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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 %
Countries:
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
+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 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
$56.08
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)

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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

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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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