Hilltop Partners

Hilltop Partners as of Dec. 31, 2024

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