$155 Million is the total value of Tiller Private Wealth, Inc.'s 46 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -3,252 | -100.0% | -0.13% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -2,670 | -100.0% | -0.13% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -2,910 | -100.0% | -0.13% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -3,232 | -100.0% | -0.13% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -5,160 | -100.0% | -0.13% | – |
| KO | Exit | COCA COLA CO | $0 | – | -3,494 | -100.0% | -0.14% | – |
| CCMP | Exit | CMC MATERIALS INC | $0 | – | -3,363 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-18
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.