Tiller Private Wealth, Inc. Top Holdings and 13F Report (2025) About Tiller Private Wealth, Inc.Investment ActivityTiller Private Wealth, Inc. has $263.11 million in total holdings as of June 30, 2025.Tiller Private Wealth, Inc. owns shares of 60 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 8.15% of the portfolio was purchased this quarter.About 6.44% of the portfolio was sold this quarter.This quarter, Tiller Private Wealth, Inc. has purchased 54 new stocks and bought additional shares in 15 stocks.Tiller Private Wealth, Inc. sold shares of 31 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core MSCI Total International Stock ETF $47,760,000SPDR S&P 500 ETF Trust $39,326,000Technology Select Sector SPDR Fund $24,170,000Invesco S&P 500 Equal Weight ETF $22,676,000Global X U.S. Preferred ETF $17,843,000 Largest New Holdings this Quarter 12468P104 - C3.ai $5,300,000 Holding29273V100 - Energy Transfer $537,000 Holding478160104 - Johnson & Johnson $295,000 Holding46982L108 - Jacobs Solutions $267,000 Holding808524839 - Schwab U.S. Aggregate Bond ETF $227,000 Holding Largest Purchases this Quarter Dimensional U.S. Targeted Value ETF 138,811 shares (about $7.49M)C3.ai 215,686 shares (about $5.30M)iShares Core MSCI Total International Stock ETF 65,679 shares (about $5.08M)Apple 2,857 shares (about $586.18K)Invesco S&P 500 Equal Weight ETF 3,136 shares (about $569.95K) Largest Sales this Quarter Vanguard FTSE Europe ETF 125,919 shares (about $9.76M)SPDR S&P 500 ETF Trust 1,824 shares (about $1.13M)Berkshire Hathaway 1,175 shares (about $570.80K)Technology Select Sector SPDR Fund 1,942 shares (about $491.78K)Microsoft 964 shares (about $480.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTiller Private Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIXUSiShares Core MSCI Total International Stock ETF$47,760,000$5,077,698 ▲11.9%617,76618.2%ManufacturingSPYSPDR S&P 500 ETF Trust$39,326,000$1,126,989 ▼-2.8%63,64814.9%FinanceXLKTechnology Select Sector SPDR Fund$24,170,000$491,777 ▼-2.0%95,4469.2%ETFRSPInvesco S&P 500 Equal Weight ETF$22,676,000$569,953 ▲2.6%124,7688.6%ETFPFFDGlobal X U.S. Preferred ETF$17,843,000$378,598 ▼-2.1%947,5796.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$16,063,000$188,650 ▲1.2%28,3546.1%ETFDFATDimensional U.S. Targeted Value ETF$13,075,000$7,490,554 ▲134.1%242,2995.0%ETFSCHASchwab US Small-Cap ETF$11,284,000$382,777 ▼-3.3%445,9924.3%ETFAPDAir Products and Chemicals$10,692,000$3,667 ▼0.0%37,9064.1%Basic MaterialsSCHMSchwab U.S. Mid-Cap ETF$10,057,000$106,401 ▼-1.0%358,5153.8%ETFAAPLApple$7,327,000$586,185 ▲8.7%35,7112.8%Computer and TechnologyVGKVanguard FTSE Europe ETF$6,972,000$9,759,513 ▼-58.3%89,9542.6%ETFTLTiShares 20+ Year Treasury Bond ETF$5,322,000$380,817 ▼-6.7%60,3032.0%ETFAIC3.ai$5,300,000$5,300,000 ▲New Holding215,6862.0%Computer and TechnologyBRK.BBerkshire Hathaway$4,596,000$570,796 ▼-11.0%9,4611.7%FinanceAMZNAmazon.com$2,120,000$296,712 ▼-12.3%9,6600.8%Retail/WholesaleNVDANVIDIA$1,948,000$387,861 ▼-16.6%12,3250.7%Computer and TechnologyJPMJPMorgan Chase & Co.$881,0000.0%3,0370.3%FinanceMETAMeta Platforms$763,000$149,202 ▼-16.4%1,0330.3%Computer and TechnologyMSFTMicrosoft$726,000$480,016 ▼-39.8%1,4580.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$600,000$120,164 ▼-16.7%22,6190.2%ETFPNCThe PNC Financial Services Group$585,0000.0%3,1360.2%FinanceETEnergy Transfer$537,000$537,000 ▲New Holding29,6110.2%EnergyGOOGLAlphabet$530,000$171,611 ▼-24.5%3,0050.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$506,000$92,725 ▼-15.5%17,3150.2%ETFXLFFinancial Select Sector SPDR Fund$501,000$30,923 ▲6.6%9,5590.2%ETFIXGiShares Global Financials ETF$494,000$17,207 ▲3.6%4,4500.2%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$480,000$108,949 ▼-18.5%55,3800.2%Financial ServicesDISWalt Disney$471,000$328,968 ▼-41.1%3,7970.2%Consumer DiscretionaryGOOGAlphabet$455,000$75,893 ▼-14.3%2,5600.2%Computer and TechnologyVVisa$425,000$81,512 ▼-16.1%1,1940.2%Business ServicesXLYConsumer Discretionary Select Sector SPDR Fund$418,000$20,693 ▲5.2%1,9190.2%FinanceNFLXNetflix$413,000$115,318 ▼-21.8%3080.2%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$408,000$18,445 ▲4.7%2,7650.2%ETFPFFiShares Preferred and Income Securities ETF$405,000$64,455 ▲18.9%13,1890.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$397,000$48,013 ▼-10.8%4,4650.2%ETFIYWiShares U.S. Technology ETF$344,000$37,817 ▲12.4%1,9830.1%ManufacturingORCLOracle$344,000$5,908 ▼-1.7%1,5720.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$343,0000.0%8060.1%ETFHDHome Depot$343,000$26,441 ▲8.4%9340.1%Retail/WholesaleMCDMcDonald's$332,000$7,313 ▼-2.2%1,1350.1%Retail/WholesaleIXPiShares Global Comm Services ETF$318,000$30,393 ▲10.6%2,8250.1%ETFOECOrion$315,0000.0%30,0000.1%Basic MaterialsRSPTInvesco S&P 500 Equal Weight Technology ETF$314,0000.0%7,6900.1%ETFJNJJohnson & Johnson$295,000$295,000 ▲New Holding1,9270.1%MedicalXLVHealth Care Select Sector SPDR Fund$284,000$48,616 ▼-14.6%2,1030.1%ETFPEPPepsiCo$278,000$26,413 ▼-8.7%2,1050.1%Consumer StaplesJJacobs Solutions$267,000$267,000 ▲New Holding2,0260.1%Business ServicesVTVVanguard Value ETF$265,000$312,973 ▼-54.2%1,4970.1%ETFPFEPfizer$263,000$607 ▼-0.2%10,8380.1%MedicalQQQInvesco QQQ$250,0000.0%4520.1%FinanceIXJiShares Global Healthcare ETF$249,000$63,005 ▼-20.2%2,8850.1%ETFVDCVanguard Consumer Staples ETF$237,000$24,139 ▲11.3%1,0800.1%ETFVZVerizon Communications$237,000$174 ▲0.1%5,4550.1%Computer and TechnologyAZNAstraZeneca$231,000$36,400 ▼-13.6%3,3000.1%MedicalSCHZSchwab U.S. Aggregate Bond ETF$227,000$227,000 ▲New Holding9,7440.1%ETFVCRVanguard Consumer Discretionary ETF$214,000$214,000 ▲New Holding5900.1%ETFVXUSVanguard Total International Stock ETF$213,000$213,000 ▲New Holding3,0800.1%ETFKOCocaCola$212,000$995 ▼-0.5%2,9840.1%Consumer StaplesVBVanguard Small-Cap ETF$206,000$206,000 ▲New Holding8670.1%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$0$541,000 ▼-100.0%00.0%ETFXLPConsumer Staples Select Sector SPDR Fund$0$233,000 ▼-100.0%00.0%ETFShowing 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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