$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJH | ISHARES TRcore s&p mcp etf | $771,524 | +3.4% | 3,084 | 0.0% | 0.62% | -1.9% | |
RY | ROYAL BK CDA SUSTAINABL | $227,098 | +1.7% | 2,376 | 0.0% | 0.18% | -3.2% | |
VTR | VENTAS INC | $226,721 | -3.8% | 5,230 | 0.0% | 0.18% | -9.0% | |
ABT | ABBOTT LABS | $203,026 | -7.8% | 2,005 | 0.0% | 0.16% | -12.8% | |
FENY | FIDELITY COVINGTON TRUSTmsci energy idx | $200,232 | -5.9% | 8,923 | 0.0% | 0.16% | -10.6% |
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.