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CIK: 0001663649
Total reported value
$319.3M
$319.3M
56 檔
42.3%
At the close of Q3 2024, Tiller Private Wealth, Inc. disclosed equity holdings valued at approximately $319.3M, spread across 56 reported holdings.
In Q3 2024, Tiller Private Wealth, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 15.25% | -0.66% | +2.84% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.20% | +0.29% | +0.45% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 9.08% | +1.87% | +3.65% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.74% | +0.30% | +0.30% | |
| 5 | PFFD | Global X US Preferred ETF | ETF-Other | 7.71% | -0.38% | +2.78% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 7.54% | -0.37% | +1.89% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 6.28% | +0.23% | +1.99% | |
| 8 | APD | Air Products & Chemicals Inc | Stock-Materials | 5.08% | -0.85% | -26.42% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.82% | +0.26% | +3.17% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.07% | -0.08% | +2.61% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.33% | -0.01% | -3.36% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.81% | -0.37% | EXIT | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.07% | -0.12% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | -0.02% | +1.44% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.01% | +1.73% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.01% | +24.05% | |
| 17 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.33% | — | -0.09% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.03% | +6.07% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | -0.02% | -5.76% | |
| 20 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.26% | -0.01% | +11.00% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.01% | +0.51% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.01% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.01% | +4.40% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | — | +2.04% | |
| 25 | ONL | Orion Properties Inc. | Stock-Other | 0.22% | -0.01% | — | |
| 26 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.22% | — | +0.18% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.22% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.02% | -5.46% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.17% | — | — | |
| 30 | IXG | Ishares Global Financials Et | ETF-Other | 0.17% | -0.01% | +6.15% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | -0.02% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | -0.01% | — | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.03% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | — | +1.31% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.14% | — | — | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.14% | -0.01% | +18.92% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-Other | 0.14% | -0.02% | +39.55% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | — | -8.61% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.13% | -0.03% | — | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.13% | — | +0.06% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | +0.01% | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.13% | -0.01% | — | |
| 43 | PNC | Pnc Financial Services Group | Stock-Financials | 0.12% | +0.01% | -21.45% | |
| 44 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | +0.02% | — | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.12% | +0.02% | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.11% | — | — | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.10% | — | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.10% | -0.12% | — | |
| 49 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.10% | -0.02% | — | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.10% | — | +2.26% |
According to official SEC Form 13F filings, Tiller Private Wealth, Inc. reported a total U.S. public equity portfolio value of $319.3M across 56 disclosed positions in Q3 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, XLK) accounted for 42.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
PEP
市值: $392.0K
Top Position Liquidated / Trimmed
AI
前期市值: $2.9M
During Q3 2024, Tiller Private Wealth, Inc.'s top holdings by market value included IXUS (15.3%)、SPY (15.2%)、XLK (9.1%). The largest single position, IXUS, represented 15.3% of total portfolio value.
In Q3 2024, Tiller Private Wealth, Inc. made 42 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 6 holdings, and fully liquidating 3 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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