$93.8 Million is the total value of Tiller Private Wealth, Inc.'s 46 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $782,000 | +6.4% | 5,185 | 0.0% | 0.83% | -9.2% | |
| CCMP | CMC MATERIALS INC | $738,000 | -14.7% | 4,895 | 0.0% | 0.79% | -27.2% | |
| WTRG | ESSENTIAL UTILS INC | $542,000 | +2.3% | 11,853 | 0.0% | 0.58% | -12.7% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $481,000 | +3.4% | 5,418 | 0.0% | 0.51% | -11.7% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $412,000 | +12.6% | 2,820 | 0.0% | 0.44% | -3.9% | |
| OSUR | ORASURE TECHNOLOGIES INC | $357,000 | -12.9% | 35,172 | 0.0% | 0.38% | -25.6% | |
| OEC | ORION ENGINEERED CARBONS S A | $285,000 | -3.7% | 15,000 | 0.0% | 0.30% | -17.8% | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $252,000 | +1.6% | 11,490 | 0.0% | 0.27% | -13.2% | |
| NFLX | NETFLIX INC | $209,000 | +1.5% | 395 | 0.0% | 0.22% | -13.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-21
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.