$116 Million is the total value of Hyperion Partners, LLC's 64 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBHD | New | ISHARES TRibonds 24 trm hg | $301,600 | – | 13,000 | +100.0% | 0.26% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $295,416 | – | 7,200 | +100.0% | 0.26% | – |
| HIO | New | WESTERN ASSET HIGH INCOME OP | $36,617 | – | 10,060 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 4 | Q3 2023 | 17.9% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 9.4% |
| INVESCO QQQ TR | 4 | Q3 2023 | 8.3% |
| VANGUARD STAR FDS | 4 | Q3 2023 | 6.5% |
| INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 6.4% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.9% |
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 5.7% |
| VANGUARD BD INDEX FDS | 4 | Q3 2023 | 5.7% |
| APPLE INC | 4 | Q3 2023 | 4.8% |
| JOHNSON & JOHNSON | 4 | Q3 2023 | 4.6% |
View Hyperion Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-04-06 |
View Hyperion Partners, 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.