0001085146-24-001719.txt : 20240411 0001085146-24-001719.hdr.sgml : 20240411 20240411100532 ACCESSION NUMBER: 0001085146-24-001719 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hyperion Partners, LLC CENTRAL INDEX KEY: 0001971715 ORGANIZATION NAME: IRS NUMBER: 831517693 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23173 FILM NUMBER: 24837374 BUSINESS ADDRESS: STREET 1: 1001 OLD CASSATT ROAD STREET 2: SUITE 208 CITY: BERWYN STATE: PA ZIP: 19312 BUSINESS PHONE: 484-584-4708 MAIL ADDRESS: STREET 1: 1001 OLD CASSATT ROAD STREET 2: SUITE 208 CITY: BERWYN STATE: PA ZIP: 19312 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001971715 XXXXXXXX 03-31-2024 03-31-2024 false Hyperion Partners, LLC
1001 OLD CASSATT ROAD SUITE 208 BERWYN PA 19312
13F HOLDINGS REPORT 028-23173 N
Jeffrey Leber CCO 484-584-4708 /s/Jeffrey Leber Berwyn PA 04-11-2024 0 71 136513478 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 339188 1863 SH SOLE 1863 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 390283 1126 SH SOLE 1126 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 679386 4669 SH SOLE 4669 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 269561 1786 SH SOLE 1786 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 252752 1660 SH SOLE 1660 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 718995 3986 SH SOLE 3986 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 207071 728 SH SOLE 728 0 0 APPLE INC COM 037833100 BBG001S5N8V8 4381237 25550 SH SOLE 25550 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 460426 26161 SH SOLE 26161 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 739274 1758 SH SOLE 1758 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 288460 346 SH SOLE 346 0 0 BLUE OWL CAPITAL CORPORATION COM 69121K104 BBG00DB0XYD3 200048 13007 SH SOLE 13007 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 236889 4368 SH SOLE 4368 0 0 CEL-SCI CORP COM PAR NEW 150837607 BBG001SBRBG1 26931 14100 SH SOLE 14100 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 589722 3739 SH SOLE 3739 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 607870 12179 SH SOLE 12179 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 345851 5653 SH SOLE 5653 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 522763 714 SH SOLE 714 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1573706 13538 SH SOLE 13538 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 381675 995 SH SOLE 995 0 0 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 322323 1570 SH SOLE 1570 0 0 INTEL CORP COM 458140100 BBG001S5SF65 290070 6567 SH SOLE 6567 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 382846 2005 SH SOLE 2005 0 0 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 BBG00P4Y2TZ1 13475598 314777 SH SOLE 314777 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 6951673 105536 SH SOLE 105536 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 12333776 27778 SH SOLE 27778 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 213547 2877 SH SOLE 2877 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1251030 2380 SH SOLE 2380 0 0 ISHARES TR IBONDS 24 TRM HG 46435U184 BBG00P3CTJ01 303095 13000 SH SOLE 13000 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1507657 4473 SH SOLE 4473 0 0 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 675310 7401 SH SOLE 7401 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 BBG00GD9GQY8 7278889 152854 SH SOLE 152854 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 4297055 27164 SH SOLE 27164 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1256383 6273 SH SOLE 6273 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 229257 900 SH SOLE 900 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 477717 992 SH SOLE 992 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 246724 875 SH SOLE 875 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 210380 1594 SH SOLE 1594 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 234138 482 SH SOLE 482 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1441568 3426 SH SOLE 3426 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 261546 2783 SH SOLE 2783 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1245116 1378 SH SOLE 1378 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 306937 2444 SH SOLE 2444 0 0 PAYCHEX INC COM 704326107 BBG001S5V135 405854 3305 SH SOLE 3305 0 0 PEPSICO INC COM 713448108 BBG001S695T1 480557 2746 SH SOLE 2746 0 0 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 820123 5075 SH SOLE 5075 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 273878 1688 SH SOLE 1688 0 0 PROSHARES TR INVT INT RT HG 74347B607 BBG005JYLX52 209637 2740 SH SOLE 2740 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 215054 2205 SH SOLE 2205 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 497248 1651 SH SOLE 1651 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3326698 6360 SH SOLE 6360 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 714009 1283 SH SOLE 1283 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 345289 3958 SH SOLE 3958 0 0 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 22129775 168621 SH SOLE 168621 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 556551 3166 SH SOLE 3166 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 225776 1296 SH SOLE 1296 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 213304 367 SH SOLE 367 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 210447 2075 SH SOLE 2075 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 533781 1079 SH SOLE 1079 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 6899130 91500 SH SOLE 91500 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 253227 5148 SH SOLE 5148 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 8753311 37123 SH SOLE 37123 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 412825 859 SH SOLE 859 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 5362496 27947 SH SOLE 27947 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 916474 3526 SH SOLE 3526 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 BBG001TCH7Y8 278553 1413 SH SOLE 1413 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 8911374 147784 SH SOLE 147784 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 211922 1752 SH SOLE 1752 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 4373670 8341 SH SOLE 8341 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 536320 12782 SH SOLE 12782 0 0 WESTERN ASSET HIGH INCOME OP COM 95766K109 BBG001S7HQ69 41472 10634 SH SOLE 10634 0 0