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 |
|
| 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 |
|
| 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 |
|
| 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
- Tiller Private Wealth 2025 Q1 filed May 9, 2025
- 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