Hilltop Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Have You Seen Elon’s New A.I. Device? (Picture Inside) (From InvestorPlace) (Ad) About Hilltop Wealth Advisors, LLCInvestment ActivityHilltop Wealth Advisors, LLC has $195.61 million in total holdings as of March 31, 2024.Hilltop Wealth Advisors, LLC owns shares of 50 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 13.31% of the portfolio was purchased this quarter.About 8.47% of the portfolio was sold this quarter.This quarter, Hilltop Wealth Advisors, LLC has purchased 42 new stocks and bought additional shares in 8 stocks.Hilltop Wealth Advisors, LLC sold shares of 30 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P U.S. Growth ETF $28,709,918Vanguard Tax-Exempt Bond ETF $20,024,819iShares Core S&P 500 ETF $18,685,809iShares Core S&P Small-Cap ETF $16,195,622Vanguard Long-Term Bond ETF $14,192,440 Largest New Holdings this Quarter iShares Core S&P Small-Cap ETF $16,195,622 HoldingInternational Business Machines $2,465,831 HoldingCalvert US Mid-Cap Core Responsible Index ETF $1,513,721 HoldingiShares ESG Aware MSCI USA Small-Cap ETF $1,159,051 HoldingApple $685,985 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 146,540 shares (about $16.20M)International Business Machines 12,913 shares (about $2.47M)Vanguard Tax-Exempt Bond ETF 33,309 shares (about $1.69M)Calvert US Mid-Cap Core Responsible Index ETF 26,155 shares (about $1.51M)iShares ESG Aware MSCI USA Small-Cap ETF 28,782 shares (about $1.16M) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 184,024 shares (about $10.65M)iShares Core S&P 500 ETF 4,284 shares (about $2.25M)Schwab U.S. Mid-Cap ETF 6,980 shares (about $568.38K)JPMorgan Nasdaq Equity Premium Income ETF 5,740 shares (about $311.34K)iShares Russell Mid-Cap ETF 3,067 shares (about $257.90K) 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$28,709,918$176,753 ▼-0.6%244,94414.7%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$20,024,819$1,685,437 ▲9.2%395,74710.2%ETFIVViShares Core S&P 500 ETF$18,685,809$2,252,202 ▼-10.8%35,5439.6%ETFIJRiShares Core S&P Small-Cap ETF$16,195,622$16,195,622 ▲New Holding146,5408.3%ETFBLVVanguard Long-Term Bond ETF$14,192,440$105,457 ▲0.7%196,2187.3%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$10,929,249$311,338 ▼-2.8%201,4985.6%ETFJEPIJPMorgan Equity Premium Income ETF$10,884,900$10,647,616 ▼-49.4%188,1255.6%ETFXLVHealth Care Select Sector SPDR Fund$10,847,910$167,820 ▼-1.5%73,4315.5%ETFVEAVanguard FTSE Developed Markets ETF$8,523,064$175,896 ▼-2.0%169,8844.4%ETFSCHMSchwab U.S. Mid-Cap ETF$5,019,652$568,379 ▼-10.2%61,6442.6%ETFIVEiShares S&P 500 Value ETF$4,809,715$113,205 ▼-2.3%25,7472.5%ETFVOVanguard Mid-Cap ETF$3,990,887$130,681 ▼-3.2%15,9722.0%ETFIVWiShares S&P 500 Growth ETF$3,509,335$98,035 ▼-2.7%41,5601.8%ETFVWOVanguard FTSE Emerging Markets ETF$3,298,813$166,620 ▼-4.8%78,9761.7%ETFMGKVanguard Mega Cap Growth ETF$3,123,271$90,858 ▼-2.8%10,8971.6%ETFIUSViShares Core S&P U.S. Value ETF$3,089,457$51,099 ▲1.7%34,1601.6%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$2,739,696$47,125 ▲1.8%40,8121.4%ETFMGCVanguard Mega Cap ETF$2,679,328$42,232 ▼-1.6%14,3381.4%ETFIBMInternational Business Machines$2,465,831$2,465,831 ▲New Holding12,9131.3%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$2,374,422$400 ▲0.0%29,7141.2%ManufacturingMGVVanguard Mega Cap Value ETF$2,036,655$12,548 ▼-0.6%17,0421.0%ETFSUSAiShares MSCI USA ESG Select ETF$1,899,546$188,645 ▼-9.0%17,4001.0%ETFIWRiShares Russell Mid-Cap ETF$1,841,655$257,904 ▼-12.3%21,9010.9%ETFCVMCCalvert US Mid-Cap Core Responsible Index ETF$1,513,721$1,513,721 ▲New Holding26,1550.8%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,159,051$1,159,051 ▲New Holding28,7820.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$886,403$45,989 ▼-4.9%9,5600.5%ETFIJHiShares Core S&P Mid-Cap ETF$859,508$672,738 ▲360.2%14,1510.4%ETFVUGVanguard Growth ETF$819,598$146,295 ▼-15.1%2,3810.4%ETFESGEiShares ESG Aware MSCI EM ETF$761,866$21,691 ▼-2.8%23,6380.4%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$740,447$81,066 ▼-9.9%20,4600.4%ETFAAPLApple$685,985$685,985 ▲New Holding4,0000.4%Computer and TechnologyMSFTMicrosoft$589,517$105,196 ▼-15.1%1,4010.3%Computer and TechnologyETEnergy Transfer$584,841$584,841 ▲New Holding37,1800.3%Oils/EnergyIEFAiShares Core MSCI EAFE ETF$525,195$13,508 ▼-2.5%7,0760.3%ETFESGUiShares ESG Aware MSCI USA ETF$479,728$40,926 ▼-7.9%4,1730.2%ManufacturingXJHiShares ESG Screened S&P Mid-Cap ETF$471,023$193,363 ▼-29.1%11,4660.2%ETFVTVVanguard Value ETF$444,035$11,402 ▼-2.5%2,7260.2%ETFMUBiShares National Muni Bond ETF$393,4930.0%3,6570.2%ETFDSIiShares MSCI KLD 400 Social ETF$329,4470.0%3,2680.2%ETFDISWalt Disney$285,588$11,012 ▼-3.7%2,3340.1%Consumer DiscretionaryABTAbbott Laboratories$232,207$455 ▲0.2%2,0430.1%MedicalVTRVentas$228,193$479 ▲0.2%5,2410.1%FinanceFHLCFidelity MSCI Health Care Index ETF$223,423$21,561 ▼-8.8%3,2020.1%ETFVVVanguard Large-Cap ETF$221,050$1,918 ▼-0.9%9220.1%ETFMRKMerck & Co., Inc.$220,044$220,044 ▲New Holding1,6680.1%MedicalABBVAbbVie$219,190$22,756 ▼-9.4%1,2040.1%MedicalNVDANVIDIA$218,734$218,734 ▲New Holding2420.1%Computer and TechnologyFENYFidelity MSCI Energy Index ETF$217,101$13,737 ▼-6.0%8,3920.1%ETFVOOVanguard S&P 500 ETF$215,608$215,608 ▲New Holding4490.1%ETFJPMJPMorgan Chase & Co.$209,991$209,991 ▲New Holding1,0480.1%FinanceRYRoyal Bank of Canada$0$240,285 ▼-100.0%00.0%FinanceEEMViShares MSCI Emerging Markets Min Vol Factor ETF$0$204,027 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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