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TILIA FIDUCIARY PARTNERS, INC.13F | |
| TILIA FIDUCIARY PARTNERS, INC. | |
| Last update 2025-04-14 | 113 Stocks (16 new) |
| Value $150.00 Mil | Turnover 15 % |
TILIA FIDUCIARY PARTNERS, INC.... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 33,477 | 7,436.4 | +2.82% | 4.960 | +0.14% | 0.000 | +10.66% | -14.55% | 3,188,317.9 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 9,686 | 5,158.6 | -6.72% | 3.440 | -0.22% | 0.000 | -5.89% | +5.25% | 1,029,352.1 | Insurance | |
MSFT | Microsoft Corp | 12,981 | 4,873.0 | +3.81% | 3.250 | +0.12% | 0.000 | +42.37% | +21.54% | 3,793,161.6 | Software | |
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 50,633 | 4,199.5 | +5.89% | 2.800 | +0.16% | 0.050 | +8.64% | +12.31% | 8,245.0 | ||
V | Visa Inc | 11,752 | 4,118.6 | +0.97% | 2.750 | +0.03% | 0.000 | +10.43% | +12.04% | 689,409.8 | Credit Services | |
MCK | McKesson Corp | 5,324 | 3,582.9 | +2.35% | 2.390 | +0.05% | 0.000 | +4.51% | +25.29% | 89,000.8 | Medical Distribution | |
AJG | Arthur J. Gallagher & Co | 10,092 | 3,484.2 | -0.76% | 2.320 | -0.01% | 0.000 | -2.20% | +10.26% | 79,827.1 | Insurance | |
GOOGL | Alphabet Inc | 22,444 | 3,470.8 | +0.44% | 2.310 | +0.01% | 0.000 | +27.71% | -0.26% | 2,290,591.3 | Interactive Media | |
WMT | Walmart Inc | 38,619 | 3,390.4 | -0.76% | 2.260 | -0.02% | 0.000 | +4.41% | +7.09% | 768,155.2 | Retail - Defensive | |
BR | Broadridge Financial Solutions Inc | 11,928 | 2,892.0 | +0.22% | 1.930 | 0% | 0.010 | +6.99% | +8.35% | 28,558.9 | Software |
TILIA FIDUCIARY PARTNERS, INC.'s Historical Top Holdings Breakdowns
TILIA FIDUCIARY PARTNERS, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BJ | BJ's Wholesale Club Holdings Inc | 2025-03-31 | New Buy New Buy | +1.88% | 88 ($102.97) 115.5 | $105.68 | 2.63% | New holding | 24,681 | 24,681 | |
KMX | CarMax Inc | 2025-03-31 | Sold Out Sold Out | -1.60% | 69.25 ($80.17) 89.19 | $61.95 | -22.73% | Sold Out | 0 | -28,691 | |
UNP | Union Pacific Corp | 2025-03-31 | Sold Out Sold Out | -1.55% | 225.21 ($240.72) 254.42 | $226.79 | -5.78% | Sold Out | 0 | -9,991 | |
KLAC | KLA Corp | 2025-03-31 | New Buy New Buy | +1.50% | 636.62 ($720.32) 777.63 | $941.75 | 30.74% | New holding | 3,304 | 3,304 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | New Buy New Buy | +1.37% | 497.6 ($541.6) 606.74 | $408.07 | -24.65% | New holding | 4,119 | 4,119 | |
NEE | NextEra Energy Inc | 2025-03-31 | New Buy New Buy | +1.36% | 66.96 ($70.58) 76.16 | $76.67 | 8.62% | New holding | 28,768 | 28,768 | |
TNET | Trinet Group Inc | 2025-03-31 | Sold Out Sold Out | -1.29% | 66.51 ($83.03) 95.72 | $63.72 | -23.26% | Sold Out | 0 | -20,768 | |
ORCL | Oracle Corp | 2025-03-31 | New Buy New Buy | +1.17% | 139.81 ($162.81) 186.47 | $245.44 | 50.75% | New holding | 12,562 | 12,562 | |
AXP | American Express Co | 2025-03-31 | New Buy New Buy | +1.15% | 255.39 ($295.58) 325.87 | $306.06 | 3.55% | New holding | 6,436 | 6,436 | |
ICFI | ICF International Inc | 2025-03-31 | Sold Out Sold Out | -1.15% | 77.68 ($104.74) 133.28 | $84.38 | -19.44% | Sold Out | 0 | -14,086 |
TILIA FIDUCIARY PARTNERS, INC. Total Holding History ($B)
TILIA FIDUCIARY PARTNERS, INC.'s Asset Allocation
TILIA FIDUCIARY PARTNERS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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TILIA FIDUCIARY PARTNERS, INC.'s Hypothetical Growth since 2025-03-31
TILIA FIDUCIARY PARTNERS, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TILIA FIDUCIARY PARTNERS, INC.'s Holdings Heat Map
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TILIA FIDUCIARY PARTNERS, INC.'s Holdings Bubble Chart
TILIA FIDUCIARY PARTNERS, INC. News
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