Tiller Private Wealth, Inc. Top Holdings and 13F Report (2024) About Tiller Private Wealth, Inc.Investment ActivityTiller Private Wealth, Inc. has $241.23 million in total holdings as of September 30, 2024.Tiller Private Wealth, Inc. owns shares of 56 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.82% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, Tiller Private Wealth, Inc. has purchased 50 new stocks and bought additional shares in 26 stocks.Tiller Private Wealth, Inc. sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core MSCI Total International Stock ETF $36,777,823SPDR S&P 500 ETF Trust $36,676,688Technology Select Sector SPDR Fund $21,901,601Invesco S&P 500 Equal Weight ETF $21,094,159Global X U.S. Preferred ETF $18,600,214 Largest New Holdings this Quarter PepsiCo $391,965 HoldingHome Depot $349,282 HoldingFinancial Select Sector SPDR Fund $301,559 HoldingiShares U.S. Technology ETF $278,981 HoldingiShares Global Healthcare ETF $245,400 Holding Largest Purchases this Quarter iShares Core MSCI Total International Stock ETF 13,968 shares (about $1.01M)Technology Select Sector SPDR Fund 3,419 shares (about $771.87K)Global X U.S. Preferred ETF 24,170 shares (about $502.25K)PepsiCo 2,305 shares (about $391.97K)Schwab US Small-Cap ETF 6,942 shares (about $357.51K) Largest Sales this Quarter Air Products and Chemicals 14,784 shares (about $4.40M)Apple 1,199 shares (about $279.37K)The PNC Financial Services Group 437 shares (about $80.78K)Vanguard Value ETF 230 shares (about $40.15K)Tesla 117 shares (about $30.62K) 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$36,777,823$1,014,495 ▲2.8%506,37315.2%ManufacturingSPYSPDR S&P 500 ETF Trust$36,676,688$162,949 ▲0.4%63,92315.2%FinanceXLKTechnology Select Sector SPDR Fund$21,901,601$771,872 ▲3.7%97,0139.1%ETFRSPInvesco S&P 500 Equal Weight ETF$21,094,159$63,602 ▲0.3%117,7398.7%ETFPFFDGlobal X U.S. Preferred ETF$18,600,214$502,252 ▲2.8%895,1027.7%ETFVGKVanguard FTSE Europe ETF$18,199,655$338,222 ▲1.9%255,9737.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$15,159,213$296,223 ▲2.0%26,6116.3%ETFAPDAir Products and Chemicals$12,262,087$4,401,775 ▼-26.4%41,1845.1%Basic MaterialsSCHASchwab US Small-Cap ETF$11,630,653$357,513 ▲3.2%225,8384.8%ETFSCHMSchwab U.S. Mid-Cap ETF$9,808,140$249,269 ▲2.6%118,0434.1%ETFAAPLApple$8,027,538$279,367 ▼-3.4%34,4533.3%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$6,784,579$65,531 ▲1.0%69,1602.8%ETFBRK.BBerkshire Hathaway$4,991,0590.0%10,8442.1%FinanceAMZNAmazon.com$1,891,808$26,832 ▲1.4%10,1530.8%Retail/WholesaleNVDANVIDIA$1,302,714$22,103 ▲1.7%10,7270.5%Computer and TechnologyDISWalt Disney$840,056$162,855 ▲24.0%8,7330.3%Consumer DiscretionarySPYDSPDR Portfolio S&P 500 High Dividend ETF$788,832$685 ▼-0.1%17,2800.3%ETFMSFTMicrosoft$698,807$40,018 ▲6.1%1,6240.3%Computer and TechnologyVTVVanguard Value ETF$656,383$40,151 ▼-5.8%3,7600.3%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$627,998$62,236 ▲11.0%72,3500.3%Financial ServicesJPMJPMorgan Chase & Co.$621,607$3,163 ▲0.5%2,9480.3%FinanceSCHDSchwab US Dividend Equity ETF$578,2700.0%6,8410.2%ETFMETAMeta Platforms$570,219$24,045 ▲4.4%9960.2%Computer and TechnologyGOOGLAlphabet$539,092$10,782 ▲2.0%3,2500.2%Computer and TechnologyOECOrion$534,3000.0%30,0000.2%Basic MaterialsSLYGSPDR S&P 600 Small Cap Growth ETF$525,606$931 ▲0.2%5,6450.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$521,3170.0%5,0040.2%ETFGOOGAlphabet$434,607$25,083 ▼-5.5%2,5990.2%Computer and TechnologyCATCaterpillar$412,2400.0%1,0540.2%Industrial ProductsIXGiShares Global Financials ETF$400,073$23,172 ▲6.1%4,2300.2%ETFPEPPepsiCo$391,965$391,965 ▲New Holding2,3050.2%Consumer StaplesHDHome Depot$349,282$349,282 ▲New Holding8620.1%Retail/WholesaleMCDMcDonald's$344,5570.0%1,1320.1%Retail/WholesaleVVisa$340,939$4,399 ▲1.3%1,2400.1%Business ServicesVBVanguard Small-Cap ETF$328,5360.0%1,3850.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$327,405$52,096 ▲18.9%1,6340.1%FinancePFFiShares Preferred and Income Securities ETF$327,149$92,712 ▲39.5%9,8450.1%ETFTSLATesla$325,065$30,622 ▼-8.6%1,2420.1%Auto/Tires/TrucksPFEPfizer$313,6330.0%10,8370.1%MedicalVZVerizon Communications$311,169$180 ▲0.1%6,9290.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$302,5560.0%8060.1%ETFXLFFinancial Select Sector SPDR Fund$301,559$301,559 ▲New Holding6,6540.1%ETFPNCThe PNC Financial Services Group$295,760$80,779 ▼-21.5%1,6000.1%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$289,9130.0%7,6900.1%ETFIYWiShares U.S. Technology ETF$278,981$278,981 ▲New Holding1,8400.1%ManufacturingORCLOracle$259,3490.0%1,5220.1%Computer and TechnologyAZNAstraZeneca$246,9600.0%3,1690.1%MedicalNFLXNetflix$246,8260.0%3480.1%Consumer DiscretionaryIXJiShares Global Healthcare ETF$245,400$245,400 ▲New Holding2,5000.1%ETFXLPConsumer Staples Select Sector SPDR Fund$236,799$5,229 ▲2.3%2,8530.1%ETFXLVHealth Care Select Sector SPDR Fund$235,343$15,248 ▲6.9%1,5280.1%ETFQQQInvesco QQQ$220,6080.0%4520.1%FinanceXLEEnergy Select Sector SPDR Fund$219,500$219,500 ▲New Holding2,5000.1%ETFKOCoca-Cola$214,430$214,430 ▲New Holding2,9840.1%Consumer StaplesVXUSVanguard Total International Stock ETF$211,441$211,441 ▲New Holding3,2660.1%ETFXLIIndustrial Select Sector SPDR Fund$211,286$211,286 ▲New Holding1,5600.1%ETFAIC3.ai$0$2,928,638 ▼-100.0%00.0%Computer and TechnologyETEnergy Transfer$0$468,688 ▼-100.0%00.0%Oils/EnergyJJacobs Solutions$0$260,141 ▼-100.0%00.0%Business ServicesShowing 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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