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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
NFLXNetflix Inc
Recent Activity
Increased 2.62%
0.97%
$3.217M
3,609 shares@ $891.32 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 0.91%
0.92%
$3.049M
3,328 shares@ $916.28 avg price
VBRVanguard Etf Usa
Recent Activity
Increased 30.37%
0.91%
$2.993M
15,104 shares@ $198.19 avg price
QQQInvesco Capital Management Llc
Recent Activity
0.89%
$2.957M
5,784 shares@ $511.24 avg price
PEPPepsico Inc
Recent Activity
Decreased -5.83%
0.84%
$2.769M
18,207 shares@ $152.07 avg price
VTVVanguard Etf Usa
Recent Activity
Increased 17.2%
0.83%
$2.732M
16,138 shares@ $169.31 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 6.47%
0.81%
$2.688M
44,582 shares@ $60.3 avg price
AMPAmeriprise Financial Inc
Recent Activity
Increased 2.61%
0.81%
$2.687M
5,047 shares@ $532.44 avg price
PGProcter & Gamble Co The
Recent Activity
Decreased -1.73%
0.81%
$2.684M
16,012 shares@ $167.66 avg price
VBKVanguard Group Inc The
Recent Activity
Increased 28.93%
0.78%
$2.582M
9,218 shares@ $280.06 avg price