Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 36 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 17.8 $23M 243k 94.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 15.1 $20M 152k 128.74
J P Morgan Exchange Traded F Equity Premium (JEPI) 14.9 $19M 360k 53.56
Ishares Tr Core S&p500 Etf (IVV) 13.0 $17M 39k 429.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.6 $7.2M 165k 43.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.6 $4.6M 68k 67.68
Ishares Tr S&p 500 Val Etf (IVE) 3.2 $4.1M 27k 153.84
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $3.4M 17k 208.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $3.2M 82k 39.21
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $3.0M 45k 68.42
Vanguard World Mega Grwth Ind (MGK) 2.2 $2.8M 12k 226.90
Ishares Tr Core Msci Intl (IDEV) 1.9 $2.4M 42k 58.28
Ishares Tr Core S&p Us Vlu (IUSV) 1.8 $2.3M 31k 74.62
Vanguard World Mega Cap Index (MGC) 1.8 $2.3M 15k 151.87
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.5 $1.9M 28k 69.13
Vanguard World Mega Cap Val Etf (MGV) 1.4 $1.8M 18k 101.40
Ishares Tr Msci Usa Esg Slc (SUSA) 1.4 $1.8M 20k 89.97
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.4M 21k 69.25
Vanguard Index Fds Growth Etf (VUG) 0.6 $787k 2.9k 272.33
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $773k 23k 33.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $768k 3.1k 249.36
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $750k 10k 72.72
Ishares Esg Awr Msci Em (ESGE) 0.6 $716k 24k 30.28
Microsoft Corporation (MSFT) 0.4 $549k 1.7k 315.79
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $532k 5.7k 93.91
Ishares Tr Esg Scrd S&p Mid (XJH) 0.4 $473k 14k 33.87
Ishares Tr Core Msci Eafe (IEFA) 0.4 $467k 7.3k 64.35
Vanguard Index Fds Value Etf (VTV) 0.3 $404k 2.9k 137.95
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $374k 5.6k 67.06
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $266k 3.3k 81.41
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $222k 8.9k 24.91
Ventas (VTR) 0.2 $220k 5.2k 42.13
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $217k 3.6k 60.58
Rbc Cad (RY) 0.2 $210k 2.4k 87.44
Abbott Laboratories (ABT) 0.2 $206k 2.1k 96.85
Abbvie (ABBV) 0.2 $205k 1.4k 149.06