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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
ESGEIshares Inc
Recent Activity
Decreased -10.03%
0.36%
$692,322
20,734 shares@ $33.4 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -5.32%
0.32%
$624,855
16,285 shares@ $38.37 avg price
MUBIshares Tr
Recent Activity
Decreased -29.06%
0.27%
$521,477
4,894 shares@ $106.56 avg price
VTRVentas Inc
Recent Activity
Decreased -4.99%
0.15%
$292,624
4,969 shares@ $58.89 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -6.29%
0.15%
$292,440
1,727 shares@ $169.34 avg price
BLVVanguard Bd Index Fds
Recent Activity
Decreased -98.16%
0.13%
$256,339
3,746 shares@ $68.44 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -12.68%
0.13%
$252,506
1,053 shares@ $239.8 avg price
WMTWalmart Inc
Recent Activity
Decreased -14.85%
0.13%
$242,861
2,688 shares@ $90.36 avg price