Tilia Fiduciary Partners, Inc. Top Holdings and 13F Report (2025) About Tilia Fiduciary Partners, Inc.Investment ActivityTilia Fiduciary Partners, Inc. has $146.58 million in total holdings as of December 31, 2024.Tilia Fiduciary Partners, Inc. owns shares of 106 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 7.34% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, Tilia Fiduciary Partners, Inc. has purchased 104 new stocks and bought additional shares in 57 stocks.Tilia Fiduciary Partners, Inc. sold shares of 36 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $8,153,270Microsoft $5,270,665Berkshire Hathaway $4,706,860Alphabet $4,230,010Vanguard International Dividend Appreciation ETF $3,824,772 Largest New Holdings this Quarter Vanguard Total Stock Market ETF $754,067 HoldingSPDR Bloomberg Barclays 1-3 Month T-Bill ETF $506,705 HoldingSPDR Bloomberg 3-12 Month T-Bill ETF $498,725 HoldingQXO INC COM NEW $257,278 HoldingTesla $219,285 Holding Largest Purchases this Quarter Tractor Supply 39,293 shares (about $2.08M)Palo Alto Networks 6,640 shares (about $1.21M)Schwab US Large-Cap ETF 38,524 shares (about $892.98K)Vanguard Total Stock Market ETF 2,602 shares (about $754.07K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 5,542 shares (about $506.71K) Largest Sales this Quarter Berkshire Hathaway 428 shares (about $194.00K)Costco Wholesale 145 shares (about $132.86K)Apple 258 shares (about $64.61K)Williams-Sonoma 297 shares (about $55.00K)T. Rowe Price Group 445 shares (about $50.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTilia Fiduciary Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$8,153,270$64,609 ▼-0.8%32,5585.6%Computer and TechnologyMSFTMicrosoft$5,270,665$61,537 ▲1.2%12,5053.6%Computer and TechnologyBRK.BBerkshire Hathaway$4,706,860$194,004 ▼-4.0%10,3843.2%FinanceGOOGLAlphabet$4,230,010$115,849 ▲2.8%22,3462.9%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$3,824,772$291,161 ▲8.2%47,8162.6%ETFVVisa$3,678,262$124,199 ▲3.5%11,6392.5%Business ServicesLULULululemon Athletica$3,584,329$121,224 ▲3.5%9,3732.4%Consumer DiscretionaryWMTWalmart$3,515,978$33,339 ▼-0.9%38,9152.4%Retail/WholesaleMCKMcKesson$2,964,715$178,384 ▲6.4%5,2022.0%MedicalAJGArthur J. Gallagher & Co.$2,886,519$105,594 ▲3.8%10,1692.0%FinanceLIILennox International$2,820,060$18,280 ▲0.7%4,6281.9%ConstructionCOSTCostco Wholesale$2,813,004$132,862 ▼-4.5%3,0701.9%Retail/WholesaleMARMarriott International$2,722,527$75,037 ▲2.8%9,7601.9%Consumer DiscretionaryBAHBooz Allen Hamilton$2,704,919$88,804 ▲3.4%21,0171.8%Business ServicesBRBroadridge Financial Solutions$2,690,891$42,052 ▲1.6%11,9021.8%Business ServicesCSLCarlisle Companies$2,659,826$93,690 ▲3.7%7,2111.8%Multi-Sector ConglomeratesLOWLowe's Companies$2,623,597$72,562 ▲2.8%10,6301.8%Retail/WholesaleTSCOTractor Supply$2,583,403$2,084,901 ▲418.2%48,6881.8%Retail/WholesaleSYKStryker$2,547,515$87,498 ▲3.6%7,0751.7%MedicalAMZNAmazon.com$2,505,653$62,526 ▲2.6%11,4211.7%Retail/WholesaleKMXCarMax$2,345,776$4,906 ▲0.2%28,6911.6%Retail/WholesalePANWPalo Alto Networks$2,342,007$1,208,214 ▲106.6%12,8711.6%Computer and TechnologyUNPUnion Pacific$2,278,264$37,397 ▼-1.6%9,9911.6%TransportationAMDAdvanced Micro Devices$2,268,436$88,297 ▲4.1%18,7801.5%Computer and TechnologyHCAHCA Healthcare$2,260,118$79,539 ▲3.6%7,5301.5%MedicalFCNFTI Consulting$2,112,560$105,504 ▲5.3%11,0531.4%Business ServicesCPCanadian Pacific Kansas City$2,111,467$123,246 ▲6.2%29,1761.4%TransportationWSMWilliams-Sonoma$2,088,447$54,998 ▼-2.6%11,2781.4%Retail/WholesaleMETAMeta Platforms$1,979,215$18,153 ▼-0.9%3,3801.4%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,951,417$39,912 ▲2.1%37,7451.3%ManufacturingINTUIntuit$1,932,530$37,079 ▲2.0%3,0751.3%Computer and TechnologyUNHUnitedHealth Group$1,915,363$68,803 ▲3.7%3,7861.3%MedicalVLOValero Energy$1,906,660$122,591 ▲6.9%15,5531.3%Oils/EnergyJPMJPMorgan Chase & Co.$1,892,017$19,896 ▼-1.0%7,8931.3%FinanceTNETTriNet Group$1,885,111$49,742 ▲2.7%20,7681.3%Business ServicesPTCPTC$1,871,797$92,487 ▲5.2%10,1801.3%Computer and TechnologyDOVDover$1,834,382$64,535 ▲3.6%9,7781.3%Industrial ProductsICFIICF International$1,679,178$10,610 ▼-0.6%14,0861.1%Business ServicesPHParker-Hannifin$1,603,291$11,448 ▲0.7%2,5211.1%Industrial ProductsBOOTBoot Barn$1,487,532$25,354 ▲1.7%9,7981.0%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,421,222$35,142 ▼-2.4%12,3351.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,414,426$129,073 ▲10.0%17,6211.0%ETFSCHXSchwab US Large-Cap ETF$1,342,838$892,985 ▲198.5%57,9310.9%ETFGOOGAlphabet$1,280,869$29,708 ▼-2.3%6,7260.9%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,252,018$159,531 ▲14.6%22,8930.9%ETFLECOLincoln Electric$1,033,8970.0%5,5150.7%Industrial ProductsSHWSherwin-Williams$991,720$13,939 ▼-1.4%2,9170.7%Basic MaterialsRSPInvesco S&P 500 Equal Weight ETF$960,771$31,891 ▼-3.2%5,4830.7%ETFMAMastercard$930,662$20,541 ▼-2.2%1,7670.6%Business ServicesLMTLockheed Martin$860,672$16,037 ▲1.9%1,7710.6%AerospaceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$859,296$47,853 ▲5.9%16,6820.6%ManufacturingGDGeneral Dynamics$846,067$48,219 ▲6.0%3,2110.6%AerospaceHDHome Depot$839,193$21,009 ▼-2.4%2,1570.6%Retail/WholesaleVOOVanguard S&P 500 ETF$833,758$175,698 ▲26.7%1,5470.6%ETFTROWT. Rowe Price Group$808,095$50,322 ▼-5.9%7,1460.6%FinanceLLYEli Lilly and Company$776,720$35,516 ▼-4.4%1,0060.5%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$756,506$137,414 ▲22.2%15,6240.5%ManufacturingVTIVanguard Total Stock Market ETF$754,067$754,067 ▲New Holding2,6020.5%ETFNVDANVIDIA$725,655$17,188 ▼-2.3%5,4040.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$705,911$22,369 ▼-3.1%11,3290.5%ETFTIPiShares TIPS Bond ETF$684,037$27,276 ▼-3.8%6,4200.5%ETFBRK.ABerkshire Hathaway$680,9200.0%10.5%FinanceCBChubb$592,067$66,031 ▲12.6%2,1430.4%FinanceSPGIS&P Global$575,925$8,469 ▼-1.4%1,1560.4%Business ServicesMCDMcDonald's$563,615$580 ▲0.1%1,9440.4%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$557,571$97,284 ▲21.1%7,1470.4%ETFAXONAxon Enterprise$552,718$3,566 ▼-0.6%9300.4%AerospaceQQQInvesco QQQ$544,660$41,425 ▲8.2%1,0650.4%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$506,705$506,705 ▲New Holding5,5420.3%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$498,725$498,725 ▲New Holding5,0300.3%ETFTTTrane Technologies$495,668$739 ▲0.1%1,3420.3%ConstructionPEPPepsiCo$493,734$24,025 ▼-4.6%3,2470.3%Consumer StaplesABBVAbbVie$469,591$4,797 ▼-1.0%2,6430.3%MedicalVPUVanguard Utilities ETF$465,219$13,726 ▲3.0%2,8470.3%ETFJNJJohnson & Johnson$456,339$10,848 ▼-2.3%3,1550.3%MedicalHONHoneywell International$439,166$4,066 ▼-0.9%1,9440.3%Multi-Sector ConglomeratesXOMExxon Mobil$431,622$35,502 ▼-7.6%4,0120.3%Oils/EnergyNOCNorthrop Grumman$414,994$33,331 ▼-7.4%8840.3%AerospaceSCHPSchwab U.S. TIPS ETF$414,039$197,217 ▲91.0%16,0290.3%ETFSCHMSchwab U.S. Mid-Cap ETF$413,576$276,521 ▲201.8%14,9250.3%ETFSHViShares Short Treasury Bond ETF$401,3510.0%3,6450.3%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$396,440$12,479 ▲3.2%4,4160.3%ETFAPDAir Products and Chemicals$392,069$3,480 ▲0.9%1,3520.3%Basic MaterialsSPYSPDR S&P 500 ETF Trust$371,308$24,012 ▲6.9%6340.3%FinanceSHYiShares 1-3 Year Treasury Bond ETF$370,2220.0%4,5160.3%ManufacturingPGProcter & Gamble$361,759$17,434 ▼-4.6%2,1580.2%Consumer StaplesITWIllinois Tool Works$350,858$254 ▲0.1%1,3840.2%Industrial ProductsRTXRTX$341,407$116 ▲0.0%2,9500.2%AerospaceAMGNAmgen$324,668$521 ▲0.2%1,2460.2%MedicalVIGVanguard Dividend Appreciation ETF$317,936$27,604 ▼-8.0%1,6240.2%ETFWMWaste Management$314,792$6,861 ▼-2.1%1,5600.2%Business ServicesVGTVanguard Information Technology ETF$311,567$42,289 ▼-12.0%5010.2%ETFTSMTaiwan Semiconductor Manufacturing$301,370$1,975 ▼-0.7%1,5260.2%Computer and TechnologyADPAutomatic Data Processing$298,552$293 ▲0.1%1,0200.2%Business ServicesCVXChevron$267,220$7,242 ▼-2.6%1,8450.2%Oils/EnergyTTWOTake-Two Interactive Software$261,210$4,786 ▲1.9%1,4190.2%Consumer DiscretionaryCATCaterpillar$258,0760.0%7110.2%Industrial ProductsQXO INC COM NEW$257,278$257,278 ▲New Holding16,1810.2%StockDUKDuke Energy$254,369$431 ▲0.2%2,3610.2%UtilitiesNSCNorfolk Southern$244,192$235 ▲0.1%1,0400.2%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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