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CIK: 0001663649
Total reported value
$319.3M
$319.3M
47 檔
38.1%
In Q1 2024, Tiller Private Wealth, Inc.'s U.S. equity holdings reached a combined market value of $319.3M, distributed across 47 disclosed stock positions.
During Q1 2024, Tiller Private Wealth, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 14.88% | -0.66% | +4.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.78% | +0.29% | +40.64% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.65% | +0.30% | +27.60% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 8.42% | +1.87% | +40.67% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 7.63% | -0.37% | +2.19% | |
| 6 | PFFD | Global X US Preferred ETF | ETF-Other | 7.58% | -0.38% | +4.46% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 6.48% | +0.23% | +2.86% | |
| 8 | APD | Air Products & Chemicals Inc | Stock-Materials | 6.16% | -0.85% | -0.25% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.81% | +0.26% | +4.31% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.23% | -0.08% | -3.55% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.95% | -0.01% | +6.45% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.85% | -0.37% | EXIT | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | -0.12% | -0.82% | |
| 14 | AI | C3.ai Inc-a | Stock-Tech | 1.22% | -0.03% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.02% | -4.83% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | -0.02% | -84.12% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.01% | +24.05% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | -0.01% | -13.35% | |
| 19 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.33% | — | -4.56% | |
| 20 | ONL | Orion Properties Inc. | Stock-Other | 0.32% | -0.01% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.03% | -5.90% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.01% | -5.69% | |
| 23 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.24% | -0.01% | -2.85% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | -0.01% | -1.59% | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.22% | — | +0.27% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | — | -2.16% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.01% | -2.88% | |
| 28 | ET | Energy Transfer LP | Stock-Energy | 0.20% | -0.02% | -10.83% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.19% | — | — | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.02% | — | |
| 31 | PNC | Pnc Financial Services Group | Stock-Financials | 0.18% | +0.01% | — | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | — | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | — | — | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.15% | — | -4.35% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.03% | -3.74% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.14% | — | -31.60% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.13% | -0.03% | -2.75% | |
| 38 | J | Jacobs Solutions Inc | Stock-Industrials | 0.13% | -0.09% | EXIT | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | +0.01% | — | |
| 40 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | +0.02% | +6.07% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | — | -9.58% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.03% | -46.11% | |
| 43 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.10% | — | — | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.10% | — | — | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.10% | — | — | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.09% | -0.12% | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | -5.07% |
According to official SEC Form 13F filings, Tiller Private Wealth, Inc. reported a total U.S. public equity portfolio value of $319.3M across 47 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IXUS, SPY, RSP) accounted for 38.1% of total reported equity market value during Q1 2024.
During Q1 2024, Tiller Private Wealth, Inc.'s top holdings by market value included IXUS (14.9%)、SPY (14.8%)、RSP (8.7%). The largest single position, IXUS, represented 14.9% of total portfolio value.
In Q1 2024, Tiller Private Wealth, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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