TP
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Tiller Private Wealth, Inc.13F | |
| Tiller Private Wealth, Inc. | |
| Last update 2025-07-17 | 60 Stocks (8 new) |
| Value $263.00 Mil | Turnover 8 % |
Tiller Private Wealth, Inc. Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 617,766 | 47,760.0 | +11.90% | 18.150 | +1.93% | 0.100 | +14.05% | +18.84% | 46,247.8 | ||
SPY | SPDR S&P 500 ETF Trust | 63,648 | 39,326.0 | -2.79% | 14.950 | -0.43% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
XLK | Technology Select Sector SPDR ETF | 95,446 | 24,170.0 | -1.99% | 9.190 | -0.17% | 0.030 | +35.50% | +12.58% | 82,351.5 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 124,768 | 22,676.0 | +2.58% | 8.620 | +0.22% | 0.030 | +13.69% | +6.04% | 74,012.7 | ||
PFFD | Global X U.S. Preferred ETF | 947,579 | 17,843.0 | -2.08% | 6.780 | -0.16% | 0.790 | +5.54% | +1.04% | 2,300.3 | ||
MDY | S&P MidCap 400 ETF | 28,354 | 16,063.0 | +1.19% | 6.110 | +0.07% | 0.070 | +15.85% | +2.31% | 23,229.9 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 242,299 | 13,075.0 | +134.13% | 4.970 | +2.85% | 0.120 | +17.36% | +0.20% | 10,960.9 | ||
SCHA | Schwab U.S. Small-Cap ETF | 445,992 | 11,284.0 | -3.28% | 4.290 | -0.15% | 0.070 | +19.86% | +1.41% | 17,752.7 | ||
APD | Air Products and Chemicals Inc | 37,906 | 10,692.0 | -0.03% | 4.060 | 0% | 0.020 | +13.05% | +3.73% | 65,719.5 | Chemicals | |
SCHM | Schwab U.S. Mid-Cap ETF | 358,515 | 10,057.0 | -1.05% | 3.820 | -0.04% | 0.090 | +17.81% | +4.47% | 11,876.4 |
Tiller Private Wealth, Inc.'s Historical Top Holdings Breakdowns
Tiller Private Wealth, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VGK | Vanguard FTSE Europe ETF | 2025-06-30 | Reduce Reduce | -3.68% | 62.73 ($73.73) 78.42 | $77.17 | 4.67% | Reduce -58.33% | 89,954 | -125,919 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-06-30 | Add Add | +2.85% | 44.8 ($50.94) 53.97 | $55.35 | 8.66% | Add 134.13% | 242,299 | 138,811 | |
AI | C3.ai Inc | 2025-06-30 | New Buy New Buy | +2.01% | 18.24 ($22.83) 27.8 | $28.71 | 25.76% | New holding | 215,686 | 215,686 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-06-30 | Add Add | +1.93% | 62.37 ($72.96) 77.63 | $77.40 | 6.09% | Add 11.9% | 617,766 | 65,679 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Reduce Reduce | -0.43% | 496.48 ($571.44) 617.85 | $627.58 | 9.82% | Reduce -2.79% | 63,648 | -1,824 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.26% | 483.48 ($508.26) 539.8 | $473.80 | -6.78% | Reduce -11.05% | 9,461 | -1,175 | |
SPYD |
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
| 2025-06-30 | Sold Out Sold Out | -0.23% | 38.81 ($42.06) 44.28 | $43.37 | 3.11% | Sold Out | 0 | -12,215 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.22% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Add 8.7% | 35,711 | 2,857 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Add Add | +0.22% | 152.93 ($172.62) 181.74 | $184.18 | 6.70% | Add 2.58% | 124,768 | 3,136 | |
ET | Energy Transfer LP | 2025-06-30 | New Buy New Buy | +0.20% | 15.65 ($17.47) 18.93 | $17.47 | 0% | New holding | 29,611 | 29,611 |
Tiller Private Wealth, Inc. Total Holding History ($B)
Tiller Private Wealth, Inc.'s Asset Allocation
Tiller Private Wealth, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Tiller Private Wealth, Inc.'s Hypothetical Growth since 2025-06-30
Tiller Private Wealth, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tiller Private Wealth, Inc.'s Holdings Heat Map
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Tiller Private Wealth, Inc.'s Holdings Bubble Chart
Tiller Private Wealth, Inc. News
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