Hilltop Partners LLC

CIK Number: 0001957867

296.3M
Market Value
102
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VONE Vanguard Russel...
292.81
-0.1% 182.78K -32.67% 46.4M 204.15 15.66% Share
2 DBEF Xtrackers MSCI ...
45.66
+0.32% 939.05K +98.02% 40.66M 41.04 13.72% Share
3 SPYG SPDR Portfolio ...
100.24
+0.11% 294.81K +120.00% 23.69M 75.97 8.00% Share
4 SPHY SPDR Portfolio ...
23.70
-0.19% 879.15K +17.24% 20.59M 22.94 6.95% Share
5 VTV Vanguard Value ...
180.44
-0.2% 106.43K -33.58% 18.38M 152.86 6.20% Share
6 SRLN SPDR Blackstone...
41.45
-0.01% 238.83K +26.85% 9.82M 41.49 3.32% Share
7 VWOB Vanguard Emergi...
66.18
-0.21% 151.39K +26.65% 9.72M 63.04 3.28% Share
8 GHYG iShares US & In...
46.25
-0.13% 217.58K +24.14% 9.7M 43.49 3.27% Share
9 ICVT iShares Convert...
92.74
-0.46% 114.74K +25.92% 9.59M 80.38 3.24% Share
10 AAPL Apple Inc.
232.81
-0.22% 33.46K +1.42% 7.43M 156.49 2.51% Share
11 IJH iShares Core S&...
63.85
-1.31% 80.05K -44.67% 4.67M 56.56 1.58% Share
12 SCHR Schwab Intermed...
24.96
-0.22% 171.3K +3.61% 4.26M 24.77 1.44% Share
13 VMBS Vanguard Mortga...
46.32
-0.3% 90.16K +7.41% 4.18M 46.05 1.41% Share
14 XOM Exxon Mobil Cor...
107.38
-0.21% 29.04K -15.38% 3.45M 107.18 1.17% Share
15 MSFT Microsoft Corpo...
522.28
+0.33% 9.16K +7.14% 3.44M 338.96 1.16% Share
16 FNDA Schwab Fundamen...
30.34
-1.19% 116.16K +13.44% 3.18M 26.28 1.07% Share
17 NVDA NVIDIA Corporat...
182.02
+0.24% 23.97K +16.71% 2.6M 90.7 0.88% Share
18 AMZN Amazon.com, Inc...
230.94
+2.84% 13.61K +9.48% 2.59M 141.76 0.87% Share
19 JNJ Johnson & Johns...
174.72
+0.17% 13.97K -6.3% 2.32M 154.04 0.78% Share
20 MA Mastercard Inco...
583.65
+0.99% 4.14K -3.22% 2.27M 426.07 0.77% Share
21 V Visa Inc.
345.40
+0.83% 6.4K -8.86% 2.24M 254.36 0.76% Share
22 UNH UnitedHealth Gr...
271.50
-0.11% 4.28K +10.00% 2.24M 501.84 0.76% Share
23 PG The Procter & G...
153.70
-1.1% 13.07K +3.16% 2.23M 157.12 0.75% Share
24 USMV iShares MSCI US...
93.24
-0.35% 23.3K -0.58% 2.18M 72.1 0.74% Share
25 META Meta Platforms,...
781.96
+0.24% 3.78K +7.51% 2.18M 472.12 0.73% Share
26 GOOGL Alphabet Inc.
202.88
+0.46% 13.38K +4.60% 2.07M 142.02 0.70% Share
27 AVGO Broadcom Inc.
311.19
+0.68% 12.33K -1.57% 2.06M 109.23 0.70% Share
28 JPM JPMorgan Chase ...
294.09
+1.23% 8.25K +8.85% 2.02M 177.95 0.68% Share
29 ETN Eaton Corporati...
355.05
-0.68% 7.39K 0.00% 2.01M 302.21 0.68% Share
30 TSLA Tesla, Inc.
335.58
-1.12% 7.74K +11.96% 2.01M 176.04 0.68% Share
31 VTEB Vanguard Tax-Ex...
48.88
-0.14% 36.95K +0.21% 1.83M 49.96 0.62% Share
32 WPC W. P. Carey Inc...
65.16
-0.87% 26.63K +0.08% 1.68M 76.5 0.57% Share
33 SPIB SPDR Portfolio ...
33.65
-0.15% 49.13K +2.22% 1.63M 31.9 0.55% Share
34 BRK-B Berkshire Hatha...
479.02
+0.36% 2.77K -5.24% 1.47M 404.2 0.50% Share
35 AMP Ameriprise Fina...
513.94
+0.92% 3.01K +3.04% 1.46M 333.72 0.49% Share
36 LLY Eli Lilly and C...
684.46
+3.63% 1.73K -0.57% 1.43M 663.39 0.48% Share
37 CVX Chevron Corpora...
155.20
-0.43% 8K -4.75% 1.34M 152.92 0.45% Share
38 WMT Walmart Inc.
100.84
-0.15% 14.63K +11.75% 1.28M 83.28 0.43% Share
39 CSCO Cisco Systems, ...
69.28
-1.58% 18.9K -6.22% 1.17M 51.82 0.39% Share
40 COST Costco Wholesal...
975.42
-0.35% 1.2K +7.91% 1.13M 899.22 0.38% Share
41 KO The Coca-Cola C...
69.52
-1.33% 14.65K -11.18% 1.05M 59.66 0.35% Share
42 HON Honeywell Inter...
218.15
-0.73% 4.88K +1.24% 1.03M 202.49 0.35% Share
43 TJX The TJX Compani...
132.95
-0.86% 8.22K +2.70% 1M 87.19 0.34% Share
44 EOG EOG Resources, ...
119.79
+0.27% 7.66K +3.40% 981.66K 118.4 0.33% Share
45 MRK Merck & Co., In...
82.74
+0.04% 10.74K +6.09% 964.03K 110.77 0.33% Share
46 APH Amphenol Corpor...
110.75
+0.84% 14.35K +3.62% 941.15K 45.52 0.32% Share
47 EMR Emerson Electri...
134.37
-0.43% 8.53K +13.41% 935.45K 109.4 0.32% Share
48 IXUS iShares Core MS...
79.61
-0.46% 13.04K -16.04% 910.68K 58.16 0.31% Share
49 SCHM Schwab U.S. Mid...
28.97
-1.03% 33.65K -2.69% 881.69K 21.91 0.30% Share
50 LEN Lennar Corporat...
130.50
-0.3% 7.5K +32.93% 860.36K 121.95 0.29% Share
51 DLN WisdomTree U.S....
84.89
-0.09% 10.69K 0.00% 848.15K 63.6 0.29% Share
52 SCHA Schwab U.S. Sma...
26.63
-1.12% 35.13K -6.67% 823.18K 20.66 0.28% Share
53 ABBV AbbVie Inc.
204.72
+1.61% 3.8K -0.63% 795.3K 157.3 0.27% Share
54 PM Philip Morris I...
165.25
-0.38% 4.88K +0.72% 774.6K 120.63 0.26% Share
55 VCSH Vanguard Short-...
79.58
-0.12% 9.38K -1.28% 740.38K 75.19 0.25% Share
56 SPTI SPDR Portfolio ...
28.70
-0.24% 25.74K -1.18% 735.67K 28.24 0.25% Share
57 SPEM SPDR Portfolio ...
44.19
-1.14% 18.08K -9.04% 711.75K 35.29 0.24% Share
58 RSPT Invesco S&P 500...
41.55
-0.61% 20.03K +0.04% 685.04K 51.71 0.23% Share
59 EFAV iShares MSCI EA...
84.92
-0.31% 8.67K 0.00% 675.53K 63.59 0.23% Share
60 SPY SPDR S&P 500 ET...
644.93
+0.01% 1.2K -0.83% 672.53K 409.01 0.23% Share
61 SUB iShares Short-T...
106.85
-0.05% 6.31K -26.64% 666.74K 104.27 0.23% Share
62 AGG iShares Core U....
99.10
-0.27% 6.63K -18.44% 655.72K 97.86 0.22% Share
63 DTH WisdomTree Inte...
48.81
-0.22% 15.07K 0.00% 639.8K 36.94 0.22% Share
64 MCD McDonald's Corp...
308.84
+1.24% 1.91K +1.76% 595.3K 264.84 0.20% Share
65 ITOT iShares Core S&...
140.91
-0.11% 4.74K -0.69% 577.7K 86.25 0.20% Share
66 EAGG iShares ESG U.S...
47.48
-0.25% 12.06K +25.83% 572.61K 46.91 0.19% Share
67 IYW iShares U.S. Te...
184.93
-0.22% 3.73K -0.59% 523.09K 75.85 0.18% Share
68 IGIB iShares 5-10 Ye...
53.45
-0.26% 9.49K -8.89% 498.52K 50.6 0.17% Share
69 NFLX Netflix, Inc.
1230.56
+2.17% 527 -1.13% 491.44K 442.65 0.17% Share
70 JBL Jabil Inc.
217.33
-0.8% 3.3K +0.61% 448.99K 71.62 0.15% Share
71 ABT Abbott Laborato...
129.32
-0.06% 3.15K -0.06% 418.24K 109.78 0.14% Share
72 HYMB SPDR Nuveen Blo...
24.21
-0.33% 15.87K +9.95% 400.32K 25.1 0.14% Share
73 ACWV iShares MSCI Gl...
118.82
-0.54% 3.31K -0.24% 384.72K 95.06 0.13% Share
74 SAIA Saia, Inc.
305.27
-2.54% 1.07K 0.00% 374.24K 388.29 0.13% Share
75 MO Altria Group, I...
65.54
+0.06% 6.23K +1.86% 373.99K 52.43 0.13% Share
76 DSI iShares MSCI KL...
121.50
-0.19% 3.64K -12.49% 373.18K 101.97 0.13% Share
77 ESGD iShares ESG Awa...
91.05
-0.13% 4.54K +26.48% 371.11K 79.4 0.13% Share
78 ELV Elevance Health...
295.37
+0.32% 829 +0.36% 360.58K 511.74 0.12% Share
79 DES WisdomTree U.S....
33.22
-0.94% 10.86K 0.00% 346.93K 28.79 0.12% Share
80 IVV iShares Core S&...
648.15
+0.01% 560 -13.71% 314.66K 588.68 0.11% Share
81 COF Capital One Fin...
221.13
+1.92% 1.64K 0.00% 293.16K 145.3 0.10% Share
82 EWI iShares MSCI It...
51.56
+0.91% 6.83K -8.32% 289.13K 30.46 0.10% Share
83 LOW Lowe's Companie...
253.05
-1.24% 1.22K -0.25% 283.61K 199.98 0.10% Share
84 NI NiSource Inc.
42.55
-0.29% 6.89K 0.00% 276.3K 34.65 0.09% Share
85 RWL Invesco S&P 500...
106.34
+0.06% 2.72K +0.22% 270.62K 74.1 0.09% Share
86 BSV Vanguard Short-...
78.63
-0.12% 3.3K +0.03% 258.44K 78.5 0.09% Share
87 WEC WEC Energy Grou...
108.15
-1.63% 2.37K -0.29% 258.28K 96.18 0.09% Share
88 EWG iShares MSCI Ge...
42.52
+0.34% 6.85K -9.12% 253.92K 28.46 0.09% Share
89 ANET Arista Networks...
136.47
-1.12% 3.18K 0.00% 246.39K 110.53 0.08% Share
90 SYK Stryker Corpora...
378.47
-0.13% 659 0.00% 245.35K 354.67 0.08% Share
91 ORCL Oracle Corporat...
244.93
+0.31% 1.73K +20.10% 241.45K 165.15 0.08% Share
92 T AT&T Inc.
28.75
+1.27% 8.53K +100.00% 241.1K 28.28 0.08% Share
93 GE GE Aerospace
269.72
+0.32% 1.2K +100.00% 239.21K 200.15 0.08% Share
94 NULG Nuveen ESG Larg...
97.76
-0.36% 3.05K +100.00% 238.44K 78.28 0.08% Share
95 ACN Accenture plc
246.13
+0.18% 752 0.00% 234.65K 269.39 0.08% Share
96 EIX Edison Internat...
56.02
-0.45% 3.79K 0.00% 223.37K 63.65 0.08% Share
97 VZ Verizon Communi...
43.49
-0.49% 4.79K -8% 217.06K 41.63 0.07% Share
98 IBB iShares Biotech...
137.27
+0.12% 1.69K -0.82% 215.91K 131.25 0.07% Share
99 QLD ProShares Ultra...
128.85
-0.19% 2.34K 0.00% 207.62K 87.89 0.07% Share
100 F Ford Motor Comp...
11.44
-0.04% 20.47K +0.88% 205.32K 12.12 0.07% Share
101 SUSC iShares ESG USD...
23.29
-0.26% 8.79K +100.00% 202.6K 23.06 0.07% Share
102 PGX Invesco Preferr...
11.45
-0.26% 11.25K -4.97% 126.22K 11.18 0.04% Share