Hilltop Partners LLC Top Holdings and 13F Report (2025) About Hilltop Partners LLCInvestment ActivityHilltop Partners LLC has $330.67 million in total holdings as of June 30, 2025.Hilltop Partners LLC owns shares of 119 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 15.68% of the portfolio was purchased this quarter.About 11.10% of the portfolio was sold this quarter.This quarter, Hilltop Partners LLC has purchased 102 new stocks and bought additional shares in 51 stocks.Hilltop Partners LLC sold shares of 38 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Russell 1000 ETF $69,253,240Xtrackers MSCI EAFE Hedged Equity ETF $39,582,499Vanguard Value ETF $28,741,337SPDR Portfolio S&P 500 Growth ETF $12,655,592SPDR Portfolio High Yield Bond ETF $12,152,967 Largest New Holdings this Quarter 92203J407 - Vanguard Total International Bond ETF $7,893,250 Holding922908769 - Vanguard Total Stock Market ETF $609,835 Holding92204A702 - Vanguard Information Technology ETF $381,845 Holding233331107 - DTE Energy $305,188 Holding69608A108 - PALANTIR TECHNOLOGIES INC CL A $303,994 Holding Largest Purchases this Quarter Vanguard Russell 1000 ETF 63,801 shares (about $17.92M)Vanguard Value ETF 56,193 shares (about $9.93M)Vanguard Total International Bond ETF 159,427 shares (about $7.89M)Oracle 7,897 shares (about $1.73M)Netflix 1,116 shares (about $1.49M) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 162,042 shares (about $15.45M)SPDR Portfolio High Yield Bond ETF 368,522 shares (about $8.77M)iShares Convertible Bond ETF 22,944 shares (about $2.07M)iShares US & Intl High Yield Corp Bond ETF 39,173 shares (about $1.81M)SPDR Blackstone Senior Loan ETF 41,348 shares (about $1.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHilltop Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONEVanguard Russell 1000 ETF$69,253,240$17,919,124 ▲34.9%246,57620.9%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$39,582,499$1,500,756 ▼-3.7%904,74312.0%ETFVTVVanguard Value ETF$28,741,337$9,931,570 ▲52.8%162,6198.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$12,655,592$15,445,789 ▼-55.0%132,7703.8%ETFSPHYSPDR Portfolio High Yield Bond ETF$12,152,967$8,770,821 ▼-41.9%510,6293.7%ETFICVTiShares Convertible Bond ETF$8,270,584$2,067,263 ▼-20.0%91,7932.5%ETFGHYGiShares US & Intl High Yield Corp Bond ETF$8,262,074$1,814,102 ▼-18.0%178,4082.5%ETFSRLNSPDR Blackstone Senior Loan ETF$8,213,271$1,719,662 ▼-17.3%197,4822.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$8,203,124$1,690,147 ▼-17.1%125,5262.5%ETFBNDXVanguard Total International Bond ETF$7,893,250$7,893,250 ▲New Holding159,4272.4%ETFAAPLApple$7,262,861$397,417 ▲5.8%35,3992.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$5,313,533$349,047 ▲7.0%85,6751.6%ETFNVDANVIDIA$4,810,820$1,024,254 ▲27.0%30,4501.5%Computer and TechnologyMSFTMicrosoft$4,713,093$155,196 ▲3.4%9,4751.4%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$4,401,573$113,936 ▲2.7%175,8521.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$4,374,888$196,900 ▲4.7%94,4081.3%ETFFNDASchwab Fundamental U.S. Small Company ETF$3,706,348$378,267 ▲11.4%129,3661.1%ETFXOMExxon Mobil$3,576,412$445,866 ▲14.2%33,1761.1%EnergyAMZNAmazon.com$3,402,054$416,618 ▲14.0%15,5071.0%Retail/WholesaleAVGOBroadcom$3,158,474$240,924 ▼-7.1%11,4581.0%Computer and TechnologyMETAMeta Platforms$3,148,596$360,177 ▲12.9%4,2661.0%Computer and TechnologyGOOGLAlphabet$2,808,203$450,617 ▲19.1%15,9350.8%Computer and TechnologyJNJJohnson & Johnson$2,660,786$527,452 ▲24.7%17,4190.8%MedicalMAMastercard$2,654,679$326,496 ▲14.0%4,7240.8%Business ServicesJPMJPMorgan Chase & Co.$2,650,066$258,020 ▲10.8%9,1410.8%FinanceETNEaton$2,639,227$1,428 ▲0.1%7,3930.8%IndustrialsVVisa$2,630,894$359,307 ▲15.8%7,4100.8%Business ServicesPGProcter & Gamble$2,474,507$391,441 ▲18.8%15,5320.7%Consumer StaplesTSLATesla$2,200,366$259,521 ▼-10.6%6,9270.7%Auto/Tires/TrucksNFLXNetflix$2,200,042$1,494,368 ▲211.8%1,6430.7%Consumer DiscretionaryUSMViShares MSCI USA Min Vol Factor ETF$2,171,330$16,146 ▼-0.7%23,1310.7%ETFORCLOracle$2,104,155$1,726,570 ▲457.3%9,6240.6%Computer and TechnologyLLYEli Lilly and Company$1,815,986$465,298 ▲34.4%2,3300.5%MedicalVTEBVanguard Tax-Exempt Bond ETF$1,745,073$66,632 ▼-3.7%35,5920.5%ETFBRK.BBerkshire Hathaway$1,717,115$374,025 ▲27.8%3,5350.5%FinanceWMTWalmart$1,701,634$271,041 ▲18.9%17,4030.5%Retail/WholesaleAMPAmeriprise Financial$1,642,436$33,628 ▲2.1%3,0770.5%FinanceWPCW.P. Carey$1,637,285$23,954 ▼-1.4%26,2470.5%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,564,087$85,662 ▼-5.2%46,5780.5%ETFCOSTCostco Wholesale$1,473,522$285,198 ▲24.0%1,4880.4%Retail/WholesaleCSCOCisco Systems$1,387,209$76,111 ▲5.8%19,9940.4%Computer and TechnologyHONHoneywell International$1,155,538$17,932 ▲1.6%4,9620.3%Multi-Sector ConglomeratesEMREmerson Electric$1,154,504$16,933 ▲1.5%8,6590.3%IndustrialsAPHAmphenol$1,123,591$293,390 ▼-20.7%11,3780.3%Computer and TechnologyKOCocaCola$1,050,845$14,645 ▲1.4%14,8530.3%Consumer StaplesMRKMerck & Co., Inc.$1,039,177$189,028 ▲22.2%13,1280.3%MedicalEOGEOG Resources$1,023,768$108,130 ▲11.8%8,5590.3%EnergyUNHUnitedHealth Group$1,023,501$311,636 ▼-23.3%3,2810.3%MedicalTJXTJX Companies$983,004$32,479 ▼-3.2%7,9600.3%Retail/WholesaleIXUSiShares Core MSCI Total International Stock ETF$969,699$38,810 ▼-3.8%12,5430.3%ManufacturingLENLennar$930,998$101,871 ▲12.3%8,4170.3%ConstructionSCHMSchwab U.S. Mid-Cap ETF$923,336$20,588 ▼-2.2%32,9180.3%ETFPMPhilip Morris International$893,530$4,735 ▲0.5%4,9060.3%Consumer StaplesDLNWisdomTree U.S. LargeCap Dividend Fund$877,7480.0%10,6860.3%FinanceSCHASchwab US Small-Cap ETF$843,553$45,338 ▼-5.1%33,3420.3%ETFSPYSPDR S&P 500 ETF Trust$823,670$80,946 ▲10.9%1,3330.2%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$816,959$122 ▲0.0%20,0330.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$731,915$40,731 ▼-5.3%17,1250.2%ETFJBLJabil$719,6690.0%3,3000.2%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$707,252$21,518 ▼-3.0%8,4140.2%ETFDTHWisdomTree International High Dividend Fund$698,1560.0%15,0680.2%FinanceABBVAbbVie$664,779$39,913 ▼-5.7%3,5810.2%MedicalSUBiShares Short-Term National Muni Bond ETF$661,156$10,316 ▼-1.5%6,2170.2%ETFIYWiShares U.S. Technology ETF$643,658$1,733 ▼-0.3%3,7150.2%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$623,925$15,531 ▼-2.4%4,6200.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$620,572$37,000 ▼-5.6%6,2560.2%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$618,832$121,724 ▼-16.4%21,5100.2%ETFVTIVanguard Total Stock Market ETF$609,835$609,835 ▲New Holding2,0060.2%ETFMCDMcDonald's$581,130$24,250 ▲4.4%1,9890.2%Retail/WholesaleEAGGiShares ESG Aware U.S. Aggregate Bond ETF$547,280$26,052 ▼-4.5%11,5120.2%ETFDSIiShares ESG MSCI KLD 400 ETF$520,978$97,691 ▲23.1%4,4850.2%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$493,785$12,044 ▼-2.4%9,2660.1%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$456,093$289,540 ▼-38.8%5,7370.1%ETFABTAbbott Laboratories$452,921$24,074 ▲5.6%3,3300.1%MedicalIVViShares Core S&P 500 ETF$447,669$99,965 ▲28.8%7210.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$384,498$20,786 ▼-5.1%4,3100.1%ManufacturingVGTVanguard Information Technology ETF$381,845$381,845 ▲New Holding5760.1%ETFSAIASaia$375,366$81,923 ▲27.9%1,3700.1%TransportationHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$375,325$18,015 ▼-4.6%15,1460.1%ETFMOAltria Group$365,3240.0%6,2310.1%Consumer StaplesCOFCapital One Financial$355,947$8,085 ▲2.3%1,6730.1%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$344,7550.0%10,8550.1%FinanceACWViShares MSCI Global Min Vol Factor ETF$341,007$50,985 ▼-13.0%2,8760.1%ETFELVElevance Health$338,006$15,558 ▲4.8%8690.1%MedicalEWIiShares MSCI Italy ETF$332,936$4,044 ▲1.2%6,9160.1%ETFARISTA NETWORKS INC COM SHS$326,880$1,535 ▲0.5%3,1950.1%COMGEGE Aerospace$307,5260.0%1,1950.1%AerospaceDTEDTE Energy$305,188$305,188 ▲New Holding2,3040.1%UtilitiesPALANTIR TECHNOLOGIES INC CL A$303,994$303,994 ▲New Holding2,2300.1%CL ALOWLowe's Companies$302,409$32,615 ▲12.1%1,3630.1%Retail/WholesaleSYKStryker$294,009$33,239 ▲12.7%7430.1%MedicalEWGiShares MSCI Germany ETF$289,7390.0%6,8480.1%ETFRWLInvesco S&P 500 Revenue ETF$284,0620.0%2,7240.1%ETFNINiSource$278,0230.0%6,8920.1%UtilitiesQLDProShares Ultra QQQ$274,9710.0%2,3360.1%ETFFVDFirst Trust Value Line Dividend Index Fund$273,877$273,877 ▲New Holding6,1270.1%ETFUBERUber Technologies$269,917$269,917 ▲New Holding2,8930.1%Computer and TechnologyCVXChevron$265,090$880,626 ▼-76.9%1,8510.1%EnergyWECWEC Energy Group$264,564$17,610 ▲7.1%2,5390.1%UtilitiesFDLFirst Trust Morningstar Dividend Leaders Index Fund$255,449$255,449 ▲New Holding6,1010.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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