Hilltop Wealth Advisors, Llc Buys BTC iShares S&P 500 Growth ETF, BTC MSCI USA ESG Select ETF, Deere, Sells SSgA Energy Select Sector SPDR

Article's Main Image
Investment company Hilltop Wealth Advisors, Llc (Current Portfolio) buys BTC iShares S&P 500 Growth ETF, BTC MSCI USA ESG Select ETF, Deere, Vanguard Large Cap ETF, iShares S&P Global Clean Energy Index Fund, sells SSgA Energy Select Sector SPDR during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Hilltop Wealth Advisors, Llc. As of 2020Q4, Hilltop Wealth Advisors, Llc owns 32 stocks with a total value of $104 million. These are the details of the buys and sells.

For the details of HILLTOP WEALTH ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hilltop+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of HILLTOP WEALTH ADVISORS, LLC
  1. BTC iShares S&P 500 Growth ETF (IVW) - 393,714 shares, 24.09% of the total portfolio. Shares added by 291.48%
  2. BTC iShares National Muni Bond ETF (MUB) - 151,024 shares, 16.97% of the total portfolio. Shares added by 5.75%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 229,328 shares, 10.38% of the total portfolio. Shares added by 0.55%
  4. BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 130,869 shares, 8.51% of the total portfolio. Shares added by 1.08%
  5. Vanguard Mid-Cap ETF (VO) - 30,882 shares, 6.12% of the total portfolio. Shares reduced by 2.34%
New Purchase: BTC MSCI USA ESG Select ETF (SUSA)

Hilltop Wealth Advisors, Llc initiated holding in BTC MSCI USA ESG Select ETF. The purchase prices were between $80.08 and $162.52, with an estimated average price of $132.85. The stock is now traded at around $83.340000. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,578 shares as of 2020-12-31.

New Purchase: Deere & Co (DE)

Hilltop Wealth Advisors, Llc initiated holding in Deere & Co. The purchase prices were between $223.37 and $270.7, with an estimated average price of $249.35. The stock is now traded at around $295.400000. The impact to a portfolio due to this purchase was 0.22%. The holding were 850 shares as of 2020-12-31.

New Purchase: Vanguard Large Cap ETF (VV)

Hilltop Wealth Advisors, Llc initiated holding in Vanguard Large Cap ETF. The purchase prices were between $152.54 and $175.74, with an estimated average price of $166.44. The stock is now traded at around $176.690000. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,221 shares as of 2020-12-31.

Added: BTC iShares S&P 500 Growth ETF (IVW)

Hilltop Wealth Advisors, Llc added to a holding in BTC iShares S&P 500 Growth ETF by 291.48%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $63.040000. The impact to a portfolio due to this purchase was 17.94%. The holding were 393,714 shares as of 2020-12-31.

Added: iShares S&P Global Clean Energy Index Fund (ICLN)

Hilltop Wealth Advisors, Llc added to a holding in iShares S&P Global Clean Energy Index Fund by 32.72%. The purchase prices were between $19.08 and $28.29, with an estimated average price of $22.62. The stock is now traded at around $30.560000. The impact to a portfolio due to this purchase was 0.1%. The holding were 14,269 shares as of 2020-12-31.

Sold Out: SSgA Energy Select Sector SPDR (XLE)

Hilltop Wealth Advisors, Llc sold out a holding in SSgA Energy Select Sector SPDR. The sale prices were between $27.71 and $41.6, with an estimated average price of $34.68.



Here is the complete portfolio of HILLTOP WEALTH ADVISORS, LLC. Also check out:

1. HILLTOP WEALTH ADVISORS, LLC's Undervalued Stocks
2. HILLTOP WEALTH ADVISORS, LLC's Top Growth Companies, and
3. HILLTOP WEALTH ADVISORS, LLC's High Yield stocks
4. Stocks that HILLTOP WEALTH ADVISORS, LLC keeps buying