The Analysis of HILLTOP WEALTH ADVISORS, LLC's Holdings
Currently, HILLTOP WEALTH ADVISORS, LLC holds 54 types of securities in its portfolio with a total value $199.1M. In the most recent quarter, they have increased their positions in XLV (+2.4K shares, valued at $373.8K), VEA (+5.3K shares, valued at $332.8K), FENY (+11.8K shares, valued at $292.6K); decreased their positions in IUSG (-2.8K shares, valued at $469.7K), N/A (-681 shares, valued at $342.4K), IVW (-1.6K shares, valued at $200.2K); initiated new positions in WELL (+1.1K shares, valued at $206.8K), RY (+1.2K shares, valued at $203.4K), N/A (+1.9K shares, valued at $200.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IUSG ISHARES TR238.6K shares-1.16%2025-12-312026-01-14
IVV ISHARES TR36.5K shares0.43%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS263.5K shares2.06%2025-12-312026-01-14 XLV SELECT SECTOR SPDR TR95.4K shares2.60%2025-12-312026-01-14 FENY FIDELITY COVINGTON TRUST534.0K shares2.26%2025-12-312026-01-14 SUSA ISHARES TR42.0K shares-2.18%2025-12-312026-01-14 AAPL APPLE INC20.1K shares2.49%2025-12-312026-01-14 ALPHABET INC ALPHABET INC15.8K shares4.69%2025-12-312026-01-14 MSFT MICROSOFT CORP10.0K shares2.60%2025-12-312026-01-14 SCHM SCHWAB STRATEGIC TR159.3K shares0.07%2025-12-312026-01-14 IVE ISHARES TR20.9K shares-2.05%2025-12-312026-01-14 IUSV ISHARES TR42.9K shares5.70%2025-12-312026-01-14 NVDA NVIDIA CORPORATION23.3K shares3.78%2025-12-312026-01-14 IVW ISHARES TR31.4K shares-4.92%2025-12-312026-01-14 VO VANGUARD INDEX FDS13.3K shares-0.37%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F70.0K shares-0.53%2025-12-312026-01-14 MGK VANGUARD WORLD FD8.4K shares-2.64%2025-12-312026-01-14 ESGD ISHARES TR35.6K shares0.42%2025-12-312026-01-14 AMZN AMAZON COM INC14.6K shares2.77%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS10.3K shares0.29%2025-12-312026-01-14 MGC VANGUARD WORLD FD12.0K shares-0.66%2025-12-312026-01-14 IWR ISHARES TR29.9K shares7.65%2025-12-312026-01-14 IDEV ISHARES TR33.4K shares-0.63%2025-12-312026-01-14 MGV VANGUARD WORLD FD14.9K shares-1.63%2025-12-312026-01-14 XJH ISHARES TR44.3K shares1.33%2025-12-312026-01-14 VUG VANGUARD INDEX FDS2.1K shares-0.79%2025-12-312026-01-14 JEPQ J P MORGAN EXCHANGE TRADED F16.6K shares-16.56%2025-12-312026-01-14 SCHG SCHWAB STRATEGIC TR27.3K shares-1.92%2025-12-312026-01-14 ESGE ISHARES INC18.6K shares-7.04%2025-12-312026-01-14 IJH ISHARES TR12.2K shares0.00%2025-12-312026-01-14 SPEM SPDR INDEX SHS FDS14.7K shares-1.32%2025-12-312026-01-14 ET ENERGY TRANSFER L P37.2K shares0.00%2025-12-312026-01-14 IEFA ISHARES TR6.8K shares-2.61%2025-12-312026-01-14 OEF ISHARES TR1.4K shares0.00%2025-12-312026-01-14 TSLA TESLA INC1.0K shares70.56%2025-12-312026-01-14 DSI ISHARES TR3.3K shares0.00%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.1.3K shares13.29%2025-12-312026-01-14 MUB ISHARES TR3.5K shares0.00%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR540 shares0.00%2025-12-312026-01-14 META META PLATFORMS INC553 shares-1.43%2025-12-312026-01-14 V VISA INC964 shares-1.73%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON1.5K shares-10.84%2025-12-312026-01-14 BROADCOM INC BROADCOM INC921 shares12.59%2025-12-312026-01-14 VV VANGUARD INDEX FDS849 shares-2.41%2025-12-312026-01-14 ABBV ABBVIE INC1.1K shares-13.28%2025-12-312026-01-14 VTR VENTAS INC3.3K shares0.88%2025-12-312026-01-14 DIS DISNEY WALT CO2.0K shares12.72%2025-12-312026-01-14 ABT ABBOTT LABS1.7K shares-13.09%2025-12-312026-01-14 WELL WELLTOWER INC1.1K sharesnew addition2025-12-312026-01-14 RY ROYAL BK CDA1.2K sharesnew addition2025-12-312026-01-14 MERCK & CO INC MERCK & CO INC1.9K sharesnew addition2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available