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
MAAMid-america Apartment Communit
Recent Activity
New Position
0.01%
$15,457
100 shares@ $154.57 avg price
HOODRobinhood Markets Inc
Recent Activity
New Position
0.01%
$5,589
150 shares@ $37.26 avg price
MSTYTidal Trust Ii
Recent Activity
New Position
0.01%
$2,289
87 shares@ $26.32 avg price
OKLOOklo Inc
Recent Activity
New Position
0.01%
$2,123
100 shares@ $21.23 avg price
QUBTQuantum Computing Inc
Recent Activity
New Position
0.01%
$1,655
100 shares@ $16.55 avg price