Wesley Pitman

@Hilltop Wealth Advisors, Llc

Latest period2024 - Q4

Reported10d ago

Managed Assets$197.789M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOOGLAlphabet Inc Recent Activity New Position	0.13%	$256,880 1,357 shares@ $189.3 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.11%	$210,514 521 shares@ $404.06 avg price	New Position
BLDPBallard Pwr Sys Inc New Recent Activity New Position	0.01%	$18,265 11,003 shares@ $1.67 avg price	New Position