S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Bill Gates is raving about WHAT?! (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
Bill Gates is raving about WHAT?! (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
AI Stock Caught Trading Under Secret Name (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Bill Gates is raving about WHAT?! (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
Bill Gates is raving about WHAT?! (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
AI Stock Caught Trading Under Secret Name (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Bill Gates is raving about WHAT?! (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
Bill Gates is raving about WHAT?! (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
AI Stock Caught Trading Under Secret Name (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
How this AP photographer captured a unique splash at the swimming worlds with an underwater camera
Bill Gates is raving about WHAT?! (Ad)
Delays in promised Western military aid to Ukraine are costing lives, the defense minister says
MILAN FASHION PHOTOS: Feben, Rave Review promote looks for women of all shapes, ages and sizes
Bill Gates is raving about WHAT?! (Ad)
Caribbean leaders meet with Haiti's prime minister. Foreign force deployment is on the agenda
What recession? Professional forecasters raise expectations for US economy in 2024
AI Stock Caught Trading Under Secret Name (Ad)
Stock market today: Asian shares mostly decline, while Tokyo again touches a record high
AT&T will give $5 to customers hit by cellphone network outage

Tiller Private Wealth, Inc. Top Holdings and 13F Report (2024)

About Tiller Private Wealth, Inc.

Investment Activity

  • Tiller Private Wealth, Inc. has $199.62 million in total holdings as of December 31, 2023.
  • Tiller Private Wealth, Inc. owns shares of 44 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 2.67% of the portfolio was purchased this quarter.
  • About 2.88% of the portfolio was sold this quarter.
  • This quarter, Tiller Private Wealth, Inc. has purchased 46 new stocks and bought additional shares in 13 stocks.
  • Tiller Private Wealth, Inc. sold shares of 20 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

Coca-Cola
$205,902 Holding

Largest Purchases this Quarter

iShares 20+ Year Treasury Bond ETF
8,170 shares (about $807.85K)
Invesco S&P 500 Equal Weight ETF
4,597 shares (about $725.41K)
SPDR S&P 500 ETF Trust
1,460 shares (about $693.95K)
Technology Select Sector SPDR Fund
2,773 shares (about $533.75K)

Largest Sales this Quarter

Vanguard Value ETF
7,539 shares (about $1.13M)
Air Products and Chemicals
3,790 shares (about $1.04M)
Global X U.S. Preferred ETF
29,550 shares (about $573.27K)
Berkshire Hathaway
761 shares (about $271.42K)
Microsoft
399 shares (about $150.02K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTiller Private Wealth, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$30,516,127$1,131,990 3.9%469,98515.3%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$21,387,553$693,954 3.4%44,99710.7%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$16,020,121$8,834 -0.1%248,4518.0%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$15,635,469$573,270 -3.5%805,9527.8%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$15,626,241$1,037,697 -6.2%57,0727.8%Basic Materials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$14,135,464$725,409 5.4%89,5787.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$12,864,993$170,478 1.3%25,3566.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$12,383,971$533,747 4.5%64,3396.2%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$9,915,015$1,323 0.0%209,8865.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,078,041$1,127,075 -11.0%60,7234.5%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$9,074,403$41,049 0.5%120,4784.5%ETF
Apple Inc. stock logo
AAPL
Apple
$6,956,872$117,443 -1.7%36,1343.5%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$5,917,474$807,850 15.8%59,8453.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,904,001$271,418 -6.5%10,9462.0%Finance
C3.ai, Inc. stock logo
AI
C3.ai
$2,903,3570.0%101,1271.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,605,854$79,769 -4.7%10,5690.8%Retail/Wholesale
Orion S.A. stock logo
OEC
Orion
$831,9000.0%30,0000.4%Basic Materials
The Walt Disney Company stock logo
DIS
Walt Disney
$740,789$86,313 13.2%8,2050.4%Consumer Discretionary
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$735,401$109,340 -12.9%18,7650.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$592,177$150,018 -20.2%1,5750.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$528,906$48,655 -8.4%3,1090.3%Finance
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund stock logo
ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
$521,290$32,012 -5.8%67,0900.3%Financial Services
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$477,412$477,412 New Holding6,2710.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$460,802$75,685 -14.1%5,5100.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$453,295$33,526 -6.9%3,2450.2%Computer and Technology
Energy Transfer LP stock logo
ET
Energy Transfer
$443,930$6,472 -1.4%32,1690.2%Oils/Energy
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$431,994$9,600 -2.2%2,0250.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$415,986$20,799 -4.8%8400.2%Computer and Technology
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$392,855$392,855 New Holding2,5370.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$381,780$11,556 3.1%2,7090.2%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$375,8090.0%4,5300.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$373,581$249 -0.1%1,5030.2%Auto/Tires/Trucks
McDonald's Co. stock logo
MCD
McDonald's
$372,272$296 0.1%1,2560.2%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$368,386$100 0.0%3,6850.2%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$356,792$27,609 -7.2%1,0080.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$329,652$20,831 -5.9%1,2660.2%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$325,028$46,109 16.5%8,6210.2%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$320,8400.0%11,1440.2%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$318,858$29,994 -8.6%1,8710.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$244,3560.0%8060.1%ETF
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$241,6880.0%1,8620.1%Business Services
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$236,6400.0%7,2500.1%ETF
AstraZeneca PLC stock logo
AZN
AstraZeneca
$213,4330.0%3,1690.1%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$205,902$205,902 New Holding3,4940.1%Consumer Staples
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$0$1,167,432 -100.0%00.0%ETF
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$0$232,689 -100.0%00.0%Utilities
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$0$202,496 -100.0%00.0%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$200,720 -100.0%00.0%Medical
AT&T Inc. stock logo
T
AT&T
$0$167,368 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.