Hilltop Partners LLC
CIK Number: 0001957867
296.3M
Market Value
102
# of Holdings
7 months
Avg. Holding Period
31.58%
Win Rate
26.43%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russel... | 274.26 | +0.37% | 271.45K | -5.67% | 72.4M | 204.15 | 24.67% |
| 2 | VTV | Vanguard Value ... | 174.72 | +0.57% | 160.24K | +25.59% | 27.13M | 152.86 | 9.24% |
| 3 | DBEF | Xtrackers MSCI ... | 45.36 | +0.13% | 474.22K | +2.21% | 19.63M | 38.82 | 6.69% |
| 4 | SPHY | SPDR Portfolio ... | 23.48 | +0.06% | 749.84K | +7.20% | 17.6M | 22.86 | 6.00% |
| 5 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 134.01K | -53.4% | 11.78M | 70.7 | 4.01% |
| 6 | IJH | iShares Core S&... | 61.17 | +0.07% | 144.68K | -22.42% | 9.01M | 56.56 | 3.07% |
| 7 | AAPL | Apple Inc. | 198.98 | +0.10% | 32.99K | +7.71% | 8.26M | 155.56 | 2.81% |
| 8 | SRLN | SPDR Blackstone... | 41.21 | -0.02% | 188.28K | +7.25% | 7.86M | 41.59 | 2.68% |
| 9 | ICVT | iShares Convert... | 88.13 | -0.33% | 91.12K | +0.08% | 7.74M | 79.54 | 2.64% |
| 10 | GHYG | iShares US & In... | 45.58 | +0.11% | 175.27K | +6.75% | 7.72M | 43.23 | 2.63% |
| 11 | VWOB | Vanguard Emergi... | 64.63 | +0.12% | 119.53K | +5.15% | 7.55M | 62.73 | 2.57% |
| 12 | SCHR | Schwab Intermed... | 24.77 | +0.26% | 165.34K | +100.09% | 4.02M | 24.76 | 1.37% |
| 13 | VMBS | Vanguard Mortga... | 45.88 | +0.32% | 83.94K | +12.26% | 3.81M | 46.03 | 1.30% |
| 14 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 34.32K | +33.71% | 3.69M | 107.18 | 1.26% |
| 15 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 8.55K | +8.29% | 3.6M | 336.36 | 1.23% |
| 16 | FNDA | Schwab Fundamen... | 28.32 | -0.19% | 102.4K | +79.24% | 3.04M | 26.14 | 1.04% |
| 17 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 12.53K | +3.98% | 2.9M | 109.23 | 0.99% |
| 18 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 6.92K | -1.9% | 2.79M | 166.11 | 0.95% |
| 19 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 20.54K | +53.61% | 2.76M | 87.74 | 0.94% |
| 20 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 12.43K | +2.68% | 2.73M | 137.16 | 0.93% |
| 21 | ETN | Eaton Corporati... | 329.93 | +1.30% | 7.39K | +489.70% | 2.45M | 302.21 | 0.84% |
| 22 | GOOGL | Alphabet Inc. | 175.57 | -1% | 12.79K | +11.55% | 2.42M | 141.44 | 0.82% |
| 23 | MA | Mastercard Inco... | 588.62 | -0.36% | 4.28K | +12.21% | 2.25M | 426.07 | 0.77% |
| 24 | V | Visa Inc. | 371.03 | -0.61% | 7.02K | +9.67% | 2.22M | 254.36 | 0.76% |
| 25 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 14.9K | +29.38% | 2.16M | 154.04 | 0.73% |
| 26 | PG | The Procter & G... | 163.05 | +0.58% | 12.68K | +18.26% | 2.13M | 156.7 | 0.72% |
| 27 | USMV | iShares MSCI US... | 93.77 | +0.75% | 23.44K | -1.55% | 2.08M | 72.1 | 0.71% |
| 28 | META | Meta Platforms,... | 693.11 | -0.15% | 3.51K | +4.06% | 2.06M | 464.29 | 0.70% |
| 29 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 3.89K | +26.70% | 1.97M | 499.65 | 0.67% |
| 30 | VTEB | Vanguard Tax-Ex... | 48.94 | +0.36% | 36.87K | +10.50% | 1.85M | 49.96 | 0.63% |
| 31 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 7.58K | +14.85% | 1.82M | 171.99 | 0.62% |
| 32 | SPIB | SPDR Portfolio ... | 33.28 | +0.23% | 48.06K | -10.08% | 1.57M | 31.87 | 0.54% |
| 33 | AMP | Ameriprise Fina... | 515.87 | +0.04% | 2.92K | -9.02% | 1.56M | 329.15 | 0.53% |
| 34 | WPC | W. P. Carey Inc... | 63.25 | -0.14% | 26.61K | -0.2% | 1.45M | 76.51 | 0.49% |
| 35 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 1.74K | +39.89% | 1.35M | 663.39 | 0.46% |
| 36 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 2.92K | +34.35% | 1.32M | 404.2 | 0.45% |
| 37 | CVX | Chevron Corpora... | 144.84 | +0.04% | 8.4K | +31.28% | 1.22M | 152.92 | 0.41% |
| 38 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 20.15K | -7.73% | 1.19M | 51.82 | 0.41% |
| 39 | WMT | Walmart Inc. | 94.83 | -1.01% | 13.09K | +26.25% | 1.18M | 82.75 | 0.40% |
| 40 | HON | Honeywell Inter... | 225.98 | +0.07% | 4.83K | +0.75% | 1.09M | 202.37 | 0.37% |
| 41 | IXUS | iShares Core MS... | 77.59 | +0.55% | 15.54K | -3.56% | 1.03M | 58.16 | 0.35% |
| 42 | KO | The Coca-Cola C... | 72.20 | +0.18% | 16.49K | +21.32% | 1.03M | 59.66 | 0.35% |
| 43 | COST | Costco Wholesal... | 1002.64 | +0.59% | 1.11K | +43.48% | 1.02M | 895.54 | 0.35% |
| 44 | MRK | Merck & Co., In... | 81.73 | +1.75% | 10.12K | +10.15% | 1.01M | 112.05 | 0.34% |
| 45 | SCHA | Schwab U.S. Sma... | 24.93 | -0.3% | 37.65K | +98.20% | 973.52K | 20.66 | 0.33% |
| 46 | TJX | The TJX Compani... | 124.31 | -0.18% | 8.01K | -2.08% | 967.32K | 86.26 | 0.33% |
| 47 | APH | Amphenol Corpor... | 94.55 | +1.58% | 13.85K | -6.45% | 961.73K | 44.79 | 0.33% |
| 48 | SCHM | Schwab U.S. Mid... | 27.52 | -0.02% | 34.58K | +193.11% | 958.25K | 21.91 | 0.33% |
| 49 | EMR | Emerson Electri... | 126.72 | +0.18% | 7.52K | -12.97% | 932.33K | 109.37 | 0.32% |
| 50 | SUB | iShares Short-T... | 106.00 | +0.05% | 8.61K | -8.31% | 907.91K | 104.27 | 0.31% |
| 51 | EOG | EOG Resources, ... | 120.50 | +0.48% | 7.4K | +5.58% | 907.4K | 118.06 | 0.31% |
| 52 | DLN | WisdomTree U.S.... | 81.03 | +0.43% | 10.69K | 0.00% | 831.26K | 63.6 | 0.28% |
| 53 | AGG | iShares Core U.... | 98.31 | +0.36% | 8.13K | -4.94% | 787.58K | 97.86 | 0.27% |
| 54 | LEN | Lennar Corporat... | 112.08 | +0.52% | 5.64K | +16.27% | 768.93K | 124.31 | 0.26% |
| 55 | SPEM | SPDR Portfolio ... | 42.63 | -0.04% | 19.87K | -48.55% | 762.58K | 35.29 | 0.26% |
| 56 | RYT | Invesco S&P 500... | 282.01 | +0.36% | 20.02K | -2.15% | 749.23K | 50.59 | 0.26% |
| 57 | VCSH | Vanguard Short-... | 78.96 | +0.13% | 9.5K | -1.21% | 741.17K | 75.19 | 0.25% |
| 58 | SPTI | SPDR Portfolio ... | 28.48 | +0.30% | 26.05K | -1.67% | 726.23K | 28.24 | 0.25% |
| 59 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 1.21K | +9.29% | 710.54K | 409.01 | 0.24% |
| 60 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 3.82K | -1.11% | 678.77K | 157.3 | 0.23% |
| 61 | ITOT | iShares Core S&... | 131.83 | +0.27% | 4.77K | +2.83% | 613.2K | 86.25 | 0.21% |
| 62 | EFAV | iShares MSCI EA... | 85.49 | +0.79% | 8.67K | +0.05% | 613.03K | 63.59 | 0.21% |
| 63 | IYW | iShares U.S. Te... | 165.58 | +0.66% | 3.75K | -6.47% | 597.8K | 75.85 | 0.20% |
| 64 | PM | Philip Morris I... | 183.84 | +0.25% | 4.84K | +100.00% | 583.1K | 120.35 | 0.20% |
| 65 | DTH | WisdomTree Inte... | 46.80 | +0.74% | 15.07K | 0.00% | 569.27K | 36.94 | 0.19% |
| 66 | MCD | McDonald's Corp... | 302.86 | +0.38% | 1.87K | +0.21% | 542.83K | 264 | 0.18% |
| 67 | IGIB | iShares 5-10 Ye... | 52.63 | +0.35% | 10.42K | 0.00% | 536.63K | 50.6 | 0.18% |
| 68 | SAIA | Saia, Inc. | 259.47 | +1.69% | 1.07K | +0.19% | 488.09K | 388.29 | 0.17% |
| 69 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 533 | -2.91% | 475.07K | 442.65 | 0.16% |
| 70 | JBL | Jabil Inc. | 179.03 | +0.34% | 3.28K | -9.49% | 471.94K | 71.23 | 0.16% |
| 71 | DSI | iShares MSCI KL... | 113.63 | +0.38% | 4.16K | 0.00% | 459.08K | 101.97 | 0.16% |
| 72 | EAGG | iShares ESG U.S... | 47.12 | +0.37% | 9.58K | -3.13% | 445.08K | 46.76 | 0.15% |
| 73 | IVV | iShares Core S&... | 606.23 | +0.32% | 649 | +100.00% | 382.05K | 588.68 | 0.13% |
| 74 | DES | WisdomTree U.S.... | 31.82 | -0.22% | 10.86K | 0.00% | 372.87K | 28.79 | 0.13% |
| 75 | HYMB | SPDR Nuveen Blo... | 24.70 | +0.28% | 14.44K | +27.08% | 369.3K | 25.08 | 0.13% |
| 76 | ACWV | iShares MSCI Gl... | 119.02 | +0.69% | 3.31K | -1.49% | 361.89K | 95.06 | 0.12% |
| 77 | ABT | Abbott Laborato... | 136.36 | +0.80% | 3.15K | +0.03% | 356.84K | 109.78 | 0.12% |
| 78 | ANET | Arista Networks... | 95.66 | +1.54% | 3.18K | +100.00% | 351.49K | 110.53 | 0.12% |
| 79 | MO | Altria Group, I... | 59.94 | +0.04% | 6.12K | +100.00% | 319.86K | 52.29 | 0.11% |
| 80 | ELV | Elevance Health... | 385.94 | +1.31% | 826 | 0.00% | 304.71K | 512.02 | 0.10% |
| 81 | EIX | Edison Internat... | 50.23 | +1.24% | 3.79K | 0.00% | 302.67K | 63.65 | 0.10% |
| 82 | COF | Capital One Fin... | 197.69 | -1.42% | 1.64K | 0.00% | 291.55K | 145.3 | 0.10% |
| 83 | ESGD | iShares ESG Awa... | 90.25 | +0.79% | 3.59K | +4.91% | 273.49K | 78.79 | 0.09% |
| 84 | EWI | iShares MSCI It... | 48.24 | +0.66% | 7.45K | 0.00% | 268.05K | 30.46 | 0.09% |
| 85 | RWL | Invesco S&P 500... | 102.42 | +0.41% | 2.72K | -0.44% | 266.15K | 74.04 | 0.09% |
| 86 | ACN | Accenture plc | 317.94 | -0.4% | 752 | 0.00% | 264.55K | 269.39 | 0.09% |
| 87 | BSV | Vanguard Short-... | 78.19 | +0.13% | 3.3K | +15.78% | 255.09K | 78.5 | 0.09% |
| 88 | NI | NiSource Inc. | 39.84 | +0.99% | 6.89K | 0.00% | 253.35K | 34.65 | 0.09% |
| 89 | QLD | ProShares Ultra... | 110.36 | +0.39% | 2.34K | 0.00% | 252.85K | 87.89 | 0.09% |
| 90 | EWG | iShares MSCI Ge... | 42.22 | +0.25% | 7.54K | 0.00% | 239.76K | 28.46 | 0.08% |
| 91 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 1.44K | +4.20% | 239.63K | 170.25 | 0.08% |
| 92 | SYK | Stryker Corpora... | 380.13 | -0.25% | 659 | 0.00% | 237.29K | 354.67 | 0.08% |
| 93 | IBB | iShares Biotech... | 128.85 | +0.77% | 1.7K | -0.58% | 225.03K | 131.25 | 0.08% |
| 94 | WEC | WEC Energy Grou... | 106.32 | +0.70% | 2.38K | 0.00% | 223.53K | 96.18 | 0.08% |
| 95 | IWR | iShares Russell... | 90.40 | +0.03% | 2.52K | +2.06% | 223.22K | 67.89 | 0.08% |
| 96 | IJR | iShares Core S&... | 108.32 | -0.46% | 1.92K | +100.00% | 220.88K | 115.22 | 0.08% |
| 97 | VGT | Vanguard Inform... | 633.52 | +0.68% | 342 | 0.00% | 212.87K | 586.52 | 0.07% |
| 98 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 576 | -4.95% | 208.85K | 363.78 | 0.07% |
| 99 | NULV | Nuveen ESG Larg... | 41.16 | +0.30% | 5.3K | +100.00% | 208.54K | 39.37 | 0.07% |
| 100 | VZ | Verizon Communi... | 43.13 | -1.38% | 5.2K | +6.82% | 208K | 41.63 | 0.07% |
| 101 | F | Ford Motor Comp... | 10.54 | -1.08% | 20.29K | -2.01% | 200.89K | 12.14 | 0.07% |
| 102 | PGX | Invesco Preferr... | 11.04 | -0.05% | 11.84K | -2% | 136.49K | 11.18 | 0.05% |