Fund HoldingsHilltop Partners LLC

Total Portfolio Value
$296.30M
Total Bought
$50.36M
Total Sold
$43.40M
Net Transaction
+$6.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
XTRACKERS MSCI EAFE HEDGED EQUITY ETF474,220939,046+464,82619,63340,66113.72%+21,028
SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
0294,812+294,812023,6948.00%+23,694
SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
749,842879,151+129,30917,59920,5906.95%+2,991
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF119,529151,389+31,8607,5489,7193.28%+2,171
ISHARES US & INTL HIGH YIELD CORP BOND ETF175,271217,581+42,3107,7239,6953.27%+1,972
SPDR BLACKSTONE SENIOR LOAN ETF
ST STR BL LN ETF
188,281238,830+50,5497,8579,8233.32%+1,966
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
91,117114,737+23,6207,7429,5933.24%+1,851
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
83,93690,159+6,2233,8064,1751.41%+370
UNITEDHEALTH GROUP INC COM(UNH)3,8914,280+3891,9682,2420.76%+274
SCHWAB INTERMEDIATE-TERM US TREASURY ETF165,338171,300+5,9624,0164,2591.44%+242
AT&T INC COM(T)08,525+8,52502410.08%+241
GE AEROSPACE COM NEW(GE)01,195+1,19502390.08%+239
NUVEEN ESG LARGE-CAP GROWTH ETF
NUVEEN ESG LRGCP
03,046+3,04602380.08%+238
WP CAREY INC COM(WPC)026,631+26,63101,6810.57%+1,681
JPMORGAN CHASE & CO. COM(JPM)7,5808,251+6711,8172,0240.68%+207
ISHARES ESG AWARE USD CORPORATE BOND ETF
ESG AWRE USD ETF
08,786+8,78602030.07%+203
PHILIP MORRIS INTL INC COM(PM)4,8454,880+355837750.26%+192
JOHNSON & JOHNSON COM(JNJ)14,90513,966-9392,1562,3160.78%+161
BERKSHIRE HATHAWAY INC DEL CL B NEW2,9182,765-1531,3231,4730.50%+150
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF0116,163+116,16303,1821.07%+3,182
ISHARES ESG AWARE US AGGREGATE BOND ETF
ESG AWR US AGRGT
9,58412,060+2,4764455730.19%+128
CHEVRON CORP NEW COM(CVX)8,3998,000-3991,2161,3380.45%+122
META PLATFORMS INC CL A(META)3,5143,778+2642,0572,1770.73%+120
ABBVIE INC COM(ABBV)3,8203,796-246797950.27%+117
COSTCO WHSL CORP NEW COM(COST)1,1121,200+881,0191,1350.38%+116
PROCTER AND GAMBLE CO COM(PG)12,67513,075+4002,1252,2280.75%+103
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
23,43823,303-1352,0812,1830.74%+102
WALMART INC COM(WMT)13,09314,631+1,5381,1831,2840.43%+102
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
3,5924,543+9512733710.13%+98
LENNAR CORP CL A(LEN)5,6397,496+1,8577698600.29%+91
ELI LILLY & CO COM(LLY)1,7431,733-101,3461,4320.48%+86
EOG RES INC COM(EOG)7,4037,655+2529079820.33%+74
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND(WT)15,06815,06805696400.22%+71
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MSCI EAFE MIN VL
8,6708,67006136760.23%+63
ABBOTT LABS COM3,1553,153-23574180.14%+61
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
049,129+49,12901,6330.55%+1,633
ELEVANCE HEALTH INC COM(ELV)826829+33053610.12%+56
ALTRIA GROUP INC COM(MO)6,1176,231+1143203740.13%+54
MCDONALDS CORP COM(MCD)1,8731,906+335435950.20%+52
WEC ENERGY GROUP INC COM(WEC)2,3772,370-72242580.09%+35
TJX COS INC NEW COM(TJX)8,0078,223+2169671,0020.34%+34
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
ST NUVE HIGH ETF
14,43715,873+1,4363694000.14%+31
VISA INC COM CL A(V)7,0206,398-6222,2192,2420.76%+24
NISOURCE INC COM(NI)6,8926,89202532760.09%+23
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF3,3143,306-83623850.13%+23
COCA COLA CO COM(KO)16,49014,646-1,8441,0271,0490.35%+22
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
7,4526,832-6202682890.10%+21
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)10,68610,68608318480.29%+17
MASTERCARD INCORPORATED CL A(MA)4,2814,143-1382,2542,2710.77%+17
NETFLIX INC COM(NFLX)533527-64754910.17%+16
ISHARES MSCI GERMANY ETF7,5356,848-6872402540.09%+14
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
ST INTER ETF
26,04925,741-3087267360.25%+9
VERIZON COMMUNICATIONS INC COM(VZ)5,2014,785-4162082170.07%+9
STRYKER CORPORATION COM(SYK)65965902372450.08%+8
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
2,7182,724+62662710.09%+4
FORD MTR CO COM(F)20,29220,471+1792012050.07%+4
VANGUARD SHORT-TERM BOND ETF3,3013,302+12552580.09%+3
EMERSON ELEC CO COM(EMR)7,5238,532+1,0099329350.32%+3
ORACLE CORP COM(ORCL)1,4381,727+2892402410.08%+2
CAPITAL ONE FINL CORP COM(COF)1,6351,63502922930.10%+2
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
9,5019,379-1227417400.25%-1
ENZOLYTICS INC COM1,953,7750-1,953,77520-2
ISHARES BIOTECHNOLOGY ETF1,7021,688-142252160.07%-9
INVESCO PREFERRED ETF11,83811,250-5881361260.04%-10
VANGUARD TAX-EXEMPT BOND ETF36,87436,951+771,8491,8340.62%-15
LOWES COS INC COM(LOW)1,2191,216-33012840.10%-17
AMPHENOL CORP NEW CL A13,84814,349+5019629410.32%-21
JABIL INC COM(JBL)3,2803,300+204724490.15%-23
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND(WT)10,85510,85503733470.12%-26
CISCO SYS INC COM(CSCO)20,15018,897-1,2531,1931,1660.39%-27
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
75275202652350.08%-30
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4,7684,735-336135780.19%-35
SPDR S&P 500 ETF TRUST(SPY)1,2121,202-107116730.23%-38
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF10,4189,492-9265374990.17%-38
MERCK & CO INC COM(MRK)10,12310,740+6171,0079640.33%-43
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
2,3362,33602532080.07%-45
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
018,078+18,07807120.24%+712
HONEYWELL INTL INC COM(HON)4,8254,885+601,0901,0340.35%-55
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
20,02220,030+87496850.23%-64
ISHARES CORE S&P 500 ETF649560-893823150.11%-67
ISHARES U.S. TECHNOLOGY ETF3,7473,725-225985230.18%-75
SCHWAB U.S. MID-CAP ETF34,58133,652-9299588820.30%-77
EDISON INTL COM(EIX)3,7913,79103032230.08%-79
ISHARES ESG MSCI KLD 400 ETF4,1643,644-5204593730.13%-86
AMERIPRISE FINL INC COM(AMP)2,9253,014+891,5571,4590.49%-98
ARISTA NETWORKS INC COM SHS(ANET)3,1803,18003512460.08%-105
SAIA INC COM(SAIA)1,0711,07104883740.13%-114
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
15,53813,045-2,4931,0289110.31%-117
ISHARES CORE U.S. AGGREGATE BOND ETF8,1286,629-1,4997886560.22%-132
AMAZON COM INC COM(AMZN)12,43013,608+1,1782,7272,5890.87%-138
SCHWAB U.S. SMALL-CAP ETF37,64635,134-2,5129748230.28%-150
NVIDIA CORPORATION COM(NVDA)20,53523,967+3,4322,7582,5980.88%-160
MICROSOFT CORP COM(MSFT)8,5529,163+6113,6053,4401.16%-165
NUVEEN ESG LARGE-CAP VALUE ETF
NUVEEN ESG LRGVL
5,2970-5,2972090-209
CATERPILLAR INC COM(CAT)5760-5762090-209
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
3420-3422130-213
ISHARES CORE S&P SMALL CAP ETF1,9170-1,9172210-221
ISHARES RUSSELL MIDCAP ETF2,5250-2,5252230-223
EXXON MOBIL CORP COM34,31929,040-5,2793,6923,4541.17%-238
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF8,6076,314-2,2939086670.23%-241
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