Hilltop Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Hilltop Partners LLC reported 99 stock positions worth $279.8 million. Its top holding was Vanguard Russell 1000 (VONE) at 23.6% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 9.3%) and iShares Core U.S. Aggregate (AGG, 6.4%). Compared with Q4 2023, it opened 8 new positions, sold out of 6, added to 53 and reduced 31. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +170%) and the biggest sale iShares Core 10+ Year Usd Bo (ILTB, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- MISHAWAKA, IN
- CIK
- 0001957867
- Portfolio Value
- $279.8M (Q1 2024)
- SEC Filing
- 0001104659-24-060632 ↗ filed May 13, 2024
Holdings Value
Holdings 99 stocks · $279.8M
| VONE Vanguard Russell 1000 | 23.56% | 276,617 | $65.9M | Add +30.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.27% | 354,760 | $26.0M | Add +170.3% |
| AGG iShares Core U.S. Aggregate | 6.36% | 181,779 | $17.8M | Add +94.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.17% | 106,014 | $17.3M | Reduce -33.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 5.52% | 377,496 | $15.5M | Add +16.5% |
| SPHY SS SPDR P High Yield ETF | 4.44% | 529,940 | $12.4M | Reduce -19.6% |
| IJH iShares Core S&P Midcap ETF | 2.75% | 126,828 | $7.7M | Reduce -41.6% |
| SRLN SS Blackstone Sr Loan ETF | 2.37% | 157,723 | $6.6M | Add +6.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.34% | 133,163 | $6.6M | Add +2544.2% |
| GHYG iShares Us&intl High Yield C | 2.34% | 148,009 | $6.5M | Add +5.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.33% | 102,088 | $6.5M | Add +10.1% |
| ICVT iShares Convertible Bond ETF | 2.30% | 80,643 | $6.4M | Add +2391.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 2.10% | 102,823 | $5.9M | Reduce -54.1% |
| AAPL Apple Inc. | 1.89% | 30,795 | $5.3M | Add +6.5% |
| SCHR Schwab Intermediate-Term US | 1.36% | 77,473 | $3.8M | Add +5.7% |
| VMBS Vanguard Mortgage-Backed Sec | 1.08% | 66,003 | $3.0M | Add +3.8% |
| MSFT Microsoft Corp. | 1.02% | 6,789 | $2.9M | Reduce -16.1% |
| XOM Exxon Mobil Corp. | 0.96% | 23,045 | $2.7M | Add +5.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.76% | 25,403 | $2.1M | Reduce -0.1% |
| FIXD First Trust Smith Opportunis | 0.64% | 41,123 | $1.8M | Add +12.8% |
| AMZN Amazon.com Inc. | 0.64% | 9,871 | $1.8M | Add +9.3% |
| IXUS iShares Core Intl Stock ETF | 0.56% | 23,018 | $1.6M | Reduce -16.5% |
| SPIB SS SPDR P Int C Corp. ETF | 0.56% | 47,781 | $1.6M | Add +2.1% |
| WPC WP Carey Inc. | 0.55% | 27,468 | $1.6M | Reduce -3.7% |
| SPEM State Street SP PTF Em ETF | 0.53% | 40,953 | $1.5M | Reduce -86.8% |
| GOOGL Alphabet Inc. Class A | 0.52% | 9,658 | $1.5M | Add +19.4% |
| MA Mastercard Inc. Class A | 0.51% | 2,965 | $1.4M | Add +4.9% |
| PG The Procter & Gamble Co. | 0.51% | 8,744 | $1.4M | Add +20.2% |
| MRK Merck & Co. Inc. | 0.50% | 10,653 | $1.4M | Add +0.9% |
| AMP Ameriprise Financial Inc. | 0.50% | 3,171 | $1.4M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.49% | 8,712 | $1.4M | Add +147.7% |
| UNH Unitedhealth Group Inc. | 0.47% | 2,673 | $1.3M | Add +188.7% |
| V Visa Inc. Class A | 0.46% | 4,616 | $1.3M | Add +8.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.45% | 25,090 | $1.3M | Add +20.0% |
| AVGO Broadcom Inc. | 0.44% | 931 | $1.2M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.44% | 2,538 | $1.2M | Add +161.1% |
| SCHA Schwab US Small-Cap ETF | 0.40% | 22,468 | $1.1M | Reduce -8.0% |
| TSLA Tesla Inc. | 0.38% | 6,084 | $1.1M | Add +25.4% |
| JPM JPMorgan Chase & Co. | 0.38% | 5,250 | $1.1M | Add +7.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 8,455 | $1.0M | Reduce -8.4% |
| CSCO Cisco Systems Inc. | 0.36% | 20,254 | $1.0M | Add +2.3% |
| SUB iShares Short-Term National | 0.36% | 9,575 | $1.0M | Add +0.0% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 12,135 | $988K | Reduce -11.9% |
| NVDA Nvidia Corp. | 0.35% | 1,085 | $980K | Add +6.1% |
| HON Honeywell International Inc. | 0.33% | 4,511 | $926K | Add +6.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 11,799 | $912K | Reduce -30.5% |
| EOG EOG Resources Inc. | 0.32% | 6,993 | $894K | Add +15.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 8,756 | $888K | Add +5.5% |
| KO The Coca-Cola Co. | 0.31% | 14,270 | $873K | Add +5.6% |
| LEN Lennar Corp. Class A | 0.31% | 5,062 | $871K | Add +1.9% |
| APH Amphenol Corp. Class A | 0.31% | 7,428 | $857K | Reduce -5.5% |
| UPS United Parcel Service Class B | 0.29% | 5,528 | $822K | Add +13.8% |
| SPTI SS SPDR P Int Term TSY ETF | 0.28% | 28,007 | $789K | Reduce -6.1% |
| RSPT Invesco S&P 500 Equal Weight | 0.28% | 22,366 | $787K | Add +0.6% |
| DLN Wisdomtree US Largecap Divid | 0.28% | 10,686 | $771K | No change |
| LLY Eli Lilly & Co. | 0.27% | 975 | $758K | Add +7.8% |
| ABBV Abbvie Inc. | 0.25% | 3,804 | $693K | Add +0.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.23% | 9,095 | $645K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.22% | 12,058 | $622K | No change |
| CVX Chevron Corp. | 0.22% | 3,932 | $620K | Add +28.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,159 | $606K | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,442 | $606K | Add +26.3% |
| DTH Wisdomtree International Hig | 0.21% | 15,068 | $597K | No change |
| ILTB iShares Core 10+ Year Usd Bo | 0.20% | 10,736 | $549K | Reduce -96.2% |
| IYW iShares Ustechnology ETF | 0.19% | 4,034 | $545K | Add +2.3% |
| HD Home Depot Inc. | 0.19% | 1,413 | $542K | Add +23.9% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 4,698 | $542K | Add +0.1% |
| MCD McDonald's Corp. | 0.19% | 1,850 | $522K | Add +0.5% |
| JBL Jabil Inc. | 0.17% | 3,623 | $485K | Reduce -0.1% |
| ELV Elevance Health Inc. | 0.17% | 896 | $465K | Reduce -0.4% |
| ACWV iShares MSCI Global Min Vol | 0.17% | 4,391 | $462K | Reduce -4.1% |
| SAIA Saia Inc. | 0.14% | 690 | $404K | No change |
| ETN Eaton Corp. PLC | 0.14% | 1,253 | $392K | Reduce -0.9% |
| XLE SS Energy Select Sector | 0.13% | 3,984 | $376K | Add +0.8% |
| ABT Abbott Laboratories | 0.13% | 3,151 | $358K | Add +0.0% |
| DES Wisdomtree US Smallcap Divid | 0.13% | 10,855 | $355K | No change |
| NFLX Netflix Inc. | 0.12% | 552 | $335K | Add +1.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.12% | 3,252 | $328K | New |
| EWI iShares MSCI Italy ETF | 0.11% | 8,371 | $316K | Reduce -7.0% |
| LOW Lowe's Cos Inc. | 0.11% | 1,210 | $308K | Reduce -2.6% |
| ACN Accenture PLC Class A | 0.11% | 888 | $308K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.10% | 10,686 | $275K | Add +7.7% |
| EWG iShares MSCI Germany ETF | 0.10% | 8,546 | $271K | Reduce -7.6% |
| EIX Edison International | 0.10% | 3,791 | $268K | Reduce -0.4% |
| RWL Invesco S&P 500 Revenue ETF | 0.09% | 2,805 | $263K | Add +0.2% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.09% | 19,423 | $258K | Add +17.9% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 3,033 | $255K | Add +0.1% |
| COF Capital One Financial Corp. | 0.09% | 1,635 | $243K | New |
| XLF SS Financial Select Sector | 0.09% | 5,751 | $242K | Reduce -5.3% |
| SYK Stryker Corp. | 0.08% | 659 | $236K | New |
| IBB iShares Biotechnology ETF | 0.08% | 1,712 | $235K | Reduce -0.3% |
| ANET Arista Networks Inc. | 0.08% | 795 | $231K | New |
| CAT Caterpillar Inc. | 0.08% | 605 | $222K | New |
| CMCSA Comcast Corp. Class A | 0.08% | 5,048 | $219K | Reduce -8.7% |
| BSV Vanguard Short-Term Bond ETF | 0.08% | 2,840 | $218K | Reduce -21.7% |
| PGX Invesco Preferred ETF | 0.08% | 18,238 | $217K | Reduce -13.2% |
| QLD Proshares Ultra QQQ | 0.07% | 2,336 | $204K | New |
| NI Nisource Inc. | 0.07% | 7,153 | $198K | New |
| ENZC Enzolytics Inc. | 0.01% | 1,953,775 | $21K | New |
Portfolio Sells Q4 2023 → Q1 2024
| ILTB iShares Core 10+ Year Usd Bo | Reduce -96.2% | 0.20% | −5.58 |
| SPEM State Street SP PTF Em ETF | Reduce -86.8% | 0.53% | −3.81 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -33.8% | 6.17% | −3.26 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -54.1% | 2.10% | −2.79 |
| IJH iShares Core S&P Midcap ETF | Reduce -41.6% | 2.75% | −1.98 |
| SPHY SS SPDR P High Yield ETF | Reduce -19.6% | 4.44% | −1.62 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.31 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.29 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -30.5% | 0.33% | −0.19 |
| MSFT Microsoft Corp. | Reduce -16.1% | 1.02% | −0.18 |
| WPC WP Carey Inc. | Reduce -3.7% | 0.55% | −0.17 |
| IXUS iShares Core Intl Stock ETF | Reduce -16.5% | 0.56% | −0.15 |
| EWQ iShares MSCI France ETF | Sold out | 0.00% | −0.08 |
| EWU iShares MSCI United Kingdom | Sold out | 0.00% | −0.08 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.08 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -8.0% | 0.40% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -11.9% | 0.35% | −0.06 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -6.1% | 0.28% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -21.7% | 0.08% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.1% | 0.76% | −0.02 |
| PGX Invesco Preferred ETF | Reduce -13.2% | 0.08% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -8.7% | 0.08% | −0.02 |
| ACWV iShares MSCI Global Min Vol | Reduce -4.1% | 0.17% | −0.02 |
| EIX Edison International | Reduce -0.4% | 0.10% | −0.01 |
| EWG iShares MSCI Germany ETF | Reduce -7.6% | 0.10% | −0.01 |
| JBL Jabil Inc. | Reduce -0.1% | 0.17% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -0.3% | 0.08% | −0.01 |
| EWI iShares MSCI Italy ETF | Reduce -7.0% | 0.11% | −0.01 |
| XLF SS Financial Select Sector | Reduce -5.3% | 0.09% | −0.00 |
| ELV Elevance Health Inc. | Reduce -0.4% | 0.17% | −0.00 |
| APH Amphenol Corp. Class A | Reduce -5.5% | 0.31% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -2.6% | 0.11% | +0.00 |
| ETN Eaton Corp. PLC | Reduce -0.9% | 0.14% | +0.02 |
| AMP Ameriprise Financial Inc. | Reduce -0.4% | 0.50% | +0.02 |
| AVGO Broadcom Inc. | Reduce -1.2% | 0.44% | +0.03 |
| DIS The Walt Disney Co. | Reduce -8.4% | 0.37% | +0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Add +170.3% | 9.27% | +5.91 |
| VONE Vanguard Russell 1000 | Add +30.9% | 23.56% | +5.51 |
| AGG iShares Core U.S. Aggregate | Add +94.5% | 6.36% | +2.71 |
| BNDX Vanguard Total Intl Bond ETF | Add +2544.2% | 2.34% | +2.24 |
| ICVT iShares Convertible Bond ETF | Add +2391.3% | 2.30% | +2.20 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +16.5% | 5.52% | +0.80 |
| META Meta Platforms Inc. Class A | Add +161.1% | 0.44% | +0.30 |
| UNH Unitedhealth Group Inc. | Add +188.7% | 0.47% | +0.28 |
| JNJ Johnson & Johnson | Add +147.7% | 0.49% | +0.28 |
| NVDA Nvidia Corp. | Add +6.1% | 0.35% | +0.15 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.12% | +0.12 |
| AMZN Amazon.com Inc. | Add +9.3% | 0.64% | +0.10 |
| XOM Exxon Mobil Corp. | Add +5.1% | 0.96% | +0.09 |
| PG The Procter & Gamble Co. | Add +20.2% | 0.51% | +0.09 |
| COF Capital One Financial Corp. | New | 0.09% | +0.09 |
| SYK Stryker Corp. | New | 0.08% | +0.08 |
| ANET Arista Networks Inc. | New | 0.08% | +0.08 |
| CAT Caterpillar Inc. | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +19.4% | 0.52% | +0.08 |
| QLD Proshares Ultra QQQ | New | 0.07% | +0.07 |
| NI Nisource Inc. | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +7.8% | 0.27% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +26.3% | 0.22% | +0.06 |
| MRK Merck & Co. Inc. | Add +0.9% | 0.50% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +7.5% | 0.38% | +0.05 |
| CVX Chevron Corp. | Add +28.3% | 0.22% | +0.04 |
| HD Home Depot Inc. | Add +23.9% | 0.19% | +0.04 |
| MA Mastercard Inc. Class A | Add +4.9% | 0.51% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +20.0% | 0.45% | +0.03 |
| EOG EOG Resources Inc. | Add +15.5% | 0.32% | +0.03 |
| V Visa Inc. Class A | Add +8.2% | 0.46% | +0.02 |
| LEN Lennar Corp. Class A | Add +1.9% | 0.31% | +0.02 |
| ABBV Abbvie Inc. | Add +0.1% | 0.25% | +0.02 |
| NFLX Netflix Inc. | Add +1.3% | 0.12% | +0.02 |
| F Ford Motor Co. | Add +17.9% | 0.09% | +0.01 |
| TJX TJX Companies Inc. | Add +5.5% | 0.32% | +0.01 |
| ENZC Enzolytics Inc. | New | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.1% | 0.22% | +0.00 |
| IYW iShares Ustechnology ETF | Add +2.3% | 0.19% | +0.00 |
| XLE SS Energy Select Sector | Add +0.8% | 0.13% | +0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +10.1% | 2.33% | +0.00 |
| FIXD First Trust Smith Opportunis | Add +12.8% | 0.64% | +0.00 |
| RWL Invesco S&P 500 Revenue ETF | Add +0.2% | 0.09% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.1% | 0.19% | −0.00 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +7.7% | 0.10% | −0.00 |
| KO The Coca-Cola Co. | Add +5.6% | 0.31% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 0.09% | −0.00 |
| RSPT Invesco S&P 500 Equal Weight | Add +0.6% | 0.28% | −0.00 |
| UPS United Parcel Service Class B | Add +13.8% | 0.29% | −0.01 |
| ABT Abbott Laboratories | Add +0.0% | 0.13% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 150 | $412.4M | VONE, VTV, QQQ, IJK, IWN |
| Q1 2026 | 126 | $389.7M | VONE, DBEF, VTV, SPYG, SPHY |
| Q4 2025 | 127 | $388.0M | VONE, VTV, DBEF, IJH, SPYG |
| Q3 2025 | 120 | $334.7M | VONE, VTV, DBEF, SPYG, SPHY |
| Q2 2025 | 119 | $330.7M | VONE, DBEF, VTV, SPYG, SPHY |
| Q1 2025 | 102 | $296.3M | VONE, DBEF, SPYG, SPHY, VTV |
| Q4 2024 | 104 | $293.5M | VONE, VTV, DBEF, SPHY, SPYG |
| Q3 2024 | 109 | $297.2M | VONE, SPYG, VTV, DBEF, SPHY |
| Q2 2024 | 98 | $271.1M | VONE, DBEF, SPYG, SPHY, VTV |
| Q1 2024 | 99 | $279.8M | VONE, SPYG, AGG, VTV, DBEF |