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Home > Institutional Investor > Hilltop Wealth Advisors, Llc > Profile

Instuitional Investor - Hilltop Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Hilltop Wealth Advisors, Llc
Portfolio Value $197,789,134
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 240,338 $33,491,039 16.93%
2.
J P Morgan Exchange Traded F
 418,188 $23,577,441 11.92%
3.
Vanguard Mun Bd Fds
 452,170 $22,667,296 11.46%
4.
Ishares Trust
 IEF 34,386 $20,242,131 10.23%
5.
Ishares Trust
 IEF 150,481 $17,338,436 8.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)