HILLTOP WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$214M
Signature - Title
Wesley R. Pitman - Chief Compliance Officer
Location
Chapel Hill, NC
Summary
This page shows a list of all the recent 13F filings made by HILLTOP WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HILLTOP WEALTH ADVISORS, LLC reported 51 stock holdings with total value $214M as of Q3 2024. Top holdings included IUSG, JEPQ, VTEB, IVV, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 51 $214M +$9.37M -$4.26M +$5.11M IUSG, JEPQ, VTEB, IVV, IJR 13F-HR 10/9/2024, 12:06 PM
Q2 2024 52 $199M +$14.8M -$13.3M +$1.5M IUSG, JEPQ, VTEB, IVV, IJR 13F-HR 7/3/2024, 08:46 AM
Q1 2024 50 $196M +$26M -$16.6M +$9.46M IUSG, VTEB, IVV, IJR, BLV 13F-HR 4/5/2024, 02:59 PM
Q4 2023 42 $175M +$46.6M -$11.6M +$35M IUSG, JEPI, IVV, VTEB, BLV 13F-HR 1/17/2024, 12:47 PM
Q3 2023 36 $129M +$2.52M -$4.01M -$1.5M IUSG, XLV, JEPI, IVV, VEA 13F-HR 10/16/2023, 02:47 PM
Q2 2023 35 $136M +$23.4M -$18.8M +$4.65M IUSG, XLV, JEPI, IVV, VEA 13F-HR 7/19/2023, 02:34 PM
Q1 2023 37 $124M +$4.26M -$2.82M +$1.44M IUSG, XLV, IVV, IJR, VEA 13F-HR 4/19/2023, 08:50 AM
Q4 2022 39 $118M +$40.3M -$25.8M +$14.5M XLV, IUSG, IVV, IJR, VEA 13F-HR 2/2/2023, 12:52 PM
Q3 2022 36 $97.3M +$12.5M -$10M +$2.42M IUSG, XLRE, IJR, VEA, VWO 13F-HR 11/10/2022, 03:18 PM
Q2 2022 30 $103M +$21.3M -$17.1M +$4.25M XLRE, IUSG, IJR, VEA, VWO 13F-HR 7/15/2022, 11:35 AM
Q1 2022 30 $117M +$25.6M -$50.1M -$24.5M IVW, XLRE, IJR, VEA, IVE 13F-HR 4/19/2022, 04:46 PM
Q4 2021 36 $144M +$1.07M -$8.12M -$7.05M IVW, IJR, MUB, VEA, USMV 13F-HR 1/19/2022, 04:00 PM
Q3 2021 36 $142M +$4.3M -$1.56M +$2.74M IVW, MUB, IJR, VEA, FENY 13F-HR 10/21/2021, 12:29 PM
Q2 2021 36 $141M +$2.74M -$538K +$2.2M IVW, MUB, IJR, VEA, FENY 13F-HR 7/12/2021, 02:22 PM
Q1 2021 36 $131M +$20.8M -$8.32M +$12.5M IVW, MUB, IJR, VEA, FENY 13F-HR 4/13/2021, 02:44 PM
Q4 2020 33 $112M +$29M -$6.42M +$22.6M IVW, MUB, VEA, USMV, FENY 13F-HR 1/15/2021, 04:25 PM
Q3 2020 30 $98.8M +$3.61M -$429K +$3.18M IVW, MUB, VEA, USMV, XLE 13F-HR 10/21/2020, 03:12 PM
Q2 2020 29 $91.3M +$39.3M -$42.6M -$3.3M IVW, MUB, VEA, USMV, XLE 13F-HR 7/9/2020, 08:05 AM
Q1 2020 25 $81.9M +$6.66M -$3.45M +$3.21M EFAV, IVW, USMV, VO, EEMV 13F-HR 4/3/2020, 11:20 AM
Q4 2019 29 $96.4M $0 $0 EFAV, IVW, USMV, VO, IJH 13F-HR 2/3/2020, 05:27 PM