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CIK: 0001663649
Total reported value
$319.3M
$319.3M
50 檔
39.3%
As reported in its official Q2 2024 Form 13F filing, Tiller Private Wealth, Inc.'s tracked investment portfolio stood at $319.3M with 50 total positions.
During Q2 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.20% | +0.29% | +0.56% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 14.60% | -0.66% | +0.29% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 9.29% | +1.87% | +3.41% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.46% | +0.30% | +2.69% | |
| 5 | PFFD | Global X US Preferred ETF | ETF-Other | 7.52% | -0.38% | +3.44% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 7.36% | -0.37% | -1.05% | |
| 7 | APD | Air Products & Chemicals Inc | Stock-Materials | 6.34% | -0.85% | -1.69% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 6.13% | +0.23% | +0.04% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.56% | +0.26% | -0.01% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.93% | -0.08% | -0.99% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.30% | -0.01% | -7.31% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.76% | -0.37% | EXIT | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | -0.12% | -0.11% | |
| 14 | AI | C3.ai Inc-a | Stock-Tech | 1.29% | -0.03% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.02% | -0.50% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | +0.01% | +912.00% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.31% | -0.01% | -0.98% | |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.31% | — | -3.43% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.03% | +3.31% | |
| 20 | ONL | Orion Properties Inc. | Stock-Other | 0.29% | -0.01% | — | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.28% | -0.02% | -58.61% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.01% | +0.03% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | — | +0.32% | |
| 24 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.24% | -0.01% | — | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.23% | -0.01% | +10.86% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.22% | — | +10.46% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.02% | +1.48% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.21% | — | +1.99% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.01% | -2.55% | |
| 30 | ET | Energy Transfer LP | Stock-Energy | 0.21% | -0.02% | +0.74% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | — | — | |
| 32 | IXG | Ishares Global Financials Et | ETF-Other | 0.15% | -0.01% | — | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | — | -3.32% | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 0.14% | +0.01% | -19.71% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.13% | -0.03% | — | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.13% | — | — | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | +0.01% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.03% | -6.37% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.13% | — | -16.02% | |
| 40 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | +0.02% | — | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 42 | J | Jacobs Solutions Inc | Stock-Industrials | 0.11% | -0.09% | EXIT | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.11% | -0.01% | — | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.11% | — | — | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.10% | -0.12% | — | |
| 46 | PFF | Ishares Preferred & Income S | ETF-Other | 0.10% | -0.02% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.02% | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.09% | — | — | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.09% | — | — | |
| 50 | XLV | Ss Health Care Select Sector | ETF-Other | 0.09% | -0.02% | — |
According to official SEC Form 13F filings, Tiller Private Wealth, Inc. reported a total U.S. public equity portfolio value of $319.3M across 50 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IXUS, XLK) accounted for 39.3% of total reported equity market value during Q2 2024.
During Q2 2024, Tiller Private Wealth, Inc.'s top holdings by market value included SPY (15.2%)、IXUS (14.6%)、XLK (9.3%). The largest single position, SPY, represented 15.2% of total portfolio value.
In Q2 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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