k	87.80	View chart
Home Depot (HD)	0.1	$250k	-70%	618.00	404.93	View chart
Ishares Biotechnology Etf Ishares Biotech (IBB)	0.1	$249k		1.7k	145.60	View chart
Capital One Financial (COF)	0.1	$245k		1.6k	149.73	View chart
NiSource (NI)	0.1	$239k	NEW	6.9k	34.65	View chart
Stryker Corporation (SYK)	0.1	$238k		659.00	361.26	View chart
Comcast Corp New Cl A Cl A (CMCSA)	0.1	$238k	NEW	5.7k	41.77	View chart
Caterpillar (CAT)	0.1	$237k		606.00	390.80	View chart
Proshares Ultra Qqq Pshs Ultra Qqq (QLD)	0.1	$235k		2.3k	100.70	View chart
Oracle Corporation (ORCL)	0.1	$235k	NEW	1.4k	170.40	View chart
Wec Energy Group (WEC)	0.1	$229k	NEW	2.4k	96.18	View chart
Vanguard Short-term Bond Etf Short Trm Bond (BSV)	0.1	$224k	NEW	2.9k	78.69	View chart
Ford Motor Company (F)	0.1	$219k	+5%	21k	10.56	View chart
Verizon Communications (VZ)	0.1	$219k	-10%	4.9k	44.91	View chart
Ishares Russell Midcap Etf Rus Mid Cap Etf (IWR)	0.1	$218k		2.5k	88.13	View chart
Vanguard Total International Bond Etf Intl Bd Idx Etf (BNDX)	0.1	$210k	-29%	4.2k	50.28	View chart
Nuveen Esg Large-cap Growth Etf Nuveen Esg Lrgcp (NULG)	0.1	$209k	NEW	2.5k	82.63	View chart
Ge Aerospace Com New (GE)	0.1	$205k	NEW	1.1k	188.60	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.1	$201k	NEW	342.00	586.41	View chart
International Business Machines (IBM)	0.1	$200k	NEW	905.00	221.00	View chart
Invesco Preferred Etf Pfd Etf (PGX)	0.1	$149k	-16%	12k	12.35	View chart

Past Filings by Hilltop Partners

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

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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