Tiller Private Wealth, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$235.9B
Holdings
56
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 64,539 | $37.8B | 16.03% | |
| 2 | IXUSISHARES TR | 525,848 | $34.8B | 14.74% | |
| 3 | XLKSELECT SECTOR SPDR TR | 97,474 | $22.7B | 9.61% | |
| 4 | RSPINVESCO EXCHANGE TRADED FD T | 116,780 | $20.5B | 8.67% | |
| 5 | PFFDGLOBAL X FDS | 932,652 | $18.2B | 7.71% | |
| 6 | VGKVANGUARD INTL EQUITY INDEX F | 252,431 | $16.0B | 6.79% | |
| 7 | MDYSPDR S&P MIDCAP 400 ETF TR | 27,063 | $15.4B | 6.53% | |
| 8 | SCHASCHWAB STRATEGIC TR | 463,201 | $12.0B | 5.08% | |
| 9 | SCHMSCHWAB STRATEGIC TR | 359,778 | $10.0B | 4.23% | |
| 10 | APDAIR PRODS & CHEMS INC | 31,626 | $9.2B | 3.89% | |
| 11 | AAPLAPPLE INC | 32,124 | $8.0B | 3.41% | |
| 12 | TLTISHARES TR | 69,400 | $6.1B | 2.57% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,737 | $4.9B | 2.06% | |
| 14 | AMZNAMAZON COM INC | 9,919 | $2.2B | 0.92% | |
| 15 | NVDANVIDIA CORPORATION | 11,362 | $1.5B | 0.65% | |
| 16 | DISDISNEY WALT CO | 7,612 | $847.6M | 0.36% | |
| 17 | JPMJPMORGAN CHASE & CO. | 3,037 | $728.0M | 0.31% | |
| 18 | MSFTMICROSOFT CORP | 1,704 | $718.3M | 0.30% | |
| 19 | SPYDSPDR SER TR | 16,400 | $709.1M | 0.30% | |
| 20 | METAMETA PLATFORMS INC | 1,067 | $624.8M | 0.26% | |
| 21 | GOOGLALPHABET INC | 3,295 | $623.7M | 0.26% | |
| 22 | ETWEATON VANCE TAX-MANAGED GLOB | 71,750 | $604.1M | 0.26% | |
| 23 | VTVVANGUARD INDEX FDS | 3,560 | $602.7M | 0.26% | |
| 24 | TSLATESLA INC | 1,478 | $597.1M | 0.25% | |
| 25 | SCHGSCHWAB STRATEGIC TR | 19,988 | $557.1M | 0.24% | |
| 26 | SCHDSCHWAB STRATEGIC TR | 19,995 | $546.3M | 0.23% | |
| 27 | GOOGALPHABET INC | 2,592 | $493.6M | 0.21% | |
| 28 | SLYGSPDR SER TR | 5,375 | $485.6M | 0.21% | |
| 29 | OECORION S.A. | 30,000 | $473.7M | 0.20% | |
| 30 | IXGISHARES TR | 4,230 | $406.3M | 0.17% | |
| 31 | XLYSELECT SECTOR SPDR TR | 1,774 | $398.0M | 0.17% | |
| 32 | XLFSELECT SECTOR SPDR TR | 8,119 | $392.4M | 0.17% | |
| 33 | XLVSELECT SECTOR SPDR TR | 2,823 | $388.4M | 0.16% | |
| 34 | VVISA INC | 1,227 | $387.8M | 0.16% | |
| 35 | XLISELECT SECTOR SPDR TR | 2,720 | $358.4M | 0.15% | |
| 36 | IXJISHARES TR | 4,110 | $353.3M | 0.15% | |
| 37 | PEPPEPSICO INC | 2,305 | $350.5M | 0.15% | |
| 38 | PFFISHARES TR | 10,855 | $341.3M | 0.14% | |
| 39 | MCDMCDONALDS CORP | 1,160 | $336.1M | 0.14% | |
| 40 | HDHOME DEPOT INC | 862 | $335.3M | 0.14% | |
| 41 | VBVANGUARD INDEX FDS | 1,385 | $332.8M | 0.14% | |
| 42 | IWFISHARES TR | 806 | $323.7M | 0.14% | |
| 43 | NFLXNETFLIX INC | 351 | $312.9M | 0.13% | |
| 44 | PNCPNC FINL SVCS GROUP INC | 1,600 | $308.6M | 0.13% | |
| 45 | IYWISHARES TR | 1,840 | $293.5M | 0.12% | |
| 46 | RSPTINVESCO EXCHANGE TRADED FD T | 7,690 | $287.8M | 0.12% | |
| 47 | PFEPFIZER INC | 10,837 | $287.5M | 0.12% | |
| 48 | ORCLORACLE CORP | 1,528 | $254.6M | 0.11% | |
| 49 | NDQINVESCO QQQ TR | 452 | $231.1M | 0.10% | |
| 50 | XLFISELECT SECTOR SPDR TR | 2,853 | $224.3M | 0.10% | |
| 51 | AZNASTRAZENECA PLC | 3,350 | $219.5M | 0.09% | |
| 52 | BACVERIZON COMMUNICATIONS INC | 5,447 | $217.8M | 0.09% | |
| 53 | XLESELECT SECTOR SPDR TR | 2,440 | $209.0M | 0.09% | |
| 54 | DYHTARGET CORP | 1,495 | $202.1M | 0.09% | |
| 55 | VUGVANGUARD INDEX FDS | 492 | $201.9M | 0.09% | |
| 56 | VCRVANGUARD WORLD FD | 535 | $200.8M | 0.09% |