Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 42 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
Ishares Tr Core S&p Us Gwt (IUSG) 14.6 $26M 247k 104.10
J P Morgan Exchange Traded F Equity Premium (JEPI) 11.7 $21M 372k 54.98
Ishares Tr Core S&p500 Etf (IVV) 10.8 $19M 40k 477.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 10.5 $19M 362k 51.05
Vanguard Bd Index Fds Long Term Bond (BLV) 8.3 $15M 195k 74.58
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 5.9 $10M 207k 49.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 5.8 $10M 75k 136.38
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.7 $8.3M 173k 47.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $5.2M 69k 75.32
Ishares Tr S&p 500 Val Etf (IVE) 2.6 $4.6M 26k 173.89
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $3.8M 17k 232.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $3.4M 83k 41.10
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $3.2M 43k 75.10
Vanguard World Mega Grwth Ind (MGK) 1.7 $2.9M 11k 259.52
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $2.8M 34k 84.33
Ishares Tr Core Msci Intl (IDEV) 1.5 $2.6M 40k 63.66
Vanguard World Mega Cap Index (MGC) 1.4 $2.5M 15k 169.28
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.3 $2.2M 30k 75.54
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.9M 25k 77.73
Ishares Tr Msci Usa Esg Slc (SUSA) 1.1 $1.9M 19k 100.51
Vanguard World Mega Cap Val Etf (MGV) 1.1 $1.9M 17k 109.37
Vanguard Index Fds Growth Etf (VUG) 0.5 $872k 2.8k 310.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $852k 3.1k 277.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $834k 10k 82.96
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $804k 23k 35.41
Ishares Esg Awr Msci Em (ESGE) 0.4 $779k 24k 32.06
Microsoft Corporation (MSFT) 0.4 $621k 1.7k 376.09
Ishares Tr Esg Scrd S&p Mid (XJH) 0.3 $610k 16k 37.73
Ishares Tr Core Msci Eafe (IEFA) 0.3 $511k 7.3k 70.35
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $475k 4.5k 104.92
Vanguard Index Fds Value Etf (VTV) 0.2 $418k 2.8k 149.53
Ishares Tr National Mun Etf (MUB) 0.2 $397k 3.7k 108.41
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $298k 3.3k 91.05
Ventas (VTR) 0.1 $261k 5.2k 49.84
Rbc Cad (RY) 0.1 $240k 2.4k 101.13
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $227k 3.5k 64.69
Abbott Laboratories (ABT) 0.1 $224k 2.0k 110.07
Walt Disney Company (DIS) 0.1 $219k 2.4k 90.29
Abbvie (ABBV) 0.1 $206k 1.3k 155.02
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $206k 8.9k 23.04
Ishares Msci Emerg Mrkt (EEMV) 0.1 $204k 3.7k 55.59
Vanguard Index Fds Large Cap Etf (VV) 0.1 $203k 930.00 218.14