Youngs Advisory

Tiller Private Wealth as of March 31, 2024

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 491k 67.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.8 $33M 63k 523.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.6 $19M 114k 169.37
Select Sector Spdr Tr Technology (XLK) 8.4 $19M 91k 208.27
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 7.6 $17M 254k 67.34
Global X Fds Us Pfd Etf (PFFD) 7.6 $17M 842k 20.16
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.5 $15M 26k 556.40
Air Products & Chemicals (APD) 6.2 $14M 57k 242.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.8 $11M 219k 49.24
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.2 $9.5M 116k 81.43
Apple (AAPL) 2.9 $6.6M 39k 171.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.8 $6.4M 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 10k 180.38
Vanguard Index Fds Value Etf (VTV) 0.7 $1.6M 9.6k 162.86
NVIDIA Corporation (NVDA) 0.4 $941k 1.0k 903.32
Walt Disney Company (DIS) 0.4 $870k 7.1k 122.36
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $729k 18k 40.71
Orion Engineered Carbons (OEC) 0.3 $706k 30k 23.52
Microsoft Corporation (MSFT) 0.3 $623k 1.5k 420.66
JPMorgan Chase & Co. (JPM) 0.3 $587k 2.9k 200.33
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.2 $535k 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 3.2k 150.93
Meta Platforms Cl A (META) 0.2 $475k 979.00 485.59
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $451k 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 1.1k 366.43
Visa Com Cl A (V) 0.2 $353k 1.3k 279.12
Verizon Communications (VZ) 0.2 $346k 8.2k 41.96
McDonald's Corporation (MCD) 0.2 $341k 1.2k 281.84
Vanguard Index Fds Small Cp Etf (VB) 0.1 $317k 1.4k 228.59
Pfizer (PFE) 0.1 $301k 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 7.7k 35.19
Tesla Motors (TSLA) 0.1 $239k 1.4k 175.85
Exxon Mobil Corporation (XOM) 0.1 $231k 2.0k 116.24
Public Service Enterprise (PEG) 0.1 $217k 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 2.8k 76.36
Netflix (NFLX) 0.1 $211k 348.00 607.33
Coca-Cola Company (KO) 0.1 $203k 3.3k 61.18