Youngs Advisory

Tiller Private Wealth as of Dec. 31, 2024

Portfolio Holdings for Tiller Private Wealth

Tiller Private Wealth holds 56 positions in its portfolio as reported in the December 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) 16.0 $38M 65k 586.08
Ishares Tr Core Msci Total (IXUS) 14.7 $35M 526k 66.14
Select Sector Spdr Tr Technology (XLK) 9.6 $23M 98k 232.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.7 $21M 117k 175.23
Global X Fds Us Pfd Etf (PFFD) 7.7 $18M 933k 19.51
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 6.8 $16M 252k 63.47
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.5 $15M 27k 569.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.1 $12M 463k 25.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.2 $10M 360k 27.71
Air Products & Chemicals (APD) 3.9 $9.2M 32k 290.04
Apple (AAPL) 3.4 $8.0M 32k 250.42
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.6 $6.1M 69k 87.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $4.9M 11k 453.28
Amazon (AMZN) 0.9 $2.2M 9.9k 219.39
NVIDIA Corporation (NVDA) 0.6 $1.5M 11k 134.29
Walt Disney Company (DIS) 0.4 $848k 7.6k 111.35
JPMorgan Chase & Co. (JPM) 0.3 $728k 3.0k 239.71
Microsoft Corporation (MSFT) 0.3 $718k 1.7k 421.52
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $709k 16k 43.24
Meta Platforms Cl A (META) 0.3 $625k 1.1k 585.58
Alphabet Cap Stk Cl A (GOOGL) 0.3 $624k 3.3k 189.28
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.3 $604k 72k 8.42
Vanguard Index Fds Value Etf (VTV) 0.3 $603k 3.6k 169.30
Tesla Motors (TSLA) 0.3 $597k 1.5k 403.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $557k 20k 27.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $546k 20k 27.32
Alphabet Cap Stk Cl C (GOOG) 0.2 $494k 2.6k 190.42
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $486k 5.4k 90.35
Orion Engineered Carbons (OEC) 0.2 $474k 30k 15.79
Ishares Tr Global Finls Etf (IXG) 0.2 $406k 4.2k 96.06
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $398k 1.8k 224.35
Select Sector Spdr Tr Financial (XLF) 0.2 $392k 8.1k 48.33
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $388k 2.8k 137.57
Visa Com Cl A (V) 0.2 $388k 1.2k 316.04
Select Sector Spdr Tr Indl (XLI) 0.2 $358k 2.7k 131.76
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $353k 4.1k 85.97
Pepsi (PEP) 0.1 $351k 2.3k 152.06
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $341k 11k 31.44
McDonald's Corporation (MCD) 0.1 $336k 1.2k 289.77
Home Depot (HD) 0.1 $335k 862.00 388.99
Vanguard Index Fds Small Cp Etf (VB) 0.1 $333k 1.4k 240.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $324k 806.00 401.58
Netflix (NFLX) 0.1 $313k 351.00 891.32
PNC Financial Services (PNC) 0.1 $309k 1.6k 192.85
Ishares Tr U.s. Tech Etf (IYW) 0.1 $294k 1.8k 159.52
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $288k 7.7k 37.42
Pfizer (PFE) 0.1 $288k 11k 26.53
Oracle Corporation (ORCL) 0.1 $255k 1.5k 166.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $231k 452.00 511.23
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $224k 2.9k 78.61
Astrazeneca Sponsored Adr (AZN) 0.1 $220k 3.4k 65.52
Verizon Communications (VZ) 0.1 $218k 5.4k 39.99
Select Sector Spdr Tr Energy (XLE) 0.1 $209k 2.4k 85.66
Target Corporation (TGT) 0.1 $202k 1.5k 135.18
Vanguard Index Fds Growth Etf (VUG) 0.1 $202k 492.00 410.44
Vanguard World Consum Dis Etf (VCR) 0.1 $201k 535.00 375.38