Youngs Advisory
Latest statistics and disclosures from Tiller Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IXUS, XLK, RSP, PFFD, and represent 56.77% of Tiller Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: SCHM (+$6.7M), SCHA (+$6.1M), IXUS, PFFD, SCHG, SPY, SCHD, MDY, TGT, VUG.
- Started 3 new stock positions in VUG, TGT, VCR.
- Reduced shares in these 10 stocks: APD, AAPL, CAT, VGK, KO, VXUS, RSP, DIS, VZ, AMZN.
- Sold out of its positions in CAT, KO, VXUS.
- Tiller Private Wealth was a net buyer of stock by $13M.
- Tiller Private Wealth has $236M in assets under management (AUM), dropping by -2.20%.
- 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 December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 16.0 | $38M | 65k | 586.08 |
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| Ishares Tr Core Msci Total (IXUS) | 14.7 | $35M | +3% | 526k | 66.14 |
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| Select Sector Spdr Tr Technology (XLK) | 9.6 | $23M | 98k | 232.52 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.7 | $21M | 117k | 175.23 |
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| Global X Fds Us Pfd Etf (PFFD) | 7.7 | $18M | +4% | 933k | 19.51 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 6.8 | $16M | 252k | 63.47 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 6.5 | $15M | 27k | 569.58 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 5.1 | $12M | +105% | 463k | 25.86 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 4.2 | $10M | +204% | 360k | 27.71 |
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| Air Products & Chemicals (APD) | 3.9 | $9.2M | -23% | 32k | 290.04 |
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| Apple (AAPL) | 3.4 | $8.0M | -6% | 32k | 250.42 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.6 | $6.1M | 69k | 87.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $4.9M | 11k | 453.28 |
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| Amazon (AMZN) | 0.9 | $2.2M | -2% | 9.9k | 219.39 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.5M | +5% | 11k | 134.29 |
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| Walt Disney Company (DIS) | 0.4 | $848k | -12% | 7.6k | 111.35 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $728k | +3% | 3.0k | 239.71 |
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| Microsoft Corporation (MSFT) | 0.3 | $718k | +4% | 1.7k | 421.52 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $709k | -5% | 16k | 43.24 |
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| Meta Platforms Cl A (META) | 0.3 | $625k | +7% | 1.1k | 585.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $624k | 3.3k | 189.28 |
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| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.3 | $604k | 72k | 8.42 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $603k | -5% | 3.6k | 169.30 |
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| Tesla Motors (TSLA) | 0.3 | $597k | +19% | 1.5k | 403.97 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $557k | +299% | 20k | 27.87 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $546k | +192% | 20k | 27.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $494k | 2.6k | 190.42 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $486k | -4% | 5.4k | 90.35 |
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| Orion Engineered Carbons (OEC) | 0.2 | $474k | 30k | 15.79 |
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| Ishares Tr Global Finls Etf (IXG) | 0.2 | $406k | 4.2k | 96.06 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $398k | +8% | 1.8k | 224.35 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $392k | +22% | 8.1k | 48.33 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $388k | +84% | 2.8k | 137.57 |
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| Visa Com Cl A (V) | 0.2 | $388k | 1.2k | 316.04 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $358k | +74% | 2.7k | 131.76 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $353k | +64% | 4.1k | 85.97 |
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| Pepsi (PEP) | 0.1 | $351k | 2.3k | 152.06 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $341k | +10% | 11k | 31.44 |
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| McDonald's Corporation (MCD) | 0.1 | $336k | +2% | 1.2k | 289.77 |
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| Home Depot (HD) | 0.1 | $335k | 862.00 | 388.99 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $333k | 1.4k | 240.28 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $324k | 806.00 | 401.58 |
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| Netflix (NFLX) | 0.1 | $313k | 351.00 | 891.32 |
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| PNC Financial Services (PNC) | 0.1 | $309k | 1.6k | 192.85 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $294k | 1.8k | 159.52 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $288k | 7.7k | 37.42 |
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| Pfizer (PFE) | 0.1 | $288k | 11k | 26.53 |
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| Oracle Corporation (ORCL) | 0.1 | $255k | 1.5k | 166.64 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $231k | 452.00 | 511.23 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $224k | 2.9k | 78.61 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $220k | +5% | 3.4k | 65.52 |
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| Verizon Communications (VZ) | 0.1 | $218k | -21% | 5.4k | 39.99 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $209k | -2% | 2.4k | 85.66 |
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| Target Corporation (TGT) | 0.1 | $202k | NEW | 1.5k | 135.18 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $202k | NEW | 492.00 | 410.44 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $201k | NEW | 535.00 | 375.38 |
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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 Q4 filed Feb. 13, 2025
- 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