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, PFFD, and represent 56.14% of Tiller Private Wealth's stock portfolio.
  • Added to shares of these 10 stocks: DFAT (+$5.3M), APD, IXUS, RSP, PFFD, SPY, MDY, NVDA, PNC, MSFT.
  • Started 4 new stock positions in VDC, KO, DFAT, IXP.
  • Reduced shares in these 10 stocks: VGK, , TLT, VB, , , VUG, , SPYD, DIS.
  • Sold out of its positions in XLE, TGT, TSLA, VCR, VUG, VB.
  • Tiller Private Wealth was a net buyer of stock by $8.9M.
  • Tiller Private Wealth has $240M in assets under management (AUM), dropping by 1.75%.
  • Central Index Key (CIK): 0001663649

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Portfolio Holdings for Tiller Private Wealth

Tiller Private Wealth holds 54 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Total (IXUS) 16.1 $39M +4% 552k 69.81
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.3 $37M 66k 559.38
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.8 $21M +4% 122k 173.23
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Select Sector Spdr Tr Technology (XLK) 8.4 $20M 97k 206.48
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Global X Fds Us Pfd Etf (PFFD) 7.7 $18M +3% 968k 19.04
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 6.3 $15M -14% 216k 70.21
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.2 $15M +3% 28k 533.49
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Air Products & Chemicals (APD) 4.7 $11M +19% 38k 294.92
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.5 $11M 461k 23.43
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.0 $9.5M 362k 26.20
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Apple (AAPL) 3.0 $7.3M +2% 33k 222.13
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.5 $5.9M -6% 65k 91.03
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $5.7M 11k 532.62
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.2 $5.3M NEW 104k 51.49
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Amazon (AMZN) 0.9 $2.1M +11% 11k 190.25
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NVIDIA Corporation (NVDA) 0.7 $1.6M +30% 15k 108.40
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Microsoft Corporation (MSFT) 0.4 $909k +42% 2.4k 375.31
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $759k +35% 27k 27.96
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JPMorgan Chase & Co. (JPM) 0.3 $745k 3.0k 245.31
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Meta Platforms Cl A (META) 0.3 $712k +15% 1.2k 576.52
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Walt Disney Company (DIS) 0.3 $636k -15% 6.4k 98.62
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $615k +20% 4.0k 154.60
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Vanguard Index Fds Value Etf (VTV) 0.2 $564k -8% 3.3k 172.74
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Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.2 $561k -5% 68k 8.26
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PNC Financial Services (PNC) 0.2 $551k +96% 3.1k 175.70
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $541k -25% 12k 44.29
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $513k +2% 21k 25.04
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Visa Com Cl A (V) 0.2 $499k +15% 1.4k 350.67
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Alphabet Cap Stk Cl C (GOOG) 0.2 $467k +15% 3.0k 156.34
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Select Sector Spdr Tr Financial (XLF) 0.2 $447k +10% 9.0k 49.84
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Ishares Tr Global Finls Etf (IXG) 0.2 $442k 4.3k 102.91
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $415k -6% 5.0k 82.92
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Orion Engineered Carbons (OEC) 0.2 $388k 30k 12.93
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Netflix (NFLX) 0.2 $367k +12% 394.00 931.47
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McDonald's Corporation (MCD) 0.2 $362k 1.2k 312.07
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $360k +2% 1.8k 197.37
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $360k -12% 2.5k 146.16
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Select Sector Spdr Tr Indl (XLI) 0.1 $346k -2% 2.6k 131.06
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Pepsi (PEP) 0.1 $346k 2.3k 150.11
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $341k +2% 11k 30.75
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $330k -12% 3.6k 91.29
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Home Depot (HD) 0.1 $316k 862.00 366.59
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $291k 806.00 361.04
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Astrazeneca Sponsored Adr (AZN) 0.1 $281k +14% 3.8k 73.56
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Pfizer (PFE) 0.1 $275k 11k 25.32
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $263k 7.7k 34.20
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Ishares Tr Gbl Comm Svc Etf (IXP) 0.1 $248k NEW 2.6k 97.06
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $248k -4% 1.8k 140.51
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Verizon Communications (VZ) 0.1 $247k 5.5k 45.31
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $233k 2.9k 81.67
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Oracle Corporation (ORCL) 0.1 $224k +4% 1.6k 140.09
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Coca-Cola Company (KO) 0.1 $215k NEW 3.0k 71.71
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $212k 452.00 469.03
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Vanguard World Consum Stp Etf (VDC) 0.1 $212k NEW 970.00 218.56
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Past Filings by Tiller Private Wealth

SEC 13F filings are viewable for Tiller Private Wealth going back to 2015

View all past filings