Hyperion Partners, LLC
CIK 1971715 · Holdings on Jun 30, 2024 · First reported Jul 12, 2024
Top ten holdings
Q2 2024- SDY15.95%
- QQQ10.00%
- RWJ9.54%
- VXUS6.71%
- VOT6.41%
- JPIB5.42%
- BIV5.08%
- SPLV4.98%
- VBR3.84%
- AAPL3.78%
Share classes counted separately71.71%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QQQWeight increased · +0.97 pp9.03% → 10.00%Shares +1.48K (+5.31%)
- AAPLWeight increased · +0.57 pp3.21% → 3.78%Shares -422 (-1.65%)
- NVDAWeight increased · +0.40 pp0.91% → 1.31%Shares +13.51K (+980.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $22.34M | 15.95% | 175.69K shares | 16.21% → 15.95%-0.26 pp +7.07K (+4.19%) | Added | ↗▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $14.02M | 10.00% | 29.25K shares | 9.03% → 10.00%+0.97 pp +1.48K (+5.31%) | Added | ↗▾ |
| 03 | RWJINVESCO S&P SMALLCAP 600S&P SMALLCAP 600 View history and evidence | $13.37M | 9.54% | 333.66K shares | 9.87% → 9.54%-0.33 pp +18.88K (+6.00%) | Added | ↗▾ |
| 04 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $9.41M | 6.71% | 155.99K shares | 6.53% → 6.71%+0.18 pp +8.20K (+5.55%) | Added | ↗▾ |
| 05 | VOTVNGRD MRNGSTR MC GRW ETF-USDMCAP GR IDXVIP View history and evidence | $8.98M | 6.41% | 39.14K shares | 6.41% → 6.41%+0.00 pp +2.01K (+5.42%) | Added | ↗▾ |
| 06 | JPIBJPMORGAN INTL BND ETFINTL BD OPP ETF View history and evidence | $7.60M | 5.42% | 161.27K shares | 5.33% → 5.42%+0.09 pp +8.41K (+5.50%) | Added | ↗▾ |
| 07 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $7.11M | 5.08% | 94.98K shares | 5.05% → 5.08%+0.03 pp +3.48K (+3.81%) | Added | ↗▾ |
| 08 | SPLVINVESCO S&P 500 LOW VOLATILIS&P500 LOW VOL View history and evidence | $6.98M | 4.98% | 107.45K shares | 5.09% → 4.98%-0.11 pp +1.91K (+1.81%) | Added | ↗▾ |
| 09 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $5.38M | 3.84% | 29.47K shares | 3.93% → 3.84%-0.09 pp +1.52K (+5.44%) | Added | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $5.29M | 3.78% | 25.13K shares | 3.21% → 3.78%+0.57 pp -422 (-1.65%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IVV ISHARES CORE S&P 500 ETF | Non-derivative | -2,380 | -$1.25M | SEC filing ↗ | SEC filing ↗ |
| VOO VANGUARD S&P 500 ETF | Non-derivative | -859 | -$412.82K | SEC filing ↗ | SEC filing ↗ |
| IBHD ISHARES IBONDS 2024 H/Y INC | Non-derivative | -13,000 | -$303.10K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1971715 · Period Jun 30, 2024
Data loaded Sep 23, 2026 · First reported Jul 12, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 140123587
}Research all 71 reported holdings.
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