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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hilltop Wealth Advisors LLC
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|---|---|
| CRD # | 283014 |
| SEC # | 801-107408 |
| CIK # | 0001786241 |
| AUM | $502.8 M (2025-02-19) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 919-401-1500 |
| Address | 6340 Quadrangle Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| International Business Machines Corp | 3.1 | ||
| Microsoft Corp | 2.8 | ||
| Apple Inc | 1.4 | ||
| Nvidia Corp | 1.3 | ||
| Energy Transfer Equity LP | 0.7 | ||
| Global MOFY Metaverse Ltd | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 132.0 |
| (b) Individuals (high net worth individuals) | 179 | 370.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,771 | 502.8 |
| By Discretionary | ||
| Discretionary | 1,771 | 502.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,771 | 502.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 499.2 | |
| Total | 1,771 | 502.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001786241] |
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