TP

Tiller Private Wealth, Inc.

13F
Tiller Private Wealth, Inc.
Last update 2025-05-09 54 Stocks (4 new)
Value $240.00 Mil Turnover 6 %
Countries:
Top Holdings: IXUS(16.05%)SPY(15.26%)RSP(8.78%)XLK(8.38%)PFFD(7.68%)
Summary Stock Picks Current Portfolio
Tiller Private Wealth, Inc. Top Holdings of 2025-03-31 View Full List
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
552,087
38,541.0
+4.99%
16.050
+0.76%
0.090
+17.87%
+19.36%
46,364.3
 
SPY
SPDR S&P 500 ETF Trust
65,472
36,624.0
+1.45%
15.260
+0.22%
0.010
+14.09%
+7.12%
641,836.6
 
RSP
Invesco S&P 500 Equal Weight ETF
121,632
21,070.0
+4.15%
8.780
+0.35%
0.030
+12.29%
+6.35%
73,119.3
 
XLK
Technology Select Sector SPDR ETF
97,388
20,109.0
-0.09%
8.380
-0.01%
0.030
+26.69%
+11.27%
81,065.6
 
PFFD
Global X U.S. Preferred ETF
967,685
18,425.0
+3.76%
7.680
+0.28%
0.780
+4.90%
+1.41%
2,313.3
 
VGK
Vanguard FTSE Europe ETF
215,873
15,156.0
-14.48%
6.310
-0.98%
0.080
+18.47%
+26.31%
25,639.7
 
MDY
S&P MidCap 400 ETF
28,021
14,949.0
+3.54%
6.230
+0.21%
0.070
+13.97%
+2.70%
23,450.4
 
APD
Air Products & Chemicals Inc
37,919
11,183.0
+19.90%
4.660
+0.77%
0.020
+9.59%
+3.35%
65,481.4
Chemicals
SCHA
Schwab U.S. Small-Cap ETF
461,121
10,804.0
-0.45%
4.500
-0.02%
0.070
+17.46%
+1.57%
17,842.6
 
SCHM
Schwab U.S. Mid-Cap ETF
362,308
9,492.0
+0.70%
3.950
+0.03%
0.090
+14.64%
+4.10%
11,806.5
 

Tiller Private Wealth, Inc.'s Historical Top Holdings Breakdowns

Tiller Private Wealth, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
New Buy
New Buy
+2.22%
●
50.44 ($55.03) 58.1
$56.23
2.18%
New holding
103,488
103,488
VGK
Vanguard FTSE Europe ETF
2025-03-31
Reduce
Reduce
-0.98%
●
63.07 ($68.94) 73.5
$78.69
14.14%
Reduce -14.48%
215,873
-36,558
APD
Air Products & Chemicals Inc
2025-03-31
Add
Add
+0.77%
●
283.24 ($308.4) 338.07
$294.24
-4.59%
Add 19.9%
37,919
6,293
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-03-31
Add
Add
+0.76%
●
65.06 ($69.34) 72.31
$77.74
12.11%
Add 4.99%
552,087
26,239
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.35%
●
169.43 ($177.82) 182.84
$184.71
3.87%
Add 4.15%
121,632
4,852
PFFD
Global X U.S. Preferred ETF
2025-03-31
Add
Add
+0.28%
●
19.04 ($19.63) 20.15
$19.17
-2.34%
Add 3.76%
967,685
35,033
TSLA
Tesla Inc
2025-03-31
Sold Out
Sold Out
-0.25%
●
222.15 ($333.26) 428.22
$296.06
-11.16%
Sold Out
0
-1,478
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.22%
●
551.42 ($587.78) 612.93
$624.06
6.17%
Add 1.45%
65,472
933
MDY
S&P MidCap 400 ETF
2025-03-31
Add
Add
+0.21%
●
522.96 ($567.65) 601.18
$581.66
2.47%
Add 3.54%
28,021
958
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.18%
●
85.29 ($89.02) 92.57
$86.93
-2.35%
Reduce -6.89%
64,618
-4,782

Tiller Private Wealth, Inc. Total Holding History ($B)

To

Tiller Private Wealth, Inc.'s Asset Allocation

To

Tiller Private Wealth, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Tiller Private Wealth, Inc.'s Hypothetical Growth since 2025-03-31

Tiller Private Wealth, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Tiller Private Wealth, Inc.'s Holdings Heat Map

Size field:

Tiller Private Wealth, Inc.'s Holdings Bubble Chart

Tiller Private Wealth, Inc. News

  • 1

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