TP

Tiller Private Wealth, Inc.

13F
Tiller Private Wealth, Inc.
Last update 2024-11-07 56 Stocks (9 new)
Value $241.00 Mil Turnover 8 %
Countries:
Top Holdings: IXUS(15.25%)SPY(15.20%)XLK(9.08%)RSP(8.74%)PFFD(7.71%)
Portfolio Report
Summary Stock Picks Current Portfolio
Tiller Private Wealth, Inc. Top Holdings of 2024-09-30 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
506,373
36777.820
+2.84%
15.250
+0.42%
0.090
-9.07%
-1.07%
37030.683
 
SPY 		S&P 500 ETF TRUST ETF
63,923
36676.690
+0.45%
15.200
+0.07%
0.010
-0.36%
-0.66%
615248.912
 
XLK 		Technology Select Sector SPDR ETF
97,013
21901.600
+3.65%
9.080
+0.32%
0.030
-2.59%
-2.05%
71062.463
 
RSP 		Invesco S&P 500 Equal Weight ETF
117,739
21094.160
+0.30%
8.740
+0.03%
0.030
-2.84%
+0.49%
72351.272
 
PFFD 		Global X U.S. Preferred ETF
895,102
18600.210
+2.78%
7.710
+0.21%
0.730
-7.34%
-0.97%
2312.394
 
VGK 		Vanguard FTSE Europe ETF
255,973
18199.660
+1.89%
7.540
+0.14%
0.090
-9.36%
-0.17%
18708.105
 
MDY 		S&P MidCap 400 ETF
26,611
15159.210
+1.99%
6.280
+0.12%
0.070
-0.48%
+1.25%
24331.449
 
APD 		Air Products & Chemicals Inc
41,184
12262.090
-26.42%
5.080
-1.67%
0.020
-3.25%
+6.86%
68483.809
Chemicals
SCHA 		Schwab U.S. Small-Cap ETF
451,676
11630.650
+106.34%
4.820
+2.48%
0.030
-0.65%
-0.15%
18363.184
 
SCHM 		Schwab U.S. Mid-Cap ETF
354,129
9808.140
+207.82%
4.070
+2.75%
0.030
+0.04%
+1.52%
11457.349
 

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
SPY 		S&P 500 ETF TRUST ETF2024-03-31Add
+4.27%
●
467.28 ($497.86) 523.17
$582.17
16.94%
Add 40.64%
63,285
18,288
VTV 		Vanguard Value ETF2024-03-31Reduce
-3.83%
●
147.46 ($154.16) 162.86
$170.60
10.66%
Reduce -84.12%
9,640
-51,083
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+2.75%
●
25.16 ($26.59) 27.75
$28.13
5.79%
Add 207.82%
354,129
79,695
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+2.48%
●
23.45 ($24.83) 25.98
$25.82
3.99%
Add 106.34%
451,676
116,390
XLK 		Technology Select Sector SPDR ETF2024-03-31Add
+2.43%
●
184.12 ($202.25) 211.02
$227.78
12.63%
Add 40.67%
90,506
26,167
APD 		Air Products & Chemicals Inc2023-06-30Reduce
-2.41%
●
269.14 ($284.81) 299.53
$307.96
8.13%
Reduce -24.32%
46,555
-14,963
APD 		Air Products & Chemicals Inc2023-09-30Add
+2.20%
●
281.82 ($293.32) 306.1
$307.96
4.99%
Add 30.73%
60,862
14,307
RSP 		Invesco S&P 500 Equal Weight ETF2024-03-31Add
+1.87%
●
153.84 ($160.58) 169.37
$176.06
9.64%
Add 27.6%
114,305
24,727
PFFD 		Global X U.S. Preferred ETF2023-06-30Add
+1.70%
●
18.28 ($19.14) 19.78
$19.31
0.90%
Add 24.85%
809,759
161,172
APD 		Air Products & Chemicals Inc2024-09-30Reduce
-1.67%
●
247.34 ($273.47) 300.36
$307.96
12.61%
Reduce -26.42%
41,184
-14,784

Tiller Private Wealth, Inc. Total Holding History ($B)

To

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

Top Ranked Articles

  • 1

Tiller Private Wealth, Inc.'s Hypothetical Growth since 2024-09-30

Tiller Private Wealth, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Tiller Private Wealth, Inc.'s Holdings Heat Map

Size field:

Tiller Private Wealth, Inc.'s Holdings Bubble Chart

Tiller Private Wealth, Inc. News

  • 1

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