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Company Main View
Name:
HILLTOP WEALTH ADVISORS LLC
City:
CHAPEL HILL
State:
NC
Zip:
27517
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$195,608,000
Total Value Change :
$20,209,000
Securities Held Change :
8
All Securities Held :
50
New Positions
:
10
Closed Positions
:
2
Increased Positions
:
8
Unchanged Positions
:
2
Decreased Positions
:
30
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
MUB
iShares S&P National Munici...
38
-
$106.69
$393,000
3,657
0.2%
-3,000
0
0
Closed - End Fund - E...
DSI
iShares KLD 400 Social Index
39
-
$102.47
$329,000
3,268
0.17%
31,000
0
0.002
Closed - End Fund - E...
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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