Hilltop Wealth Advisors, Llc Buys iShares National Muni Bond, Vanguard FTSE Developed Markets, SPDR Select Sector Fund - Energy Select Sector, Sells iShares Edge MSCI Min Vol Emerging Markets, iShares Core S&P Mid-Cap, iShares Edge MSCI Min Vol USA

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Jul 10, 2020
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Investment company Hilltop Wealth Advisors, Llc (Current Portfolio) buys iShares National Muni Bond, Vanguard FTSE Developed Markets, SPDR Select Sector Fund - Energy Select Sector, Vanguard FTSE Emerging Markets, Schwab U.S. Mid Cap, sells iShares Edge MSCI Min Vol Emerging Markets, iShares Core S&P Mid-Cap, iShares Edge MSCI Min Vol USA, iShares Core MSCI Total International Stock ETF, Fidelity MSCI Health Care Index during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Hilltop Wealth Advisors, Llc. As of 2020Q2, Hilltop Wealth Advisors, Llc owns 27 stocks with a total value of $90 million. These are the details of the buys and sells.

For the details of HILLTOP WEALTH ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hilltop+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of HILLTOP WEALTH ADVISORS, LLC
  1. iShares S&P 500 Growth (IVW) - 100,049 shares, 22.96% of the total portfolio. Shares reduced by 7.31%
  2. iShares National Muni Bond (MUB) - 123,878 shares, 15.81% of the total portfolio. Shares added by 4657.22%
  3. Vanguard FTSE Developed Markets (VEA) - 224,867 shares, 9.65% of the total portfolio. Shares added by 1743.78%
  4. iShares Edge MSCI Min Vol USA (USMV) - 125,912 shares, 8.44% of the total portfolio. Shares reduced by 22.01%
  5. SPDR Select Sector Fund - Energy Select Sector (XLE) - 192,048 shares, 8.04% of the total portfolio. New Position
New Purchase: SPDR Select Sector Fund - Energy Select Sector (XLE)

Hilltop Wealth Advisors, Llc initiated holding in SPDR Select Sector Fund - Energy Select Sector. The purchase prices were between $27.62 and $46.86, with an estimated average price of $37.03. The stock is now traded at around $34.44. The impact to a portfolio due to this purchase was 8.04%. The holding were 192,048 shares as of .

New Purchase: Vanguard FTSE Emerging Markets (VWO)

Hilltop Wealth Advisors, Llc initiated holding in Vanguard FTSE Emerging Markets. The purchase prices were between $32.36 and $40.59, with an estimated average price of $36.92. The stock is now traded at around $43.38. The impact to a portfolio due to this purchase was 5.25%. The holding were 119,757 shares as of .

New Purchase: Schwab U.S. Mid Cap (SCHM)

Hilltop Wealth Advisors, Llc initiated holding in Schwab U.S. Mid Cap. The purchase prices were between $39.01 and $57.03, with an estimated average price of $48.76. The stock is now traded at around $52.13. The impact to a portfolio due to this purchase was 4.97%. The holding were 85,405 shares as of .

New Purchase: iShares MSCI EM ESG Select ETF (ESGE)

Hilltop Wealth Advisors, Llc initiated holding in iShares MSCI EM ESG Select ETF. The purchase prices were between $26.29 and $32.85, with an estimated average price of $29.96. The stock is now traded at around $34.96. The impact to a portfolio due to this purchase was 0.28%. The holding were 7,792 shares as of .

New Purchase: Healthpeak Properties Inc (PEAK)

Hilltop Wealth Advisors, Llc initiated holding in Healthpeak Properties Inc. The purchase prices were between $20.29 and $29.82, with an estimated average price of $25.53. The stock is now traded at around $26.86. The impact to a portfolio due to this purchase was 0.25%. The holding were 8,143 shares as of .

New Purchase: iShares S&P Global Clean Energy Index Fund (ICLN)

Hilltop Wealth Advisors, Llc initiated holding in iShares S&P Global Clean Energy Index Fund. The purchase prices were between $9.19 and $12.96, with an estimated average price of $11.22. The stock is now traded at around $13.58. The impact to a portfolio due to this purchase was 0.16%. The holding were 11,526 shares as of .

Added: iShares National Muni Bond (MUB)

Hilltop Wealth Advisors, Llc added to a holding in iShares National Muni Bond by 4657.22%. The purchase prices were between $109.93 and $115.44, with an estimated average price of $113.52. The stock is now traded at around $115.53. The impact to a portfolio due to this purchase was 15.48%. The holding were 123,878 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

Hilltop Wealth Advisors, Llc added to a holding in Vanguard FTSE Developed Markets by 1743.78%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $39.28. The impact to a portfolio due to this purchase was 9.13%. The holding were 224,867 shares as of .

Sold Out: iShares Core MSCI Total International Stock ETF (IXUS)

Hilltop Wealth Advisors, Llc sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $44.8 and $57.28, with an estimated average price of $51.32.



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