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Size ($ in 1000's)
At 12/31/2023: $199,615
At 09/30/2023: $185,753
Tiller Private Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tiller Private Wealth Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Tiller Private Wealth Inc. top holdings by largest position size, as per the latest 13f filing made by Tiller Private Wealth Inc..
In the Tiller Private Wealth Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Tiller Private Wealth Inc. in that top holding, then the share count change between reporting periods, and finally the Tiller Private Wealth Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IXUS) |
469,985 |
+17,434 |
$30,516 | | IXUS | 469,985 | +17,434 | $30,516 | | SPDR S&P 500 ETF TR (SPY) |
44,997 |
+1,460 |
$21,388 | | SPY | 44,997 | +1,460 | $21,388 | | VANGUARD INTL EQUITY INDEX F (VGK) |
248,451 |
-137 |
$16,020 | | VGK | 248,451 | -137 | $16,020 | | GLOBAL X FDS |
805,952 |
-29,550 |
$15,635 | | PFFD | 805,952 | -29,550 | $15,635 | | AIR PRODS & CHEMS INC |
57,072 |
-3,790 |
$15,626 | | APD | 57,072 | -3,790 | $15,626 | | INVESCO EXCHANGE TRADED FD T (RSP) |
89,578 |
+4,597 |
$14,135 | | RSP | 89,578 | +4,597 | $14,135 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
25,356 |
+336 |
$12,865 | | MDY | 25,356 | +336 | $12,865 | | SELECT SECTOR SPDR TR (XLK) |
64,339 |
+2,773 |
$12,384 | | XLK | 64,339 | +2,773 | $12,384 | | SCHWAB STRATEGIC TR |
209,886 |
+28 |
$9,915 | | SCHA | 209,886 | +28 | $9,915 | | VANGUARD INDEX FDS (VTV) |
60,723 |
-7,539 |
$9,078 | | VTV | 60,723 | -7,539 | $9,078 | | SCHWAB STRATEGIC TR |
120,478 |
+545 |
$9,074 | | SCHM | 120,478 | +545 | $9,074 | | APPLE INC |
36,134 |
-610 |
$6,957 | | AAPL | 36,134 | -610 | $6,957 | | ISHARES TR (TLT) |
59,845 |
+8,170 |
$5,917 | | TLT | 59,845 | +8,170 | $5,917 |  BERKSHIRE HATHAWAY INC DEL |
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$3,904 | | BRK.B | 10,946 | -761 | $3,904 | | C3 AI INC |
101,127 |
UNCH |
$2,903 | | AI | 101,127 | UNCH | $2,903 | | AMAZON COM INC |
10,569 |
-525 |
$1,606 | | AMZN | 10,569 | -525 | $1,606 | | ORION S.A. |
30,000 |
UNCH |
$832 | | OEC | 30,000 | UNCH | $832 | | DISNEY WALT CO |
8,205 |
+956 |
$741 | | DIS | 8,205 | +956 | $741 | | SPDR SER TR (SPYD) |
18,765 |
-2,790 |
$735 | | SPYD | 18,765 | -2,790 | $735 | | MICROSOFT CORP |
1,575 |
-399 |
$592 | | MSFT | 1,575 | -399 | $592 | | JPMORGAN CHASE & CO |
3,109 |
-286 |
$529 | | JPM | 3,109 | -286 | $529 | | EATON VANCE TAX MANAGED GLOB |
67,090 |
-4,120 |
$521 | | ETW | 67,090 | -4,120 | $521 | | SCHWAB STRATEGIC TR |
6,271 |
+6,271 |
$477 | | SCHD | 6,271 | +6,271 | $477 | | SPDR SER TR (SLYG) |
5,510 |
-905 |
$461 | | SLYG | 5,510 | -905 | $461 | | ALPHABET INC |
3,245 |
-240 |
$453 | | GOOGL | 3,245 | -240 | $453 | | ENERGY TRANSFER L P |
32,169 |
-469 |
$444 | | ET | 32,169 | -469 | $444 | | VANGUARD INDEX FDS (VB) |
2,025 |
-45 |
$432 | | VB | 2,025 | -45 | $432 | | NVIDIA CORPORATION |
840 |
-42 |
$416 | | NVDA | 840 | -42 | $416 | | PNC FINL SVCS GROUP INC |
2,537 |
+2,537 |
$393 | | PNC | 2,537 | +2,537 | $393 | | ALPHABET INC |
2,709 |
+82 |
$382 | | GOOG | 2,709 | +82 | $382 | | SCHWAB STRATEGIC TR |
4,530 |
UNCH |
$376 | | SCHG | 4,530 | UNCH | $376 | | TESLA INC |
1,503 |
-1 |
$374 | | TSLA | 1,503 | -1 | $374 | | MCDONALDS CORP |
1,256 |
+1 |
$372 | | MCD | 1,256 | +1 | $372 | | EXXON MOBIL CORP |
3,685 |
+1 |
$368 | | XOM | 3,685 | +1 | $368 | | META PLATFORMS INC |
1,008 |
-78 |
$357 | | META | 1,008 | -78 | $357 | | VISA INC |
1,266 |
-80 |
$330 | | V | 1,266 | -80 | $330 | | VERIZON COMMUNICATIONS INC |
8,621 |
+1,223 |
$325 | | VZ | 8,621 | +1,223 | $325 | | PFIZER INC |
11,144 |
UNCH |
$321 | | PFE | 11,144 | UNCH | $321 | | VANGUARD SPECIALIZED FUNDS (VIG) |
1,871 |
-176 |
$319 | | VIG | 1,871 | -176 | $319 | | ISHARES TR (IWF) |
806 |
UNCH |
$244 | | IWF | 806 | UNCH | $244 | | JACOBS SOLUTIONS INC |
1,862 |
UNCH |
$242 | | J | 1,862 | UNCH | $242 | | INVESCO EXCHANGE TRADED FD T (RSPT) |
7,250 |
+7,250 |
$237 | | RSPT | 7,250 | +7,250 | $237 | | ASTRAZENECA PLC |
3,169 |
UNCH |
$213 | | AZN | 3,169 | UNCH | $213 |
See Full List: All Stocks Held By Tiller Private Wealth Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tiller Private Wealth Inc.
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