Tiller Private Wealth, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Tiller Private Wealth, Inc. reported 50 stock positions worth $227.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 15.2% of the portfolio, followed by iShares Core Intl Stock ETF (IXUS, 14.6%) and SS Technology Select Sector (XLK, 9.3%). Compared with Q1 2024, it opened 6 new positions, sold out of 3, added to 16 and reduced 15. The biggest buy was SS Technology Select Sector (XLK, shares +3%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0001663649
- Portfolio Value
- $227.9M (Q2 2024)
- SEC Filing
- 0001085146-24-003122 ↗ filed Jul 19, 2024
Holdings Value
Holdings 50 stocks · $227.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 15.20% | 63,639 | $34.6M | Add +0.6% |
| IXUS iShares Core Intl Stock ETF | 14.60% | 492,405 | $33.3M | Add +0.3% |
| XLK SS Technology Select Sector | 9.29% | 93,594 | $21.2M | Add +3.4% |
| RSP Invesco S&P 500 Equal Weight | 8.46% | 117,384 | $19.3M | Add +2.7% |
| PFFD Global X US Preferred ETF | 7.52% | 870,932 | $17.1M | Add +3.4% |
| VGK Vanguard Ftse Europe ETF | 7.36% | 251,216 | $16.8M | Reduce -1.1% |
| APD Air Products & Chemicals Inc. | 6.34% | 55,968 | $14.4M | Reduce -1.7% |
| MDY State Street SPDR S&P Midcap | 6.13% | 26,091 | $14.0M | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 4.56% | 218,896 | $10.4M | Reduce -0.0% |
| SCHM Schwab US Mid Cap ETF | 3.93% | 115,043 | $9.0M | Reduce -1.0% |
| AAPL Apple Inc. | 3.30% | 35,652 | $7.5M | Reduce -7.3% |
| TLT iShares 20+ Year Treasury BD | 2.76% | 68,492 | $6.3M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.94% | 10,844 | $4.4M | Reduce -0.1% |
| AI C3.AI Inc. Class A | 1.29% | 101,127 | $2.9M | No change |
| AMZN Amazon.com Inc. | 0.85% | 10,009 | $1.9M | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.57% | 10,545 | $1.3M | Add +1.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 7,040 | $699K | Reduce -1.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.31% | 17,295 | $696K | Reduce -3.4% |
| MSFT Microsoft Corp. | 0.30% | 1,531 | $684K | Add +3.3% |
| OEC Orion SA | 0.29% | 30,000 | $658K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 3,990 | $640K | Reduce -58.6% |
| JPM JPMorgan Chase & Co. | 0.26% | 2,933 | $593K | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.25% | 3,185 | $580K | Add +0.3% |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.24% | 65,180 | $539K | No change |
| SCHD Schwab US DVD Equity ETF | 0.23% | 6,841 | $532K | Add +10.9% |
| SCHG Schwab US Large-Cap Growth | 0.22% | 5,004 | $505K | Add +10.5% |
| GOOG Alphabet Inc. Class C | 0.22% | 2,749 | $504K | Add +1.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.21% | 5,635 | $484K | Add +2.0% |
| META Meta Platforms Inc. Class A | 0.21% | 954 | $481K | Reduce -2.5% |
| ET Energy Transfer LP | 0.21% | 28,896 | $469K | Add +0.7% |
| CAT Caterpillar Inc. | 0.15% | 1,054 | $351K | No change |
| IXG iShares Global Financials Et | 0.15% | 3,985 | $339K | New |
| V Visa Inc. Class A | 0.14% | 1,224 | $321K | Reduce -3.3% |
| PNC PNC Financial Services Group | 0.14% | 2,037 | $317K | Reduce -19.7% |
| PFE Pfizer Inc. | 0.13% | 10,837 | $303K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 1,385 | $302K | No change |
| IWF iShares Russell 1000 Growth | 0.13% | 806 | $294K | No change |
| MCD McDonald's Corp. | 0.13% | 1,132 | $288K | Reduce -6.4% |
| VZ Verizon Communications Inc. | 0.13% | 6,925 | $286K | Reduce -16.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.12% | 7,690 | $282K | No change |
| TSLA Tesla Inc. | 0.12% | 1,359 | $269K | No change |
| J Jacobs Solutions Inc. | 0.11% | 1,862 | $260K | No change |
| XLY SS Consumer Disc Select Sect | 0.11% | 1,374 | $251K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 3,169 | $247K | No change |
| NFLX Netflix Inc. | 0.10% | 348 | $235K | No change |
| PFF iShares Preferred & Income S | 0.10% | 7,055 | $223K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 452 | $217K | New |
| ORCL Oracle Corp. | 0.09% | 1,522 | $215K | New |
| XLP SS Consumer Staples Sel Sect | 0.09% | 2,790 | $214K | No change |
| XLV SS Health Care Select Sector | 0.09% | 1,429 | $208K | New |
Portfolio Sells Q1 2024 → Q2 2024
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -58.6% | 0.28% | −0.42 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.0% | 3.93% | −0.30 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.1% | 7.36% | −0.27 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.0% | 4.56% | −0.26 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.94% | −0.10 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.10 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.09 |
| DIS The Walt Disney Co. | Reduce -1.0% | 0.31% | −0.08 |
| PNC PNC Financial Services Group | Reduce -19.7% | 0.14% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -16.0% | 0.13% | −0.03 |
| MCD McDonald's Corp. | Reduce -6.4% | 0.13% | −0.03 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -3.4% | 0.31% | −0.02 |
| V Visa Inc. Class A | Reduce -3.3% | 0.14% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 0.21% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 0.85% | +0.04 |
| APD Air Products & Chemicals Inc. | Reduce -1.7% | 6.34% | +0.18 |
| AAPL Apple Inc. | Reduce -7.3% | 3.30% | +0.35 |
Portfolio Buys Q1 2024 → Q2 2024
| XLK SS Technology Select Sector | Add +3.4% | 9.29% | +0.87 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 15.20% | +0.42 |
| NVDA Nvidia Corp. | Add +1.2% | 0.57% | +0.15 |
| IXG iShares Global Financials Et | New | 0.15% | +0.15 |
| XLY SS Consumer Disc Select Sect | New | 0.11% | +0.11 |
| PFF iShares Preferred & Income S | New | 0.10% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.10% | +0.10 |
| ORCL Oracle Corp. | New | 0.09% | +0.09 |
| XLV SS Health Care Select Sector | New | 0.09% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.25% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.22% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +10.5% | 0.22% | +0.03 |
| MSFT Microsoft Corp. | Add +3.3% | 0.30% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +10.9% | 0.23% | +0.01 |
| ET Energy Transfer LP | Add +0.7% | 0.21% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 0.26% | −0.00 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +2.0% | 0.21% | −0.00 |
| PFFD Global X US Preferred ETF | Add +3.4% | 7.52% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Add +1.6% | 2.76% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +2.7% | 8.46% | −0.18 |
| IXUS iShares Core Intl Stock ETF | Add +0.3% | 14.60% | −0.28 |
| MDY State Street SPDR S&P Midcap | Add +0.0% | 6.13% | −0.35 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 69 | $319.3M | IXUS, SPY, XLK, RSP, MDY |
| Q1 2026 | 66 | $281.4M | IXUS, SPY, RSP, XLK, MDY |
| Q4 2025 | 65 | $281.0M | IXUS, SPY, XLK, RSP, MDY |
| Q3 2025 | 65 | $281.0M | IXUS, SPY, XLK, RSP, PFFD |
| Q2 2025 | 60 | $263.1M | IXUS, SPY, XLK, RSP, PFFD |
| Q1 2025 | 54 | $240.1M | IXUS, SPY, RSP, XLK, PFFD |
| Q4 2024 | 56 | $235.9M | SPY, IXUS, XLK, RSP, PFFD |
| Q3 2024 | 56 | $241.2M | IXUS, SPY, XLK, RSP, PFFD |
| Q2 2024 | 50 | $227.9M | SPY, IXUS, XLK, RSP, PFFD |
| Q1 2024 | 47 | $223.9M | IXUS, SPY, RSP, XLK, VGK |