Youngs Advisory

Tiller Private Wealth as of June 30, 2025

Portfolio Holdings for Tiller Private Wealth

Tiller Private Wealth holds 60 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Total (IXUS) 18.2 $48M 618k 77.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.9 $39M 64k 617.87
Select Sector Spdr Tr Technology (XLK) 9.2 $24M 95k 253.23
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.6 $23M 125k 181.75
Global X Fds Us Pfd Etf (PFFD) 6.8 $18M 948k 18.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.1 $16M 28k 566.52
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.0 $13M 242k 53.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.3 $11M 446k 25.30
Air Products & Chemicals (APD) 4.1 $11M 38k 282.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.8 $10M 359k 28.05
Apple (AAPL) 2.8 $7.3M 36k 205.17
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.6 $7.0M 90k 77.51
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.0 $5.3M 60k 88.25
C3 Ai Cl A (AI) 2.0 $5.3M 216k 24.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $4.6M 9.5k 485.78
Amazon (AMZN) 0.8 $2.1M 9.7k 219.46
NVIDIA Corporation (NVDA) 0.7 $1.9M 12k 158.05
JPMorgan Chase & Co. (JPM) 0.3 $881k 3.0k 290.09
Meta Platforms Cl A (META) 0.3 $763k 1.0k 738.63
Microsoft Corporation (MSFT) 0.3 $726k 1.5k 497.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $600k 23k 26.53
PNC Financial Services (PNC) 0.2 $585k 3.1k 186.54
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $537k 30k 18.14
Alphabet Cap Stk Cl A (GOOGL) 0.2 $530k 3.0k 176.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $506k 17k 29.22
Select Sector Spdr Tr Financial (XLF) 0.2 $501k 9.6k 52.41
Ishares Tr Global Finls Etf (IXG) 0.2 $494k 4.5k 111.01
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.2 $480k 55k 8.67
Walt Disney Company (DIS) 0.2 $471k 3.8k 124.05
Alphabet Cap Stk Cl C (GOOG) 0.2 $455k 2.6k 177.73
Visa Com Cl A (V) 0.2 $425k 1.2k 355.95
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $418k 1.9k 217.82
Netflix (NFLX) 0.2 $413k 308.00 1340.91
Select Sector Spdr Tr Indl (XLI) 0.2 $408k 2.8k 147.56
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $405k 13k 30.71
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.2 $397k 4.5k 88.91
Oracle Corporation (ORCL) 0.1 $344k 1.6k 218.83
Ishares Tr U.s. Tech Etf (IYW) 0.1 $344k 2.0k 173.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $343k 806.00 425.56
Home Depot (HD) 0.1 $343k 934.00 367.24
McDonald's Corporation (MCD) 0.1 $332k 1.1k 292.51
Ishares Tr Gbl Comm Svc Etf (IXP) 0.1 $318k 2.8k 112.57
Orion Engineered Carbons (OEC) 0.1 $315k 30k 10.50
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $314k 7.7k 40.83
Johnson & Johnson (JNJ) 0.1 $295k 1.9k 153.09
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $284k 2.1k 135.05
Pepsi (PEP) 0.1 $278k 2.1k 132.07
Jacobs Engineering Group (J) 0.1 $267k 2.0k 131.79
Vanguard Index Fds Value Etf (VTV) 0.1 $265k 1.5k 177.02
Pfizer (PFE) 0.1 $263k 11k 24.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $250k 452.00 553.10
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $249k 2.9k 86.31
Verizon Communications (VZ) 0.1 $237k 5.5k 43.45
Vanguard World Consum Stp Etf (VDC) 0.1 $237k 1.1k 219.44
Astrazeneca Sponsored Adr (AZN) 0.1 $231k 3.3k 70.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $227k 9.7k 23.30
Vanguard World Consum Dis Etf (VCR) 0.1 $214k 590.00 362.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $213k 3.1k 69.16
Coca-Cola Company (KO) 0.1 $212k 3.0k 71.05
Vanguard Index Fds Small Cp Etf (VB) 0.1 $206k 867.00 237.60