$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AI | C3 AI INCcl a | $1,264,000 | -31.6% | 101,127 | 0.0% | 0.81% | -28.3% | |
| OSUR | ORASURE TECHNOLOGIES INC | $1,074,000 | +39.8% | 283,502 | 0.0% | 0.69% | +46.7% | |
| XOM | EXXON MOBIL CORP | $424,000 | +1.9% | 4,859 | 0.0% | 0.27% | +7.1% | |
| OEC | ORION ENGINEERED CARBONS S A | $401,000 | -13.9% | 30,000 | 0.0% | 0.26% | -9.8% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $320,000 | -3.6% | 5,730 | 0.0% | 0.21% | +1.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $208,000 | -3.7% | 988 | 0.0% | 0.13% | +0.8% | |
| VLDR | VELODYNE LIDAR INC | $9,000 | -10.0% | 10,000 | 0.0% | 0.01% | 0.0% |
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.