HW
| |
HILLTOP WEALTH ADVISORS, LLC13F | |
| HILLTOP WEALTH ADVISORS, LLC | |
| Last update 2025-07-11 | 51 Stocks (4 new) |
| Value $178.00 Mil | Turnover 7 % |
HILLTOP WEALTH ADVISORS, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSG | ISHARES TRUST | 241,047 | 36,253.4 | +5.41% | 20.370 | +1.05% | 0.150 | +30.71% | +10.70% | 23,966.7 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 465,775 | 25,338.2 | +6.76% | 14.230 | +0.90% | 0.100 | +18.92% | +3.35% | 25,430.5 | ||
IVV | iShares Core S&P 500 ETF | 34,930 | 21,688.0 | +2.65% | 12.180 | +0.31% | 0.000 | +22.72% | +7.98% | 635,585.3 | ||
VEA | Vanguard FTSE Developed Markets ETF | 248,670 | 14,176.7 | +44.10% | 7.960 | +2.44% | 0.010 | +13.77% | +20.72% | 158,636.8 | ||
XLV | Health Care Select Sector SPDR | 85,053 | 11,464.4 | +7.21% | 6.440 | +0.43% | 0.030 | -0.64% | -3.89% | 32,951.5 | ||
SUSA | iShares ESG Optimized MSCI USA ETF | 43,247 | 5,481.5 | +1.10% | 3.080 | +0.03% | 0.150 | +20.77% | +5.55% | 3,551.1 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 157,214 | 4,409.8 | -0.23% | 2.480 | -0.01% | 0.040 | +19.78% | +3.74% | 11,793.9 | ||
IVE | iShares S&P 500 Value ETF | 21,913 | 4,282.2 | -2.34% | 2.410 | -0.06% | 0.010 | +14.04% | +4.23% | 39,545.7 | ||
VO | Vanguard Mid-Cap ETF | 13,435 | 3,759.5 | -6.17% | 2.110 | -0.13% | 0.000 | +18.42% | +8.12% | 80,116.0 | ||
IUSV | ISHARES TRUST | 37,626 | 3,560.6 | +6.71% | 2.000 | +0.13% | 0.020 | +14.17% | +4.19% | 21,180.3 |
HILLTOP WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns
HILLTOP WEALTH ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Sold Out Sold Out | -9.42% | 90.56 ($103.39) 109.49 | $111.61 | 7.95% | Sold Out | 0 | -159,492 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Reduce Reduce | -3.79% | 48.13 ($48.86) 49.85 | $48.60 | -0.53% | Reduce -70.95% | 55,360 | -135,191 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +2.44% | 45.65 ($53.52) 57.01 | $57.01 | 6.52% | Add 44.1% | 248,670 | 76,106 | |
IUSG | ISHARES TRUST | 2025-06-30 | Add Add | +1.05% | 113.67 ($135.43) 150.4 | $153.83 | 13.59% | Add 5.41% | 241,047 | 12,375 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-06-30 | Add Add | +0.90% | 45.88 ($51.55) 54.4 | $54.89 | 6.48% | Add 6.76% | 465,775 | 29,492 | |
ESML |
iShares ESG Aware MSCI USA Small-Cap ETF
iShares ESG Aware MSCI USA Small-Cap ETF
| 2025-06-30 | Sold Out Sold Out | -0.53% | 33.46 ($38.71) 41.33 | $42.12 | 8.81% | Sold Out | 0 | -24,657 | |
ESGD | iShares MSCI EAFE ESG Select ETF | 2025-06-30 | Add Add | +0.48% | 73.02 ($85.21) 90.22 | $88.60 | 3.98% | Add 36.44% | 35,427 | 9,461 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | Add Add | +0.43% | 128.77 ($135.21) 146.01 | $131.09 | -3.05% | Add 7.21% | 85,053 | 5,723 | |
JNJ | Johnson & Johnson | 2025-06-30 | Reduce Reduce | -0.34% | 146.36 ($153.9) 165.84 | $164.36 | 6.80% | Reduce -70.61% | 1,492 | -3,585 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.31% | 498.8 ($573.99) 620.9 | $631.73 | 10.06% | Add 2.65% | 34,930 | 901 |
HILLTOP WEALTH ADVISORS, LLC Total Holding History ($B)
HILLTOP WEALTH ADVISORS, LLC's Asset Allocation
HILLTOP WEALTH ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HILLTOP WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-06-30
HILLTOP WEALTH ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HILLTOP WEALTH ADVISORS, LLC's Holdings Heat Map
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HILLTOP WEALTH ADVISORS, LLC's Holdings Bubble Chart
HILLTOP WEALTH ADVISORS, LLC News
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