The Analysis of Tiller Private Wealth, Inc.'s Holdings
Currently, Tiller Private Wealth, Inc. holds 65 types of securities in its portfolio with a total value $281.0M. In the most recent quarter, they have increased their positions in XLK (+86.8K shares, valued at $12.5M), AVMC (+101.4K shares, valued at $7.2M), MDY (+3.8K shares, valued at $2.3M); decreased their positions in TLT (-33.0K shares, valued at $2.9M), SPY (-2.4K shares, valued at $1.6M), AAPL (-5.4K shares, valued at $1.5M); initiated new positions in AVMC (+101.4K shares, valued at $7.2M), N/A (+6.9K shares, valued at $238.5K), TOV (+7.8K shares, valued at $223.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IXUS ISHARES TR623.2K shares-0.15%2025-12-312026-01-14
SPY SPDR S&P 500 ETF TR61.2K shares-3.75%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR180.8K shares92.35%2025-12-312026-01-14 MDY SPDR S&P MIDCAP 400 ETF TR32.6K shares13.22%2025-12-312026-01-14 PFFD GLOBAL X FDS961.5K shares0.20%2025-12-312026-01-14 DFAT DIMENSIONAL ETF TRUST270.5K shares6.68%2025-12-312026-01-14 SCHA SCHWAB STRATEGIC TR403.0K shares-7.59%2025-12-312026-01-14 APD AIR PRODS & CHEMS INC41.1K shares-0.95%2025-12-312026-01-14 SCHM SCHWAB STRATEGIC TR327.3K shares-8.47%2025-12-312026-01-14 AAPL APPLE INC30.0K shares-15.19%2025-12-312026-01-14 AVMC AMERICAN CENTY ETF TR101.4K sharesnew addition2025-12-312026-01-14 VGK VANGUARD INTL EQUITY INDEX F60.8K shares-21.36%2025-12-312026-01-14 AI C3 AI INC222.1K shares2.97%2025-12-312026-01-14 NVDA NVIDIA CORPORATION10.5K shares-15.68%2025-12-312026-01-14 AMZN AMAZON COM INC8.3K shares-14.59%2025-12-312026-01-14 TLT ISHARES TR21.0K shares-61.14%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.3.0K shares-0.13%2025-12-312026-01-14 PNC PNC FINL SVCS GROUP INC3.3K shares8.98%2025-12-312026-01-14 ALPHABET INC ALPHABET INC2.2K shares-14.45%2025-12-312026-01-14 MSFT MICROSOFT CORP1.4K shares0.36%2025-12-312026-01-14 HD HOME DEPOT INC2.0K shares-0.36%2025-12-312026-01-14 META META PLATFORMS INC961 shares-1.23%2025-12-312026-01-14 PFF ISHARES TR18.3K shares28.53%2025-12-312026-01-14 IXG ISHARES TR4.6K shares2.79%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR9.5K shares0.79%2025-12-312026-01-14 ALPHABET INC ALPHABET INC1.5K shares-48.75%2025-12-312026-01-14 ET ENERGY TRANSFER L P29.2K shares-1.41%2025-12-312026-01-14 XLY SELECT SECTOR SPDR TR4.0K shares106.89%2025-12-312026-01-14 ETW EATON VANCE TAX-MANAGED GLOB50.6K shares-8.63%2025-12-312026-01-14 XLI SELECT SECTOR SPDR TR2.9K shares3.07%2025-12-312026-01-14 DIS DISNEY WALT CO3.7K shares-2.21%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON1.9K shares0.00%2025-12-312026-01-14 NXP NUVEEN SELECT TAX-FREE INCOM28.2K shares107.73%2025-12-312026-01-14 IYW ISHARES TR2.0K shares3.17%2025-12-312026-01-14 IXP ISHARES TR3.2K shares9.93%2025-12-312026-01-14 RSPT INVESCO EXCHANGE TRADED FD T7.9K shares2.60%2025-12-312026-01-14 IWF ISHARES TR743 shares-7.82%2025-12-312026-01-14 OEC ORION S.A.65.2K shares0.00%2025-12-312026-01-14 V VISA INC979 shares-18.21%2025-12-312026-01-14 MCD MCDONALDS CORP1.1K shares0.00%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR12.2K shares-44.99%2025-12-312026-01-14 XLV SELECT SECTOR SPDR TR2.1K shares1.14%2025-12-312026-01-14 AZN ASTRAZENECA PLC3.3K shares0.00%2025-12-312026-01-14 IXJ ISHARES TR3.0K shares4.61%2025-12-312026-01-14 NFLX NETFLIX INC3.0K shares867.53%2025-12-312026-01-14 PFE PFIZER INC10.8K shares-0.06%2025-12-312026-01-14 J JACOBS SOLUTIONS INC2.0K shares0.05%2025-12-312026-01-14 PEP PEPSICO INC1.8K shares-15.49%2025-12-312026-01-14 VCR VANGUARD WORLD FD645 shares8.40%2025-12-312026-01-14 VTV VANGUARD INDEX FDS1.3K shares-12.36%2025-12-312026-01-14 VOX VANGUARD WORLD FD1.3K shares9.65%2025-12-312026-01-14 IEFA ISHARES TR2.7K shares-7.72%2025-12-312026-01-14 VDC VANGUARD WORLD FD1.1K shares9.27%2025-12-312026-01-14 VXUS VANGUARD STAR FDS3.1K shares0.00%2025-12-312026-01-14 IVV ISHARES TR330 shares-1.79%2025-12-312026-01-14 ORCL ORACLE CORP1.2K shares0.00%2025-12-312026-01-14 TOV EA SERIES TRUST7.8K sharesnew addition2025-12-312026-01-14 VB VANGUARD INDEX FDS867 shares0.00%2025-12-312026-01-14 TM TOYOTA MOTOR CORP1.0K sharesnew addition2025-12-312026-01-14 KO COCA COLA CO3.0K sharesnew addition2025-12-312026-01-14 XOM EXXON MOBIL CORP1.7K sharesnew addition2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available