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...
289.69
-0.27% 182.78K -32.67% 46.4M 204.15 15.66% Share
2 DBEF Xtrackers MSCI ...
46.08
+0.30% 939.05K +98.02% 40.66M 41.04 13.72% Share
3 SPYG SPDR Portfolio ...
98.38
-0.44% 294.81K +120.00% 23.69M 75.97 8.00% Share
4 SPHY SPDR Portfolio ...
23.68
-0.06% 879.15K +17.24% 20.59M 22.94 6.95% Share
5 VTV Vanguard Value ...
181.64
+0.28% 106.43K -33.58% 18.38M 152.86 6.20% Share
6 SRLN SPDR Blackstone...
41.45
-0.05% 238.83K +26.85% 9.82M 41.49 3.32% Share
7 VWOB Vanguard Emergi...
66.11
-0.15% 151.39K +26.65% 9.72M 63.04 3.28% Share
8 GHYG iShares US & In...
46.14
-0.23% 217.58K +24.14% 9.7M 43.49 3.27% Share
9 ICVT iShares Convert...
92.40
-0.04% 114.74K +25.92% 9.59M 80.38 3.24% Share
10 AAPL Apple Inc.
226.01
-1.97% 33.46K +1.42% 7.43M 156.49 2.51% Share
11 IJH iShares Core S&...
63.55
-0.41% 80.05K -44.67% 4.67M 56.56 1.58% Share
12 SCHR Schwab Intermed...
24.98
+0.06% 171.3K +3.61% 4.26M 24.77 1.44% Share
13 VMBS Vanguard Mortga...
46.32
+0.11% 90.16K +7.41% 4.18M 46.05 1.41% Share
14 XOM Exxon Mobil Cor...
108.54
+1.04% 29.04K -15.38% 3.45M 107.18 1.17% Share
15 MSFT Microsoft Corpo...
505.72
-0.79% 9.16K +7.14% 3.44M 338.96 1.16% Share
16 FNDA Schwab Fundamen...
30.11
-0.62% 116.16K +13.44% 3.18M 26.28 1.07% Share
17 NVDA NVIDIA Corporat...
175.40
-0.14% 23.97K +16.71% 2.6M 90.7 0.88% Share
18 AMZN Amazon.com, Inc...
223.81
-1.84% 13.61K +9.48% 2.59M 141.76 0.87% Share
19 JNJ Johnson & Johns...
178.84
+0.59% 13.97K -6.3% 2.32M 154.04 0.78% Share
20 MA Mastercard Inco...
592.72
+1.23% 4.14K -3.22% 2.27M 426.07 0.77% Share
21 V Visa Inc.
343.96
+0.44% 6.4K -8.86% 2.24M 254.36 0.76% Share
22 UNH UnitedHealth Gr...
299.74
-1.48% 4.28K +10.00% 2.24M 501.84 0.76% Share
23 PG The Procter & G...
159.53
+0.71% 13.07K +3.16% 2.23M 157.12 0.75% Share
24 USMV iShares MSCI US...
94.54
+0.47% 23.3K -0.58% 2.18M 72.1 0.74% Share
25 META Meta Platforms,...
747.72
-0.5% 3.78K +7.51% 2.18M 472.12 0.73% Share
26 GOOGL Alphabet Inc.
199.32
-1.12% 13.38K +4.60% 2.07M 142.02 0.70% Share
27 AVGO Broadcom Inc.
291.17
-1.27% 12.33K -1.57% 2.06M 109.23 0.70% Share
28 JPM JPMorgan Chase ...
292.15
+0.51% 8.25K +8.85% 2.02M 177.95 0.68% Share
29 ETN Eaton Corporati...
346.16
-0.81% 7.39K 0.00% 2.01M 302.21 0.68% Share
30 TSLA Tesla, Inc.
323.90
-1.64% 7.74K +11.96% 2.01M 176.04 0.68% Share
31 VTEB Vanguard Tax-Ex...
48.85
-0.07% 36.95K +0.21% 1.83M 49.96 0.62% Share
32 WPC W. P. Carey Inc...
66.60
+1.57% 26.63K +0.08% 1.68M 76.5 0.57% Share
33 SPIB SPDR Portfolio ...
33.65
+0.04% 49.13K +2.22% 1.63M 31.9 0.55% Share
34 BRK-B Berkshire Hatha...
488.69
+0.70% 2.77K -5.24% 1.47M 404.2 0.50% Share
35 AMP Ameriprise Fina...
505.13
-0.22% 3.01K +3.04% 1.46M 333.72 0.49% Share
36 LLY Eli Lilly and C...
705.14
+0.27% 1.73K -0.57% 1.43M 663.39 0.48% Share
37 CVX Chevron Corpora...
153.20
+0.79% 8K -4.75% 1.34M 152.92 0.45% Share
38 WMT Walmart Inc.
102.58
+1.27% 14.63K +11.75% 1.28M 83.28 0.43% Share
39 CSCO Cisco Systems, ...
67.11
+0.52% 18.9K -6.22% 1.17M 51.82 0.39% Share
40 COST Costco Wholesal...
994.57
+1.40% 1.2K +7.91% 1.13M 899.22 0.38% Share
41 KO The Coca-Cola C...
70.69
+0.80% 14.65K -11.18% 1.05M 59.66 0.35% Share
42 HON Honeywell Inter...
217.00
+0.12% 4.88K +1.24% 1.03M 202.49 0.35% Share
43 TJX The TJX Compani...
138.24
+2.69% 8.22K +2.70% 1M 87.19 0.34% Share
44 EOG EOG Resources, ...
118.34
+0.87% 7.66K +3.40% 981.66K 118.4 0.33% Share
45 MRK Merck & Co., In...
84.66
-0.31% 10.74K +6.09% 964.03K 110.77 0.33% Share
46 APH Amphenol Corpor...
108.64
-1.22% 14.35K +3.62% 941.15K 45.52 0.32% Share
47 EMR Emerson Electri...
130.82
-0.59% 8.53K +13.41% 935.45K 109.4 0.32% Share
48 IXUS iShares Core MS...
79.94
+0.13% 13.04K -16.04% 910.68K 58.16 0.31% Share
49 SCHM Schwab U.S. Mid...
28.83
-0.38% 33.65K -2.69% 881.69K 21.91 0.30% Share
50 LEN Lennar Corporat...
130.28
-2.96% 7.5K +32.93% 860.36K 121.95 0.29% Share
51 DLN WisdomTree U.S....
85.04
+0.27% 10.69K 0.00% 848.15K 63.6 0.29% Share
52 SCHA Schwab U.S. Sma...
26.29
-0.53% 35.13K -6.67% 823.18K 20.66 0.28% Share
53 ABBV AbbVie Inc.
209.11
+1.42% 3.8K -0.63% 795.3K 157.3 0.27% Share
54 PM Philip Morris I...
172.82
+2.40% 4.88K +0.72% 774.6K 120.63 0.26% Share
55 VCSH Vanguard Short-...
79.62
+0.04% 9.38K -1.28% 740.38K 75.19 0.25% Share
56 SPTI SPDR Portfolio ...
28.74
+0.14% 25.74K -1.18% 735.67K 28.24 0.25% Share
57 SPEM SPDR Portfolio ...
44.34
-0.05% 18.08K -9.04% 711.75K 35.29 0.24% Share
58 RSPT Invesco S&P 500...
40.94
-0.66% 20.03K +0.04% 685.04K 51.71 0.23% Share
59 EFAV iShares MSCI EA...
86.20
+0.92% 8.67K 0.00% 675.53K 63.59 0.23% Share
60 SPY SPDR S&P 500 ET...
638.12
-0.26% 1.2K -0.83% 672.53K 409.01 0.23% Share
61 SUB iShares Short-T...
106.93
+0.05% 6.31K -26.64% 666.74K 104.27 0.23% Share
62 AGG iShares Core U....
99.08
+0.06% 6.63K -18.44% 655.72K 97.86 0.22% Share
63 DTH WisdomTree Inte...
49.30
+0.81% 15.07K 0.00% 639.8K 36.94 0.22% Share
64 MCD McDonald's Corp...
313.00
+0.67% 1.91K +1.76% 595.3K 264.84 0.20% Share
65 ITOT iShares Core S&...
139.41
-0.25% 4.74K -0.69% 577.7K 86.25 0.20% Share
66 EAGG iShares ESG U.S...
47.48
+0.09% 12.06K +25.83% 572.61K 46.91 0.19% Share
67 IYW iShares U.S. Te...
179.25
-0.71% 3.73K -0.59% 523.09K 75.85 0.18% Share
68 IGIB iShares 5-10 Ye...
53.46
+0.04% 9.49K -8.89% 498.52K 50.6 0.17% Share
69 NFLX Netflix, Inc.
1213.86
-0.02% 527 -1.13% 491.44K 442.65 0.17% Share
70 JBL Jabil Inc.
204.04
-1% 3.3K +0.61% 448.99K 71.62 0.15% Share
71 ABT Abbott Laborato...
132.43
+0.90% 3.15K -0.06% 418.24K 109.78 0.14% Share
72 HYMB SPDR Nuveen Blo...
24.16
-0.06% 15.87K +9.95% 400.32K 25.1 0.14% Share
73 ACWV iShares MSCI Gl...
120.56
+0.58% 3.31K -0.24% 384.72K 95.06 0.13% Share
74 SAIA Saia, Inc.
293.44
-4.69% 1.07K 0.00% 374.24K 388.29 0.13% Share
75 MO Altria Group, I...
67.58
+1.53% 6.23K +1.86% 373.99K 52.43 0.13% Share
76 DSI iShares MSCI KL...
120.33
-0.16% 3.64K -12.49% 373.18K 101.97 0.13% Share
77 ESGD iShares ESG Awa...
91.75
+0.33% 4.54K +26.48% 371.11K 79.4 0.13% Share
78 ELV Elevance Health...
310.00
-0.64% 829 +0.36% 360.58K 511.74 0.12% Share
79 DES WisdomTree U.S....
33.05
-0.23% 10.86K 0.00% 346.93K 28.79 0.12% Share
80 IVV iShares Core S&...
641.22
-0.27% 560 -13.71% 314.66K 588.68 0.11% Share
81 COF Capital One Fin...
214.76
+0.07% 1.64K 0.00% 293.16K 145.3 0.10% Share
82 EWI iShares MSCI It...
51.65
+0.05% 6.83K -8.32% 289.13K 30.46 0.10% Share
83 LOW Lowe's Companie...
257.10
+0.29% 1.22K -0.25% 283.61K 199.98 0.10% Share
84 NI NiSource Inc.
42.52
+0.58% 6.89K 0.00% 276.3K 34.65 0.09% Share
85 RWL Invesco S&P 500...
106.88
+0.06% 2.72K +0.22% 270.62K 74.1 0.09% Share
86 BSV Vanguard Short-...
78.67
+0.03% 3.3K +0.03% 258.44K 78.5 0.09% Share
87 WEC WEC Energy Grou...
108.85
+0.34% 2.37K -0.29% 258.28K 96.18 0.09% Share
88 EWG iShares MSCI Ge...
42.39
-0.01% 6.85K -9.12% 253.92K 28.46 0.09% Share
89 ANET Arista Networks...
131.44
-1.01% 3.18K 0.00% 246.39K 110.53 0.08% Share
90 SYK Stryker Corpora...
391.83
+0.48% 659 0.00% 245.35K 354.67 0.08% Share
91 ORCL Oracle Corporat...
235.03
+0.17% 1.73K +20.10% 241.45K 165.15 0.08% Share
92 T AT&T Inc.
29.29
+1.05% 8.53K +100.00% 241.1K 28.28 0.08% Share
93 GE GE Aerospace
266.63
+0.26% 1.2K +100.00% 239.21K 200.15 0.08% Share
94 NULG Nuveen ESG Larg...
96.63
-0.21% 3.05K +100.00% 238.44K 78.28 0.08% Share
95 ACN Accenture plc
255.06
-0.32% 752 0.00% 234.65K 269.39 0.08% Share
96 EIX Edison Internat...
55.95
-0.72% 3.79K 0.00% 223.37K 63.65 0.08% Share
97 VZ Verizon Communi...
45.05
+0.24% 4.79K -8% 217.06K 41.63 0.07% Share
98 IBB iShares Biotech...
138.42
+0.38% 1.69K -0.82% 215.91K 131.25 0.07% Share
99 QLD ProShares Ultra...
122.60
-1.19% 2.34K 0.00% 207.62K 87.89 0.07% Share
100 F Ford Motor Comp...
11.49
-0.78% 20.47K +0.88% 205.32K 12.12 0.07% Share
101 SUSC iShares ESG USD...
23.26
-0.02% 8.79K +100.00% 202.6K 23.06 0.07% Share
102 PGX Invesco Preferr...
11.47
-0.04% 11.25K -4.97% 126.22K 11.18 0.04% Share