Tiller Private Wealth, Inc. Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$240.1B
Holdings
54
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IXUSISHARES TR | 552,087 | $38.5B | 16.05% | |
| 2 | SPYSPDR S&P 500 ETF TR | 65,472 | $36.6B | 15.26% | |
| 3 | RSPINVESCO EXCHANGE TRADED FD T | 121,632 | $21.1B | 8.78% | |
| 4 | XLKSELECT SECTOR SPDR TR | 97,388 | $20.1B | 8.38% | |
| 5 | PFFDGLOBAL X FDS | 967,685 | $18.4B | 7.68% | |
| 6 | VGKVANGUARD INTL EQUITY INDEX F | 215,873 | $15.2B | 6.31% | |
| 7 | MDYSPDR S&P MIDCAP 400 ETF TR | 28,021 | $14.9B | 6.23% | |
| 8 | APDAIR PRODS & CHEMS INC | 37,919 | $11.2B | 4.66% | |
| 9 | SCHASCHWAB STRATEGIC TR | 461,121 | $10.8B | 4.50% | |
| 10 | SCHMSCHWAB STRATEGIC TR | 362,308 | $9.5B | 3.95% | |
| 11 | AAPLAPPLE INC | 32,854 | $7.3B | 3.04% | |
| 12 | TLTISHARES TR | 64,618 | $5.9B | 2.45% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,636 | $5.7B | 2.36% | |
| 14 | DFATDIMENSIONAL ETF TRUST | 103,488 | $5.3B | 2.22% | |
| 15 | AMZNAMAZON COM INC | 11,012 | $2.1B | 0.87% | |
| 16 | NVDANVIDIA CORPORATION | 14,779 | $1.6B | 0.67% | |
| 17 | MSFTMICROSOFT CORP | 2,422 | $909.0M | 0.38% | |
| 18 | SCHDSCHWAB STRATEGIC TR | 27,149 | $759.0M | 0.32% | |
| 19 | JPMJPMORGAN CHASE & CO. | 3,037 | $745.0M | 0.31% | |
| 20 | METAMETA PLATFORMS INC | 1,235 | $712.0M | 0.30% | |
| 21 | DISDISNEY WALT CO | 6,449 | $636.0M | 0.26% | |
| 22 | GOOGLALPHABET INC | 3,978 | $615.0M | 0.26% | |
| 23 | VTVVANGUARD INDEX FDS | 3,265 | $564.0M | 0.23% | |
| 24 | ETWEATON VANCE TAX-MANAGED GLOB | 67,950 | $561.0M | 0.23% | |
| 25 | PNCPNC FINL SVCS GROUP INC | 3,136 | $551.0M | 0.23% | |
| 26 | SPYDSPDR SER TR | 12,215 | $541.0M | 0.23% | |
| 27 | SCHGSCHWAB STRATEGIC TR | 20,488 | $513.0M | 0.21% | |
| 28 | VVISA INC | 1,423 | $499.0M | 0.21% | |
| 29 | GOOGALPHABET INC | 2,987 | $467.0M | 0.19% | |
| 30 | XLFSELECT SECTOR SPDR TR | 8,969 | $447.0M | 0.19% | |
| 31 | IXGISHARES TR | 4,295 | $442.0M | 0.18% | |
| 32 | SLYGSPDR SER TR | 5,005 | $415.0M | 0.17% | |
| 33 | OECORION S.A. | 30,000 | $388.0M | 0.16% | |
| 34 | NFLXNETFLIX INC | 394 | $367.0M | 0.15% | |
| 35 | MCDMCDONALDS CORP | 1,160 | $362.0M | 0.15% | |
| 36 | XLYSELECT SECTOR SPDR TR | 1,824 | $360.0M | 0.15% | |
| 37 | XLVSELECT SECTOR SPDR TR | 2,463 | $360.0M | 0.15% | |
| 38 | PEPPEPSICO INC | 2,305 | $346.0M | 0.14% | |
| 39 | XLISELECT SECTOR SPDR TR | 2,640 | $346.0M | 0.14% | |
| 40 | PFFISHARES TR | 11,090 | $341.0M | 0.14% | |
| 41 | IXJISHARES TR | 3,615 | $330.0M | 0.14% | |
| 42 | HDHOME DEPOT INC | 862 | $316.0M | 0.13% | |
| 43 | IWFISHARES TR | 806 | $291.0M | 0.12% | |
| 44 | AZNASTRAZENECA PLC | 3,820 | $281.0M | 0.12% | |
| 45 | PFEPFIZER INC | 10,863 | $275.0M | 0.11% | |
| 46 | RSPTINVESCO EXCHANGE TRADED FD T | 7,690 | $263.0M | 0.11% | |
| 47 | IYWISHARES TR | 1,765 | $248.0M | 0.10% | |
| 48 | IXP*ISHARES TR | 2,555 | $248.0M | 0.10% | |
| 49 | BACVERIZON COMMUNICATIONS INC | 5,451 | $247.0M | 0.10% | |
| 50 | XLFISELECT SECTOR SPDR TR | 2,853 | $233.0M | 0.10% | |
| 51 | ORCLORACLE CORP | 1,599 | $224.0M | 0.09% | |
| 52 | KOCOCA COLA CO | 2,998 | $215.0M | 0.09% | |
| 53 | NDQINVESCO QQQ TR | 452 | $212.0M | 0.09% | |
| 54 | VDCVANGUARD WORLD FD | 970 | $212.0M | 0.09% |