Hilltop Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Hilltop Partners LLC reported 104 stock positions worth $293.5 million. Its top holding was Vanguard Russell 1000 (VONE) at 24.7% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 9.2%) and Xtrackers MSCI Eafe Hedged E (DBEF, 6.7%). Compared with Q3 2024, it opened 6 new positions, sold out of 11, added to 47 and reduced 33. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +26%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- MISHAWAKA, IN
- CIK
- 0001957867
- Portfolio Value
- $293.5M (Q4 2024)
- SEC Filing
- 0001104659-25-009429 ↗ filed Feb 5, 2025
Holdings Value
Holdings 104 stocks · $293.5M
| VONE Vanguard Russell 1000 | 24.67% | 271,448 | $72.4M | Reduce -5.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 9.24% | 160,242 | $27.1M | Add +25.6% |
| DBEF Xtrackers MSCI Eafe Hedged E | 6.69% | 474,220 | $19.6M | Add +2.2% |
| SPHY SS SPDR P High Yield ETF | 6.00% | 749,842 | $17.6M | Add +7.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.01% | 134,007 | $11.8M | Reduce -53.4% |
| IJH iShares Core S&P Midcap ETF | 3.07% | 144,678 | $9.0M | Reduce -22.4% |
| AAPL Apple Inc. | 2.81% | 32,994 | $8.3M | Add +7.7% |
| SRLN SS Blackstone Sr Loan ETF | 2.68% | 188,281 | $7.9M | Add +7.3% |
| ICVT iShares Convertible Bond ETF | 2.64% | 91,117 | $7.7M | Add +0.1% |
| GHYG iShares Us&intl High Yield C | 2.63% | 175,271 | $7.7M | Add +6.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.57% | 119,529 | $7.5M | Add +5.2% |
| SCHR Schwab Intermediate-Term US | 1.37% | 165,338 | $4.0M | No change |
| VMBS Vanguard Mortgage-Backed Sec | 1.30% | 83,936 | $3.8M | Add +12.3% |
| XOM Exxon Mobil Corp. | 1.26% | 34,319 | $3.7M | Add +33.7% |
| MSFT Microsoft Corp. | 1.23% | 8,552 | $3.6M | Add +8.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.04% | 102,396 | $3.0M | Reduce -10.4% |
| AVGO Broadcom Inc. | 0.99% | 12,529 | $2.9M | Add +4.0% |
| TSLA Tesla Inc. | 0.95% | 6,917 | $2.8M | Reduce -1.9% |
| NVDA Nvidia Corp. | 0.94% | 20,535 | $2.8M | Add +53.6% |
| AMZN Amazon.com Inc. | 0.93% | 12,430 | $2.7M | Add +2.7% |
| ETN Eaton Corp. PLC | 0.84% | 7,389 | $2.5M | Add +489.7% |
| GOOGL Alphabet Inc. Class A | 0.82% | 12,790 | $2.4M | Add +11.6% |
| MA Mastercard Inc. Class A | 0.77% | 4,281 | $2.3M | Add +12.2% |
| V Visa Inc. Class A | 0.76% | 7,020 | $2.2M | Add +9.7% |
| JNJ Johnson & Johnson | 0.73% | 14,905 | $2.2M | Add +29.4% |
| PG The Procter & Gamble Co. | 0.72% | 12,675 | $2.1M | Add +18.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.71% | 23,438 | $2.1M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 0.70% | 3,514 | $2.1M | Add +4.1% |
| UNH Unitedhealth Group Inc. | 0.67% | 3,891 | $2.0M | Add +26.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.63% | 36,874 | $1.8M | Add +10.5% |
| JPM JPMorgan Chase & Co. | 0.62% | 7,580 | $1.8M | Add +14.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.54% | 48,064 | $1.6M | Reduce -10.1% |
| AMP Ameriprise Financial Inc. | 0.53% | 2,925 | $1.6M | Reduce -9.0% |
| WPC WP Carey Inc. | 0.49% | 26,610 | $1.4M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.46% | 1,743 | $1.3M | Add +39.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 2,918 | $1.3M | Add +34.4% |
| CVX Chevron Corp. | 0.41% | 8,399 | $1.2M | Add +31.3% |
| CSCO Cisco Systems Inc. | 0.41% | 20,150 | $1.2M | Reduce -7.7% |
| WMT Walmart Inc. | 0.40% | 13,093 | $1.2M | Add +26.3% |
| HON Honeywell International Inc. | 0.37% | 4,825 | $1.1M | Add +0.8% |
| IXUS iShares Core Intl Stock ETF | 0.35% | 15,538 | $1.0M | Reduce -3.6% |
| KO The Coca-Cola Co. | 0.35% | 16,490 | $1.0M | Add +21.3% |
| COST Costco Wholesale Corp. | 0.35% | 1,112 | $1.0M | Add +43.5% |
| MRK Merck & Co. Inc. | 0.34% | 10,123 | $1.0M | Add +10.2% |
| SCHA Schwab US Small-Cap ETF | 0.33% | 37,646 | $974K | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 8,007 | $967K | Reduce -2.1% |
| APH Amphenol Corp. Class A | 0.33% | 13,848 | $962K | Reduce -6.5% |
| SCHM Schwab US Mid Cap ETF | 0.33% | 34,581 | $958K | Reduce -2.3% |
| EMR Emerson Electric Co. | 0.32% | 7,523 | $932K | Reduce -13.0% |
| SUB iShares Short-Term National | 0.31% | 8,607 | $908K | Reduce -8.3% |
| EOG EOG Resources Inc. | 0.31% | 7,403 | $907K | Add +5.6% |
| DLN Wisdomtree US Largecap Divid | 0.28% | 10,686 | $831K | No change |
| AGG iShares Core U.S. Aggregate | 0.27% | 8,128 | $788K | Reduce -4.9% |
| LEN Lennar Corp. Class A | 0.26% | 5,639 | $769K | Add +16.3% |
| SPEM State Street SP PTF Em ETF | 0.26% | 19,874 | $763K | Reduce -48.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.26% | 20,022 | $749K | Reduce -2.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.25% | 9,501 | $741K | Reduce -1.2% |
| SPTI SS SPDR P Int Term TSY ETF | 0.25% | 26,049 | $726K | Reduce -1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 1,212 | $711K | Add +9.3% |
| ABBV Abbvie Inc. | 0.23% | 3,820 | $679K | Reduce -1.1% |
| ITOT iShares Core S&P Total U.S. | 0.21% | 4,768 | $613K | Add +2.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.21% | 8,670 | $613K | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.20% | 3,747 | $598K | Reduce -6.5% |
| PM Philip Morris International | 0.20% | 4,845 | $583K | New |
| DTH Wisdomtree International Hig | 0.19% | 15,068 | $569K | No change |
| MCD McDonald's Corp. | 0.18% | 1,873 | $543K | Add +0.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.18% | 10,418 | $537K | No change |
| SAIA Saia Inc. | 0.17% | 1,071 | $488K | Add +0.2% |
| NFLX Netflix Inc. | 0.16% | 533 | $475K | Reduce -2.9% |
| JBL Jabil Inc. | 0.16% | 3,280 | $472K | Reduce -9.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.16% | 4,164 | $459K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.15% | 9,584 | $445K | Reduce -3.1% |
| IVV iShares Core S&P 500 ETF | 0.13% | 649 | $382K | New |
| DES Wisdomtree US Smallcap Divid | 0.13% | 10,855 | $373K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.13% | 14,437 | $369K | Add +27.1% |
| ACWV iShares MSCI Global Min Vol | 0.12% | 3,314 | $362K | Reduce -1.5% |
| ABT Abbott Laboratories | 0.12% | 3,155 | $357K | Add +0.0% |
| ANET Arista Networks Inc. | 0.12% | 3,180 | $351K | No change |
| MO Altria Group Inc. | 0.11% | 6,117 | $320K | New |
| ELV Elevance Health Inc. | 0.10% | 826 | $305K | No change |
| EIX Edison International | 0.10% | 3,791 | $303K | No change |
| LOW Lowe's Cos Inc. | 0.10% | 1,219 | $301K | Add +0.7% |
| COF Capital One Financial Corp. | 0.10% | 1,635 | $292K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.09% | 3,592 | $273K | Add +4.9% |
| EWI iShares MSCI Italy ETF | 0.09% | 7,452 | $268K | No change |
| RWL Invesco S&P 500 Revenue ETF | 0.09% | 2,718 | $266K | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.09% | 752 | $265K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.09% | 3,301 | $255K | Add +15.8% |
| NI Nisource Inc. | 0.09% | 6,892 | $253K | No change |
| QLD Proshares Ultra QQQ | 0.09% | 2,336 | $253K | No change |
| EWG iShares MSCI Germany ETF | 0.08% | 7,535 | $240K | No change |
| ORCL Oracle Corp. | 0.08% | 1,438 | $240K | Add +4.2% |
| SYK Stryker Corp. | 0.08% | 659 | $237K | No change |
| IBB iShares Biotechnology ETF | 0.08% | 1,702 | $225K | Reduce -0.6% |
| WEC WEC Energy Group Inc. | 0.08% | 2,377 | $224K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.08% | 2,525 | $223K | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 1,917 | $221K | New |
| VGT Vanguard Info Tech ETF | 0.07% | 342 | $213K | No change |
| CAT Caterpillar Inc. | 0.07% | 576 | $209K | Reduce -5.0% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.07% | 5,297 | $209K | New |
Portfolio Sells Q3 2024 → Q4 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -53.4% | 4.01% | −4.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -22.4% | 3.07% | −0.84 |
| VONE Vanguard Russell 1000 | Reduce -5.7% | 24.67% | −0.52 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.35 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.32 |
| SPEM State Street SP PTF Em ETF | Reduce -48.5% | 0.26% | −0.28 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.20 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.12 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -10.4% | 1.04% | −0.11 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.08 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.08 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.08 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.07 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Sold out | 0.00% | −0.07 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -10.1% | 0.54% | −0.07 |
| GE General Electric | Sold out | 0.00% | −0.07 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.07 |
| WPC WP Carey Inc. | Reduce -0.2% | 0.49% | −0.07 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.6% | 0.35% | −0.04 |
| SUB iShares Short-Term National | Reduce -8.3% | 0.31% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.23% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -4.9% | 0.27% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.6% | 0.71% | −0.02 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -1.7% | 0.25% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Reduce -3.1% | 0.15% | −0.01 |
| CAT Caterpillar Inc. | Reduce -5.0% | 0.07% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -0.6% | 0.08% | −0.01 |
| ACWV iShares MSCI Global Min Vol | Reduce -1.5% | 0.12% | −0.01 |
| F Ford Motor Co. | Reduce -2.0% | 0.07% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.2% | 0.25% | −0.00 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -2.1% | 0.26% | −0.00 |
| PGX Invesco Preferred ETF | Reduce -2.0% | 0.05% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.3% | 0.33% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -6.5% | 0.20% | −0.00 |
| EMR Emerson Electric Co. | Reduce -13.0% | 0.32% | −0.00 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -0.4% | 0.09% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.9% | 0.33% | +0.00 |
| APH Amphenol Corp. Class A | Reduce -6.5% | 0.33% | +0.00 |
| TJX TJX Companies Inc. | Reduce -2.1% | 0.33% | +0.01 |
| JBL Jabil Inc. | Reduce -9.5% | 0.16% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -7.7% | 0.41% | +0.02 |
| AMP Ameriprise Financial Inc. | Reduce -9.0% | 0.53% | +0.02 |
| NFLX Netflix Inc. | Reduce -2.9% | 0.16% | +0.03 |
| TSLA Tesla Inc. | Reduce -1.9% | 0.95% | +0.33 |
Portfolio Buys Q3 2024 → Q4 2024
| VTV Vanguard Mrngstr Val ETF-Aui | Add +25.6% | 9.24% | +1.75 |
| ETN Eaton Corp. PLC | Add +489.7% | 0.84% | +0.70 |
| AAPL Apple Inc. | Add +7.7% | 2.81% | +0.41 |
| NVDA Nvidia Corp. | Add +53.6% | 0.94% | +0.39 |
| SPHY SS SPDR P High Yield ETF | Add +7.2% | 6.00% | +0.34 |
| AVGO Broadcom Inc. | Add +4.0% | 0.99% | +0.29 |
| XOM Exxon Mobil Corp. | Add +33.7% | 1.26% | +0.25 |
| SRLN SS Blackstone Sr Loan ETF | Add +7.3% | 2.68% | +0.21 |
| PM Philip Morris International | New | 0.20% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +11.6% | 0.82% | +0.18 |
| AMZN Amazon.com Inc. | Add +2.7% | 0.93% | +0.17 |
| V Visa Inc. Class A | Add +9.7% | 0.76% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +14.8% | 0.62% | +0.15 |
| MA Mastercard Inc. Class A | Add +12.2% | 0.77% | +0.13 |
| IVV iShares Core S&P 500 ETF | New | 0.13% | +0.13 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +2.2% | 6.69% | +0.13 |
| WMT Walmart Inc. | Add +26.3% | 0.40% | +0.12 |
| COST Costco Wholesale Corp. | Add +43.5% | 0.35% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +34.4% | 0.45% | +0.11 |
| MO Altria Group Inc. | New | 0.11% | +0.11 |
| VMBS Vanguard Mortgage-Backed Sec | Add +12.3% | 1.30% | +0.11 |
| JNJ Johnson & Johnson | Add +29.4% | 0.73% | +0.11 |
| GHYG iShares Us&intl High Yield C | Add +6.8% | 2.63% | +0.10 |
| PG The Procter & Gamble Co. | Add +18.3% | 0.72% | +0.10 |
| CVX Chevron Corp. | Add +31.3% | 0.41% | +0.10 |
| LLY Eli Lilly & Co. | Add +39.9% | 0.46% | +0.09 |
| MSFT Microsoft Corp. | Add +8.3% | 1.23% | +0.08 |
| IJR iShares Core S&P Small-Cap E | New | 0.08% | +0.08 |
| ICVT iShares Convertible Bond ETF | Add +0.1% | 2.64% | +0.07 |
| NULV Nuveen ESG Large-Cap Val ETF | New | 0.07% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +26.7% | 0.67% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.5% | 0.63% | +0.06 |
| META Meta Platforms Inc. Class A | Add +4.1% | 0.70% | +0.05 |
| HON Honeywell International Inc. | Add +0.8% | 0.37% | +0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +5.2% | 2.57% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.3% | 0.24% | +0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +27.1% | 0.13% | +0.03 |
| KO The Coca-Cola Co. | Add +21.3% | 0.35% | +0.02 |
| EOG EOG Resources Inc. | Add +5.6% | 0.31% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +2.8% | 0.21% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +15.8% | 0.09% | +0.01 |
| SAIA Saia Inc. | Add +0.2% | 0.17% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +2.1% | 0.08% | +0.00 |
| ORCL Oracle Corp. | Add +4.2% | 0.08% | +0.00 |
| ABT Abbott Laboratories | Add +0.0% | 0.12% | +0.00 |
| ENZC Enzolytics Inc. | New | 0.00% | +0.00 |
| VZ Verizon Communications Inc. | Add +6.8% | 0.07% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +4.9% | 0.09% | −0.00 |
| MCD McDonald's Corp. | Add +0.2% | 0.18% | −0.01 |
| LOW Lowe's Cos Inc. | Add +0.7% | 0.10% | −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 |