TP
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Tiller Private Wealth, Inc.13F | |
| Tiller Private Wealth, Inc. | |
| Last update 2025-05-09 | 54 Stocks (4 new) |
| Value $240.00 Mil | Turnover 6 % |
Tiller Private Wealth, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | +25.97% | +18.79% | 46,143.7 | ||
SPY | SPDR S&P 500 ETF Trust | 65,472 | 36,624.0 | +1.45% | 15.260 | +0.22% | 0.010 | +25.32% | +6.48% | 638,010.6 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 121,632 | 21,070.0 | +4.15% | 8.780 | +0.35% | 0.030 | +20.91% | +6.03% | 72,901.6 | ||
XLK | Technology Select Sector SPDR ETF | 97,388 | 20,109.0 | -0.09% | 8.380 | -0.01% | 0.030 | +42.83% | +10.60% | 80,578.3 | ||
PFFD | Global X U.S. Preferred ETF | 967,685 | 18,425.0 | +3.76% | 7.680 | +0.28% | 0.780 | +6.83% | +0.73% | 2,297.6 | ||
VGK | Vanguard FTSE Europe ETF | 215,873 | 15,156.0 | -14.48% | 6.310 | -0.98% | 0.080 | +26.07% | +25.11% | 25,395.4 | ||
MDY | S&P MidCap 400 ETF | 28,021 | 14,949.0 | +3.54% | 6.230 | +0.21% | 0.070 | +24.12% | +2.28% | 23,353.2 | ||
APD | Air Products & Chemicals Inc | 37,919 | 11,183.0 | +19.90% | 4.660 | +0.77% | 0.020 | +18.34% | +2.69% | 65,060.8 | Chemicals | |
SCHA | Schwab U.S. Small-Cap ETF | 461,121 | 10,804.0 | -0.45% | 4.500 | -0.02% | 0.070 | +27.11% | +0.60% | 17,671.8 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 362,308 | 9,492.0 | +0.70% | 3.950 | +0.03% | 0.090 | +24.88% | +3.60% | 11,748.8 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAT | Dimensional U.S. Targeted Value ETF | 2025-03-31 | New Buy New Buy | +2.22% | 50.44 ($55.03) 58.1 | $56.08 | 1.91% | New holding | 103,488 | 103,488 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | Reduce Reduce | -0.98% | 63.07 ($68.94) 73.5 | $77.94 | 13.05% | 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 | $292.35 | -5.20% | 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 | $77.37 | 11.58% | 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 | $184.16 | 3.57% | 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 | $19.04 | -3.01% | 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 | $297.81 | -10.64% | 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 | $620.34 | 5.54% | 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 | $579.25 | 2.04% | 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 | $86.02 | -3.37% | Reduce -6.89% | 64,618 | -4,782 |
Tiller Private Wealth, Inc. Total Holding History ($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 2025-03-31
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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