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 55.07% of Tiller Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: NVDA, XLK, PFFD, RSP, IXG, XLY, PFF, QQQ, ORCL, XLV.
- Started 6 new stock positions in ORCL, XLY, IXG, PFF, QQQ, XLV.
- Reduced shares in these 10 stocks: VTV, AAPL, APD, , PEG, KO, VGK, SCHM, PNC, VZ.
- Sold out of its positions in KO, XOM, PEG.
- Tiller Private Wealth was a net buyer of stock by $2.0M.
- Tiller Private Wealth has $228M in assets under management (AUM), dropping by 1.76%.
- Central Index Key (CIK): 0001663649
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Portfolio Holdings for Tiller Private Wealth
Tiller Private Wealth holds 50 positions in its portfolio as reported in the June 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) | 15.2 | $35M | 64k | 544.22 |
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| Ishares Tr Core Msci Total (IXUS) | 14.6 | $33M | 492k | 67.56 |
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| Select Sector Spdr Tr Technology (XLK) | 9.3 | $21M | +3% | 94k | 226.23 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.5 | $19M | +2% | 117k | 164.28 |
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| Global X Fds Us Pfd Etf (PFFD) | 7.5 | $17M | +3% | 871k | 19.68 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 7.4 | $17M | 251k | 66.77 |
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| Air Products & Chemicals (APD) | 6.3 | $14M | 56k | 258.05 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 6.1 | $14M | 26k | 535.08 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 4.6 | $10M | 219k | 47.45 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 3.9 | $9.0M | 115k | 77.83 |
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| Apple (AAPL) | 3.3 | $7.5M | -7% | 36k | 210.62 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.8 | $6.3M | 69k | 91.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $4.4M | 11k | 406.80 |
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| C3 Ai Cl A (AI) | 1.3 | $2.9M | 101k | 28.96 |
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| Amazon (AMZN) | 0.8 | $1.9M | 10k | 193.25 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.3M | +911% | 11k | 123.54 |
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| Walt Disney Company (DIS) | 0.3 | $699k | 7.0k | 99.29 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.3 | $696k | -3% | 17k | 40.23 |
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| Microsoft Corporation (MSFT) | 0.3 | $684k | +3% | 1.5k | 446.92 |
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| Orion Engineered Carbons (OEC) | 0.3 | $658k | 30k | 21.94 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $640k | -58% | 4.0k | 160.41 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $593k | 2.9k | 202.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $580k | 3.2k | 182.16 |
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| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.2 | $539k | 65k | 8.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $532k | +10% | 6.8k | 77.76 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $505k | +10% | 5.0k | 100.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $504k | 2.7k | 183.44 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $484k | 5.6k | 85.86 |
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| Meta Platforms Cl A (META) | 0.2 | $481k | -2% | 954.00 | 504.22 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $469k | 29k | 16.22 |
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| Caterpillar (CAT) | 0.2 | $351k | 1.1k | 333.10 |
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| Ishares Tr Global Finls Etf (IXG) | 0.1 | $339k | NEW | 4.0k | 85.07 |
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| Visa Com Cl A (V) | 0.1 | $321k | -3% | 1.2k | 262.51 |
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| PNC Financial Services (PNC) | 0.1 | $317k | -19% | 2.0k | 155.48 |
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| Pfizer (PFE) | 0.1 | $303k | 11k | 27.98 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $302k | 1.4k | 218.04 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $294k | 806.00 | 364.51 |
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| McDonald's Corporation (MCD) | 0.1 | $288k | -6% | 1.1k | 254.73 |
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| Verizon Communications (VZ) | 0.1 | $286k | -16% | 6.9k | 41.24 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $282k | 7.7k | 36.66 |
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| Tesla Motors (TSLA) | 0.1 | $269k | 1.4k | 197.95 |
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| Jacobs Engineering Group (J) | 0.1 | $260k | 1.9k | 139.71 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $251k | NEW | 1.4k | 182.40 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $247k | 3.2k | 77.99 |
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| Netflix (NFLX) | 0.1 | $235k | 348.00 | 674.88 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $223k | NEW | 7.1k | 31.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $217k | NEW | 452.00 | 479.11 |
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| Oracle Corporation (ORCL) | 0.1 | $215k | NEW | 1.5k | 141.20 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $214k | 2.8k | 76.58 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $208k | NEW | 1.4k | 145.75 |
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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 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
- Youngs Advisory Group 2020 Q3 filed Oct. 22, 2020