Kevyn Morgareidge

@Hilltop National Bank

Latest period2024 - Q4

Reported8d ago

Managed Assets$332.565M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CQPCheniere Energy Inc Recent Activity Exited	0%	$14,616 300 shares@ $48.72 avg price	Exited
AGRAvangrid Inc Recent Activity Exited	0%	$14,495 405 shares@ $35.8 avg price	Exited
PFFAVirtus Etf Advisers Llc Recent Activity Exited	0%	$12,557 550 shares@ $22.84 avg price	Exited
FIIGFirst Trust Advisors Lp Recent Activity Exited	0%	$12,437 582 shares@ $21.37 avg price	Exited
GSLCGoldman Sachs Etf Trust Recent Activity Exited	0%	$12,198 108 shares@ $112.95 avg price	Exited
BIIBBiogen Inc Recent Activity Exited	0%	$11,630 60 shares@ $193.84 avg price	Exited
GLBEGlobal-e Online Ltd Recent Activity Exited	0%	$11,532 300 shares@ $38.44 avg price	Exited
XPXp Inc Recent Activity Exited	0%	$10,459 583 shares@ $17.94 avg price	Exited
EXEChesapeake Energy Corp Recent Activity Exited	0%	$8,225 100 shares@ $82.25 avg price	Exited
LYBLyondellbasell Industries Nv Recent Activity Exited	0%	$7,672 80 shares@ $95.9 avg price	Exited