Hyperion Partners

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

Tip: Access up to 7 years of quarterly data

Positions held by Hyperion Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Hyperion Partners

Hyperion Partners holds 65 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr S&p Divid Etf (SDY) 16.2 $20M 163k 124.97
 View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 9.9 $13M +2% 303k 41.43
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.9 $11M 27k 409.53
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.7 $8.4M +2% 145k 57.96
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 6.2 $7.8M +2% 36k 219.57
 View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 5.5 $7.0M +2% 146k 47.79
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 5.3 $6.7M 88k 76.38
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 5.3 $6.7M 106k 62.66
 View chart
Apple (AAPL) 4.0 $5.0M -10% 26k 192.53
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.9 $4.9M 27k 179.97
 View chart
Johnson & Johnson (JNJ) 3.4 $4.3M 27k 156.74
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 2.9 $3.7M 7.5k 483.97
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $3.1M -7% 6.6k 475.34
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $1.5M 5.0k 303.16
 View chart
Exxon Mobil Corporation (XOM) 1.1 $1.4M -12% 14k 99.98
 View chart
JPMorgan Chase & Co. (JPM) 0.9 $1.1M -17% 6.5k 170.09
 View chart
Microsoft Corporation (MSFT) 0.9 $1.1M -11% 2.9k 376.00
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.0M +28% 2.2k 477.69
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $807k 3.4k 237.25
 View chart
PNC Financial Services (PNC) 0.6 $786k 5.1k 154.85
 View chart
Tesla Motors (TSLA) 0.5 $688k +26% 2.8k 248.48
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $649k 1.3k 507.19
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $628k 1.8k 356.66
 View chart
Agilent Technologies Inc C ommon (A) 0.5 $623k 4.5k 139.03
 View chart
Cisco Systems (CSCO) 0.5 $623k -2% 12k 50.52
 View chart
Amazon (AMZN) 0.5 $618k -10% 4.1k 151.94
 View chart
UnitedHealth (UNH) 0.5 $583k -2% 1.1k 526.47
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $568k 7.2k 79.23
 View chart
NVIDIA Corporation (NVDA) 0.4 $567k 1.1k 495.22
 View chart
Chevron Corporation (CVX) 0.4 $557k 3.7k 149.17
 View chart
Costco Wholesale Corporation (COST) 0.4 $526k 797.00 660.41
 View chart
Verizon Communications (VZ) 0.4 $493k -12% 13k 37.70
 View chart
Pepsi (PEP) 0.4 $473k 2.8k 169.87
 View chart
At&t (T) 0.3 $439k -11% 26k 16.78
 View chart
salesforce (CRM) 0.3 $437k 1.7k 263.14
 View chart
Amgen (AMGN) 0.3 $423k 1.5k 288.11
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.3 $395k 1.1k 350.91
 View chart
Paychex (PAYX) 0.3 $394k -3% 3.3k 119.11
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $375k 859.00 436.68
 View chart
Home Depot (HD) 0.3 $370k +13% 1.1k 346.49
 View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $339k -2% 4.1k 83.64
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $335k -18% 785.00 426.51
 View chart
Coca-Cola Company (KO) 0.3 $334k -5% 5.7k 58.93
 View chart
Honeywell International (HON) 0.3 $329k 1.6k 209.72
 View chart
International Business Machines (IBM) 0.3 $328k 2.0k 163.58
 View chart
Nike CL B (NKE) 0.2 $302k -9% 2.8k 108.57
 View chart
Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.2 $302k 13k 23.21
 View chart
BlackRock (BLK) 0.2 $289k 356.00 811.80
 View chart
Abbvie (ABBV) 0.2 $288k -5% 1.9k 154.96
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $263k +3% 5.3k 49.36
 View chart
McDonald's Corporation (MCD) 0.2 $259k -41% 874.00 296.44
 View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.2 $259k 1.4k 183.60
 View chart
Oracle Corporation (ORCL) 0.2 $259k +6% 2.5k 105.41
 View chart
Procter & Gamble Company (PG) 0.2 $251k -5% 1.7k 146.54
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.2 $250k 1.8k 139.69
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $234k -18% 1.7k 140.93
 View chart
Bristol Myers Squibb (BMY) 0.2 $231k -46% 4.5k 51.31
 View chart
Proshares Tr Invt Int Rt Hg (IGHG) 0.2 $225k 3.0k 75.38
 View chart
Texas Instruments Incorporated (TXN) 0.2 $224k -4% 1.3k 170.46
 View chart
Lowe's Companies (LOW) 0.2 $218k 980.00 222.55
 View chart
S&p Global (SPGI) 0.2 $207k NEW 469.00 440.52
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.2 $202k NEW 2.9k 70.36
 View chart
Owl Rock Capital Corporation (OBDC) 0.2 $192k 13k 14.76
 View chart
Western Asst High Incm Opprtnty Fnd (HIO) 0.0 $40k +2% 10k 3.86
 View chart
Cel-sci Corp Com Par New (CVM) 0.0 $38k NEW 14k 2.72
 View chart

Past Filings by Hyperion Partners

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