Fund HoldingsHilltop Partners LLC

Total Portfolio Value
$271.08M
Total Bought
$35.76M
Total Sold
$44.20M
Net Transaction
-$8.45M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
XTRACKERS MSCI EAFE HEDGED EQUITY ETF377,496640,807+263,31115,45126,5559.80%+11,104
VANGUARD RUSSELL 1000 ETF
VNG RUS1000IDX
276,617294,774+18,15765,92372,53526.76%+6,612
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
072,264+72,26403,2811.21%+3,281
SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
529,940659,735+129,79512,43215,3265.65%+2,893
VISA INC COM CL A(V)05,556+5,55601,4580.54%+1,458
APPLE INC COM(AAPL)030,877+30,87706,5032.40%+6,503
VANGUARD TAX-EXEMPT BOND ETF25,09036,909+11,8191,2701,8500.68%+580
BROADCOM INC COM(AVGO)9311,111+1801,2331,7840.66%+551
NVIDIA CORPORATION COM(NVDA)1,08511,897+10,8129801,4700.54%+489
MICROSOFT CORP COM(MSFT)6,7897,373+5842,8563,2951.22%+439
AMAZON COM INC COM(AMZN)9,87111,162+1,2911,7812,1570.80%+376
META PLATFORMS INC CL A(META)2,5383,165+6271,2321,5960.59%+363
ISHARES ESG AWARE US AGGREGATE BOND ETF
ESG AWR US AGRGT
07,503+7,50303500.13%+350
ISHARES CONVERTIBLE BOND ETF
CONV BD ETF
80,64386,244+5,6016,4386,7812.50%+344
TESLA INC COM(TSLA)6,0847,123+1,0391,0691,4100.52%+340
ELI LILLY & CO COM(LLY)9751,183+2087581,0710.40%+313
VANGUARD S&P 500 ETF0570+57002850.11%+285
ALPHABET INC CAP STK CL A(GOOG)9,6589,473-1851,4581,7250.64%+268
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
03,395+3,39502670.10%+267
UNITEDHEALTH GROUP INC COM(UNH)2,6733,088+4151,3231,5730.58%+250
ISHARES US & INTL HIGH YIELD CORP BOND ETF148,009155,066+7,0576,5356,7782.50%+243
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
02,336+2,33602330.09%+233
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
01,020+1,02002310.09%+231
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
0752+75202280.08%+228
VERIZON COMMUNICATIONS INC COM(VZ)05,415+5,41502230.08%+223
PROCTER AND GAMBLE CO COM(PG)8,7449,907+1,1631,4191,6340.60%+215
JOHNSON & JOHNSON COM(JNJ)8,71210,850+2,1381,3781,5860.59%+208
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF102,088106,898+4,8106,5186,7252.48%+207
CHEVRON CORP NEW COM(CVX)3,9325,206+1,2746208140.30%+194
SPDR BLACKSTONE SENIOR LOAN ETF
ST STR BL LN ETF
157,723163,519+5,7966,6426,8352.52%+193
HOME DEPOT INC COM(HD)1,4132,122+7095427300.27%+188
BERKSHIRE HATHAWAY INC DEL CL B NEW1,4421,951+5096067940.29%+188
JPMORGAN CHASE & CO. COM(JPM)5,2506,105+8551,0521,2350.46%+183
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF0109,998+109,99806,0412.23%+6,041
EXXON MOBIL CORP COM23,04524,554+1,5092,6792,8271.04%+148
MASTERCARD INCORPORATED CL A(MA)2,9653,502+5371,4281,5450.57%+117
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
47,78151,299+3,5181,5621,6700.62%+108
SAIA INC COM(SAIA)6901,069+3794045070.19%+103
MERCK & CO INC COM(MRK)10,65311,984+1,3311,4061,4840.55%+78
HONEYWELL INTL INC COM(HON)4,5114,641+1309269910.37%+65
ISHARES U.S. TECHNOLOGY ETF4,0344,03405456070.22%+62
ISHARES MSCI KLD 400 SOCIAL ETF3,2523,722+4703283870.14%+59
ARISTA NETWORKS INC COM79579502312790.10%+48
COCA COLA CO COM(KO)14,27014,343+738739130.34%+40
SPDR S&P 500 ETF TRUST(SPY)1,1591,184+256066440.24%+38
NETFLIX INC COM(NFLX)552553+13353730.14%+38
AMPHENOL CORP NEW CL A7,42813,233+5,8058578920.33%+35
SCHWAB INTERMEDIATE-TERM US TREASURY ETF77,47378,534+1,0613,8003,8301.41%+30
TJX COS INC NEW COM(TJX)8,7568,303-4538889140.34%+26
ELEVANCE HEALTH INC COM(ELV)89689604654860.18%+21
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
ST NUVE HIGH ETF
10,68611,289+6032752870.11%+13
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4,6984,627-715425500.20%+8
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)10,68610,68607717770.29%+6
EDISON INTL COM(EIX)3,7913,79102682720.10%+4
EATON CORP PLC SHS(ETN)1,2531,25303923930.14%+1
ISHARES BIOTECHNOLOGY ETF1,7121,71202352350.09%0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF9,5759,57501,0031,0010.37%-2
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
2,8052,787-182632580.10%-5
UNITED PARCEL SERVICE INC CL B(UPS)5,5285,962+4348228160.30%-6
CISCO SYS INC COM(CSCO)20,25421,137+8831,0111,0040.37%-7
STRYKER CORPORATION COM(SYK)65965902362240.08%-12
FORD MTR CO DEL COM(F)19,42319,552+1292582450.09%-13
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND(WT)10,85510,85503553380.12%-17
ISHARES MSCI GERMANY ETF8,5468,306-2402712540.09%-17
ENZOLYTICS INC COM1,953,7751,953,77502140.00%-17
CAPITAL ONE FINL CORP COM(COF)1,6351,63502432260.08%-17
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND(WT)15,06815,06805975780.21%-19
EOG RES INC COM(EOG)6,9936,947-468948740.32%-20
CATERPILLAR INC COM(CAT)60560502222020.07%-20
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
ST INTER ETF
28,00727,422-5857897680.28%-21
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
8,3718,140-2313162920.11%-24
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
22,36620,815-1,5517877630.28%-24
ABBOTT LABS COM3,1513,152+13583280.12%-31
ABBVIE INC COM(ABBV)3,8043,859+556936620.24%-31
LOWES COS INC COM(LOW)1,2101,21003082670.10%-41
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
25,40324,783-6202,1232,0810.77%-42
SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
40,95338,204-2,7491,4821,4390.53%-43
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MSCI EAFE MIN VL
9,0958,666-4296456010.22%-44
MCDONALDS CORP COM(MCD)1,8501,866+165224760.18%-46
INVESCO PREFERRED ETF18,23814,471-3,7672171670.06%-50
ISHARES RUSSELL MIDCAP ETF3,0332,517-5162552040.08%-51
AMERIPRISE FINL INC COM(AMP)3,1713,122-491,3901,3340.49%-57
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF12,05810,918-1,1406225600.21%-63
WP CAREY INC COM(WPC)27,46826,987-4811,5501,4860.55%-65
SCHWAB U.S. MID-CAP ETF12,13511,710-4259889110.34%-77
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
11,79910,628-1,1719128210.30%-91
JABIL INC COM(JBL)3,6233,624+14853940.15%-91
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF4,3913,510-8814623670.14%-95
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
3,9843,017-9673762750.10%-101
LENNAR CORP CL A(LEN)5,0625,069+78717600.28%-111
DISNEY WALT CO COM(DIS)8,4559,225+7701,0349160.34%-119
SCHWAB U.S. SMALL-CAP ETF22,46820,116-2,3521,1069540.35%-152
NISOURCE INC COM(NI)7,1530-7,1531980-198
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
2,3360-2,3362040-204
VANGUARD SHORT-TERM BOND ETF2,8400-2,8402180-218
COMCAST CORP NEW CL A(CCZ)5,0480-5,0482190-219
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
5,7510-5,7512420-242
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
8880-8883080-308
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
23,01818,268-4,7501,5621,2340.46%-328
ISHARES CORE 10PLUS YEAR USD BOND ETF000000
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