$74 Million is the total value of Tiller Private Wealth, Inc.'s 29 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFFD | New | GLOBAL X FDSus pfd etf | $14,193,000 | – | 550,136 | +100.0% | 19.18% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $8,860,000 | +106.7% | 23,698 | +85.2% | 11.97% | +51.1% |
| AAPL | Buy | APPLE INC | $4,519,000 | +16.7% | 34,058 | +1.8% | 6.10% | -14.7% |
| AMZN | Buy | AMAZON COM INC | $1,352,000 | +20.9% | 415 | +16.9% | 1.83% | -11.6% |
| DIS | Buy | DISNEY WALT CO | $846,000 | +50.5% | 4,671 | +3.3% | 1.14% | +10.0% |
| CCMP | New | CMC MATERIALS INC | $741,000 | – | 4,895 | +100.0% | 1.00% | – |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $659,000 | +28.5% | 68,073 | +13.4% | 0.89% | -6.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $452,000 | +43.5% | 3,559 | +8.8% | 0.61% | +5.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $410,000 | +2.5% | 6,984 | +3.9% | 0.55% | -25.0% |
| T | Buy | AT&T INC | $390,000 | +16.4% | 13,555 | +15.5% | 0.53% | -14.9% |
| GOOG | New | ALPHABET INCcap stk cl c | $388,000 | – | 221 | +100.0% | 0.52% | – |
| MSFT | Buy | MICROSOFT CORP | $374,000 | +32.2% | 1,679 | +24.9% | 0.50% | -3.4% |
| FB | Buy | FACEBOOK INCcl a | $307,000 | +12.9% | 1,123 | +8.3% | 0.42% | -17.5% |
| MCD | Buy | MCDONALDS CORP | $276,000 | +1.5% | 1,285 | +3.9% | 0.37% | -25.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
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.