| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AIR PRODS & CHEMS INC | 35 | Q2 2024 | 40.7% |
| SPDR S&P MIDCAP 400 ETF TR | 35 | Q2 2024 | 14.2% |
| APPLE INC | 35 | Q2 2024 | 7.2% |
| DISNEY WALT CO | 35 | Q2 2024 | 1.1% |
| VISA INC | 35 | Q2 2024 | 0.9% |
| JPMORGAN CHASE & CO. | 35 | Q2 2024 | 0.9% |
| VERIZON COMMUNICATIONS INC | 35 | Q2 2024 | 0.8% |
| BERKSHIRE HATHAWAY INC DEL | 34 | Q2 2024 | 14.6% |
| SPDR SER TR | 34 | Q2 2024 | 7.3% |
| EATON VANCE TXMGD GL BUYWR O | 34 | Q2 2024 | 7.3% |
View Tiller Private Wealth, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-13 |
View Tiller Private Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.