Tiller Private Wealth, Inc. Top Holdings and 13F Report (2025) About Tiller Private Wealth, Inc.Investment ActivityTiller Private Wealth, Inc. has $281.02 million in total holdings as of September 30, 2025.Tiller Private Wealth, Inc. owns shares of 65 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.88% of the portfolio was purchased this quarter.About 1.17% of the portfolio was sold this quarter.This quarter, Tiller Private Wealth, Inc. has purchased 60 new stocks and bought additional shares in 19 stocks.Tiller Private Wealth, Inc. sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core MSCI Total International Stock ETF $51,541,830SPDR S&P 500 ETF Trust $42,358,741Technology Select Sector SPDR Fund $26,496,650Invesco S&P 500 Equal Weight ETF $23,530,936Global X U.S. Preferred ETF $18,645,527 Largest New Holdings this Quarter 00773T101 - AdvanSix $520,528 Holding46432F842 - iShares Core MSCI EAFE ETF $254,509 Holding88160R101 - Tesla $235,907 Holding464287200 - iShares Core S&P 500 ETF $224,885 Holding92204A884 - Vanguard Communication Services ETF $214,013 Holding Largest Purchases this Quarter Air Products and Chemicals 3,623 shares (about $988.06K)Dimensional U.S. Targeted Value ETF 11,282 shares (about $656.73K)iShares Core MSCI Total International Stock ETF 6,378 shares (about $526.70K)AdvanSix 26,859 shares (about $520.53K)Home Depot 1,029 shares (about $416.94K) Largest Sales this Quarter Vanguard FTSE Europe ETF 12,660 shares (about $1.01M)iShares 20+ Year Treasury Bond ETF 6,280 shares (about $561.24K)Technology Select Sector SPDR Fund 1,440 shares (about $405.88K)Schwab US Small-Cap ETF 9,888 shares (about $275.88K)Invesco S&P 500 Equal Weight ETF 725 shares (about $137.53K) 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$51,541,830$526,695 ▲1.0%624,14418.3%ManufacturingSPYSPDR S&P 500 ETF Trust$42,358,741$41,969 ▼-0.1%63,58515.1%FinanceXLKTechnology Select Sector SPDR Fund$26,496,650$405,880 ▼-1.5%94,0069.4%ETFRSPInvesco S&P 500 Equal Weight ETF$23,530,936$137,532 ▼-0.6%124,0438.4%ETFPFFDGlobal X U.S. Preferred ETF$18,645,527$234,073 ▲1.3%959,6266.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$17,186,800$286,695 ▲1.7%28,8356.1%ETFDFATDimensional U.S. Targeted Value ETF$14,760,951$656,725 ▲4.7%253,5815.3%ETFSCHASchwab US Small-Cap ETF$12,167,295$275,875 ▼-2.2%436,1044.3%ETFAPDAir Products and Chemicals$11,325,773$988,063 ▲9.6%41,5294.0%Basic MaterialsSCHMSchwab U.S. Mid-Cap ETF$10,598,177$28,217 ▼-0.3%357,5633.8%ETFAAPLApple$8,994,350$98,797 ▼-1.1%35,3233.2%Computer and TechnologyVGKVanguard FTSE Europe ETF$6,168,050$1,010,266 ▼-14.1%77,2942.2%ETFTLTiShares 20+ Year Treasury Bond ETF$4,828,036$561,244 ▼-10.4%54,0231.7%ETFBRK.BBerkshire Hathaway$4,756,4240.0%9,4611.7%FinanceAIC3.ai$3,739,9960.0%215,6861.3%Computer and TechnologyNVDANVIDIA$2,315,153$15,487 ▲0.7%12,4080.8%Computer and TechnologyAMZNAmazon.com$2,124,560$3,513 ▲0.2%9,6760.8%Retail/WholesaleJPMJPMorgan Chase & Co.$960,222$2,208 ▲0.2%3,0440.3%FinanceHDHome Depot$795,388$416,941 ▲110.2%1,9630.3%Retail/WholesaleGOOGLAlphabet$730,5980.0%3,0050.3%Computer and TechnologyMSFTMicrosoft$724,287$31,085 ▼-4.1%1,3980.3%Computer and TechnologyMETAMeta Platforms$714,640$44,068 ▼-5.8%9730.3%Computer and TechnologyGOOGAlphabet$623,5690.0%2,5600.2%Computer and TechnologyPNCThe PNC Financial Services Group$615,047$15,070 ▼-2.4%3,0610.2%FinanceSCHDSchwab US Dividend Equity ETF$606,470$11,029 ▼-1.8%22,2150.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$548,852$3,670 ▼-0.7%17,2000.2%ETFIXGiShares Global Financials ETF$522,109$2,917 ▲0.6%4,4750.2%ETFASIXAdvanSix$520,528$520,528 ▲New Holding26,8590.2%Basic MaterialsXLFFinancial Select Sector SPDR Fund$509,287$5,656 ▼-1.1%9,4540.2%ETFETEnergy Transfer$508,423$292 ▲0.1%29,6280.2%EnergyETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$501,1890.0%55,3800.2%Financial ServicesOECOrion$494,110$266,710 ▲117.3%65,1860.2%Basic MaterialsXLYConsumer Discretionary Select Sector SPDR Fund$462,266$2,396 ▲0.5%1,9290.2%FinancePFFiShares Preferred and Income Securities ETF$450,913$33,866 ▲8.1%14,2600.2%ETFDISWalt Disney$434,7820.0%3,7970.2%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$426,4460.0%2,7650.2%ETFVVisa$408,706$1,024 ▲0.3%1,1970.1%Business ServicesSLYGSPDR S&P 600 Small Cap Growth ETF$407,891$13,203 ▼-3.1%4,3250.1%ETFIWFiShares Russell 1000 Growth ETF$377,5390.0%8060.1%ETFIYWiShares U.S. Technology ETF$370,763$17,627 ▼-4.5%1,8930.1%ManufacturingNFLXNetflix$369,2680.0%3080.1%Consumer DiscretionaryJNJJohnson & Johnson$357,3050.0%1,9270.1%MedicalIXPiShares Global Comm Services ETF$354,704$5,562 ▲1.6%2,8700.1%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$342,8210.0%7,6900.1%ETFMCDMcDonald's$340,209$4,556 ▼-1.3%1,1200.1%Retail/WholesaleORCLOracle$325,395$116,715 ▼-26.4%1,1570.1%Computer and TechnologyJJacobs Solutions$303,754$150 ▲0.0%2,0270.1%Business ServicesPEPPepsiCo$295,6270.0%2,1050.1%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$292,6750.0%2,1030.1%ETFVTVVanguard Value ETF$279,1760.0%1,4970.1%ETFPFEPfizer$276,1460.0%10,8380.1%MedicalQQQInvesco QQQ$274,370$3,002 ▲1.1%4570.1%FinanceIEFAiShares Core MSCI EAFE ETF$254,509$254,509 ▲New Holding2,9150.1%ETFAZNAstraZeneca$253,1760.0%3,3000.1%MedicalIXJiShares Global Healthcare ETF$249,909$5,760 ▼-2.3%2,8200.1%ETFTSLATesla$235,907$235,907 ▲New Holding5300.1%Auto/Tires/TrucksVCRVanguard Consumer Discretionary ETF$235,710$1,981 ▲0.8%5950.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$228,6920.0%9,7440.1%ETFVXUSVanguard Total International Stock ETF$226,2570.0%3,0800.1%ETFIVViShares Core S&P 500 ETF$224,885$224,885 ▲New Holding3360.1%ETFVBVanguard Small-Cap ETF$220,4610.0%8670.1%ETFVDCVanguard Consumer Staples ETF$219,074$11,755 ▼-5.1%1,0250.1%ETFVOXVanguard Communication Services ETF$214,013$214,013 ▲New Holding1,1400.1%ETFSCHFSchwab International Equity ETF$200,814$200,814 ▲New Holding8,6260.1%ETFNXPNuveen Sl Tfip$196,295$196,295 ▲New Holding13,5750.1%FinanceVZVerizon Communications$0$237,000 ▼-100.0%00.0%Computer and TechnologyKOCocaCola$0$212,000 ▼-100.0%00.0%Consumer StaplesShowing 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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