HILLTOP WEALTH ADVISORS, LLC holdings history

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59 is the total number of securities HILLTOP WEALTH ADVISORS, LLC has owned. The longest HILLTOP WEALTH ADVISORS, LLC has owned a single stock is 16 quarters.

HILLTOP WEALTH ADVISORS, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVW ISHARES TR16162.35%13.99%23.53%Q4 2019Q3 202316
VEA VANGUARD TAX-MANAGED I...16160.50%7.21%9.99%Q4 2019Q3 202316
VO VANGUARD INDEX FDS16162.67%4.13%6.63%Q4 2019Q3 202316
IVE ISHARES TR16163.20%3.88%4.94%Q4 2019Q3 202316
IVV ISHARES TR16160.23%3.67%14.40%Q4 2019Q3 202316
MGC VANGUARD WORLD FD16161.73%2.84%4.20%Q4 2019Q3 202316
MGK VANGUARD WORLD FD16161.94%2.82%3.79%Q4 2019Q3 202316
MGV VANGUARD WORLD FD16161.37%1.76%2.65%Q4 2019Q3 202316
IJH ISHARES TR16160.59%1.37%5.19%Q4 2019Q3 202316
ESGD ISHARES TR16160.29%1.08%1.91%Q4 2019Q3 202316
IEFA ISHARES TR16160.36%0.58%1.68%Q4 2019Q3 202316
VUG VANGUARD INDEX FDS16160.31%0.41%0.67%Q4 2019Q3 202316
MSFT MICROSOFT CORP16160.27%0.34%0.42%Q4 2019Q3 202316
EEMV ISHARES INC15150.16%0.93%5.27%Q4 2019Q2 202315
ESGE ISHARES INC15150.25%0.54%1.00%Q1 2020Q3 202315
VWO VANGUARD INTL EQUITY I...14142.49%4.23%5.62%Q2 2020Q3 202314
SCHM SCHWAB STRATEGIC TR14143.34%4.05%5.44%Q2 2020Q3 202314
DIS DISNEY WALT CO1220.16%0.30%0.47%Q4 2019Q2 202314
VTR VENTAS INC1310.17%0.22%0.31%Q4 2019Q3 202314
JNJ JOHNSON & JOHNSON13130.24%0.30%0.36%Q4 2019Q4 202213
JPM JPMORGAN CHASE & CO13130.21%0.25%0.45%Q4 2019Q4 202213
SUSA ISHARES TR12120.34%0.93%1.54%Q4 2020Q3 202312
FHLC FIDELITY COVINGTON TRUST920.17%0.33%0.81%Q4 2019Q3 202311
PEAK HEALTHPEAK PROPERTIES INC910.17%0.22%0.29%Q4 2019Q4 202211
RY ROYAL BK CDA SUSTAINABL11110.16%0.19%0.22%Q1 2021Q3 202311
IJR ISHARES TR9910.47%12.52%14.47%Q1 2021Q1 20239
MUB ISHARES TR990.31%11.27%16.77%Q4 2019Q4 20219
USMV ISHARES TR997.14%8.50%10.73%Q4 2019Q4 20219
EFAV ISHARES TR990.20%7.00%32.40%Q4 2019Q4 20219
FENY FIDELITY COVINGTON TRUST610.16%4.59%8.52%Q4 2020Q3 20239
ESML ISHARES TR990.28%0.60%0.84%Q1 2021Q1 20239
HD HOME DEPOT INC990.23%0.27%0.33%Q4 2019Q4 20219
HIW HIGHWOODS PPTYS INC990.22%0.26%0.36%Q4 2019Q4 20219
ICLN ISHARES TR770.16%0.26%0.37%Q2 2020Q4 20217
IXUS ISHARES TR520.14%0.25%0.61%Q4 2019Q1 20227
VV VANGUARD INDEX FDS610.16%0.18%0.22%Q4 2019Q1 20227
IUSG ISHARES TR6616.00%17.43%18.26%Q2 2022Q3 20236
IUSV ISHARES TR660.26%1.22%1.79%Q2 2022Q3 20236
IDEV ISHARES TR551.53%1.82%2.24%Q3 2022Q3 20235
IWR ISHARES TR550.67%0.86%1.12%Q3 2022Q3 20235
SPEM SPDR INDEX SHS FDS550.59%0.68%0.96%Q3 2022Q3 20235
SCHG SCHWAB STRATEGIC TR550.45%0.53%0.59%Q3 2022Q3 20235
ESGU ISHARES TR550.41%0.47%0.52%Q3 2022Q3 20235
VTV VANGUARD INDEX FDS550.23%0.31%0.36%Q3 2022Q3 20235
XLV SELECT SECTOR SPDR TR4414.87%16.16%17.72%Q4 2022Q3 20234
ABT ABBOTT LABS440.16%0.17%0.19%Q4 2022Q3 20234
XLRE SELECT SECTOR SPDR TR3315.33%18.59%20.29%Q1 2022Q3 20223
VB VANGUARD INDEX FDS331.81%1.91%2.08%Q3 2022Q1 20233
FREL FIDELITY COVINGTON TRUST330.18%1.45%3.85%Q3 2022Q1 20233
ABBV ABBVIE INC210.16%0.19%0.25%Q4 2022Q3 20233
JEPI J P MORGAN EXCHANGE TR...2214.51%14.72%14.94%Q2 2023Q3 20232
XLE SELECT SECTOR SPDR TR226.12%7.04%7.96%Q2 2020Q3 20202
XJH ISHARES TR220.33%0.35%0.37%Q2 2023Q3 20232
DSI ISHARES TR220.20%0.20%0.21%Q2 2023Q3 20232
BLV VANGUARD BD INDEX FDS110.29%0.29%0.29%Q3 2023Q3 20231
WMT WALMART INC110.28%0.28%0.28%Q2 2022Q2 20221
BOND PIMCO ETF TR110.27%0.27%0.27%Q4 2019Q4 20191
DUK DUKE ENERGY CORP NEW110.24%0.24%0.24%Q4 2019Q4 20191
DE DEERE & CO110.20%0.20%0.20%Q4 2020Q4 20201
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The securities at the top of the list , including ISHARES TR, VANGUARD TAX-MANAGED INTL FD, and VANGUARD INDEX FDS, are the highest-conviction holdings of HILLTOP WEALTH ADVISORS, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by HILLTOP WEALTH ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that HILLTOP WEALTH ADVISORS, LLC owns currently or has owned in the past.