$124 Million is the total value of HILLTOP WEALTH ADVISORS, LLC's 37 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PEAK | Exit | HEALTHPEAK PROPERTIES INC | $0 | – | -8,143 | -100.0% | -0.17% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,936 | -100.0% | -0.22% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,079 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2024 | 23.5% |
| VANGUARD TAX-MANAGED INTL FD | 19 | Q2 2024 | 10.0% |
| ISHARES TR | 19 | Q2 2024 | 14.4% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 6.6% |
| ISHARES TR | 19 | Q2 2024 | 4.9% |
| VANGUARD WORLD FD | 19 | Q2 2024 | 3.8% |
| VANGUARD WORLD FD | 19 | Q2 2024 | 4.2% |
| VANGUARD WORLD FD | 19 | Q2 2024 | 2.7% |
| ISHARES TR | 19 | Q2 2024 | 5.2% |
| ISHARES TR | 19 | Q2 2024 | 1.9% |
View HILLTOP WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-05 |
| 13F-HR | 2024-07-03 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-15 |
View HILLTOP WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.