Hilltop Wealth Advisors

Hilltop Wealth Advisors as of March 31, 2025

Portfolio Holdings for Hilltop Wealth Advisors

Hilltop Wealth Advisors holds 51 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
Ishares Tr Core S&p Us Gwt (IUSG) 16.4 $29M 229k 127.08
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 12.8 $23M 436k 51.78
Ishares Tr Core S&p500 Etf (IVV) 10.8 $19M 34k 561.90
Ishares Tr Core S&p Scp Etf (IJR) 9.4 $17M 160k 104.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 6.5 $12M 79k 146.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 5.3 $9.5M 191k 49.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.0 $8.8M 173k 50.83
Ishares Tr Msci Usa Esg Slc (SUSA) 2.8 $4.9M 43k 114.87
Ishares Tr S&p 500 Val Etf (IVE) 2.4 $4.3M 22k 190.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $4.1M 158k 26.20
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $3.7M 14k 258.62
Ishares Tr Core S&p Us Vlu (IUSV) 1.8 $3.3M 35k 92.29
Ishares Tr S&p 500 Grwt Etf (IVW) 1.8 $3.1M 34k 92.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $3.1M 69k 45.26
Vanguard World Mega Grwth Ind (MGK) 1.6 $2.8M 9.0k 308.88
International Business Machines (IBM) 1.4 $2.6M 10k 248.66
Vanguard World Mega Cap Index (MGC) 1.4 $2.5M 13k 201.37
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.2 $2.1M 26k 81.69
Vanguard World Mega Cap Val Etf (MGV) 1.1 $2.0M 15k 128.84
Microsoft Corporation (MSFT) 1.1 $2.0M 5.3k 375.41
Ishares Tr Core Msci Intl (IDEV) 1.1 $2.0M 29k 68.89
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.9M 22k 85.07
Ishares Tr Esg Scrd S&p Mid (XJH) 0.9 $1.7M 43k 39.07
Apple (AAPL) 0.9 $1.7M 7.4k 222.14
Ishares Tr Esg Aware Msci (ESML) 0.5 $947k 25k 38.41
Johnson & Johnson (JNJ) 0.5 $842k 5.1k 165.84
Vanguard Index Fds Growth Etf (VUG) 0.5 $816k 2.2k 370.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $739k 13k 58.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $726k 29k 25.04
NVIDIA Corporation (NVDA) 0.4 $723k 6.7k 108.38
Ishares Esg Awr Msci Em (ESGE) 0.4 $709k 20k 34.95
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $691k 37k 18.59
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $599k 15k 39.37
Ishares Tr Core Msci Eafe (IEFA) 0.3 $556k 7.4k 75.65
Amazon (AMZN) 0.3 $462k 2.4k 190.30
Ishares Tr National Mun Etf (MUB) 0.3 $453k 4.3k 105.44
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $335k 3.3k 102.41
Visa Com Cl A (V) 0.2 $334k 953.00 350.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $329k 617.00 532.58
Ishares Tr S&p 100 Etf (OEF) 0.2 $318k 1.2k 270.83
Vanguard Index Fds Value Etf (VTV) 0.2 $304k 1.8k 172.77
Alphabet Cap Stk Cl A (GOOGL) 0.2 $299k 1.9k 154.64
JPMorgan Chase & Co. (JPM) 0.2 $291k 1.2k 245.38
Meta Platforms Cl A (META) 0.2 $289k 501.00 576.21
Abbvie (ABBV) 0.2 $266k 1.3k 209.57
Abbott Laboratories (ABT) 0.1 $259k 1.9k 132.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $242k 471.00 513.40
Ventas (VTR) 0.1 $225k 3.3k 68.76
Vanguard Index Fds Large Cap Etf (VV) 0.1 $224k 870.00 257.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $222k 397.00 559.39
Ballard Pwr Sys (BLDP) 0.0 $11k 10k 1.10