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Wesley Pitman

@Hilltop Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$197.789MTotal holdings51
Assets growth rate-7.72%Assets growth rate (2-Q avg)-0.07%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hilltop Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Hilltop Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 197.789M in assets, with a quarterly growth rate of -7.72% and a 2-quarter average growth rate of -0.07%. The portfolio is managed by Wesley Pitman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IUSGIshares Tr
Recent Activity
Decreased -1.27%
16.94%
$33.491M
240,338 shares@ $139.35 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 1.57%
11.93%
$23.577M
418,188 shares@ $56.39 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 7.89%
11.47%
$22.667M
452,170 shares@ $50.14 avg price
IVVIshares Tr
Recent Activity
Decreased -0.49%
10.24%
$20.242M
34,386 shares@ $588.68 avg price
IJRIshares Tr
Recent Activity
Increased 1.68%
8.77%
$17.338M
150,481 shares@ $115.23 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 2.27%
5.21%
$10.3M
74,872 shares@ $137.58 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.04%
4.09%
$8.081M
168,983 shares@ $47.82 avg price
SUSAIshares Tr
Recent Activity
Decreased -1.59%
2.7%
$5.338M
43,900 shares@ $121.59 avg price
IVEIshares Tr
Recent Activity
Decreased -2.82%
2.35%
$4.635M
24,283 shares@ $190.88 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 187.71%
2.32%
$4.58M
165,300 shares@ $27.72 avg price