Tiller Private Wealth, Inc. Top Holdings and 13F Report (2025) About Tiller Private Wealth, Inc.Investment ActivityTiller Private Wealth, Inc. has $235.93 million in total holdings as of December 31, 2024.Tiller Private Wealth, Inc. owns shares of 56 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.59% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Tiller Private Wealth, Inc. has purchased 56 new stocks and bought additional shares in 26 stocks.Tiller Private Wealth, Inc. sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $37,824,705iShares Core MSCI Total International Stock ETF $34,779,590Technology Select Sector SPDR Fund $22,664,596Invesco S&P 500 Equal Weight ETF $20,463,206Global X U.S. Preferred ETF $18,196,050 Largest New Holdings this Quarter Target $202,094 HoldingVanguard Growth ETF $201,936 HoldingVanguard Consumer Discretionary ETF $200,828 Holding Largest Purchases this Quarter Schwab U.S. Mid-Cap ETF 241,735 shares (about $6.70M)Schwab US Small-Cap ETF 237,363 shares (about $6.14M)iShares Core MSCI Total International Stock ETF 19,475 shares (about $1.29M)Global X U.S. Preferred ETF 37,550 shares (about $732.60K)Schwab U.S. Large-Cap Growth ETF 14,984 shares (about $417.60K) Largest Sales this Quarter Air Products and Chemicals 9,558 shares (about $2.77M)Apple 2,329 shares (about $583.23K)Vanguard FTSE Europe ETF 3,542 shares (about $224.81K)Invesco S&P 500 Equal Weight ETF 959 shares (about $168.04K)Walt Disney 1,121 shares (about $124.83K) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$37,824,705$361,022 ▲1.0%64,53916.0%FinanceIXUSiShares Core MSCI Total International Stock ETF$34,779,590$1,288,077 ▲3.8%525,84814.7%ManufacturingXLKTechnology Select Sector SPDR Fund$22,664,596$107,191 ▲0.5%97,4749.6%ETFRSPInvesco S&P 500 Equal Weight ETF$20,463,206$168,044 ▼-0.8%116,7808.7%ETFPFFDGlobal X U.S. Preferred ETF$18,196,050$732,601 ▲4.2%932,6527.7%ETFVGKVanguard FTSE Europe ETF$16,021,770$224,810 ▼-1.4%252,4316.8%ETFMDYSPDR S&P MidCap 400 ETF Trust$15,414,542$257,450 ▲1.7%27,0636.5%ETFSCHASchwab US Small-Cap ETF$11,978,387$6,138,212 ▲105.1%463,2015.1%ETFSCHMSchwab U.S. Mid-Cap ETF$9,969,444$6,698,474 ▲204.8%359,7784.2%ETFAPDAir Products and Chemicals$9,172,667$2,772,161 ▼-23.2%31,6263.9%Basic MaterialsAAPLApple$8,044,450$583,225 ▼-6.8%32,1243.4%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$6,060,677$20,959 ▲0.3%69,4002.6%ETFBRK.BBerkshire Hathaway$4,866,867$48,501 ▼-1.0%10,7372.1%FinanceAMZNAmazon.com$2,176,129$51,337 ▼-2.3%9,9190.9%Retail/WholesaleNVDANVIDIA$1,525,842$85,276 ▲5.9%11,3620.6%Computer and TechnologyDISWalt Disney$847,612$124,826 ▼-12.8%7,6120.4%Consumer DiscretionaryJPMJPMorgan Chase & Co.$728,003$21,334 ▲3.0%3,0370.3%FinanceMSFTMicrosoft$718,276$33,722 ▲4.9%1,7040.3%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$709,136$38,051 ▼-5.1%16,4000.3%ETFMETAMeta Platforms$624,809$41,576 ▲7.1%1,0670.3%Computer and TechnologyGOOGLAlphabet$623,684$8,518 ▲1.4%3,2950.3%Computer and TechnologyETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$604,135$5,052 ▼-0.8%71,7500.3%Financial ServicesVTVVanguard Value ETF$602,708$33,860 ▼-5.3%3,5600.3%ETFTSLATesla$597,062$95,336 ▲19.0%1,4780.3%Auto/Tires/TrucksSCHGSchwab U.S. Large-Cap Growth ETF$557,066$417,604 ▲299.4%19,9880.2%ETFSCHDSchwab US Dividend Equity ETF$546,263$359,367 ▲192.3%19,9950.2%ETFGOOGAlphabet$493,560$1,333 ▼-0.3%2,5920.2%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$485,631$24,394 ▼-4.8%5,3750.2%ETFOECOrion$473,7000.0%30,0000.2%Basic MaterialsIXGiShares Global Financials ETF$406,3190.0%4,2300.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$397,997$31,409 ▲8.6%1,7740.2%FinanceXLFFinancial Select Sector SPDR Fund$392,391$70,803 ▲22.0%8,1190.2%ETFXLVHealth Care Select Sector SPDR Fund$388,360$178,153 ▲84.8%2,8230.2%ETFVVisa$387,784$4,109 ▼-1.0%1,2270.2%Business ServicesXLIIndustrial Select Sector SPDR Fund$358,387$152,842 ▲74.4%2,7200.2%ETFIXJiShares Global Healthcare ETF$353,337$138,412 ▲64.4%4,1100.1%ETFPEPPepsiCo$350,4980.0%2,3050.1%Consumer StaplesPFFiShares Preferred and Income Securities ETF$341,281$31,754 ▲10.3%10,8550.1%ETFMCDMcDonald's$336,131$8,114 ▲2.5%1,1600.1%Retail/WholesaleHDHome Depot$335,3090.0%8620.1%Retail/WholesaleVBVanguard Small-Cap ETF$332,7880.0%1,3850.1%ETFIWFiShares Russell 1000 Growth ETF$323,6730.0%8060.1%ETFNFLXNetflix$312,853$2,674 ▲0.9%3510.1%Consumer DiscretionaryPNCThe PNC Financial Services Group$308,5600.0%1,6000.1%FinanceIYWiShares U.S. Technology ETF$293,5170.0%1,8400.1%ManufacturingRSPTInvesco S&P 500 Equal Weight Technology ETF$287,7600.0%7,6900.1%ETFPFEPfizer$287,5180.0%10,8370.1%MedicalORCLOracle$254,626$1,000 ▲0.4%1,5280.1%Computer and TechnologyQQQInvesco QQQ$231,0760.0%4520.1%FinanceXLPConsumer Staples Select Sector SPDR Fund$224,2740.0%2,8530.1%ETFAZNAstraZeneca$219,492$11,859 ▲5.7%3,3500.1%MedicalVZVerizon Communications$217,809$59,261 ▼-21.4%5,4470.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$209,010$5,140 ▼-2.4%2,4400.1%ETFTGTTarget$202,094$202,094 ▲New Holding1,4950.1%Retail/WholesaleVUGVanguard Growth ETF$201,936$201,936 ▲New Holding4920.1%ETFVCRVanguard Consumer Discretionary ETF$200,828$200,828 ▲New Holding5350.1%ETFCATCaterpillar$0$412,240 ▼-100.0%00.0%Industrial ProductsKOCoca-Cola$0$214,430 ▼-100.0%00.0%Consumer StaplesVXUSVanguard Total International Stock ETF$0$211,441 ▼-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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