Hilltop-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "ABBV", "GOOGL", null, null, "BLDP", "MUB", "META", "IVW", "IJH", "MSFT", "IJR", "IVV", "AAPL", "SPY", null, "NVDA", null, "IEFA", null, "IBM", "VO", "VV", "VWO", null, "VTR", "MGC", "IWR", "AMZN", "IVE", "ESGD", null, null, "VUG", "VEA", "MGK", "MGV", "VTEB", "VOO", "VTV", "V", "IUSG", "ET", "SCHG", null, null, "IUSV", null, "BRK-B", "JNJ", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 51
- Total Value
- 177098676
- Accession Number
- 0001786241-25-000004
- Form Type
- 13F-HR
- Manager Name
- Hilltop-Wealth-Advisors
Data Enrichment
78% identified40 identified11 unidentified
Holdings
51 positions • $177.1M total value
Manager:
Search and click to pin securities to the top
Page 2 of 3
46435G326
Shares:28.6K
Value:$2.0M
% of Portfolio:1.1% ($2.0M/$177.1M)
46436E551
Shares:43.0K
Value:$1.7M
% of Portfolio:0.9% ($1.7M/$177.1M)
46435U663
Shares:24.7K
Value:$947.1K
% of Portfolio:0.5% ($947.1K/$177.1M)
46434G863
Shares:20.3K
Value:$708.8K
% of Portfolio:0.4% ($708.8K/$177.1M)
78463X509
Shares:15.2K
Value:$598.8K
% of Portfolio:0.3% ($598.8K/$177.1M)
464288570
Shares:3.3K
Value:$334.7K
% of Portfolio:0.2% ($334.7K/$177.1M)
464287101
Shares:1.2K
Value:$318.2K
% of Portfolio:0.2% ($318.2K/$177.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46435G326)✕ | 28.6K | All Managers (Combined) | $2.0M | 1.1% ($2.0M/$177.1M) | ||
| 22.1K | All Managers (Combined) | $1.9M | 1.1% ($1.9M/$177.1M) | |||
(cusip46436E551)✕ | 43.0K | All Managers (Combined) | $1.7M | 0.9% ($1.7M/$177.1M) | ||
Apple Inc.(AAPLcusip037833100) | 7.4K | All Managers (Combined) | $1.7M | 0.9% ($1.7M/$177.1M) | ||
(cusip46435U663)✕ | 24.7K | All Managers (Combined) | $947.1K | 0.5% ($947.1K/$177.1M) | ||
| 5.1K | QoQ NEW(+5.1K) YoY NEW(+5.1K) | All Managers (Combined) | $842.0K | 0.5% ($842.0K/$177.1M) | QoQ NEW(+$842.0K) YoY NEW(+$842.0K) | |
| 2.2K | QoQ -2.13% (-48)YoY -7.60% (-181) | All Managers (Combined) | $816.0K | 0.5% ($816.0K/$177.1M) | ||
| 12.7K | All Managers (Combined) | $738.8K | 0.4% ($738.8K/$177.1M) | |||
| 29.0K | All Managers (Combined) | $726.2K | 0.4% ($726.2K/$177.1M) | |||
NVIDIA CORP(NVDAcusip67066G104) | 6.7K | All Managers (Combined) | $723.1K | 0.4% ($723.1K/$177.1M) | ||
(cusip46434G863)✕ | 20.3K | All Managers (Combined) | $708.8K | 0.4% ($708.8K/$177.1M) | ||
| 37.2K | All Managers (Combined) | $691.2K | 0.4% ($691.2K/$177.1M) | |||
(cusip78463X509)✕ | 15.2K | All Managers (Combined) | $598.8K | 0.3% ($598.8K/$177.1M) | ||
| 7.4K | QoQ +4.01% (+284)YoY +3.92% (+278) | All Managers (Combined) | $556.3K | 0.3% ($556.3K/$177.1M) | ||
AMAZON COM INC(AMZNcusip023135106) | 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $461.9K | 0.3% ($461.9K/$177.1M) | YoY NEW(+$461.9K) |
| 4.3K | All Managers (Combined) | $453.4K | 0.3% ($453.4K/$177.1M) | |||
(cusip464288570)✕ | 3.3K | All Managers (Combined) | $334.7K | 0.2% ($334.7K/$177.1M) | ||
| 953 | QoQ NEW(+953) YoY NEW(+953) | All Managers (Combined) | $334.0K | 0.2% ($334.0K/$177.1M) | QoQ NEW(+$334.0K) YoY NEW(+$334.0K) | |
| 617 | QoQ NEW(+617) YoY NEW(+617) | All Managers (Combined) | $328.6K | 0.2% ($328.6K/$177.1M) | QoQ NEW(+$328.6K) YoY NEW(+$328.6K) | |
(cusip464287101)✕ | 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $318.2K | 0.2% ($318.2K/$177.1M) | QoQ NEW(+$318.2K) YoY NEW(+$318.2K) |