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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
MGVVanguard World Fd
Recent Activity
Decreased -1.98%
0.98%
$1.935M
15,490 shares@ $124.91 avg price
XJHIshares Tr
Recent Activity
Decreased -9.11%
0.93%
$1.835M
43,853 shares@ $41.84 avg price
IWRIshares Tr
Recent Activity
Decreased -10.67%
0.91%
$1.784M
20,176 shares@ $88.4 avg price
AAPLApple Inc
Recent Activity
Increased 3.25%
0.74%
$1.448M
5,783 shares@ $250.44 avg price
ESMLIshares Tr
Recent Activity
Decreased -9.24%
0.54%
$1.056M
25,106 shares@ $42.05 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.79%
0.47%
$922,844
2,248 shares@ $410.52 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 297.94%
0.46%
$903,991
32,436 shares@ $27.87 avg price
IJHIshares Tr
Recent Activity
Decreased -4.92%
0.38%
$739,159
11,863 shares@ $62.31 avg price
ETEnergy Transfer L P
Recent Activity
0.37%
$728,356
37,180 shares@ $19.59 avg price
ESGEIshares Inc
Recent Activity
Decreased -10.03%
0.36%
$692,322
20,734 shares@ $33.4 avg price