Tiller Private Wealth, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Tiller Private Wealth, Inc. reported 56 stock positions worth $235.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 16.0% of the portfolio, followed by iShares Core Intl Stock ETF (IXUS, 14.7%) and SS Technology Select Sector (XLK, 9.6%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 24 and reduced 17. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +1%) and the biggest sale Air Products & Chemicals (APD, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0001663649
- Portfolio Value
- $235.9M (Q4 2024)
- SEC Filing
- 0001085146-25-001259 ↗ filed Feb 13, 2025
Holdings Value
Holdings 56 stocks · $235.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 16.03% | 64,539 | $37.8M | Add +1.0% |
| IXUS iShares Core Intl Stock ETF | 14.74% | 525,848 | $34.8M | Add +3.9% |
| XLK SS Technology Select Sector | 9.61% | 97,474 | $22.7M | Add +0.5% |
| RSP Invesco S&P 500 Equal Weight | 8.67% | 116,780 | $20.5M | Reduce -0.8% |
| PFFD Global X US Preferred ETF | 7.71% | 932,652 | $18.2M | Add +4.2% |
| VGK Vanguard Ftse Europe ETF | 6.79% | 252,431 | $16.0M | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 6.53% | 27,063 | $15.4M | Add +1.7% |
| SCHA Schwab US Small-Cap ETF | 5.08% | 463,201 | $12.0M | Add +2.5% |
| SCHM Schwab US Mid Cap ETF | 4.23% | 359,778 | $10.0M | Add +1.6% |
| APD Air Products & Chemicals Inc. | 3.89% | 31,626 | $9.2M | Reduce -23.2% |
| AAPL Apple Inc. | 3.41% | 32,124 | $8.0M | Reduce -6.8% |
| TLT iShares 20+ Year Treasury BD | 2.57% | 69,400 | $6.1M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.06% | 10,737 | $4.9M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 0.92% | 9,919 | $2.2M | Reduce -2.3% |
| NVDA Nvidia Corp. | 0.65% | 11,362 | $1.5M | Add +5.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 7,612 | $848K | Reduce -12.8% |
| JPM JPMorgan Chase & Co. | 0.31% | 3,037 | $728K | Add +3.0% |
| MSFT Microsoft Corp. | 0.30% | 1,704 | $718K | Add +4.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.30% | 16,400 | $709K | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 0.26% | 1,067 | $625K | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,295 | $624K | Add +1.4% |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.26% | 71,750 | $604K | Reduce -0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 3,560 | $603K | Reduce -5.3% |
| TSLA Tesla Inc. | 0.25% | 1,478 | $597K | Add +19.0% |
| SCHG Schwab US Large-Cap Growth | 0.24% | 19,988 | $557K | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 19,995 | $546K | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 0.21% | 2,592 | $494K | Reduce -0.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.21% | 5,375 | $486K | Reduce -4.8% |
| OEC Orion SA | 0.20% | 30,000 | $474K | No change |
| IXG iShares Global Financials Et | 0.17% | 4,230 | $406K | No change |
| XLY SS Consumer Disc Select Sect | 0.17% | 1,774 | $398K | Add +8.6% |
| XLF SS Financial Select Sector | 0.17% | 8,119 | $392K | Add +22.0% |
| XLV SS Health Care Select Sector | 0.16% | 2,823 | $388K | Add +84.8% |
| V Visa Inc. Class A | 0.16% | 1,227 | $388K | Reduce -1.1% |
| XLI SS Industrial Select Sector | 0.15% | 2,720 | $358K | Add +74.4% |
| IXJ iShares Global Healthcare Et | 0.15% | 4,110 | $353K | Add +64.4% |
| PEP Pepsico Inc. | 0.15% | 2,305 | $350K | No change |
| PFF iShares Preferred & Income S | 0.14% | 10,855 | $341K | Add +10.3% |
| MCD McDonald's Corp. | 0.14% | 1,160 | $336K | Add +2.5% |
| HD Home Depot Inc. | 0.14% | 862 | $335K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,385 | $333K | No change |
| IWF iShares Russell 1000 Growth | 0.14% | 806 | $324K | No change |
| NFLX Netflix Inc. | 0.13% | 351 | $313K | Add +0.9% |
| PNC PNC Financial Services Group | 0.13% | 1,600 | $309K | No change |
| IYW iShares Ustechnology ETF | 0.12% | 1,840 | $294K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.12% | 7,690 | $288K | No change |
| PFE Pfizer Inc. | 0.12% | 10,837 | $288K | No change |
| ORCL Oracle Corp. | 0.11% | 1,528 | $255K | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 452 | $231K | No change |
| XLP SS Consumer Staples Sel Sect | 0.10% | 2,853 | $224K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.09% | 3,350 | $219K | Add +5.7% |
| VZ Verizon Communications Inc. | 0.09% | 5,447 | $218K | Reduce -21.4% |
| XLE SS Energy Select Sector | 0.09% | 2,440 | $209K | Reduce -2.4% |
| TGT Target Corp. | 0.09% | 1,495 | $202K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 492 | $202K | New |
| VCR Vanguard Consumer Discre ETF | 0.09% | 535 | $201K | New |
Portfolio Sells Q3 2024 → Q4 2024
| APD Air Products & Chemicals Inc. | Reduce -23.2% | 3.89% | −1.20 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.4% | 6.79% | −0.75 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.17 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.09 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 8.67% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -21.4% | 0.09% | −0.04 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -5.1% | 0.30% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.3% | 0.26% | −0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -4.8% | 0.21% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.6% | 0.23% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 2.06% | −0.01 |
| ETW Eaton Vance T/M GLBL Buy-WR | Reduce -0.8% | 0.26% | −0.00 |
| XLE SS Energy Select Sector | Reduce -2.4% | 0.09% | −0.00 |
| DIS The Walt Disney Co. | Reduce -12.8% | 0.36% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.1% | 0.24% | +0.02 |
| V Visa Inc. Class A | Reduce -1.1% | 0.16% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.21% | +0.03 |
| AAPL Apple Inc. | Reduce -6.8% | 3.41% | +0.08 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 0.92% | +0.14 |
Portfolio Buys Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.0% | 16.03% | +0.83 |
| XLK SS Technology Select Sector | Add +0.5% | 9.61% | +0.53 |
| SCHA Schwab US Small-Cap ETF | Add +2.5% | 5.08% | +0.26 |
| MDY State Street SPDR S&P Midcap | Add +1.7% | 6.53% | +0.25 |
| SCHM Schwab US Mid Cap ETF | Add +1.6% | 4.23% | +0.16 |
| TSLA Tesla Inc. | Add +19.0% | 0.25% | +0.12 |
| NVDA Nvidia Corp. | Add +5.9% | 0.65% | +0.11 |
| TGT Target Corp. | New | 0.09% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.09% | +0.09 |
| VCR Vanguard Consumer Discre ETF | New | 0.09% | +0.09 |
| XLV SS Health Care Select Sector | Add +84.8% | 0.16% | +0.07 |
| XLI SS Industrial Select Sector | Add +74.4% | 0.15% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 0.31% | +0.05 |
| IXJ iShares Global Healthcare Et | Add +64.4% | 0.15% | +0.05 |
| XLF SS Financial Select Sector | Add +22.0% | 0.17% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.26% | +0.04 |
| XLY SS Consumer Disc Select Sect | Add +8.6% | 0.17% | +0.03 |
| NFLX Netflix Inc. | Add +0.9% | 0.13% | +0.03 |
| META Meta Platforms Inc. Class A | Add +7.1% | 0.26% | +0.03 |
| MSFT Microsoft Corp. | Add +4.9% | 0.30% | +0.01 |
| PFF iShares Preferred & Income S | Add +10.3% | 0.14% | +0.01 |
| PFFD Global X US Preferred ETF | Add +4.2% | 7.71% | +0.00 |
| ORCL Oracle Corp. | Add +0.4% | 0.11% | +0.00 |
| MCD McDonald's Corp. | Add +2.5% | 0.14% | −0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +5.7% | 0.09% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Add +0.3% | 2.57% | −0.24 |
| IXUS iShares Core Intl Stock ETF | Add +3.9% | 14.74% | −0.50 |
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 |