Equal-WT
WhaleScore 2.0
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Hilltop Wealth Advisors is based out of Chapel Hill. Hilltop Wealth Advisors is a large advisory firm with 466 clients and discretionary assets under management (AUM) of $377,871,550 (Form ADV from 2023-11-01). Their last reported 13F filing for Q4 2023 included $175,401,503 in managed 13F securities
and a top 10 holdings concentration of 77.96%. Hilltop Wealth Advisors's largest holding is iShares Core S&P U.S. Growth ETF-iShares Core S&P U.S. Growth ETF with shares held of 246,452. Whalewisdom has at least 17 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VTEB VANGUARD TAX-EXEMPT | 10.55% |
BLV VANGUARD LONG-TERM B | 7.99% |
JEPQ JPMorgan Nasdaq Equi | 5.9% |
MUB iShares National Mun | 0.23% |
DIS Walt Disney Co. (The | 0.12% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
XLV The Health Care Sele | 9.34% |
IVE iShares S&P 500 Valu | 0.59% |
IVW iShares S&P 500 Grow | 0.52% |
MGK VANGUARD MEGA CAP GR | 0.52% |
VO VANGUARD MID-CAP IND | 0.48% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IUSG iShares Core S&P U.S | 14.63% |
JEPI JPMorgan Equity Prem | 11.67% |
IVV iShares Core S&P 500 | 10.85% |
VTEB VANGUARD TAX-EXEMPT | 10.55% |
BLV VANGUARD LONG-TERM B | 8.28% |
2023-12-31
13F Activity
Market Value | $175m, Prior: $129m |
New Purchases | 6 stocks |
Added To | 12 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 20 stocks |
Top 10 Holdings % | 77.96% |
Turnover %[1] | 14.29% |
Turnover Alt %[2] | 6.2% |
Time Held Top 20 | 8.65 quarters |
Time Held Top 10 | 6 quarters |
Time Held All | 9.19 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31