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Hilltop Partners LLC Top Holdings and 13F Report (2025)

About Hilltop Partners LLC

Investment Activity

  • Hilltop Partners LLC has $296.30 million in total holdings as of March 31, 2025.
  • Hilltop Partners LLC owns shares of 102 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 16.44% of the portfolio was purchased this quarter.
  • About 13.21% of the portfolio was sold this quarter.
  • This quarter, Hilltop Partners LLC has purchased 104 new stocks and bought additional shares in 46 stocks.
  • Hilltop Partners LLC sold shares of 39 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

00206R102 - AT&T
$241,097 Holding
369604301 - GE Aerospace
$239,211 Holding
67092P201 - Nuveen ESG Large-Cap Growth ETF
$238,441 Holding
46435G193 - iShares ESG Aware USD Corporate Bond ETF
$202,605 Holding

Largest Purchases this Quarter

Xtrackers MSCI EAFE Hedged Equity ETF
464,826 shares (about $20.13M)
SPDR Portfolio S&P 500 Growth ETF
160,805 shares (about $12.92M)
SPDR Portfolio High Yield Bond ETF
129,309 shares (about $3.03M)
SPDR Blackstone Senior Loan ETF
50,549 shares (about $2.08M)

Largest Sales this Quarter

Vanguard Russell 1000
88,673 shares (about $22.51M)
Vanguard Value ETF
53,816 shares (about $9.30M)
iShares Core S&P Mid-Cap ETF
64,631 shares (about $3.77M)
Exxon Mobil
5,279 shares (about $627.84K)
iShares Short-Term National Muni Bond ETF
2,293 shares (about $242.13K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHilltop Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$46,399,331$22,510,561 -32.7%182,77515.7%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$40,660,707$20,126,973 98.0%939,04613.7%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$23,694,075$12,923,917 120.0%294,8128.0%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$20,589,706$3,028,415 17.2%879,1516.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$18,384,051$9,296,188 -33.6%106,4266.2%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$9,823,074$2,079,080 26.8%238,8303.3%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$9,719,143$2,045,406 26.7%151,3893.3%ETF
GHYG
iShares US & Intl High Yield Corp Bond ETF
$9,695,416$1,885,335 24.1%217,5813.3%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$9,593,127$1,974,861 25.9%114,7373.2%ETF
Apple Inc. stock logo
AAPL
Apple
$7,433,002$103,958 1.4%33,4622.5%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,670,732$3,771,210 -44.7%80,0471.6%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$4,258,509$148,215 3.6%171,3001.4%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$4,175,263$288,187 7.4%90,1591.4%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,453,772$627,840 -15.4%29,0401.2%Energy
Microsoft Co. stock logo
MSFT
Microsoft
$3,439,640$229,359 7.1%9,1631.2%Computer and Technology
Schwab Fundamental U.S. Small Company Index ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company Index ETF
$3,181,696$377,077 13.4%116,1631.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,597,548$371,961 16.7%23,9670.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,589,014$224,122 9.5%13,6080.9%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,316,172$155,727 -6.3%13,9660.8%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$2,270,714$75,636 -3.2%4,1430.8%Business Services
Visa Inc. stock logo
V
Visa
$2,242,205$217,982 -8.9%6,3980.8%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,241,774$203,750 10.0%4,2800.8%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,228,316$68,170 3.2%13,0750.8%Consumer Staples
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$2,182,549$12,644 -0.6%23,3030.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,177,326$152,148 7.5%3,7780.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,068,718$90,926 4.6%13,3780.7%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$2,064,744$32,984 -1.6%12,3320.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,023,855$164,587 8.9%8,2510.7%Finance
Eaton Co. plc stock logo
ETN
Eaton
$2,008,5520.0%7,3890.7%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$2,006,882$214,320 12.0%7,7440.7%Auto/Tires/Trucks
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,833,532$3,821 0.2%36,9510.6%ETF
W. P. Carey Inc. stock logo
WPC
W. P. Carey
$1,680,704$1,325 0.1%26,6310.6%Finance
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$1,633,048$35,401 2.2%49,1290.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,472,699$81,491 -5.2%2,7650.5%Finance
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$1,459,229$43,089 3.0%3,0140.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,431,566$8,261 -0.6%1,7330.5%Medical
Chevron Co. stock logo
CVX
Chevron
$1,338,340$66,750 -4.8%8,0000.5%Energy
Walmart Inc. stock logo
WMT
Walmart
$1,284,457$135,021 11.7%14,6310.4%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,166,118$77,322 -6.2%18,8970.4%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,134,561$83,201 7.9%1,2000.4%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,048,924$132,064 -11.2%14,6460.4%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$1,034,364$12,705 1.2%4,8850.3%Multi-Sector Conglomerates
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,001,570$26,309 2.7%8,2230.3%Retail/Wholesale
EOG Resources, Inc. stock logo
EOG
EOG Resources
$981,657$32,316 3.4%7,6550.3%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$964,026$55,382 6.1%10,7400.3%Medical
Amphenol Co. stock logo
APH
Amphenol
$941,147$32,860 3.6%14,3490.3%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$935,448$110,627 13.4%8,5320.3%Industrials
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$910,685$174,039 -16.0%13,0450.3%Manufacturing
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$881,686$24,340 -2.7%33,6520.3%ETF
Lennar Co. stock logo
LEN
Lennar
$860,362$213,139 32.9%7,4960.3%Construction
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$848,1480.0%10,6860.3%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$823,185$58,856 -6.7%35,1340.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$795,302$5,028 -0.6%3,7960.3%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$774,602$5,556 0.7%4,8800.3%Consumer Staples
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$740,380$9,631 -1.3%9,3790.2%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$735,666$8,802 -1.2%25,7410.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$711,747$70,710 -9.0%18,0780.2%ETF
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$685,037$274 0.0%20,0300.2%ETF
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$675,5340.0%8,6700.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$672,529$5,595 -0.8%1,2020.2%Finance
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$666,736$242,133 -26.6%6,3140.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$655,723$148,277 -18.4%6,6290.2%Finance
DTH
WisdomTree International High Dividend Fund
$639,8010.0%15,0680.2%Finance
McDonald's Co. stock logo
MCD
McDonald's
$595,300$10,307 1.8%1,9060.2%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$577,703$4,026 -0.7%4,7350.2%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$572,609$117,561 25.8%12,0600.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$523,087$3,089 -0.6%3,7250.2%Manufacturing
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$498,520$48,634 -8.9%9,4920.2%Manufacturing
Netflix, Inc. stock logo
NFLX
Netflix
$491,443$5,595 -1.1%5270.2%Consumer Discretionary
Jabil Inc. stock logo
JBL
Jabil
$448,987$2,721 0.6%3,3000.2%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$418,235$265 -0.1%3,1530.1%Medical
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$400,317$36,216 9.9%15,8730.1%ETF
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$384,719$931 -0.2%3,3060.1%ETF
Saia, Inc. stock logo
SAIA
Saia
$374,2400.0%1,0710.1%Transportation
Altria Group, Inc. stock logo
MO
Altria Group
$373,985$6,842 1.9%6,2310.1%Consumer Staples
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$373,182$53,253 -12.5%3,6440.1%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$371,114$77,686 26.5%4,5430.1%Manufacturing
Elevance Health, Inc. stock logo
ELV
Elevance Health
$360,582$1,305 0.4%8290.1%Medical
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$346,9260.0%10,8550.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$314,664$50,009 -13.7%5600.1%ETF
Capital One Financial Co. stock logo
COF
Capital One Financial
$293,1560.0%1,6350.1%Finance
iShares MSCI Italy ETF stock logo
EWI
iShares MSCI Italy ETF
$289,130$26,238 -8.3%6,8320.1%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$283,608$700 -0.2%1,2160.1%Retail/Wholesale
NiSource Inc. stock logo
NI
NiSource
$276,3000.0%6,8920.1%Utilities
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$270,624$596 0.2%2,7240.1%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$258,445$78 0.0%3,3020.1%ETF
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$258,283$763 -0.3%2,3700.1%Utilities
iShares MSCI Germany ETF stock logo
EWG
iShares MSCI Germany ETF
$253,924$25,474 -9.1%6,8480.1%ETF
ARISTA NETWORKS INC COM SHS
$246,3860.0%3,1800.1%COM
Stryker Co. stock logo
SYK
Stryker
$245,3470.0%6590.1%Medical
Oracle Co. stock logo
ORCL
Oracle
$241,452$40,405 20.1%1,7270.1%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$241,097$241,097 New Holding8,5250.1%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$239,211$239,211 New Holding1,1950.1%Industrials
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$238,441$238,441 New Holding3,0460.1%ETF
Accenture plc stock logo
ACN
Accenture
$234,6540.0%7520.1%Computer and Technology
Edison International stock logo
EIX
Edison International
$223,3660.0%3,7910.1%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$217,064$18,871 -8.0%4,7850.1%Computer and Technology
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$215,909$1,791 -0.8%1,6880.1%Finance
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$207,6240.0%2,3360.1%ETF
Ford Motor stock logo
F
Ford Motor
$205,321$1,795 0.9%20,4710.1%Auto/Tires/Trucks

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