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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
IWPBlackrock Fund Advisors
Recent Activity
Increased 4.54%
1.26%
$4.17M
32,897 shares@ $126.76 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -1.54%
1.25%
$4.141M
5,364 shares@ $772.0 avg price
RSPInvesco Capital Management Llc
Recent Activity
Increased 117520%
1.24%
$4.122M
23,524 shares@ $175.24 avg price
IAUIshares Gold Trust
Recent Activity
Decreased -0.82%
1.24%
$4.116M
83,134 shares@ $49.51 avg price
VWOVanguard Etf Usa
Recent Activity
Increased 11.31%
1.12%
$3.703M
84,092 shares@ $44.05 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.9%
1.11%
$3.687M
34,271 shares@ $107.58 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -4.49%
1.04%
$3.457M
14,910 shares@ $231.84 avg price
BRK.ABerkshire Hathaway
Recent Activity
1.03%
$3.405M
5 shares@ $680920.0 avg price
TSMTsmc
Recent Activity
Increased 6.11%
1%
$3.308M
16,749 shares@ $197.49 avg price
IVWIshares
Recent Activity
Decreased -4.3%
0.99%
$3.273M
32,241 shares@ $101.54 avg price