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  Name: HILLTOP WEALTH ADVISORS LLC
  City: CHAPEL HILL
  State: NC
  Zip: 27517
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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)1 Year Chart         MUB iShares S&P National Munici... 38 - $107.00 $393,000 3,657 0.2% -3,000 0 0    Closed - End Fund - E...
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 39 - $100.96 $329,000 3,268 0.17% 31,000 0 0.002    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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