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Hyperion Partners, Llc

Portfolio Manager
Hyperion Partners, Llc
Performance
0% (N/A)
AUM (13F)
$156.70M
# of Holdings
73
Performance Rank
N/A
Allocation (Top 20)
N/A

Hyperion Partners, Llc Holdings Map

Top 50 Hyperion Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SDY
SPDR SER TR
16.79%185.2K$26.3M
+5.42%(+9.53K)
2023-Q3: 161.8K shares2023-Q4: 163.2K shares2024-Q1: 168.6K shares2024-Q2: 175.7K shares2024-Q3: 185.2K shares2024-09-30
RWJ
INVESCO EXCH TRADED FD TR II
10.17%348.5K$15.9M
+4.46%(+14.87K)
2023-Q3: 296.6K shares2023-Q4: 303.2K shares2024-Q1: 314.8K shares2024-Q2: 333.7K shares2024-Q3: 348.5K shares2024-09-30
QQQ
INVESCO QQQ TR
9.63%30.9K$15.1M
+5.66%(+1.66K)
2023-Q3: 26.9K shares2023-Q4: 27.4K shares2024-Q1: 27.8K shares2024-Q2: 29.3K shares2024-Q3: 30.9K shares2024-09-30
VXUS
VANGUARD STAR FDS
6.78%164.1K$10.6M
+5.23%(+8.16K)
2023-Q3: 141.4K shares2023-Q4: 145.2K shares2024-Q1: 147.8K shares2024-Q2: 156.0K shares2024-Q3: 164.1K shares2024-09-30
VOT
VANGUARD INDEX FDS
6.46%41.6K$10.1M
+6.23%(+2.44K)
2023-Q3: 34.9K shares2023-Q4: 35.7K shares2024-Q1: 37.1K shares2024-Q2: 39.1K shares2024-Q3: 41.6K shares2024-09-30
JPIB
J P MORGAN EXCHANGE TRADED F
5.21%167.7K$8.2M
+3.98%(+6.42K)
2023-Q3: 143.3K shares2023-Q4: 146.2K shares2024-Q1: 152.9K shares2024-Q2: 161.3K shares2024-Q3: 167.7K shares2024-09-30
SPLV
INVESCO EXCH TRADED FD TR II
5.14%112.4K$8.1M
+4.58%(+4.93K)
2023-Q3: 106.4K shares2023-Q4: 106.4K shares2024-Q1: 105.5K shares2024-Q2: 107.4K shares2024-Q3: 112.4K shares2024-09-30
BIV
VANGUARD BD INDEX FDS
4.91%98.1K$7.7M
+3.28%(+3.11K)
2023-Q3: 87.2K shares2023-Q4: 88.3K shares2024-Q1: 91.5K shares2024-Q2: 95.0K shares2024-Q3: 98.1K shares2024-09-30
VBR
VANGUARD INDEX FDS
4%31.2K$6.3M
+5.87%(+1.73K)
2023-Q3: 27.2K shares2023-Q4: 27.4K shares2024-Q1: 27.9K shares2024-Q2: 29.5K shares2024-Q3: 31.2K shares2024-09-30
AAPL
APPLE INC
3.73%25.1K$5.8M
-0.10%(-24)
2023-Q3: 29.1K shares2023-Q4: 26.2K shares2024-Q1: 25.6K shares2024-Q2: 25.1K shares2024-Q3: 25.1K shares2024-09-30

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