13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001663649
Total reported value
$319.3M
$319.3M
54 檔
42.2%
The Q1 2025 SEC filing reveals that Tiller Private Wealth, Inc. held a total portfolio value of $319.3M, covering 54 public equity positions.
In Q1 2025, Tiller Private Wealth, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 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 | 16.05% | -0.66% | +4.99% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.26% | +0.29% | +1.45% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.78% | +0.30% | +4.15% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 8.38% | +1.87% | -0.09% | |
| 5 | PFFD | Global X US Preferred ETF | ETF-Other | 7.68% | -0.38% | +3.76% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 6.31% | -0.37% | -14.48% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-Other | 6.23% | +0.23% | +3.54% | |
| 8 | APD | Air Products & Chemicals Inc | Stock-Materials | 4.66% | -0.85% | +19.90% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.50% | +0.26% | -0.45% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.95% | -0.08% | +0.70% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.04% | -0.01% | +2.27% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.45% | -0.37% | EXIT | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.36% | -0.12% | -0.94% | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 2.22% | -0.13% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.02% | +11.02% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.01% | +30.07% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.03% | +42.14% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | -0.01% | +35.78% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.01% | +15.75% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.26% | -0.01% | -15.28% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | — | +20.73% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | -0.02% | -8.29% | |
| 24 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.23% | -0.01% | -5.30% | |
| 25 | PNC | Pnc Financial Services Group | Stock-Financials | 0.23% | +0.01% | +96.00% | |
| 26 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.23% | — | -25.52% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.21% | — | +2.50% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | — | +15.97% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.02% | +15.24% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.19% | -0.01% | +10.47% | |
| 31 | IXG | Ishares Global Financials Et | ETF-Other | 0.18% | -0.01% | +1.54% | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.17% | — | -6.88% | |
| 33 | ONL | Orion Properties Inc. | Stock-Other | 0.16% | -0.01% | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.15% | -0.12% | +12.25% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.03% | — | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.15% | -0.01% | +2.82% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.15% | -0.02% | -12.75% | |
| 38 | XLI | Ss Industrial Select Sector | ETF-Other | 0.14% | — | -2.94% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 40 | PFF | Ishares Preferred & Income S | ETF-Other | 0.14% | -0.02% | +2.16% | |
| 41 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.14% | -0.02% | -12.04% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | -0.01% | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | +0.01% | — | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.12% | — | +14.03% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.11% | -0.03% | +0.24% | |
| 46 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.11% | +0.02% | — | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.10% | +0.02% | -4.08% | |
| 48 | IXP | Ishares Global Comm Services | ETF-Other | 0.10% | -0.02% | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.10% | — | +0.07% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.10% | — | — |
According to official SEC Form 13F filings, Tiller Private Wealth, Inc. reported a total U.S. public equity portfolio value of $319.3M across 54 disclosed positions in Q1 2025.
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 42.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IXUS
市值: $38.5M
During Q1 2025, Tiller Private Wealth, Inc.'s top holdings by market value included IXUS (16.1%)、SPY (15.3%)、RSP (8.8%). The largest single position, IXUS, represented 16.1% of total portfolio value.
In Q1 2025, Tiller Private Wealth, Inc. made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.