Fund HoldingsHilltop Partners LLC

Total Portfolio Value
$388.02M
Total Bought
$54.91M
Total Sold
$3.31M
Net Transaction
+$51.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES CORE S&P MID-CAP ETF85,195304,672+219,4775,56020,1085.18%+14,549
VANGUARD RUSSELL 1000 ETF
VNG RUS1000IDX
0248,504+248,504076,79819.79%+76,798
ELI LILLY & CO COM(LLY)3,9485,507+1,5593,0125,9191.53%+2,907
EXXON MOBIL CORP COM36,27356,232+19,9594,0906,7671.74%+2,677
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ST STR P500GRW
129,774142,661+12,88713,56215,2223.92%+1,659
VANGUARD VALUE ETF166,182170,508+4,32630,99132,5658.39%+1,574
XTRACKERS MSCI EAFE HEDGED EQUITY ETF0609,370+609,370029,3177.56%+29,317
MICROSOFT CORP COM(MSFT)9,58712,631+3,0444,9666,1091.57%+1,143
PROCTER & GAMBLE CO COM(PG)18,19426,675+8,4812,7953,8230.99%+1,027
JPMORGAN CHASE & CO COM(JPM)10,03613,002+2,9663,1664,1901.08%+1,024
COMERICA INC COM011,069+11,06909620.25%+962
NVIDIA CORPORATION COM(NVDA)29,05933,820+4,7615,4226,3071.63%+886
VISA INC COM CL A(V)8,92511,137+2,2123,0473,9061.01%+859
META PLATFORMS INC CL A(META)4,3856,152+1,7673,2204,0611.05%+840
MASTERCARD INCORPORATED CL A(MA)5,4146,826+1,4123,0803,8971.00%+818
AMAZON COM INC COM(AMZN)16,85819,171+2,3133,7024,4251.14%+723
APPLE INC COM(AAPL)34,15334,626+4738,6969,4132.43%+717
BROADCOM INC COM(AVGO)11,51712,897+1,3803,7994,4641.15%+664
COSTCO WHOLESALE CORPORATION COM(COST)1,9912,819+8281,8432,4310.63%+588
INTERNATIONAL BUSINESS MACHS COM(IBM)7932,703+1,9102248010.21%+577
ALPHABET INC CAP STK CL A(GOOG)15,92014,148-1,7723,8704,4281.14%+558
BERKSHIRE HATHAWAY INC DEL CL B NEW4,3775,475+1,0982,2002,7520.71%+552
JOHNSON & JOHNSON COM(JNJ)18,57819,196+6183,4453,9731.02%+528
ISHARES US & INTL HIGH YIELD CORP BOND ETF183,354196,093+12,7398,5339,0462.33%+512
STATE STREET BLACKSTONE SENIOR LOAN ETF
ST STR BL LN ETF
204,945218,856+13,9118,5229,0322.33%+511
WALMART INC COM(WMT)21,14423,997+2,8532,1792,6740.69%+494
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF128,175133,486+5,3118,5759,0012.32%+426
NETFLIX INC. COM(NFLX)1,98029,753+27,7732,3742,7900.72%+416
BECTON DICKINSON & CO COM(BDX)02,045+2,04503970.10%+397
COHERENT CORP COM(COHR)02,064+2,06403810.10%+381
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
528,507549,959+21,45212,65213,0183.35%+365
ORACLE CORP COM(ORCL)8,60614,111+5,5052,4202,7500.71%+330
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
165,461175,673+10,2128,1848,4892.19%+305
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
MULTISECTOR BD
010,245+10,24502730.07%+273
CISCO SYS INC COM(CSCO)021,167+21,16701,6300.42%+1,630
PROLOGIS INC. COM(PLD)01,853+1,85302370.06%+237
VANGUARD S&P 500 ETF0358+35802250.06%+225
COCA COLA CO COM(KO)16,10618,472+2,3661,0681,2910.33%+223
MERCK & CO INC COM(MRK)13,04612,454-5921,0951,3110.34%+216
WOODWARD INC COM(WWD)0700+70002120.05%+212
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
94,75998,986+4,2274,4504,6601.20%+210
ALPHABET INC CAP STK CL C(GOOG)0654+65402050.05%+205
EOG RES INC COM(EOG)010,982+10,98201,1530.30%+1,153
EMERSON ELEC CO COM(EMR)09,444+9,44401,2530.32%+1,253
AMERIPRISE FINL INC COM(AMP)03,512+3,51201,7220.44%+1,722
HONEYWELL INTL INC COM(HON)06,464+6,46401,2610.33%+1,261
AT&T INC COM(T)8,87715,876+6,9992513940.10%+144
AMPHENOL CORP CL A10,24510,370+1251,2681,4010.36%+134
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
ST INTER ETF
024,070+24,07006940.18%+694
CATERPILLAR INC COM(CAT)574591+172743380.09%+64
TJX COS INC NEW COM(TJX)8,1788,090-881,1821,2430.32%+61
SHOPIFY INC CL A SUB VTG SHS(SHOP)1,5611,776+2152322860.07%+54
CAPITAL ONE FINL CORP COM(COF)1,6731,67303564050.10%+50
VERIZON COMMUNICATIONS INC COM(VZ)4,9356,544+1,6092172670.07%+50
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
46,66448,069+1,4051,5811,6250.42%+44
SCHWAB U.S. MID-CAP ETF31,70632,508+8029409780.25%+38
SAIA INC COM(SAIA)1,3701,37004104470.12%+37
ISHARES ESG MSCI KLD 400 ETF4,1794,342+1635265590.14%+33
STATE STREET SPDR S&P 500 ETF(SPY)1,2701,283+138468750.23%+29
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
7541,672+9182132410.06%+28
FORD MTR CO COM(F)20,12620,457+3312412680.07%+28
ISHARES MSCI ITALY ETF
MSCI ITALY ETF
6,8327,029+1973553820.10%+27
ISHARES GOLD TRUST(IAU)3,2463,237-92362630.07%+27
WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND(WT)010,686+10,68605510.14%+551
ISHARES CORE S&P 500 ETF655678+234384640.12%+26
ELEVANCE HEALTH INC FORMERLY A COM(ELV)0869+86903050.08%+305
MCDONALDS CORP COM(MCD)2,0922,152+606366580.17%+22
EDISON INTL COM(EIX)3,7913,79102102280.06%+18
VANGUARD TOTAL STOCK MARKET ETF1,9391,946+76366520.17%+16
ISHARES U.S. TECHNOLOGY ETF3,7153,71507287420.19%+14
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4,6274,62706746880.18%+14
SCHWAB U.S. SMALL-CAP ETF028,127+28,12708010.21%+801
ISHARES MSCI GERMANY ETF6,9467,100+1542893020.08%+13
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)10,68610,68609309410.24%+11
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MSCI EAFE MIN VL
07,314+7,31406310.16%+631
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
03,735+3,73503550.09%+355
GE AEROSPACE COM NEW(GE)1,1951,196+13603680.09%+9
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
2,3364,672+2,3363203290.08%+8
INVESCO S&P 500 REVENUE ETF
S&P 500 REVENUE
2,7302,704-263023100.08%+8
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
S&P500 EQL TEC
19,44619,188-2588678730.23%+6
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND6,3116,31102742800.07%+6
HIGHLANDS REIT INC COM016,014+16,014050.00%+5
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
57557504294330.11%+4
VANGUARD RUSSELL 1000 GROWTH ETF
VNG RUS1000GRW
1,6731,664-92022030.05%+1
NUVEEN ESG LARGE-CAP GROWTH ETF
NUVEEN ESG LRGCP
2,1812,219+382172170.06%0
ENZOLYTICS INC COM1,953,7751,905,655-48,120110.00%-0
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF6,2186,219+16646640.17%-0
ISHARES CORE S&P SMALL CAP ETF1,7661,741-252102090.05%-1
ISHARES RUSSELL MIDCAP ETF2,3892,388-12312300.06%-1
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
6,1276,12702832820.07%-1
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND(WT)06,024+6,02402020.05%+202
NETLIST INC COM(NLST)11,94610,621-1,3251190.00%-2
ABBVIE INC COM(ABBV)3,5873,622+358318280.21%-3
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF2,8662,86603443400.09%-3
INVESCO QQQ TRUST SERIES I428412-162572530.07%-4
CALAMOS CONV OPPORTUNITIES & I SH BEN INT(CHI)18,30518,30501981920.05%-6
JABIL INC COM(JBL)3,3003,115-1857177100.18%-6
LENNAR CORP CL A(LEN)8,1389,909+1,7711,0261,0190.26%-7
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
12,29011,903-3871,0151,0070.26%-7
STRYKER CORPORATION COM(SYK)0756+75602660.07%+266
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