$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 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APD | Sell | AIR PRODS & CHEMS INC | $20,165,000 | -8.5% | 73,807 | -0.2% | 27.24% | -33.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $8,359,000 | +19.7% | 19,907 | -3.4% | 11.29% | -12.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,627,000 | -16.4% | 28,579 | -23.2% | 8.95% | -38.9% |
| ET | Sell | ENERGY TRANSFER LP | $781,000 | +4.3% | 126,332 | -8.6% | 1.06% | -23.8% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $777,000 | +11.8% | 6,095 | -5.1% | 1.05% | -18.3% |
| WTRG | Sell | ESSENTIAL UTILS INC | $631,000 | +5.7% | 13,338 | -10.0% | 0.85% | -22.7% |
| V | Sell | VISA INC | $506,000 | +8.1% | 2,314 | -1.1% | 0.68% | -20.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $332,000 | -7.5% | 2,111 | -12.4% | 0.45% | -32.4% |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -1,960 | -100.0% | -0.44% | – |
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.