Youngs Advisory
Latest statistics and disclosures from Tiller Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IXUS, SPY, RSP, XLK, VGK, and represent 54.36% of Tiller Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$9.6M), XLK (+$5.4M), RSP, IXUS, PFFD, TLT, SCHA, MDY, AAPL, CAT.
- Started 4 new stock positions in PEG, NFLX, XLP, CAT.
- Reduced shares in these 10 stocks: VTV (-$8.3M), SCHM, VIG, XOM, VB, DIS, AMZN, ET, MSFT, BRK.B.
- Sold out of its position in VIG.
- Tiller Private Wealth was a net buyer of stock by $15M.
- Tiller Private Wealth has $224M in assets under management (AUM), dropping by 12.18%.
- Central Index Key (CIK): 0001663649
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Portfolio Holdings for Tiller Private Wealth
Tiller Private Wealth holds 47 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Total (IXUS) | 14.9 | $33M | +4% | 491k | 67.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.8 | $33M | +40% | 63k | 523.07 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.6 | $19M | +27% | 114k | 169.37 |
|
| Select Sector Spdr Tr Technology (XLK) | 8.4 | $19M | +40% | 91k | 208.27 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 7.6 | $17M | +2% | 254k | 67.34 |
|
| Global X Fds Us Pfd Etf (PFFD) | 7.6 | $17M | +4% | 842k | 20.16 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 6.5 | $15M | +2% | 26k | 556.40 |
|
| Air Products & Chemicals (APD) | 6.2 | $14M | 57k | 242.27 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 4.8 | $11M | +4% | 219k | 49.24 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 4.2 | $9.5M | -3% | 116k | 81.43 |
|
| Apple (AAPL) | 2.9 | $6.6M | +6% | 39k | 171.48 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.8 | $6.4M | +12% | 67k | 94.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $4.6M | 11k | 420.52 |
|
|
| C3 Ai Cl A (AI) | 1.2 | $2.7M | 101k | 27.07 |
|
|
| Amazon (AMZN) | 0.8 | $1.8M | -4% | 10k | 180.38 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.7 | $1.6M | -84% | 9.6k | 162.86 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $941k | +24% | 1.0k | 903.32 |
|
| Walt Disney Company (DIS) | 0.4 | $870k | -13% | 7.1k | 122.36 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $729k | -4% | 18k | 40.71 |
|
| Orion Engineered Carbons (OEC) | 0.3 | $706k | 30k | 23.52 |
|
|
| Microsoft Corporation (MSFT) | 0.3 | $623k | -5% | 1.5k | 420.66 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $587k | -5% | 2.9k | 200.33 |
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.2 | $535k | -2% | 65k | 8.20 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $498k | 6.2k | 80.63 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $482k | 5.5k | 87.23 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $479k | -2% | 3.2k | 150.93 |
|
| Meta Platforms Cl A (META) | 0.2 | $475k | -2% | 979.00 | 485.59 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $451k | -10% | 29k | 15.73 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $420k | 4.5k | 92.72 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $413k | 2.7k | 152.26 |
|
|
| PNC Financial Services (PNC) | 0.2 | $410k | 2.5k | 161.60 |
|
|
| Caterpillar (CAT) | 0.2 | $386k | NEW | 1.1k | 366.43 |
|
| Visa Com Cl A (V) | 0.2 | $353k | 1.3k | 279.12 |
|
|
| Verizon Communications (VZ) | 0.2 | $346k | -4% | 8.2k | 41.96 |
|
| McDonald's Corporation (MCD) | 0.2 | $341k | -3% | 1.2k | 281.84 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $317k | -31% | 1.4k | 228.59 |
|
| Pfizer (PFE) | 0.1 | $301k | -2% | 11k | 27.75 |
|
| Jacobs Engineering Group (J) | 0.1 | $286k | 1.9k | 153.73 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $272k | 806.00 | 337.05 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $271k | +6% | 7.7k | 35.19 |
|
| Tesla Motors (TSLA) | 0.1 | $239k | -9% | 1.4k | 175.85 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $231k | -46% | 2.0k | 116.24 |
|
| Public Service Enterprise (PEG) | 0.1 | $217k | NEW | 3.3k | 66.78 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $215k | 3.2k | 67.75 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $213k | NEW | 2.8k | 76.36 |
|
| Netflix (NFLX) | 0.1 | $211k | NEW | 348.00 | 607.33 |
|
| Coca-Cola Company (KO) | 0.1 | $203k | -5% | 3.3k | 61.18 |
|
Past Filings by Tiller Private Wealth
SEC 13F filings are viewable for Tiller Private Wealth going back to 2015
- 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
- Youngs Advisory Group 2020 Q3 filed Oct. 22, 2020
- Youngs Advisory Group 2020 Q2 filed July 28, 2020