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

SEC FilingSEC DataHachi Filing

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
CIK: hilltop-wealth-advisors
Manager Name: Hilltop-Wealth-Advisors

Data Enrichment

78% identified

40 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $177.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908744

VTV|922908744

Shares:1.8K

Value:$303.6K

% of Portfolio:0.2% ($303.6K/$177.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.9K

Value:$299.2K

% of Portfolio:0.2% ($299.2K/$177.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.2K

Value:$291.0K

% of Portfolio:0.2% ($291.0K/$177.1M)

Meta Platforms, Inc.

META|30303M102

Shares:501

Value:$288.7K

% of Portfolio:0.2% ($288.7K/$177.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.3K

Value:$265.9K

% of Portfolio:0.2% ($265.9K/$177.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.9K

Value:$258.6K

% of Portfolio:0.1% ($258.6K/$177.1M)

922908363

VOO|922908363

Shares:471

Value:$241.8K

% of Portfolio:0.1% ($241.8K/$177.1M)

Ventas, Inc.

VTR|92276F100

Shares:3.3K

Value:$224.8K

% of Portfolio:0.1% ($224.8K/$177.1M)

922908637

VV|922908637

Shares:870

Value:$223.6K

% of Portfolio:0.1% ($223.6K/$177.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:397

Value:$222.1K

% of Portfolio:0.1% ($222.1K/$177.1M)

Ballard Power Systems Inc.

BLDP|058586108

Shares:10.2K

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$177.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTVcusip922908744)	1.8K	QoQ +1.73% (+30) YoY -35.54% (-969)	All Managers (Combined)	$303.6K	0.2% ($303.6K/$177.1M)	QoQ +3.80% (+$11.1K) YoY -31.63% (-$140.5K)
Alphabet Inc.(GOOGLcusip02079K305)	1.9K	QoQ +42.59% (+578) YoY NEW(+1.9K)	All Managers (Combined)	$299.2K	0.2% ($299.2K/$177.1M)	QoQ +16.48% (+$42.4K) YoY NEW(+$299.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.2K	QoQ +12.63% (+133) YoY +13.16% (+138)	All Managers (Combined)	$291.0K	0.2% ($291.0K/$177.1M)	QoQ +15.25% (+$38.5K) YoY +38.58% (+$81.0K)
Meta Platforms, Inc.(METAcusip30303M102)	501	QoQ +12.33% (+55) YoY NEW(+501)	All Managers (Combined)	$288.7K	0.2% ($288.7K/$177.1M)	QoQ +10.58% (+$27.6K) YoY NEW(+$288.7K)
AbbVie Inc.(ABBVcusip00287Y109)	1.3K	QoQ -5.36% (-72) YoY +5.39% (+65)	All Managers (Combined)	$265.9K	0.2% ($265.9K/$177.1M)	QoQ +11.60% (-$27.6K) YoY +21.32% (+$46.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.9K	QoQ -7.27% (-153) YoY -4.60% (-94)	All Managers (Combined)	$258.6K	0.1% ($258.6K/$177.1M)	QoQ +8.75% (-$20.8K) YoY +11.35% (-$26.4K)
(VOOcusip922908363)	471	QoQ +4.43% (-20) YoY +4.89% (+22)	All Managers (Combined)	$241.8K	0.1% ($241.8K/$177.1M)	QoQ -0.38% (-$940) YoY +12.15% (+$26.2K)
Ventas, Inc.(VTRcusip92276F100)	3.3K	QoQ -34.21% (-1.7K) YoY -37.62% (-2.0K)	All Managers (Combined)	$224.8K	0.1% ($224.8K/$177.1M)	QoQ -23.18% (-$67.8K) YoY -1.49% (-$3.4K)
(VVcusip922908637)	870	QoQ -5.53% (-51) YoY -5.63% (-52)	All Managers (Combined)	$223.6K	0.1% ($223.6K/$177.1M)	QoQ -9.97% (-$24.8K) YoY +1.15% (-$2.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	397	QoQ NEW(+397) YoY NEW(+397)	All Managers (Combined)	$222.1K	0.1% ($222.1K/$177.1M)	QoQ NEW(+$222.1K) YoY NEW(+$222.1K)
Ballard Power Systems Inc.(BLDPcusip058586108)	10.2K	QoQ -7.19% (-792) YoY NEW(+10.2K)	All Managers (Combined)	$11.2K	0.0% ($11.2K/$177.1M)	QoQ -38.50% (-$7.0K) YoY NEW(+$11.2K)