Sponsored

The Analysis of Tiller Private Wealth, Inc.'s Holdings & P&L

Currently, Tiller Private Wealth, Inc. holds 69 types of securities in its portfolio with a total value $319.3M. In the most recent quarter, they have increased their positions in RSP (+7.6K shares, valued at $1.6M), PFFD (+52.3K shares, valued at $978.4K), MDY (+886 shares, valued at $623.2K); decreased their positions in APD (-4.1K shares, valued at $1.2M), XLK (-6.2K shares, valued at $1.2M), VGK (-10.2K shares, valued at $907.0K); initiated new positions in JHPI (+15.5K shares, valued at $351.8K), EVTR (+6.4K shares, valued at $324.6K), INTC (+2.1K shares, valued at $296.4K).

1M P&L

+1.2M+0.46%

3M P&L

+10.7M+4.13%

HY P&L

+29.7M+12.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A231.7M

86.2%

2Specialty Chemicals11.5M

4.3%

3Consumer Electronics8.6M

3.2%

Top Industries by Stock Count

1N/A38 stocks

64.4%

2Specialty Chemicals2 stocks

3.4%

3Internet Content & Information2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IXUS ISHARES TR621.1K shares-0.56%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T61.9K shares0.83%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR173.2K shares-3.45%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T137.5K shares5.84%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 4033.5K shares2.72%2026-06-302026-07-24

PFFD GLOBAL X FDS1.0M shares5.29%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST273.7K shares-0.84%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR385.6K shares-2.71%2026-06-302026-07-24

Sponsored

APD AIR PRODUCTS AND CHEMICALS I37.8K shares-9.84%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR297.2K shares-6.86%2026-06-302026-07-24

AVMC AMERICAN CENTY ETF TR111.7K shares5.85%2026-06-302026-07-24

AAPL APPLE INC29.7K shares-0.67%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL8.9K shares0.00%2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F45.2K shares-18.48%2026-06-302026-07-24

NVDA NVIDIA CORPORATION11.6K shares0.51%2026-06-302026-07-24

AMZN AMAZON COM INC8.9K shares-2.89%2026-06-302026-07-24

Sponsored

AI C3 AI INC222.1K shares0.00%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.0K shares0.14%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC3.3K shares0.00%2026-06-302026-07-24

GOOG ALPHABET INC2.2K shares0.00%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.10.7K shares0.75%2026-06-302026-07-24

HD HOME DEPOT INC2.0K shares0.00%2026-06-302026-07-24

PFF ISHARES TR19.4K shares5.51%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC1.0K shares10.57%2026-06-302026-07-24

Sponsored

QQQ INVESCO QQQ TR778 shares1.30%2026-06-302026-07-24

NXP NUVEEN SELECT TAX-FREE INCOM39.8K shares33.15%2026-06-302026-07-24

IXG ISHARES TR4.4K shares-3.84%2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR2.8K shares-1.05%2026-06-302026-07-24

MSFT MICROSOFT CORP1.4K shares-5.19%2026-06-302026-07-24

GOOGL ALPHABET INC1.4K shares-8.76%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR9.3K shares-2.27%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON1.9K shares0.00%2026-06-302026-07-24

Sponsored

ETW EATON VANCE TAX-MANAGED GLOB50.6K shares0.00%2026-06-302026-07-24

IYW ISHARES TR1.9K shares-1.53%2026-06-302026-07-24

RSPT INVESCO EXCHANGE TRADED FD T7.5K shares-4.47%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR4.0K shares-1.19%2026-06-302026-07-24

ET ENERGY TRANSFER L P23.8K shares0.04%2026-06-302026-07-24

OEC ORION S.A.65.2K shares0.00%2026-06-302026-07-24

ONEQ FIDELITY COMWLTH TR3.7K shares0.00%2026-06-302026-07-24

IWF ISHARES TR3.0K shares300.00%2026-06-302026-07-24

Sponsored

EA SERIES TRUST EA SERIES TRUST7.8K shares0.18%2026-06-302026-07-24

IXP ISHARES TR3.2K shares0.95%2026-06-302026-07-24

JHPI JOHN HANCOCK EXCHANGE TRADED15.5K sharesnew addition2026-06-302026-07-24

DIS DISNEY WALT CO3.6K shares-1.39%2026-06-302026-07-24

VISA INC VISA INC980 shares-2.97%2026-06-302026-07-24

SCHD SCHWAB STRATEGIC TR10.4K shares1.72%2026-06-302026-07-24

EVTR MORGAN STANLEY ETF TRUST6.4K sharesnew addition2026-06-302026-07-24

ISHARES TR ISHARES TR420 shares0.00%2026-06-302026-07-24

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC1.6K shares0.00%2026-06-302026-07-24

INTC INTEL CORP2.1K sharesnew addition2026-06-302026-07-24

MCD MCDONALDS CORP1.1K shares-2.68%2026-06-302026-07-24

TOV EA SERIES TRUST9.1K shares2.53%2026-06-302026-07-24

DCO DUCOMMUN INC DEL1.5K sharesnew addition2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR1.7K shares-17.83%2026-06-302026-07-24

VXUS VANGUARD STAR FDS3.1K shares0.00%2026-06-302026-07-24

PFE PFIZER INC10.8K shares0.00%2026-06-302026-07-24

Sponsored

VCR VANGUARD WORLD FD654 shares-0.15%2026-06-302026-07-24

VB VANGUARD INDEX FDS847 shares0.00%2026-06-302026-07-24

VOX VANGUARD WORLD FD1.4K shares10.48%2026-06-302026-07-24

KO COCA COLA CO3.0K shares0.00%2026-06-302026-07-24

IXJ ISHARES TR2.4K shares-15.83%2026-06-302026-07-24

ISHARES TR ISHARES TR2.5K shares-12.35%2026-06-302026-07-24

VDC VANGUARD WORLD FD1.1K shares-1.85%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP1.7K shares-2.91%2026-06-302026-07-24

Sponsored

PEP PEPSICO INC1.7K shares0.00%2026-06-302026-07-24

VIS VANGUARD WORLD FD625 sharesnew addition2026-06-302026-07-24

BND VANGUARD BD INDEX FDS2.8K shares1.47%2026-06-302026-07-24

VTV VANGUARD INDEX FDS919 shares-17.73%2026-06-302026-07-24

VCV INVESCO CALIF VALUE MUN INCO11.9K sharesnew addition2026-06-302026-07-24

IXUS

ISHARES TR

-0.56%

Shares621.1K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.83%

Shares61.9K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

-3.45%

Shares173.2K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

5.84%

Shares137.5K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

2.72%

Shares33.5K

Event2026-06-30

Filed2026-07-24

PFFD

GLOBAL X FDS

5.29%

Shares1.0M

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

-0.84%

Shares273.7K

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

-2.71%

Shares385.6K

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS AND CHEMICALS I

-9.84%

Shares37.8K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

-6.86%

Shares297.2K

Event2026-06-30

Filed2026-07-24

AVMC

AMERICAN CENTY ETF TR

5.85%

Shares111.7K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-0.67%

Shares29.7K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

-18.48%

Shares45.2K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.51%

Shares11.6K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-2.89%

Shares8.9K

Event2026-06-30

Filed2026-07-24

C3 AI INC

0.00%

Shares222.1K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.14%

Shares3.0K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

0.75%

Shares10.7K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

5.51%

Shares19.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

10.57%

Shares1.0K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

1.30%

Shares778

Event2026-06-30

Filed2026-07-24

NXP

NUVEEN SELECT TAX-FREE INCOM

33.15%

Shares39.8K

Event2026-06-30

Filed2026-07-24

IXG

ISHARES TR

-3.84%

Shares4.4K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

-1.05%

Shares2.8K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-5.19%

Shares1.4K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

-8.76%

Shares1.4K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-2.27%

Shares9.3K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ETW

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares50.6K

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

-1.53%

Shares1.9K

Event2026-06-30

Filed2026-07-24

RSPT

INVESCO EXCHANGE TRADED FD T

-4.47%

Shares7.5K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

-1.19%

Shares4.0K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

0.04%

Shares23.8K

Event2026-06-30

Filed2026-07-24

OEC

ORION S.A.

0.00%

Shares65.2K

Event2026-06-30

Filed2026-07-24

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

300.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

EA SERIES TRUST

0.18%

Shares7.8K

Event2026-06-30

Filed2026-07-24

IXP

ISHARES TR

0.95%

Shares3.2K

Event2026-06-30

Filed2026-07-24

JHPI

JOHN HANCOCK EXCHANGE TRADED

New

Shares15.5K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-1.39%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VISA INC

-2.97%

Shares980

Event2026-06-30

Filed2026-07-24

SCHD

SCHWAB STRATEGIC TR

1.72%

Shares10.4K

Event2026-06-30

Filed2026-07-24

EVTR

MORGAN STANLEY ETF TRUST

New

Shares6.4K

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares420

Event2026-06-30

Filed2026-07-24

ASTRAZENECA PLC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

-2.68%

Shares1.1K

Event2026-06-30

Filed2026-07-24

TOV

EA SERIES TRUST

2.53%

Shares9.1K

Event2026-06-30

Filed2026-07-24

DCO

DUCOMMUN INC DEL

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-17.83%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-24

VCR

VANGUARD WORLD FD

-0.15%

Shares654

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

0.00%

Shares847

Event2026-06-30

Filed2026-07-24

VOX

VANGUARD WORLD FD

10.48%

Shares1.4K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

IXJ

ISHARES TR

-15.83%

Shares2.4K

Event2026-06-30

Filed2026-07-24

ISHARES TR

-12.35%

Shares2.5K

Event2026-06-30

Filed2026-07-24

VDC

VANGUARD WORLD FD

-1.85%

Shares1.1K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

-2.91%

Shares1.7K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

VIS

VANGUARD WORLD FD

New

Shares625

Event2026-06-30

Filed2026-07-24

BND

VANGUARD BD INDEX FDS

1.47%

Shares2.8K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-17.73%

Shares919

Event2026-06-30

Filed2026-07-24

VCV

INVESCO CALIF VALUE MUN INCO

New

Shares11.9K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available