$124 Million is the total value of Tiller Private Wealth, Inc.'s 41 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $1,459,000 | +7.8% | 34,615 | 0.0% | 1.18% | +2.1% | |
| ETW | EATON VANCE TXMGD GL BUYWR O | $720,000 | +7.3% | 69,435 | 0.0% | 0.58% | +1.7% | |
| AMRN | AMARIN CORP PLCspons adr new | $432,000 | +41.2% | 20,159 | 0.0% | 0.35% | +34.1% | |
| OEC | ORION ENGINEERED CARBONS S A | $290,000 | +15.5% | 15,000 | 0.0% | 0.24% | +9.8% | |
| OSUR | ORASURE TECHNOLOGIES INC | $281,000 | +7.7% | 34,972 | 0.0% | 0.23% | +1.8% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $262,000 | +10.5% | 2,820 | 0.0% | 0.21% | +4.4% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $244,000 | +6.6% | 4,050 | 0.0% | 0.20% | +1.0% | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $241,000 | +0.4% | 11,490 | 0.0% | 0.20% | -4.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AIR PRODS & CHEMS INC | 32 | Q3 2023 | 40.7% |
| SPDR S&P MIDCAP 400 ETF TR | 32 | Q3 2023 | 14.2% |
| APPLE INC | 32 | Q3 2023 | 7.2% |
| DISNEY WALT CO | 32 | Q3 2023 | 1.1% |
| VISA INC | 32 | Q3 2023 | 0.9% |
| JPMORGAN CHASE & CO | 32 | Q3 2023 | 0.9% |
| VERIZON COMMUNICATIONS INC | 32 | Q3 2023 | 0.8% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q3 2023 | 14.6% |
| SPDR SER TR | 31 | Q3 2023 | 7.3% |
| EATON VANCE TXMGD GL BUYWR O | 31 | Q3 2023 | 7.3% |
View Tiller Private Wealth, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-26 |
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.