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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 $177,098,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 228,672 $29,059,614 16.41%
2.
J P Morgan Exchange Traded F
 436,283 $22,590,729 12.76%
3.
Ishares Trust
 IEF 34,029 $19,121,066 10.8%
4.
Ishares Trust
 IEF 159,492 $16,678,091 9.42%
5.
Sector Spdr Trust
 XLB 79,330 $11,582,927 6.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)