Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (SDY) | 168,621 | +5,398 | $22,130 |
SDY | 168,621 | +5,398 | $22,130 |
INVESCO EXCH TRADED FD TR II (RWJ) | 314,777 | +11,622 | $13,476 |
RWJ | 314,777 | +11,622 | $13,476 |
INVESCO QQQ TR | 27,778 | +385 | $12,334 |
QQQ | 27,778 | +385 | $12,334 |
VANGUARD STAR FDS (VXUS) | 147,784 | +2,598 | $8,911 |
VXUS | 147,784 | +2,598 | $8,911 |
VANGUARD INDEX FDS (VOT) | 37,123 | +1,375 | $8,753 |
VOT | 37,123 | +1,375 | $8,753 |
J P MORGAN EXCHANGE TRADED F (JPIB) | 152,854 | +6,628 | $7,279 |
JPIB | 152,854 | +6,628 | $7,279 |
INVESCO EXCH TRADED FD TR II (SPLV) | 105,536 | -903 | $6,952 |
SPLV | 105,536 | -903 | $6,952 |
VANGUARD BD INDEX FDS (BIV) | 91,500 | +3,168 | $6,899 |
BIV | 91,500 | +3,168 | $6,899 |
VANGUARD INDEX FDS (VBR) | 27,947 | +511 | $5,362 |
VBR | 27,947 | +511 | $5,362 |
APPLE INC | 25,550 | -639 | $4,381 |
AAPL | 25,550 | -639 | $4,381 |
VANGUARD WORLD FD (VGT) | 8,341 | +794 | $4,374 |
VGT | 8,341 | +794 | $4,374 |
JOHNSON & JOHNSON | 27,164 | -247 | $4,297 |
JNJ | 27,164 | -247 | $4,297 |
SPDR S&P 500 ETF TR (SPY) | 6,360 | -190 | $3,327 |
SPY | 6,360 | -190 | $3,327 |
EXXON MOBIL CORP | 13,538 | -11 | $1,574 |
XOM | 13,538 | -11 | $1,574 |
ISHARES TR (IWF) | 4,473 | -552 | $1,508 |
IWF | 4,473 | -552 | $1,508 |
MICROSOFT CORP | 3,426 | +525 | $1,442 |
MSFT | 3,426 | +525 | $1,442 |
JPMORGAN CHASE & CO | 6,273 | -262 | $1,256 |
JPM | 6,273 | -262 | $1,256 |
ISHARES TR (IVV) | 2,380 | +188 | $1,251 |
IVV | 2,380 | +188 | $1,251 |
NVIDIA CORPORATION | 1,378 | +233 | $1,245 |
NVDA | 1,378 | +233 | $1,245 |
VANGUARD INDEX FDS (VTI) | 3,526 | +126 | $916 |
VTI | 3,526 | +126 | $916 |
PNC FINL SVCS GROUP INC | 5,075 | +1 | $820 |
PNC | 5,075 | +1 | $820 |
BERKSHIRE HATHAWAY INC DEL | $739 | ||
BRK.B | 1,758 | -2 | $739 |
AMAZON COM INC | 3,986 | -80 | $719 |
AMZN | 3,986 | -80 | $719 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 1,283 | +4 | $714 |
MDY | 1,283 | +4 | $714 |
AGILENT TECHNOLOGIES INC | 4,669 | +187 | $679 |
A | 4,669 | +187 | $679 |
ISHARES TR (IJK) | 7,401 | +234 | $675 |
IJK | 7,401 | +234 | $675 |
CISCO SYS INC | 12,179 | -147 | $608 |
CSCO | 12,179 | -147 | $608 |
CHEVRON CORP NEW | 3,739 | +6 | $590 |
CVX | 3,739 | +6 | $590 |
TESLA INC | 3,166 | +397 | $557 |
TSLA | 3,166 | +397 | $557 |
VERIZON COMMUNICATIONS INC | 12,782 | -280 | $536 |
VZ | 12,782 | -280 | $536 |
UNITEDHEALTH GROUP INC | 1,079 | -28 | $534 |
UNH | 1,079 | -28 | $534 |
COSTCO WHSL CORP NEW | 714 | -83 | $523 |
COST | 714 | -83 | $523 |
SALESFORCE INC | 1,651 | -10 | $497 |
CRM | 1,651 | -10 | $497 |
PEPSICO INC | 2,746 | -38 | $481 |
PEP | 2,746 | -38 | $481 |
MASTERCARD INCORPORATED | 992 | +207 | $478 |
MA | 992 | +207 | $478 |
AT&T INC | 26,161 | -17 | $460 |
T | 26,161 | -17 | $460 |
VANGUARD INDEX FDS (VOO) | 859 | UNCH | $413 |
VOO | 859 | UNCH | $413 |
PAYCHEX INC | 3,305 | UNCH | $406 |
PAYX | 3,305 | UNCH | $406 |
ACCENTURE PLC IRELAND | 1,126 | UNCH | $390 |
ACN | 1,126 | UNCH | $390 |
INTERNATIONAL BUSINESS MACHS | 2,005 | +3 | $383 |
IBM | 2,005 | +3 | $383 |
HOME DEPOT INC | 995 | -74 | $382 |
HD | 995 | -74 | $382 |
COCA COLA CO | 5,653 | -13 | $346 |
KO | 5,653 | -13 | $346 |
SPDR SER TR (SLYG) | 3,958 | -99 | $345 |
SLYG | 3,958 | -99 | $345 |
ABBVIE INC | 1,863 | +2 | $339 |
ABBV | 1,863 | +2 | $339 |
HONEYWELL INTL INC | 1,570 | UNCH | $322 |
HON | 1,570 | UNCH | $322 |
ORACLE CORP | 2,444 | -8 | $307 |
ORCL | 2,444 | -8 | $307 |
ISHARES TR (IBHD) | 13,000 | UNCH | $303 |
IBHD | 13,000 | UNCH | $303 |
INTEL CORP | 6,567 | +6,567 | $290 |
INTC | 6,567 | +6,567 | $290 |
BLACKROCK INC | 346 | -10 | $288 |
BLK | 346 | -10 | $288 |
VANGUARD SCOTTSDALE FDS (VTWG) | 1,413 | +2 | $279 |
VTWG | 1,413 | +2 | $279 |
See Full List: All Stocks Held By Hyperion Partners LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Hyperion Partners LLC
Size ($ in 1000's)
At 03/31/2024: $136,514 At 12/31/2023: $126,229 Hyperion Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hyperion Partners LLC 13F filings. Link to 13F filings: SEC filings |