Tiller Private Wealth, Inc.
CIK
1663649
City
BETHLEHEM
State / Country
PA
Top Portfolio Positions
31 positions ·
$100,136,860 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
61,397 | $39,928,924 | 39.87% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
32,568 | $20,086,639 | 20.06% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
41,896 | $12,170,369 | 12.15% | |
| AAPL |
Apple Inc.
Technology
|
29,898 | $7,587,813 | 7.58% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,925 | $4,276,860 | 4.27% | |
| NVDA |
Nvidia Corp
Technology
|
11,587 | $2,020,772 | 2.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,166 | $1,909,002 | 1.91% | |
| AI |
C3.ai, Inc.
Technology
|
222,090 | $1,869,997 | 1.87% | |
| NFLX |
Netflix Inc
Communication Services
|
10,600 | $1,019,190 | 1.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,952 | $868,360 | 0.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETW
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $444,268 | 50,600 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $466,532 | 50,600 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $501,189 | 55,380 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $479,037 | 55,380 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $560,587 | 67,950 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $604,135 | 71,750 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $627,998 | 72,350 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $539,038 | 65,180 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $534,476 | 65,180 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $521,289 | 67,090 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $544,044 | 71,210 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $585,346 | 71,210 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $581,517 | 71,970 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $611,798 | 78,840 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $609,347 | 80,495 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $678,469 | 81,645 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $871,947 | 85,485 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $956,577 | 85,485 | Shares | Sole | 2022-01-26 | |
| 2021-06-30 | $893,883 | 82,083 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $743,163 | 72,012 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $658,946 | 68,073 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $512,741 | 60,040 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $519,346 | 60,040 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $550,286 | 73,765 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||