Youngs Advisory
Latest statistics and disclosures from Tiller Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IXUS, SPY, XLK, RSP, PFFD, and represent 55.98% of Tiller Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: IXUS, XLK, PFFD, PEP, SCHA, HD, VGK, XLF, MDY, IYW.
- Started 9 new stock positions in XLF, XLI, PEP, KO, IYW, XLE, IXJ, VXUS, HD.
- Reduced shares in these 10 stocks: APD, AI, , AAPL, J, PNC, VTV, TSLA, GOOG, SPYD.
- Sold out of its positions in AI, ET, J.
- Tiller Private Wealth was a net seller of stock by $-1.7M.
- Tiller Private Wealth has $241M in assets under management (AUM), dropping by 5.86%.
- Central Index Key (CIK): 0001663649
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Portfolio Holdings for Tiller Private Wealth
Tiller Private Wealth holds 56 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Total (IXUS) | 15.2 | $37M | +2% | 506k | 72.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 15.2 | $37M | 64k | 573.76 |
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| Select Sector Spdr Tr Technology (XLK) | 9.1 | $22M | +3% | 97k | 225.76 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.7 | $21M | 118k | 179.16 |
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| Global X Fds Us Pfd Etf (PFFD) | 7.7 | $19M | +2% | 895k | 20.78 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 7.5 | $18M | 256k | 71.10 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 6.3 | $15M | 27k | 569.66 |
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| Air Products & Chemicals (APD) | 5.1 | $12M | -26% | 41k | 297.74 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 4.8 | $12M | +3% | 226k | 51.50 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 4.1 | $9.8M | +2% | 118k | 83.09 |
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| Apple (AAPL) | 3.3 | $8.0M | -3% | 35k | 233.00 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.8 | $6.8M | 69k | 98.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $5.0M | 11k | 460.26 |
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| Amazon (AMZN) | 0.8 | $1.9M | 10k | 186.33 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.3M | 11k | 121.44 |
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| Walt Disney Company (DIS) | 0.3 | $840k | +24% | 8.7k | 96.19 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $789k | 17k | 45.65 |
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| Microsoft Corporation (MSFT) | 0.3 | $699k | +6% | 1.6k | 430.30 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $656k | -5% | 3.8k | 174.57 |
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| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.3 | $628k | +11% | 72k | 8.68 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $622k | 2.9k | 210.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $578k | 6.8k | 84.53 |
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| Meta Platforms Cl A (META) | 0.2 | $570k | +4% | 996.00 | 572.51 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $539k | +2% | 3.3k | 165.87 |
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| Orion Engineered Carbons (OEC) | 0.2 | $534k | 30k | 17.81 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $526k | 5.6k | 93.11 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $521k | 5.0k | 104.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $435k | -5% | 2.6k | 167.22 |
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| Caterpillar (CAT) | 0.2 | $412k | 1.1k | 391.12 |
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| Ishares Tr Global Finls Etf (IXG) | 0.2 | $400k | +6% | 4.2k | 94.58 |
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| Pepsi (PEP) | 0.2 | $392k | NEW | 2.3k | 170.05 |
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| Home Depot (HD) | 0.1 | $349k | NEW | 862.00 | 405.20 |
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| McDonald's Corporation (MCD) | 0.1 | $345k | 1.1k | 304.38 |
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| Visa Com Cl A (V) | 0.1 | $341k | 1.2k | 274.95 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $329k | 1.4k | 237.21 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $327k | +18% | 1.6k | 200.37 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $327k | +39% | 9.8k | 33.23 |
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| Tesla Motors (TSLA) | 0.1 | $325k | -8% | 1.2k | 261.73 |
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| Pfizer (PFE) | 0.1 | $314k | 11k | 28.94 |
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| Verizon Communications (VZ) | 0.1 | $311k | 6.9k | 44.91 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $303k | 806.00 | 375.38 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $302k | NEW | 6.7k | 45.32 |
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| PNC Financial Services (PNC) | 0.1 | $296k | -21% | 1.6k | 184.85 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $290k | 7.7k | 37.70 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $279k | NEW | 1.8k | 151.62 |
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| Oracle Corporation (ORCL) | 0.1 | $259k | 1.5k | 170.40 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $247k | 3.2k | 77.93 |
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| Netflix (NFLX) | 0.1 | $247k | 348.00 | 709.27 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $245k | NEW | 2.5k | 98.16 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $237k | +2% | 2.9k | 83.00 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $235k | +6% | 1.5k | 154.02 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $221k | 452.00 | 488.07 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $220k | NEW | 2.5k | 87.80 |
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| Coca-Cola Company (KO) | 0.1 | $214k | NEW | 3.0k | 71.86 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $211k | NEW | 3.3k | 64.74 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $211k | NEW | 1.6k | 135.44 |
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Past Filings by Tiller Private Wealth
SEC 13F filings are viewable for Tiller Private Wealth going back to 2015
- Tiller Private Wealth 2024 Q3 filed Nov. 7, 2024
- Tiller Private Wealth 2024 Q2 filed July 19, 2024
- Tiller Private Wealth 2024 Q1 filed May 6, 2024
- 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