Youngs Advisory
Latest statistics and disclosures from Tiller Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IXUS, SPY, VGK, PFFD, APD, and represent 49.69% of Tiller Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: IXUS, TLT, RSP, SPY, XLK, SCHD, PNC, KO, MDY, DIS.
- Started 3 new stock positions in KO, SCHD, PNC.
- Reduced shares in these 10 stocks: VXUS, VTV, APD, PFFD, BRK.B, WTRG, IYW, JNJ, , MSFT.
- Sold out of its positions in T, WTRG, IYW, JNJ, VXUS.
- Tiller Private Wealth was a net seller of stock by $-425k.
- Tiller Private Wealth has $200M in assets under management (AUM), dropping by 8.54%.
- Central Index Key (CIK): 0001663649
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Portfolio Holdings for Tiller Private Wealth
Tiller Private Wealth holds 44 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Total (IXUS) | 15.3 | $31M | +3% | 470k | 64.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.7 | $21M | +3% | 45k | 475.31 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 8.0 | $16M | 249k | 64.48 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 7.8 | $16M | -3% | 806k | 19.40 |
|
| Air Products & Chemicals (APD) | 7.8 | $16M | -6% | 57k | 273.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 7.1 | $14M | +5% | 90k | 157.80 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 6.4 | $13M | 25k | 507.37 |
|
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| Select Sector Spdr Tr Technology (XLK) | 6.2 | $12M | +4% | 64k | 192.48 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 5.0 | $9.9M | 210k | 47.24 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 4.5 | $9.1M | -11% | 61k | 149.50 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 4.5 | $9.1M | 121k | 75.32 |
|
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| Apple (AAPL) | 3.5 | $7.0M | 36k | 192.53 |
|
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.0 | $5.9M | +15% | 60k | 98.88 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $3.9M | -6% | 11k | 356.66 |
|
| C3 Ai Cl A (AI) | 1.5 | $2.9M | 101k | 28.71 |
|
|
| Amazon (AMZN) | 0.8 | $1.6M | -4% | 11k | 151.94 |
|
| Orion Engineered Carbons (OEC) | 0.4 | $832k | 30k | 27.73 |
|
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| Walt Disney Company (DIS) | 0.4 | $741k | +13% | 8.2k | 90.29 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.4 | $735k | -12% | 19k | 39.19 |
|
| Microsoft Corporation (MSFT) | 0.3 | $592k | -20% | 1.6k | 375.99 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $529k | -8% | 3.1k | 170.12 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.3 | $521k | -5% | 67k | 7.77 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $477k | NEW | 6.3k | 76.13 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $461k | -14% | 5.5k | 83.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $453k | -6% | 3.2k | 139.69 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $444k | 32k | 13.80 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $432k | -2% | 2.0k | 213.33 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $416k | -4% | 840.00 | 495.22 |
|
| PNC Financial Services (PNC) | 0.2 | $393k | NEW | 2.5k | 154.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $382k | +3% | 2.7k | 140.93 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $376k | 4.5k | 82.96 |
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| Tesla Motors (TSLA) | 0.2 | $374k | 1.5k | 248.56 |
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| McDonald's Corporation (MCD) | 0.2 | $372k | 1.3k | 296.39 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $368k | 3.7k | 99.97 |
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| Meta Platforms Cl A (META) | 0.2 | $357k | -7% | 1.0k | 353.96 |
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| Visa Com Cl A (V) | 0.2 | $330k | -5% | 1.3k | 260.39 |
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| Verizon Communications (VZ) | 0.2 | $325k | +16% | 8.6k | 37.70 |
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| Pfizer (PFE) | 0.2 | $321k | 11k | 28.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $319k | -8% | 1.9k | 170.42 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $244k | 806.00 | 303.17 |
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| Jacobs Engineering Group (J) | 0.1 | $242k | 1.9k | 129.80 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $237k | 7.3k | 32.64 |
|
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $213k | 3.2k | 67.35 |
|
|
| Coca-Cola Company (KO) | 0.1 | $206k | NEW | 3.5k | 58.93 |
|
Past Filings by Tiller Private Wealth
SEC 13F filings are viewable for Tiller Private Wealth going back to 2015
- Tiller Private Wealth 2023 Q4 filed Jan. 31, 2024
- Tiller Private Wealth 2023 Q3 filed Nov. 3, 2023
- Tiller Private Wealth 2023 Q2 filed Aug. 10, 2023
- Youngs Advisory Group 2023 Q1 filed May 3, 2023
- Youngs Advisory Group 2022 Q4 filed Jan. 25, 2023
- Youngs Advisory Group 2022 Q3 filed Oct. 18, 2022
- Youngs Advisory Group 2022 Q2 filed July 13, 2022
- Youngs Advisory Group 2022 Q1 filed April 29, 2022
- Youngs Advisory Group 2021 Q4 filed Jan. 26, 2022
- Youngs Advisory Group 2021 Q3 filed Oct. 15, 2021
- Youngs Advisory Group 2021 Q2 filed July 21, 2021
- Youngs Advisory Group 2021 Q1 filed April 14, 2021
- Youngs Advisory Group 2020 Q4 filed Jan. 19, 2021
- Youngs Advisory Group 2020 Q3 filed Oct. 22, 2020
- Youngs Advisory Group 2020 Q2 filed July 28, 2020
- Youngs Advisory Group 2020 Q1 filed April 28, 2020