TP

Tiller Private Wealth, Inc.

13F
Tiller Private Wealth, Inc.
Last update 2024-07-20 50 Stocks (6 new)
Value $228.00 Mil Turnover 2 %
Countries:
Top Holdings: SPY(15.20%)IXUS(14.60%)XLK(9.29%)RSP(8.46%)PFFD(7.52%)
Portfolio Report
Summary Stock Picks Current Portfolio
Tiller Private Wealth, Inc. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
63,639
34633.650
+0.56%
15.200
+0.08%
-
+13.19%
+24.35%
611302.102
 
IXUS 		iShares Core MSCI Total International Stock ETF
492,405
33266.850
+0.29%
14.600
+0.04%
-
+6.88%
+7.15%
38119.863
 
XLK 		Technology Select Sector SPDR ETF
93,594
21173.830
+3.41%
9.290
+0.31%
-
+16.33%
+21.23%
72574.820
 
RSP 		Invesco S&P 500 Equal Weight ETF
117,384
19283.800
+2.69%
8.460
+0.22%
-
+11.19%
+15.91%
68298.518
 
PFFD 		Global X U.S. Preferred ETF
870,932
17139.940
+3.44%
7.520
+0.25%
-
+4.55%
+5.41%
2502.236
 
VGK 		Vanguard FTSE Europe ETF
251,216
16773.710
-1.05%
7.360
-0.08%
-
+1.85%
+3.04%
19628.207
 
APD 		Air Products & Chemicals Inc
55,968
14442.550
-1.69%
6.340
-0.10%
0.030
+10.77%
+14.31%
68190.527
Chemicals
MDY 		S&P MidCap 400 ETF
26,091
13960.810
+0.04%
6.130
0%
-
+13.48%
+18.34%
24417.267
 
SCHA 		Schwab U.S. Small-Cap ETF
218,896
10386.620
-0.01%
4.560
0%
-
+15.84%
+16.38%
19318.598
 
SCHM 		Schwab U.S. Mid-Cap ETF
115,043
8953.800
-0.99%
3.930
-0.04%
-
+14.58%
+15.77%
11840.211
 

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
VTV 		Vanguard Value ETF2024-06-30Reduce
-0.41%
●
154.57 ($159.83) 163.65
$178.24
11.52%
Reduce -58.61%
3,990
-5,650
XLK 		Technology Select Sector SPDR ETF2024-06-30Add
+0.31%
●
192.53 ($210.58) 231.41
$233.35
10.81%
Add 3.41%
93,594
3,088
PFFD 		Global X U.S. Preferred ETF2024-06-30Add
+0.25%
●
19.15 ($19.63) 20.2
$20.45
4.18%
Add 3.44%
870,932
29,002
AAPL 		Apple Inc2024-06-30Reduce
-0.22%
●
165 ($186.49) 216.67
$222.70
19.42%
Reduce -7.31%
35,652
-2,813
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30Add
+0.22%
●
159.21 ($164.49) 168.37
$182.90
11.19%
Add 2.69%
117,384
3,079
IXG 		iShares Global Financials ETF2024-06-30New Buy
+0.15%
●
81.65 ($85.55) 88.93
$99.31
16.08%
New holding
3,985
3,985
XLY 		Consumer Discretionary Select Sector SPDR2024-06-30New Buy
+0.11%
●
169.76 ($177.68) 184.45
$209.42
17.86%
New holding
1,374
1,374
APD 		Air Products & Chemicals Inc2024-06-30Reduce
-0.10%
●
227.76 ($253.65) 285.31
$306.73
20.93%
Reduce -1.69%
55,968
-962
QQQ 		INVESCO QQQ Trust2024-06-30New Buy
+0.10%
●
414.65 ($449.75) 485.21
$505.58
12.41%
New holding
452
452
PFF 		iShares U.S. Preferred Stock2024-06-30New Buy
+0.10%
●
30.65 ($31.48) 32.14
$32.80
4.19%
New holding
7,055
7,055

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 2024-06-30

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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