0001085146-24-004717.txt : 20241009 0001085146-24-004717.hdr.sgml : 20241009 20241008180410 ACCESSION NUMBER: 0001085146-24-004717 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241009 DATE AS OF CHANGE: 20241008 EFFECTIVENESS DATE: 20241009 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: 241361110 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 09-30-2024 09-30-2024 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 10-08-2024 0 73 156696012 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 403881 2045 SH SOLE 2045 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 381405 1079 SH SOLE 1079 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 482387 2909 SH SOLE 2909 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 308005 1842 SH SOLE 1842 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 812958 4363 SH SOLE 4363 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 229338 712 SH SOLE 712 0 0 APPLE INC COM 037833100 BBG001S5N8V8 5849285 25104 SH SOLE 25104 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 474752 21580 SH SOLE 21580 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 364066 791 SH SOLE 791 0 0 BLUE OWL CAPITAL CORPORATION COM 69121K104 BBG00DB0XYD3 189512 13007 SH SOLE 13007 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 226225 4372 SH SOLE 4372 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 243453 1411 SH SOLE 1411 0 0 CEL-SCI CORP COM PAR NEW 150837607 BBG001SBRBG1 17596 16600 SH SOLE 16600 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 549398 3731 SH SOLE 3731 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 642917 12080 SH SOLE 12080 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 416069 5790 SH SOLE 5790 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 634618 716 SH SOLE 716 0 0 EATON CORP PLC SHS G29183103 BBG001S5QZ45 281724 850 SH SOLE 850 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1627663 13886 SH SOLE 13886 0 0 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 BBG004HQLXB7 224805 4899 SH SOLE 4899 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 364971 901 SH SOLE 901 0 0 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 326188 1578 SH SOLE 1578 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 436627 1975 SH SOLE 1975 0 0 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 BBG00P4Y2TZ1 15931467 348534 SH SOLE 348534 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 8060656 112375 SH SOLE 112375 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 15085718 30909 SH SOLE 30909 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 312676 4006 SH SOLE 4006 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 213125 369 SH SOLE 369 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1781792 4747 SH SOLE 4747 0 0 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 774641 8426 SH SOLE 8426 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 BBG00GD9GQY8 8158784 167686 SH SOLE 167686 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 4379491 27024 SH SOLE 27024 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 1316739 6245 SH SOLE 6245 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 243765 900 SH SOLE 900 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 469110 950 SH SOLE 950 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 267262 878 SH SOLE 878 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 297968 521 SH SOLE 521 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1415990 3291 SH SOLE 3291 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1840561 15156 SH SOLE 15156 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 436276 2560 SH SOLE 2560 0 0 PAYCHEX INC COM 704326107 BBG001S5V135 450207 3355 SH SOLE 3355 0 0 PEPSICO INC COM 713448108 BBG001S695T1 463029 2723 SH SOLE 2723 0 0 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 938114 5075 SH SOLE 5075 0 0 PPL CORP COM 69351T106 BBG001S5VC31 206213 6234 SH SOLE 6234 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 292535 1689 SH SOLE 1689 0 0 PROSHARES TR INVT INT RT HG 74347B607 BBG005JYLX52 362134 4702 SH SOLE 4702 0 0 PURE STORAGE INC CL A 74624M102 BBG00212PW10 254013 5056 SH SOLE 5056 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 267158 2205 SH SOLE 2205 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 247978 480 SH SOLE 480 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 451935 1651 SH SOLE 1651 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3957826 6898 SH SOLE 6898 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 734930 1290 SH SOLE 1290 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 367632 3948 SH SOLE 3948 0 0 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 26308272 185217 SH SOLE 185217 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 976403 3732 SH SOLE 3732 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 267715 1296 SH SOLE 1296 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 230108 372 SH SOLE 372 0 0 TJX COS INC NEW COM 872540109 BBG001S5WQ93 282919 2407 SH SOLE 2407 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 363755 2668 SH SOLE 2668 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 628531 1075 SH SOLE 1075 0 0 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 BBG001SZDBR1 246711 4649 SH SOLE 4649 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 7687695 98095 SH SOLE 98095 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 371888 7396 SH SOLE 7396 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 10122063 41574 SH SOLE 41574 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 6263432 31196 SH SOLE 31196 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 972722 3435 SH SOLE 3435 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 BBG001TCH7Y8 293593 1417 SH SOLE 1417 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 10626614 164143 SH SOLE 164143 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 227302 1773 SH SOLE 1773 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 4450915 7589 SH SOLE 7589 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 612715 13643 SH SOLE 13643 0 0 WALMART INC COM 931142103 BBG001S5XH92 249598 3091 SH SOLE 3091 0 0 WESTERN ASSET HIGH INCOME OP COM 95766K109 BBG001S7HQ69 45493 11233 SH SOLE 11233 0 0