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Size ($ in 1000's)
At 03/31/2024: $136,514
At 12/31/2023: $126,229
Hyperion Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hyperion Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Hyperion Partners LLC top holdings by largest position size, as per the latest 13f filing made by Hyperion Partners LLC.
In the Hyperion Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Hyperion Partners LLC in that top holding, then the share count change between reporting periods, and finally the Hyperion Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 |
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$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
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