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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
JPMJpmorgan Chase & Co
Recent Activity
Decreased -1.77%
0.78%
$2.577M
10,752 shares@ $239.72 avg price
METAMeta Platforms Inc
Recent Activity
Increased 15.84%
0.74%
$2.446M
4,178 shares@ $585.52 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.61%
0.72%
$2.386M
4,716 shares@ $505.87 avg price
SPYSsga Funds Management Inc
Recent Activity
Decreased -1.23%
0.71%
$2.336M
3,986 shares@ $586.09 avg price
IJRBlackrock Fund Advisors
Recent Activity
Increased 6.29%
0.7%
$2.311M
20,058 shares@ $115.23 avg price
SOSouthern Co The
Recent Activity
Increased 1.91%
0.7%
$2.311M
28,074 shares@ $82.33 avg price
TTTrane Technologies Plc
Recent Activity
Increased 0.66%
0.69%
$2.268M
6,140 shares@ $369.35 avg price
BXBlackstone Inc
Recent Activity
Increased 3.76%
0.68%
$2.241M
12,998 shares@ $172.42 avg price
AXPAmer Express Co
Recent Activity
Increased 8.01%
0.68%
$2.234M
7,526 shares@ $296.8 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.77%
0.67%
$2.227M
24,647 shares@ $90.36 avg price