test

Kevyn Morgareidge

@Hilltop National Bank

Latest period2024 - Q4ReportedManaged Assets$332.565MTotal holdings779
Assets growth rate0.99%Assets growth rate (2-Q avg)3.46%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Hilltop National Bank's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 779 positions.

Assets under management

The assets under management (AUM) of Hilltop National Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 332.565M in assets, with a quarterly growth rate of 0.99% and a 2-quarter average growth rate of 3.46%. The portfolio is managed by Kevyn Morgareidge, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.21%
5.81%
$19.3M
45,790 shares@ $421.5 avg price
EFABlackrock Fund Advisors
Recent Activity
Increased 17.48%
3.51%
$11.647M
154,042 shares@ $75.62 avg price
VOOVanguard
Recent Activity
Decreased -5.46%
3.51%
$11.644M
21,610 shares@ $538.81 avg price
AAPLApple Inc
Recent Activity
Increased 0.05%
3.08%
$10.223M
40,825 shares@ $250.43 avg price
NVDANvidia Corp
Recent Activity
Decreased -2.43%
2.97%
$9.866M
73,467 shares@ $134.3 avg price
IVVIshares
Recent Activity
Decreased -0.52%
1.97%
$6.542M
11,113 shares@ $588.69 avg price
VOEVanguard Etf Usa
Recent Activity
Increased 7.63%
1.63%
$5.416M
33,480 shares@ $161.77 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 1.96%
1.61%
$5.344M
11,789 shares@ $453.29 avg price
INFLHorizon Kinetics Asset Management Llc
Recent Activity
Increased 25.03%
1.43%
$4.726M
124,115 shares@ $38.09 avg price
IJHBlackrock Fund Advisors
Recent Activity
Increased 15.67%
1.33%
$4.405M
70,697 shares@ $62.31 avg price