0001085146-24-000126.txt : 20240110 0001085146-24-000126.hdr.sgml : 20240110 20240109175426 ACCESSION NUMBER: 0001085146-24-000126 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240109 EFFECTIVENESS DATE: 20240110 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: 24524345 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 12-31-2023 12-31-2023 false Hyperion Partners, LLC

1001 OLD CASSATT ROAD SUITE 208 BERWYN PA 19312

13F HOLDINGS REPORT 028-23173 N Jeffrey Leber 484-584-4708 /s/Jeffrey Leber Berwyn PA 01-09-2024 0 65 126230372 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 288387 1861 SH SOLE 1861 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 395125 1126 SH SOLE 1126 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 BBG001SCTQY4 623132 4482 SH SOLE 4482 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 249486 1786 SH SOLE 1786 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 233944 1660 SH SOLE 1660 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 617788 4066 SH SOLE 4066 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 422661 1467 SH SOLE 1467 0 0 APPLE INC COM 037833100 BBG001S5N8V8 5042148 26189 SH SOLE 26189 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 439264 26178 SH SOLE 26178 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 627722 1760 SH SOLE 1760 0 0 BLACKROCK INC COM 09247X101 BBG001SDBP55 289001 356 SH SOLE 356 0 0 BLUE OWL CAPITAL CORPORATION COM 69121K104 BBG00DB0XYD3 192234 13024 SH SOLE 13024 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 230502 4492 SH SOLE 4492 0 0 CEL-SCI CORP COM PAR NEW 150837607 BBG001SBRBG1 38352 14100 SH SOLE 14100 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 556864 3733 SH SOLE 3733 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 622721 12326 SH SOLE 12326 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 333897 5666 SH SOLE 5666 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 526343 797 SH SOLE 797 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1354670 13549 SH SOLE 13549 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 370402 1069 SH SOLE 1069 0 0 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 329267 1570 SH SOLE 1570 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 327478 2002 SH SOLE 2002 0 0 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 BBG00P4Y2TZ1 12559717 303155 SH SOLE 303155 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 BBG001V18CG8 6669479 106439 SH SOLE 106439 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 11218158 27393 SH SOLE 27393 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 202413 2877 SH SOLE 2877 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1047091 2192 SH SOLE 2192 0 0 ISHARES TR IBONDS 24 TRM HG 46435U184 BBG00P3CTJ01 301730 13000 SH SOLE 13000 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 1523368 5025 SH SOLE 5025 0 0 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 567806 7167 SH SOLE 7167 0 0 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 BBG00GD9GQY8 6988123 146226 SH SOLE 146226 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 4296330 27411 SH SOLE 27411 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1111541 6535 SH SOLE 6535 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 218099 980 SH SOLE 980 0 0 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 334810 785 SH SOLE 785 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 259089 874 SH SOLE 874 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1090777 2901 SH SOLE 2901 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 302150 2783 SH SOLE 2783 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 567032 1145 SH SOLE 1145 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 258466 2452 SH SOLE 2452 0 0 PAYCHEX INC COM 704326107 BBG001S5V135 393659 3305 SH SOLE 3305 0 0 PEPSICO INC COM 713448108 BBG001S695T1 472916 2784 SH SOLE 2784 0 0 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 785688 5074 SH SOLE 5074 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 251023 1713 SH SOLE 1713 0 0 PROSHARES TR INVT INT RT HG 74347B607 BBG005JYLX52 225073 2986 SH SOLE 2986 0 0 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 206604 469 SH SOLE 469 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 437076 1661 SH SOLE 1661 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 3113471 6550 SH SOLE 6550 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 648700 1279 SH SOLE 1279 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 339322 4057 SH SOLE 4057 0 0 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 20397971 163223 SH SOLE 163223 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 688041 2769 SH SOLE 2769 0 0 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 223473 1311 SH SOLE 1311 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 582802 1107 SH SOLE 1107 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 6746824 88332 SH SOLE 88332 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 BBG004N1LGK2 262650 5321 SH SOLE 5321 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 7849191 35748 SH SOLE 35748 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 375109 859 SH SOLE 859 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 4937589 27436 SH SOLE 27436 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 806655 3400 SH SOLE 3400 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 BBG001TCH7Y8 259064 1411 SH SOLE 1411 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 8414952 145186 SH SOLE 145186 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 3652552 7547 SH SOLE 7547 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 492451 13062 SH SOLE 13062 0 0 WESTERN ASSET HIGH INCOME OP COM 95766K109 BBG001S7HQ69 39949 10349 SH SOLE 10349 0 0