Tilia Fiduciary Partners

Tilia Fiduciary Partners as of March 31, 2025

Portfolio Holdings for Tilia Fiduciary Partners

Tilia Fiduciary Partners holds 113 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
Apple Stock (AAPL) 5.0 $7.4M 34k 222.13
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 3.4 $5.2M 9.7k 532.58
Microsoft Stock (MSFT) 3.2 $4.9M 13k 375.39
Vanguard International Dividend Appreciation Etf Etf (VIGI) 2.8 $4.2M 51k 82.94
Visa Stock (V) 2.7 $4.1M 12k 350.46
Mckesson Corp Stock (MCK) 2.4 $3.6M 5.3k 672.98
Gallagher Arthur J & Co Stock (AJG) 2.3 $3.5M 10k 345.24
Google Stock (GOOGL) 2.3 $3.5M 22k 154.64
Walmart Stock (WMT) 2.3 $3.4M 39k 87.79
Broadridge Fin Sol Stock (BR) 1.9 $2.9M 12k 242.46
Bjs Whsl Club Hldgs Stock (BJ) 1.9 $2.8M 25k 114.10
Tractor Supply Stock (TSCO) 1.8 $2.8M 50k 55.10
Hca Stock (HCA) 1.8 $2.7M 7.7k 345.54
Stryker Corporation Stock (SYK) 1.8 $2.7M 7.2k 372.27
Lululemon Athletica Stock (LULU) 1.7 $2.6M 9.1k 283.06
Carlisle Cos Stock (CSL) 1.7 $2.6M 7.5k 340.52
Lowes Cos Stock (LOW) 1.7 $2.5M 11k 233.23
Lennox Intl Stock (LII) 1.7 $2.5M 4.5k 560.84
Marriott Intl Inc New Cl A Stock (MAR) 1.6 $2.4M 10k 238.20
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 1.5 $2.3M 22k 104.58
Kla-tencor Corp Stock (KLAC) 1.5 $2.2M 3.3k 679.81
Valero Energy Corp Stock (VLO) 1.5 $2.2M 17k 132.07
Palo Alto Networks Stock (PANW) 1.5 $2.2M 13k 170.64
Canadian Pacific Kansas City Stock (CP) 1.5 $2.2M 31k 70.21
Amazon Stock (AMZN) 1.4 $2.1M 11k 190.26
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 1.4 $2.1M 41k 52.37
Advanced Micro Devices Stock (AMD) 1.4 $2.1M 21k 102.74
Unitedhealth Group Stock (UNH) 1.4 $2.1M 4.0k 523.73
Thermo Fisher Scientific Stock (TMO) 1.4 $2.0M 4.1k 497.64
Nextera Energy Stock (NEE) 1.4 $2.0M 29k 70.89
Intuit Stock (INTU) 1.3 $2.0M 3.2k 614.02
Fti Consulting Stock (FCN) 1.3 $1.9M 12k 164.08
Meta Platforms Inc Cl A Stock (META) 1.3 $1.9M 3.3k 576.38
Oracle Corporation Stock (ORCL) 1.2 $1.8M 13k 139.81
American Express Stock (AXP) 1.2 $1.7M 6.4k 269.05
Intl Business Machines Stock (IBM) 1.1 $1.7M 6.8k 248.67
Jpmorgan Chase & Co Stock (JPM) 1.1 $1.7M 6.9k 245.29
PTC Stock (PTC) 1.1 $1.7M 11k 154.95
Williams Sonoma Stock (WSM) 1.1 $1.6M 10k 158.10
Costco Wholesale Corp Stock (COST) 1.0 $1.6M 1.7k 945.96
Emcor Group Stock (EME) 1.0 $1.5M 4.0k 369.62
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 1.0 $1.4M 18k 81.76
Eaton Corp Stock (ETN) 0.9 $1.4M 5.1k 271.83
Parker-hannifin Corp Stock (PH) 0.9 $1.4M 2.3k 607.88
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.9 $1.3M 58k 22.08
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.9 $1.3M 12k 104.57
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.8 $1.3M 25k 51.18
Dover Corp Stock (DOV) 0.7 $1.1M 6.3k 175.69
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $1.1M 6.8k 156.22
Lincoln Elec Hldgs Stock (LECO) 0.7 $1.0M 5.5k 189.16
Mastercard Stock (MA) 0.6 $953k 1.7k 548.10
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 0.6 $942k 5.4k 173.24
Sherwin Williams Stock (SHW) 0.6 $918k 2.6k 349.25
Emerson Elec Stock (EMR) 0.6 $911k 8.3k 109.64
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.6 $898k 17k 52.52
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.6 $896k 18k 49.90
Eli Lilly & Co Stock (LLY) 0.6 $831k 1.0k 826.08
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.5 $798k 1.00 798442.00
Vanguard S&p 500 Etf Etf (VOO) 0.5 $792k 1.5k 513.79
General Dynamics Corp Stock (GD) 0.5 $791k 2.9k 272.61
Vanguard Total Stock Market Etf Etf (VTI) 0.5 $759k 2.8k 274.88
Boot Barn Hldgs Stock (BOOT) 0.5 $753k 7.0k 107.43
Lockheed Martin Corp Stock (LMT) 0.5 $729k 1.6k 446.68
Home Depot Stock (HD) 0.5 $726k 2.0k 366.43
Ishares Tips Bond Etf Etf (TIP) 0.5 $688k 6.2k 111.09
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $665k 11k 58.35
Chubb Stock (CB) 0.4 $642k 2.1k 302.02
Powershares Qqq Tr Etf (QQQ) 0.4 $638k 1.4k 469.07
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.4 $606k 7.7k 78.94
Mcdonalds Corp Stock (MCD) 0.4 $601k 1.9k 312.43
Nvidia Corporation Stock (NVDA) 0.4 $592k 5.5k 108.37
Abbvie Stock (ABBV) 0.4 $553k 2.6k 209.49
S&p Global Stock (SPGI) 0.4 $536k 1.1k 508.20
Johnson & Johnson Stock (JNJ) 0.3 $506k 3.1k 165.84
Exxon Mobil Corp Stock (XOM) 0.3 $489k 4.1k 118.94
Pepsico Stock (PEP) 0.3 $478k 3.2k 149.95
Axon Enterprise Stock (AXON) 0.3 $452k 860.00 525.95
Trane Technologies Stock (TT) 0.3 $445k 1.3k 336.92
Northrop Grumman Corp Stock (NOC) 0.3 $432k 844.00 511.88
Spdr S&p 500 Etf Etf (SPY) 0.3 $411k 735.00 559.39
Air Prods & Chems Stock (APD) 0.3 $404k 1.4k 294.87
Honeywell Intl Stock (HON) 0.3 $400k 1.9k 211.76
Schwab Us Mid-cap Etf Etf (SCHM) 0.3 $400k 15k 26.20
Rtx Corporation Stock (RTX) 0.3 $384k 2.9k 132.47
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE) 0.3 $378k 4.3k 87.20
Amgen Stock (AMGN) 0.2 $365k 1.2k 311.68
Waste Mgmt Inc Del Stock (WM) 0.2 $360k 1.6k 231.51
Schwab Us Tips Etf Etf (SCHP) 0.2 $360k 13k 26.89
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $355k 1.8k 193.98
Procter And Gamble Stock (PG) 0.2 $351k 2.1k 170.41
Illinois Tool Wks Stock (ITW) 0.2 $343k 1.4k 248.05
Chevron Corp Stock (CVX) 0.2 $309k 1.8k 167.29
Automatic Data Processing Stock (ADP) 0.2 $295k 964.00 305.66
Duke Energy Corp Stock (DUK) 0.2 $288k 2.4k 121.97
Take-two Interactive Software Stock (TTWO) 0.2 $284k 1.4k 207.25
Vanguard Information Technology Etf (VGT) 0.2 $263k 485.00 542.38
Vanguard Mid Cap Etf (VO) 0.2 $260k 1.0k 258.67
Abbott Labs Stock (ABT) 0.2 $260k 2.0k 132.67
Taiwan Semiconductor Manufacturing Adr (TSM) 0.2 $258k 1.6k 166.00
Qxo Stock (QXO) 0.2 $254k 19k 13.54
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $251k 1.3k 190.58
Merck & Co Stock (MRK) 0.2 $249k 2.8k 89.77
Norfolk Southern Crp Stock (NSC) 0.2 $247k 1.0k 236.95
Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) 0.2 $240k 2.4k 99.49
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.2 $229k 2.5k 91.73
Factset Research Sys Stock (FDS) 0.1 $225k 494.00 454.64
Travelers Companies Stock (TRV) 0.1 $224k 847.00 264.56
Caterpillar Stock (CAT) 0.1 $222k 673.00 330.01
Dimensional U.s. Small Cap Etf Etf (DFAS) 0.1 $218k 3.6k 59.76
Linde Stock (LIN) 0.1 $217k 467.00 465.63
Starbucks Corp Stock (SBUX) 0.1 $206k 2.1k 98.11
Dimensional International Core Equity Market Etf Etf (DFAI) 0.1 $203k 6.5k 31.23
Philip Morris Intl Stock (PM) 0.1 $202k 1.3k 158.69