Tiller Private Wealth, Inc. Top Holdings and 13F Report (2025) About Tiller Private Wealth, Inc.Investment ActivityTiller Private Wealth, Inc. has $240.07 million in total holdings as of March 31, 2025.Tiller Private Wealth, Inc. owns shares of 54 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.95% of the portfolio was purchased this quarter.About 2.25% of the portfolio was sold this quarter.This quarter, Tiller Private Wealth, Inc. has purchased 56 new stocks and bought additional shares in 27 stocks.Tiller Private Wealth, Inc. sold shares of 14 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core MSCI Total International Stock ETF $38,541,000SPDR S&P 500 ETF Trust $36,624,000Invesco S&P 500 Equal Weight ETF $21,070,000Technology Select Sector SPDR Fund $20,109,000Global X U.S. Preferred ETF $18,425,000 Largest New Holdings this Quarter 25434V609 - Dimensional U.S. Targeted Value ETF $5,329,000 Holding464287275 - iShares Global Comm Services ETF $248,000 Holding191216100 - Coca-Cola $215,000 Holding92204A207 - Vanguard Consumer Staples ETF $212,000 Holding Largest Purchases this Quarter Dimensional U.S. Targeted Value ETF 103,488 shares (about $5.33M)Air Products and Chemicals 6,293 shares (about $1.86M)iShares Core MSCI Total International Stock ETF 26,239 shares (about $1.83M)Invesco S&P 500 Equal Weight ETF 4,852 shares (about $840.50K)Global X U.S. Preferred ETF 35,033 shares (about $667.04K) Largest Sales this Quarter Vanguard FTSE Europe ETF 36,558 shares (about $2.57M)iShares 20+ Year Treasury Bond ETF 4,782 shares (about $435.29K)SPDR Portfolio S&P 500 High Dividend ETF 4,185 shares (about $185.35K)Walt Disney 1,163 shares (about $114.69K)Berkshire Hathaway 101 shares (about $53.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTiller Private Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIXUSiShares Core MSCI Total International Stock ETF$38,541,000$1,831,735 ▲5.0%552,08716.1%ManufacturingSPYSPDR S&P 500 ETF Trust$36,624,000$521,905 ▲1.4%65,47215.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$21,070,000$840,500 ▲4.2%121,6328.8%ETFXLKTechnology Select Sector SPDR Fund$20,109,000$17,758 ▼-0.1%97,3888.4%ETFPFFDGlobal X U.S. Preferred ETF$18,425,000$667,038 ▲3.8%967,6857.7%ETFVGKVanguard FTSE Europe ETF$15,156,000$2,566,662 ▼-14.5%215,8736.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$14,949,000$511,086 ▲3.5%28,0216.2%ETFAPDAir Products and Chemicals$11,183,000$1,855,920 ▲19.9%37,9194.7%Basic MaterialsSCHASchwab US Small-Cap ETF$10,804,000$48,734 ▼-0.4%461,1214.5%ETFSCHMSchwab U.S. Mid-Cap ETF$9,492,000$66,283 ▲0.7%362,3084.0%ETFAAPLApple$7,298,000$162,158 ▲2.3%32,8543.0%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$5,882,000$435,292 ▼-6.9%64,6182.5%ETFBRK.BBerkshire Hathaway$5,665,000$53,795 ▼-0.9%10,6362.4%FinanceDFATDimensional U.S. Targeted Value ETF$5,329,000$5,329,000 ▲New Holding103,4882.2%ETFAMZNAmazon.com$2,095,000$207,940 ▲11.0%11,0120.9%Retail/WholesaleNVDANVIDIA$1,602,000$370,393 ▲30.1%14,7790.7%Computer and TechnologyMSFTMicrosoft$909,000$269,472 ▲42.1%2,4220.4%Computer and TechnologySCHDSchwab US Dividend Equity ETF$759,000$200,003 ▲35.8%27,1490.3%ETFJPMJPMorgan Chase & Co.$745,0000.0%3,0370.3%FinanceMETAMeta Platforms$712,000$96,855 ▲15.7%1,2350.3%Computer and TechnologyDISWalt Disney$636,000$114,695 ▼-15.3%6,4490.3%Consumer DiscretionaryGOOGLAlphabet$615,000$105,592 ▲20.7%3,9780.3%Computer and TechnologyVTVVanguard Value ETF$564,000$50,959 ▼-8.3%3,2650.2%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$561,000$31,373 ▼-5.3%67,9500.2%Financial ServicesPNCThe PNC Financial Services Group$551,000$269,878 ▲96.0%3,1360.2%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$541,000$185,353 ▼-25.5%12,2150.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$513,000$12,520 ▲2.5%20,4880.2%ETFVVisa$499,000$68,731 ▲16.0%1,4230.2%Business ServicesGOOGAlphabet$467,000$61,756 ▲15.2%2,9870.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$447,000$42,363 ▲10.5%8,9690.2%ETFIXGiShares Global Financials ETF$442,000$6,689 ▲1.5%4,2950.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$415,000$30,679 ▼-6.9%5,0050.2%ETFOECOrion$388,0000.0%30,0000.2%Basic MaterialsNFLXNetflix$367,000$40,053 ▲12.3%3940.2%Consumer DiscretionaryMCDMcDonald's$362,0000.0%1,1600.2%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$360,000$52,619 ▼-12.8%2,4630.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$360,000$9,868 ▲2.8%1,8240.1%FinanceXLIIndustrial Select Sector SPDR Fund$346,000$10,485 ▼-2.9%2,6400.1%ETFPEPPepsiCo$346,0000.0%2,3050.1%Consumer StaplesPFFiShares Preferred and Income Securities ETF$341,000$7,226 ▲2.2%11,0900.1%ETFIXJiShares Global Healthcare ETF$330,000$45,187 ▼-12.0%3,6150.1%ETFHDHome Depot$316,0000.0%8620.1%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$291,0000.0%8060.1%ETFAZNAstraZeneca$281,000$34,573 ▲14.0%3,8200.1%MedicalPFEPfizer$275,000$658 ▲0.2%10,8630.1%MedicalRSPTInvesco S&P 500 Equal Weight Technology ETF$263,0000.0%7,6900.1%ETFIXPiShares Global Comm Services ETF$248,000$248,000 ▲New Holding2,5550.1%ETFIYWiShares U.S. Technology ETF$248,000$10,538 ▼-4.1%1,7650.1%ManufacturingVZVerizon Communications$247,000$181 ▲0.1%5,4510.1%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$233,0000.0%2,8530.1%ETFORCLOracle$224,000$9,946 ▲4.6%1,5990.1%Computer and TechnologyKOCoca-Cola$215,000$215,000 ▲New Holding2,9980.1%Consumer StaplesQQQInvesco QQQ$212,0000.0%4520.1%FinanceVDCVanguard Consumer Staples ETF$212,000$212,000 ▲New Holding9700.1%ETFTSLATesla$0$597,062 ▼-100.0%00.0%Auto/Tires/TrucksVBVanguard Small-Cap ETF$0$332,788 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$209,010 ▼-100.0%00.0%ETFTGTTarget$0$202,094 ▼-100.0%00.0%Retail/WholesaleVUGVanguard Growth ETF$0$201,936 ▼-100.0%00.0%ETFVCRVanguard Consumer Discretionary ETF$0$200,828 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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