Filling information for Hyperion Partners, LLC as Treemap, investor disclosed 65 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
882508104 | 882508104 | TEXAS INSTRS INC | COM | 253108 | 1406 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 275605 | 2314 | |
74347B607 | 74347B607 | PROSHARES TR | INVT INT RT HG | 224934 | 3089 | |
00206R102 | 00206R102 | AT&T INC | COM | 469094 | 29410 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 3127664 | 7056 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 388187 | 987 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 515663 | 1219 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 336677 | 1623 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 505362 | 1482 | |
464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 535168 | 7136 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 350903 | 1661 | |
46138G664 | 46138G664 | INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | 10861692 | 95774 | |
78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 19459059 | 158746 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 436628 | 811 | |
548661107 | 548661107 | LOWES COS INC | COM | 221186 | 980 | |
46138E354 | 46138E354 | INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 6639703 | 105711 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1663596 | 15511 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 247868 | 2049 | |
693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 638718 | 5071 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 9634324 | 26080 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 555096 | 14926 | |
760416107 | 760416107 | REPUBLIC FIRST BANCORP INC | COM | 23151 | 25723 | |
169656105 | 169656105 | CHIPOTLE MEXICAN GRILL INC | COM | 213900 | 100 | |
92206C623 | 92206C623 | VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 247893 | 1405 | |
78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 608332 | 1270 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 543271 | 8495 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 1380651 | 5017 | |
69121K104 | 69121K104 | OWL ROCK CAPITAL CORPORATION | COM | 174554 | 13007 | |
654106103 | 654106103 | NIKE INC | CL B | 334090 | 3027 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 4566185 | 27587 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 546488 | 1137 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 274402 | 883 | |
191216100 | 191216100 | COCA COLA CO | COM | 359574 | 5971 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 654122 | 12642 | |
00846U101 | 00846U101 | AGILENT TECHNOLOGIES INC | COM | 538961 | 4482 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 352707 | 1143 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 274194 | 1807 | |
46641Q852 | 46641Q852 | J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 6449737 | 138406 | |
704326107 | 704326107 | PAYCHEX INC | COM | 381924 | 3414 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 420298 | 943 | |
69351T106 | 69351T106 | PPL CORP | COM | 201345 | 7609 | |
031162100 | 031162100 | AMGEN INC | COM | 314352 | 1416 | |
921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 7680499 | 136956 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 344819 | 847 | |
09247X101 | 09247X101 | BLACKROCK INC | COM | 243972 | 353 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 267433 | 1985 | |
88160R101 | 88160R101 | TESLA INC | COM | 573538 | 2191 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 1046482 | 3073 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 736342 | 3343 | |
92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 250060 | 5116 | |
921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 6320788 | 84020 | |
713448108 | 713448108 | PEPSICO INC | COM | 527868 | 2850 | |
922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 6962458 | 33836 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 3399973 | 7689 | |
872540109 | 872540109 | TJX COS INC NEW | COM | 214180 | 2526 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 4376673 | 26461 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 551814 | 3507 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 267106 | 1996 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 216002 | 2205 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1153798 | 7933 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 445954 | 1494 | |
037833100 | 037833100 | APPLE INC | COM | 5648188 | 29119 | |
78464A201 | 78464A201 | SPDR SER TR | S&P 600 SMCP GRW | 319550 | 4152 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 210074 | 1755 | |
023135106 | 023135106 | AMAZON COM INC | COM | 590792 | 4532 |