$178 Million is the total value of Tiller Private Wealth, Inc.'s 47 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AI | C3 AI INCcl a | $3,394,833 | +200.0% | 101,127 | 0.0% | 1.90% | +184.7% | |
| OEC | ORION ENGINEERED CARBONS S A | $782,700 | +46.5% | 30,000 | 0.0% | 0.44% | +39.0% | |
| PFE | PFIZER INC | $456,642 | -20.4% | 11,192 | 0.0% | 0.26% | -24.5% | |
| MCD | MCDONALDS CORP | $351,054 | +6.1% | 1,255 | 0.0% | 0.20% | +1.0% | |
| WTRG | ESSENTIAL UTILS INC | $295,860 | -8.5% | 6,778 | 0.0% | 0.17% | -13.1% | |
| AZN | ASTRAZENECA PLCsponsored adr | $219,960 | +2.4% | 3,169 | 0.0% | 0.12% | -3.1% | |
| KO | COCA COLA CO | $216,733 | -2.5% | 3,494 | 0.0% | 0.12% | -7.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-03
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.