Youngs Advisory

Tiller Private Wealth as of March 31, 2025

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