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| Name: |
HILLTOP WEALTH ADVISORS LLC |
| City: |
CHAPEL HILL |
| State: |
NC |
| Zip: |
27517 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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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 |
|
IJR |
iShares Core S&P Small-Cap |
4 |
New |
$110.41 |
$16,196,000 |
146,540 |
8.28% |
16,196,000 |
146,540 |
0.025 |
Closed - End Fund - E... |
|
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IBM |
International Business Mach... |
19 |
New |
$168.97 |
$2,466,000 |
12,913 |
1.26% |
2,466,000 |
12,913 |
0.001 |
Diversified Computer ... |
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CVMC |
Calvert Us Mid-cap Core Res... |
24 |
New |
$0.00 |
$1,514,000 |
26,155 |
0.77% |
1,514,000 |
26,155 |
0.291 |
N/A |
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ESML |
iShares MSCI USA Sml-Cp ESG... |
25 |
New |
$0.00 |
$1,159,000 |
28,782 |
0.59% |
1,159,000 |
28,782 |
0.032 |
N/A |
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AAPL |
Apple Inc |
31 |
New |
$189.84 |
$686,000 |
4,000 |
0.35% |
686,000 |
4,000 |
0 |
Personal Computers |
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ETE |
Energy Transfer Equity LP |
33 |
New |
$15.83 |
$585,000 |
37,180 |
0.3% |
585,000 |
37,180 |
0.001 |
Oil & Gas Pipelines &... |
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MRK |
Merck & Co Inc |
45 |
New |
$131.20 |
$220,000 |
1,668 |
0.11% |
220,000 |
1,668 |
0 |
Drug Manufacturers - ... |
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NVDA |
NVIDIA Corporation |
47 |
New |
$943.59 |
$219,000 |
242 |
0.11% |
219,000 |
242 |
0 |
Semiconductor - Speci... |
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VOO |
Vanguard S&P 500 Etf |
49 |
New |
$485.97 |
$216,000 |
449 |
0.11% |
216,000 |
449 |
0 |
Closed - End Fund - E... |
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JPM |
JP Morgan Chase & Co |
50 |
New |
$202.47 |
$210,000 |
1,048 |
0.11% |
210,000 |
1,048 |
0 |
Domestic Money Center... |
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