Hilltop Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Hilltop Wealth Advisors, LLCInvestment ActivityHilltop Wealth Advisors, LLC has $178.01 million in total holdings as of June 30, 2025.Hilltop Wealth Advisors, LLC owns shares of 51 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.15% of the portfolio was purchased this quarter.About 14.67% of the portfolio was sold this quarter.This quarter, Hilltop Wealth Advisors, LLC has purchased 51 new stocks and bought additional shares in 22 stocks.Hilltop Wealth Advisors, LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P U.S. Growth ETF $36,253,423JPMorgan Nasdaq Equity Premium Income ETF $25,338,156iShares Core S&P 500 ETF $21,688,041Vanguard FTSE Developed Markets ETF $14,176,690Health Care Select Sector SPDR Fund $11,464,345 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $247,686 Holding254687106 - Walt Disney $219,498 Holding369604301 - GE Aerospace $211,832 Holding11135F101 - Broadcom $206,186 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 76,106 shares (about $4.34M)iShares Core S&P U.S. Growth ETF 12,375 shares (about $1.86M)JPMorgan Nasdaq Equity Premium Income ETF 29,492 shares (about $1.60M)iShares ESG Aware MSCI EAFE ETF 9,461 shares (about $844.10K)Health Care Select Sector SPDR Fund 5,723 shares (about $771.41K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 135,191 shares (about $6.63M)Johnson & Johnson 3,585 shares (about $547.61K)Vanguard Mid-Cap ETF 884 shares (about $247.37K)iShares S&P 500 Growth ETF 1,175 shares (about $129.37K)Apple 612 shares (about $125.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHilltop Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIUSGiShares Core S&P U.S. Growth ETF$36,253,423$1,861,198 ▲5.4%241,04720.4%ManufacturingJEPQJPMorgan Nasdaq Equity Premium Income ETF$25,338,156$1,604,365 ▲6.8%465,77514.2%ETFIVViShares Core S&P 500 ETF$21,688,041$559,431 ▲2.6%34,93012.2%ETFVEAVanguard FTSE Developed Markets ETF$14,176,690$4,338,807 ▲44.1%248,6708.0%ETFXLVHealth Care Select Sector SPDR Fund$11,464,345$771,407 ▲7.2%85,0536.4%ETFSUSAiShares MSCI USA ESG Select ETF$5,481,543$59,826 ▲1.1%43,2473.1%ETFSCHMSchwab U.S. Mid-Cap ETF$4,409,842$10,266 ▼-0.2%157,2142.5%ETFIVEiShares S&P 500 Value ETF$4,282,208$102,399 ▼-2.3%21,9132.4%ETFVOVanguard Mid-Cap ETF$3,759,455$247,366 ▼-6.2%13,4352.1%ETFIUSViShares Core S&P U.S. Value ETF$3,560,577$223,991 ▲6.7%37,6262.0%ManufacturingIVWiShares S&P 500 Growth ETF$3,555,911$129,368 ▼-3.5%32,2972.0%ETFVWOVanguard FTSE Emerging Markets ETF$3,422,373$31,654 ▲0.9%69,1951.9%ETFMGKVanguard Mega Cap Growth ETF$3,224,446$79,458 ▼-2.4%8,8061.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$3,160,770$844,103 ▲36.4%35,4271.8%ManufacturingIBMInternational Business Machines$3,141,072$98,748 ▲3.2%10,6561.8%Computer and TechnologyMGCVanguard Mega Cap ETF$2,792,280$15,969 ▼-0.6%12,4151.6%ETFMSFTMicrosoft$2,788,726$157,693 ▲6.0%5,6061.6%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$2,714,301$6,628,415 ▼-70.9%55,3601.5%ETFIDEViShares Core MSCI International Developed Markets ETF$2,564,468$393,206 ▲18.1%33,7251.4%ETFIWRiShares Russell Mid-Cap ETF$2,383,228$349,855 ▲17.2%25,9131.3%ETFMGVVanguard Mega Cap Value ETF$2,000,353$22,172 ▼-1.1%15,2471.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$1,836,541$50,091 ▲2.8%44,2541.0%ETFAAPLApple$1,402,620$125,571 ▼-8.2%6,8360.8%Computer and TechnologyNVDANVIDIA$1,317,138$263,048 ▲25.0%8,3370.7%Computer and TechnologyVUGVanguard Growth ETF$954,145$10,524 ▼-1.1%2,1760.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$815,426$31,722 ▼-3.7%27,9160.5%ETFESGEiShares ESG Aware MSCI EM ETF$793,679$705 ▼-0.1%20,2620.4%ManufacturingIJHiShares Core S&P Mid-Cap ETF$756,098$29,212 ▼-3.7%12,1910.4%ETFETEnergy Transfer$674,0730.0%37,1800.4%EnergySPEMSPDR Portfolio Emerging Markets ETF$635,501$14,532 ▼-2.2%14,8690.4%ETFIEFAiShares Core MSCI EAFE ETF$586,296$27,633 ▼-4.5%7,0230.3%ETFAMZNAmazon.com$481,010$51,568 ▼-9.7%2,1920.3%Retail/WholesaleMETAMeta Platforms$390,355$20,662 ▲5.6%5290.2%Computer and TechnologyDSIiShares ESG MSCI KLD 400 ETF$379,6110.0%3,2680.2%ETFBRK.BBerkshire Hathaway$373,557$73,837 ▲24.6%7690.2%FinanceGOOGLAlphabet$373,259$32,250 ▲9.5%2,1180.2%Computer and TechnologyMUBiShares National Muni Bond ETF$367,999$81,290 ▼-18.1%3,5220.2%ETFOEFiShares S&P 100 ETF$357,6110.0%1,1750.2%ETFVVisa$353,275$14,912 ▲4.4%9950.2%Business ServicesSPYSPDR S&P 500 ETF Trust$337,964$92,678 ▲37.8%5470.2%FinanceJPMJPMorgan Chase & Co.$322,490$21,461 ▼-6.2%1,1120.2%FinanceABTAbbott Laboratories$268,923$3,809 ▲1.4%1,9770.2%MedicalVOOVanguard S&P 500 ETF$267,2750.0%4710.2%ETFVVVanguard Large-Cap ETF$248,2010.0%8700.1%ETFQQQInvesco QQQ$247,686$247,686 ▲New Holding4490.1%FinanceABBVAbbVie$237,277$1,671 ▲0.7%1,2780.1%MedicalJNJJohnson & Johnson$227,903$547,609 ▼-70.6%1,4920.1%MedicalDISWalt Disney$219,498$219,498 ▲New Holding1,7700.1%Consumer DiscretionaryGEGE Aerospace$211,832$211,832 ▲New Holding8230.1%AerospaceAVGOBroadcom$206,186$206,186 ▲New Holding7480.1%Computer and TechnologyVTRVentas$205,301$1,137 ▼-0.6%3,2510.1%FinanceIJRiShares Core S&P Small-Cap ETF$0$16,678,091 ▼-100.0%00.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$0$947,075 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$303,564 ▼-100.0%00.0%ETFBLDPBallard Power Systems$0$11,232 ▼-100.0%00.0%UtilitiesShowing 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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