Hilltop Partners

Hilltop Partners as of March 31, 2025

Portfolio Holdings for Hilltop Partners

Hilltop Partners holds 102 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Russell 1000 Etf Vng Rus1000idx (VONE) 15.7 $46M 183k 253.86
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF) 13.7 $41M 939k 43.30
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG) 8.0 $24M 295k 80.37
Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY) 6.9 $21M 879k 23.42
Vanguard Value Etf Value Etf (VTV) 6.2 $18M 106k 172.74
Spdr Blackstone Senior Loan Etf Blackstone Senr (SRLN) 3.3 $9.8M 239k 41.13
Vanguard Emerging Markets Government Bond Etf Em Mk Gov Bd Etf (VWOB) 3.3 $9.7M 151k 64.20
Ishares Us & Intl High Yield Corp Bond Etf Us Intl Hgh Yld (GHYG) 3.3 $9.7M 218k 44.56
Ishares Convertible Bond Etf Conv Bd Etf (ICVT) 3.2 $9.6M 115k 83.61
Apple (AAPL) 2.5 $7.4M 34k 222.13
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 1.6 $4.7M 80k 58.35
Schwab Intermediate-term Us Treasury Etf Intrm Trm Tres (SCHR) 1.4 $4.3M 171k 24.86
Vanguard Mortgage-backed Securities Etf Mortg-back Sec (VMBS) 1.4 $4.2M 90k 46.31
Exxon Mobil Corporation (XOM) 1.2 $3.5M 29k 118.93
Microsoft Corporation (MSFT) 1.2 $3.4M 9.2k 375.38
Schwab Fundamental U.s. Small Company Etf Schwab Fdt Us Sc (FNDA) 1.1 $3.2M 116k 27.39
NVIDIA Corporation (NVDA) 0.9 $2.6M 24k 108.38
Amazon (AMZN) 0.9 $2.6M 14k 190.26
Johnson & Johnson (JNJ) 0.8 $2.3M 14k 165.84
Mastercard Incorporated Cl A Cl A (MA) 0.8 $2.3M 4.1k 548.08
Visa Inc Com Cl A Com Cl A (V) 0.8 $2.2M 6.4k 350.45
UnitedHealth (UNH) 0.8 $2.2M 4.3k 523.78
Procter & Gamble Company (PG) 0.8 $2.2M 13k 170.43
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) 0.7 $2.2M 23k 93.66
Meta Platforms Inc Cl A Cl A (META) 0.7 $2.2M 3.8k 576.32
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.7 $2.1M 13k 154.64
Broadcom (AVGO) 0.7 $2.1M 12k 167.43
JPMorgan Chase & Co. (JPM) 0.7 $2.0M 8.3k 245.29
Eaton Corp SHS (ETN) 0.7 $2.0M 7.4k 271.83
Tesla Motors (TSLA) 0.7 $2.0M 7.7k 259.15
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB) 0.6 $1.8M 37k 49.62
Wp Carey (WPC) 0.6 $1.7M 27k 63.11
Spdr Portfolio Intermediate Term Corporate Bond Etf Portfolio Intrmd (SPIB) 0.6 $1.6M 49k 33.24
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.5 $1.5M 2.8k 532.62
Ameriprise Financial (AMP) 0.5 $1.5M 3.0k 484.15
Eli Lilly & Co. (LLY) 0.5 $1.4M 1.7k 826.06
Chevron Corporation (CVX) 0.5 $1.3M 8.0k 167.29
Wal-Mart Stores (WMT) 0.4 $1.3M 15k 87.79
Cisco Systems (CSCO) 0.4 $1.2M 19k 61.71
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.2k 945.47
Coca-Cola Company (KO) 0.4 $1.0M 15k 71.62
Honeywell International (HON) 0.3 $1.0M 4.9k 211.74
TJX Companies (TJX) 0.3 $1.0M 8.2k 121.80
EOG Resources (EOG) 0.3 $982k 7.7k 128.24
Merck & Co (MRK) 0.3 $964k 11k 89.76
Amphenol Corp New Cl A Cl A (APH) 0.3 $941k 14k 65.59
Emerson Electric (EMR) 0.3 $935k 8.5k 109.64
Ishares Core Msci Total International Stock Etf Core Msci Total (IXUS) 0.3 $911k 13k 69.81
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM) 0.3 $882k 34k 26.20
Lennar Corp Cl A Cl A (LEN) 0.3 $860k 7.5k 114.78
Wisdomtree U.s. Largecap Dividend Fund Us Largecap Divd (DLN) 0.3 $848k 11k 79.37
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA) 0.3 $823k 35k 23.43
Abbvie (ABBV) 0.3 $795k 3.8k 209.51
Philip Morris International (PM) 0.3 $775k 4.9k 158.73
Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH) 0.2 $740k 9.4k 78.94
Spdr Portfolio Intermediate Term Treasury Etf Portfli Intrmdit (SPTI) 0.2 $736k 26k 28.58
Spdr Portfolio Emerging Markets Etf Portfolio Emg Mk (SPEM) 0.2 $712k 18k 39.37
Invesco S&p 500 Equal Weight Technology Etf S&p500 Eql Tec (RSPT) 0.2 $685k 20k 34.20
Ishares Msci Eafe Min Vol Factor Etf Msci Eafe Min Vl (EFAV) 0.2 $676k 8.7k 77.92
Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.2 $673k 1.2k 559.51
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB) 0.2 $667k 6.3k 105.60
Ishares Core U.s. Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.2 $656k 6.6k 98.92
Wisdomtree International High Dividend Fund Itl High Div Fd (DTH) 0.2 $640k 15k 42.46
McDonald's Corporation (MCD) 0.2 $595k 1.9k 312.33
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT) 0.2 $578k 4.7k 122.01
Ishares Esg Aware Us Aggregate Bond Etf Esg Awr Us Agrgt (EAGG) 0.2 $573k 12k 47.48
Ishares U.s. Technology Etf U.s. Tech Etf (IYW) 0.2 $523k 3.7k 140.43
Ishares 5-10 Year Investment Grade Corporate Bond Etf Ishs 5-10yr Invt (IGIB) 0.2 $499k 9.5k 52.52
Netflix (NFLX) 0.2 $491k 527.00 932.53
Jabil Circuit (JBL) 0.2 $449k 3.3k 136.06
Abbott Laboratories (ABT) 0.1 $418k 3.2k 132.65
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Nuveen Bloomberg (HYMB) 0.1 $400k 16k 25.22
Ishares Msci Global Min Vol Factor Etf Msci Gbl Min Vol (ACWV) 0.1 $385k 3.3k 116.37
Saia (SAIA) 0.1 $374k 1.1k 349.43
Altria (MO) 0.1 $374k 6.2k 60.02
Ishares Esg Msci Kld 400 Etf Msci Kld400 Soc (DSI) 0.1 $373k 3.6k 102.41
Ishares Esg Aware Msci Eafe Etf Esg Aw Msci Eafe (ESGD) 0.1 $371k 4.5k 81.69
Anthem (ELV) 0.1 $361k 829.00 434.96
Wisdomtree U.s. Smallcap Dividend Fund Us Smallcap Divd (DES) 0.1 $347k 11k 31.96
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.1 $315k 560.00 561.90
Capital One Financial (COF) 0.1 $293k 1.6k 179.30
Ishares Msci Italy Etf Msci Italy Etf (EWI) 0.1 $289k 6.8k 42.32
Lowe's Companies (LOW) 0.1 $284k 1.2k 233.23
NiSource (NI) 0.1 $276k 6.9k 40.09
Invesco S&p 500 Revenue Etf S&p 500 Revenue (RWL) 0.1 $271k 2.7k 99.35
Vanguard Short-term Bond Etf Short Trm Bond (BSV) 0.1 $258k 3.3k 78.27
Wec Energy Group (WEC) 0.1 $258k 2.4k 108.98
Ishares Msci Germany Etf Msci Germany Etf (EWG) 0.1 $254k 6.8k 37.08
Arista Networks (ANET) 0.1 $246k 3.2k 77.48
Stryker Corporation (SYK) 0.1 $245k 659.00 372.30
Oracle Corporation (ORCL) 0.1 $242k 1.7k 139.81
At&t (T) 0.1 $241k 8.5k 28.28
Ge Aerospace Com New (GE) 0.1 $239k 1.2k 200.18
Nuveen Esg Large-cap Growth Etf Nuveen Esg Lrgcp (NULG) 0.1 $238k 3.0k 78.28
Accenture Plc Ireland Shs Class A Shs Cl A (ACN) 0.1 $235k 752.00 312.04
Edison International (EIX) 0.1 $223k 3.8k 58.92
Verizon Communications (VZ) 0.1 $217k 4.8k 45.36
Ishares Biotechnology Etf Ishares Biotech (IBB) 0.1 $216k 1.7k 127.91
Proshares Ultra Qqq Pshs Ultra Qqq (QLD) 0.1 $208k 2.3k 88.88
Ford Motor Company (F) 0.1 $205k 21k 10.03
Ishares Esg Aware Usd Corporate Bond Etf Esg Awre Usd Etf (SUSC) 0.1 $203k 8.8k 23.06
Invesco Preferred Etf Pfd Etf (PGX) 0.0 $126k 11k 11.22