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
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.894M
7,541 shares@ $383.83 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$1.666M
1,755 shares@ $949.51 avg price
NRGNrg Energy Inc
Recent Activity
Exited
0%
$91,100
1,000 shares@ $91.1 avg price
PNWPinnacle West Capital Corp
Recent Activity
Exited
0%
$82,832
935 shares@ $88.6 avg price
HLMNHillman Solutions Corp
Recent Activity
Exited
0%
$81,819
7,748 shares@ $10.57 avg price
FTSMFirst Trust Etfs
Recent Activity
Exited
0%
$75,855
1,267 shares@ $59.87 avg price
FVDFirst Trust Advisors Lp
Recent Activity
Exited
0%
$72,693
1,598 shares@ $45.49 avg price
TFXTeleflex Inc
Recent Activity
Exited
0%
$67,271
272 shares@ $247.32 avg price
INFYInfosys Technologi
Recent Activity
Exited
0%
$66,342
2,979 shares@ $22.27 avg price
ETREntergy Corp
Recent Activity
Exited
0%
$65,805
500 shares@ $131.61 avg price