HILLTOP WEALTH ADVISORS, LLC Portfolio Holdings
Q3 2025•51 long positions•$191.9M portfolio value
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Holding53 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $39.7M 20.7% | +$53.8K Bought | — 241.4K shares | 241.0K → 241.4K +$53.8K | +0.14% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $24.3M 12.66% | +$914.9K Bought | — 36.3K shares | 34.9K → 36.3K +$914.9K | +3.91% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $15.5M 8.06% | +$568.5K Bought | — 258.2K shares | 248.7K → 258.2K +$568.5K | +3.82% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.9M 6.75% | +$1.1M Bought | — 93.0K shares | 85.1K → 93.0K +$1.1M | +9.36% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.9M 6.73% | +$12.9M Bought | — 522.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.8M 3.03% | -$46.9K Sold | — 42.9K shares | 43.2K → 42.9K −$46.9K | -0.8% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $5.0M 2.62% | +$2.1M Bought | 0.0% 9.7K shares | 5.6K → 9.7K +$2.1M | +73.3% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $5.0M 2.61% | +$3.3M Bought | 0.0% 19.6K shares | 6.8K → 19.6K +$3.3M | +187.16% | $3.78T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.7M 2.46% | +$58.9K Bought | — 159.2K shares | 157.2K → 159.2K +$58.9K | +1.26% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $4.4M 2.29% | -$122.7K Sold | — 21.3K shares | 21.9K → 21.3K −$122.7K | -2.71% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $4.2M 2.18% | +$2.6M Bought | 0.0% 22.4K shares | 8.3K → 22.4K +$2.6M | +168.78% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.1M 2.11% | +$292.4K Bought | — 40.6K shares | 37.6K → 40.6K +$292.4K | +7.77% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.0M 2.08% | +$84.0K Bought | — 33.0K shares | 32.3K → 33.0K +$84.0K | +2.15% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.9M 2.05% | -$19.4K Sold | — 13.4K shares | 13.4K → 13.4K −$19.4K | -0.49% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.8M 1.99% | +$65.9K Bought | — 70.4K shares | 69.2K → 70.4K +$65.9K | +1.76% | — — | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $3.7M 1.91% | +$3.1M Bought | 0.0% 15.1K shares | 2.1K → 15.1K +$3.1M | +611.43% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.5M 1.81% | -$78.1K Sold | — 8.6K shares | 8.8K → 8.6K −$78.1K | -2.2% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.3M 1.72% | +$6.1K Bought | — 35.5K shares | 35.4K → 35.5K +$6.1K | +0.19% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $3.1M 1.63% | +$2.6M Bought | 0.0% 14.2K shares | 2.2K → 14.2K +$2.6M | +548.77% | $2.34T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.0M 1.54% | -$71.8K Sold | — 12.1K shares | 12.4K → 12.1K −$71.8K | -2.37% | — — | Q4 2019 Held for 5y 11m | |
Information Technology Services Technology | $2.9M 1.51% | -$114.6K Sold | 0.001% 10.3K shares | 10.7K → 10.3K −$114.6K | -3.81% | $262.84B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.7M 1.4% | -$10.7K Sold | — 33.6K shares | 33.7K → 33.6K −$10.7K | -0.39% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.7M 1.4% | +$181.4K Bought | — 27.8K shares | 25.9K → 27.8K +$181.4K | +7.25% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.1M 1.09% | -$9.4K Sold | — 15.2K shares | 15.2K → 15.2K −$9.4K | -0.45% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.9M 0.999% | -$23.3K Sold | — 43.7K shares | 44.3K → 43.7K −$23.3K | -1.2% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.1M 0.596% | +$1.1M Bought | — 19.9K shares | 465.8K → 19.9K −$25.6M | -95.73% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.0M 0.541% | -$5.3K Sold | — 2.2K shares | 2.2K → 2.2K −$5.3K | -0.51% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $889.5K 0.464% | -$1.3K Sold | — 27.9K shares | 27.9K → 27.9K −$1.3K | -0.15% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $868.6K 0.453% | -$11.2K Sold | — 20.0K shares | 20.3K → 20.0K −$11.2K | -1.27% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $795.6K 0.415% | — | — 12.2K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $747.1K 0.389% | +$360.5K Bought | 0.0% 1.5K shares | 769.0 → 1.5K +$360.5K | +93.24% | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $696.4K 0.363% | +$421.3 Bought | — 14.9K shares | 14.9K → 14.9K +$421.3 | +0.06% | — — | Q3 2022 Held for 3y 2m | |
Oil & Gas Midstream Energy | $638.0K 0.333% | — | 0.001% 37.2K shares | — | — | $58.9B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $613.2K 0.32% | — | — 7.0K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $453.3K 0.236% | +$62.2K Bought | — 1.4K shares | 1.2K → 1.4K +$62.2K | +15.91% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $411.9K 0.215% | +$23.5K Bought | 0.0% 561.0 shares | 529.0 → 561.0 +$23.5K | +6.05% | $1.84T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $411.6K 0.215% | — | — 3.3K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $375.1K 0.195% | — | — 3.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $359.7K 0.187% | -$4.7K Sold | — 540.0 shares | 547.0 → 540.0 −$4.7K | -1.28% | — — | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $353.7K 0.184% | +$2.8K Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$2.8K | +0.81% | $867.35B Mega Cap | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $334.9K 0.175% | -$4.8K Sold | 0.0% 981.0 shares | 995.0 → 981.0 −$4.8K | -1.41% | $662.60B Mega Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $321.5K 0.168% | +$44.9K Bought | 0.0% 1.7K shares | 1.5K → 1.7K +$44.9K | +16.22% | $446.55B Mega Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $301.8K 0.157% | +$5.8K Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$5.8K | +1.96% | $409.03B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $288.1K 0.15% | — | — 471.0 shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Auto - Manufacturers Consumer Cyclical | $270.5K 0.141% | +$270.5K Bought | 0.0% 608.0 shares | — | — | $1.48T Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $269.9K 0.141% | +$23.1K Bought | 0.0% 818.0 shares | 748.0 → 818.0 +$23.1K | +9.36% | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $269.7K 0.141% | — | — 449.0 shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $267.8K 0.14% | — | — 870.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $264.0K 0.138% | -$803.7 Sold | 0.0% 2.0K shares | 2.0K → 2.0K −$803.7 | -0.3% | $233.12B Mega Cap | Q4 2022 Held for 2y 11m | |
REIT - Healthcare Facilities Real Estate | $230.1K 0.12% | +$2.5K Bought | 0.001% 3.3K shares | 3.3K → 3.3K +$2.5K | +1.11% | $31.8B Large Cap | Q3 2020 Held for 5y 2m |
