Hilltop Wealth Advisors

Hilltop Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 51 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 15.0 $32M 244k 131.91
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 10.6 $23M 412k 54.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 10.0 $21M 419k 51.12
Ishares Tr Core S&p500 Etf (IVV) 9.3 $20M 35k 576.83
Ishares Tr Core S&p Scp Etf (IJR) 8.1 $17M 148k 116.96
Vanguard Bd Index Fds Long Term Bond (BLV) 7.1 $15M 204k 75.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 5.3 $11M 73k 154.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.2 $9.0M 171k 52.81
Ishares Tr Msci Usa Esg Slc (SUSA) 2.5 $5.4M 45k 120.37
Ishares Tr S&p 500 Val Etf (IVE) 2.3 $4.9M 25k 197.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $4.8M 58k 83.09
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $4.1M 15k 263.84
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $3.7M 39k 95.75
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $3.5M 74k 47.85
Vanguard World Mega Grwth Ind (MGK) 1.6 $3.4M 11k 321.95
Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $3.2M 34k 95.49
Vanguard World Mega Cap Index (MGC) 1.3 $2.9M 14k 206.64
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.1 $2.4M 29k 84.17
Ishares Tr Core Msci Intl (IDEV) 1.1 $2.4M 33k 70.83
International Business Machines (IBM) 1.1 $2.3M 11k 221.08
Microsoft Corporation (MSFT) 1.1 $2.3M 5.4k 430.33
Ishares Tr Esg Scrd S&p Mid (XJH) 1.0 $2.0M 48k 42.29
Vanguard World Mega Cap Val Etf (MGV) 0.9 $2.0M 16k 128.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $2.0M 23k 88.14
Apple (AAPL) 0.6 $1.3M 5.6k 233.02
Ishares Tr Esg Aware Msci (ESML) 0.5 $1.2M 28k 41.82
Vanguard Index Fds Growth Etf (VUG) 0.4 $870k 2.3k 384.00
Intuitive Surgical Com New (ISRG) 0.4 $866k 1.8k 491.27
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $849k 8.2k 104.18
Ishares Esg Awr Msci Em (ESGE) 0.4 $839k 23k 36.41
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $778k 13k 62.32
Ishares Tr National Mun Etf (MUB) 0.3 $749k 6.9k 108.63
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $710k 17k 41.28
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $597k 37k 16.05
NVIDIA Corporation (NVDA) 0.3 $559k 4.6k 121.43
Ishares Tr Core Msci Eafe (IEFA) 0.3 $552k 7.1k 78.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $513k 4.1k 126.18
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $356k 3.3k 108.79
Ventas (VTR) 0.2 $335k 5.2k 64.13
Vanguard Index Fds Value Etf (VTV) 0.2 $322k 1.8k 174.60
Abbvie (ABBV) 0.1 $256k 1.3k 197.48
Wal-Mart Stores (WMT) 0.1 $255k 3.2k 80.75
JPMorgan Chase & Co. (JPM) 0.1 $254k 1.2k 210.93
Amazon (AMZN) 0.1 $246k 1.3k 186.40
Vanguard Index Fds Large Cap Etf (VV) 0.1 $243k 921.00 263.28
Abbott Laboratories (ABT) 0.1 $239k 2.1k 114.01
Meta Platforms Cl A (META) 0.1 $239k 417.00 572.25
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $238k 3.3k 72.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $238k 451.00 527.12
Walt Disney Company (DIS) 0.1 $228k 2.4k 96.19
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $202k 8.4k 24.08