Tiller Private Wealth, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$241M
Signature - Title
John Youngs - CEO
Location
Bethlehem, PA
Summary
This page shows a list of all the recent 13F filings made by Tiller Private Wealth, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tiller Private Wealth, Inc. reported 56 stock holdings with total value $241M as of Q3 2024. Top holdings included IXUS, SPY, XLK, RSP, and PFFD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 56 $241M +$6.79M -$8.52M -$1.72M IXUS, SPY, XLK, RSP, PFFD 13F-HR 11/7/2024, 11:50 AM
Q2 2024 50 $228M +$4.94M -$2.89M +$2.05M SPY, IXUS, XLK, RSP, PFFD 13F-HR 7/19/2024, 05:27 PM
Q1 2024 47 $224M +$24.9M -$9.92M +$15M IXUS, SPY, RSP, XLK, VGK 13F-HR 5/3/2024, 07:59 PM
Q4 2023 44 $200M +$5.33M -$5.75M -$425K IXUS, SPY, VGK, PFFD, APD 13F-HR 1/31/2024, 03:50 PM
Q3 2023 46 $184M +$10.8M -$891K +$9.9M IXUS, SPY, APD, PFFD, VGK 13F-HR 11/2/2023, 09:22 PM
Q2 2023 45 $184M +$9.45M -$12.5M -$3.01M IXUS, SPY, PFFD, VGK, APD 13F-HR 8/10/2023, 01:21 PM
Q1 2023 47 $178M +$6.85M -$7.97M -$1.12M IXUS, APD, SPY, VGK, PFFD 13F-HR 5/2/2023, 06:24 PM
Q4 2022 48 $169M +$13.9M -$16.6M -$2.69M IXUS, APD, SPY, VGK, MDY 13F-HR 1/25/2023, 07:31 AM
Q3 2022 46 $155M +$9.15M -$5.86M +$3.29M IXUS, APD, SPY, VGK, MDY 13F-HR 10/18/2022, 08:08 AM
Q2 2022 52 $163M +$38.6M -$23.3M +$15.2M APD, SPY, IXUS, VGK, VXUS 13F-HR 7/13/2022, 01:34 PM
Q1 2022 54 $173M +$34.2M -$5.05M +$29.1M IXUS, SPY, APD, PFFD, VGK 13F-HR 4/29/2022, 08:18 AM
Q4 2021 55 $159M +$17.9M -$1.25M +$16.7M APD, PFFD, SPY, IXUS, MDY 13F-HR 1/25/2022, 06:18 PM
Q3 2021 49 $133M +$46.4M -$4.7M +$41.7M PFFD, APD, SPY, MDY, IXUS 13F-HR 10/15/2021, 03:53 PM
Q2 2021 46 $93.8M +$10.9M -$1.1M +$9.79M APD, PFFD, SPY, MDY, BRKB 13F-HR 7/20/2021, 09:52 PM
Q1 2021 34 $80M +$5.07M -$2.19M +$2.88M APD, PFFD, SPY, MDY, BRKB 13F-HR 4/14/2021, 01:16 PM
Q4 2020 29 $74M +$20M -$2.82M +$17.2M APD, PFFD, SPY, MDY, BRKB 13F-HR 1/19/2021, 09:34 AM
Q3 2020 27 $54.1M +$3.29M -$2.82M +$466K APD, BRKB, MDY, SPY, AAPL 13F-HR 10/22/2020, 04:53 PM
Q2 2020 29 $49.3M +$4.8M -$56.3M -$51.5M APD, BRKB, MDY, SPY, AAPL 13F-HR 7/28/2020, 05:09 PM
Q1 2020 35 $87.9M +$4.16M -$12.6M -$8.4M RSP, APD, MDY, SCHV, SCHF 13F-HR 4/28/2020, 04:42 PM
Q4 2019 41 $124M +$2.55M -$3.95M -$1.4M RSP, APD, MDY, SCHV, SCHF 13F-HR 2/4/2020, 04:55 PM
Q3 2019 37 $117M +$1.95M -$2.98M -$1.03M RSP, APD, MDY, SCHV, SCHF 13F-HR 10/28/2019, 06:03 PM
Q2 2019 36 $119M +$1.59M -$3.63M -$2.04M APD, RSP, MDY, SCHV, SCHF 13F-HR 7/16/2019, 10:38 AM
Q1 2019 35 $115M +$7.8M -$20.3M -$12.5M RSP, APD, MDY, SCHV, SCHF 13F-HR 4/30/2019, 05:15 PM
Q4 2018 34 $114M +$7.7M -$18.2M -$10.5M APD, MDY, RSP, SCHF, SCHV 13F-HR 2/11/2019, 07:59 PM
Q3 2018 42 $143M +$5.25M -$11.8M -$6.54M MDY, APD, SCHF, RSP, SCHV 13F-HR 11/1/2018, 04:36 PM
Q2 2018 43 $143M +$24.3M -$19.4M +$4.9M MDY, APD, RSP, SCHF, SCHV 13F-HR 8/7/2018, 11:01 AM
Q1 2018 45 $139M +$35.3M -$24M +$11.3M MDY, APD, RSP, SCHF, SCHA 13F-HR 4/24/2018, 12:23 PM
Q4 2017 39 $132M +$7.09M -$8.8M -$1.71M APD, MDY, ETW, SCHA, RSP 13F-HR 1/24/2018, 09:52 AM
Q3 2017 37 $128M +$8.27M -$11.2M -$2.9M APD, MDY, ETW, SCHA, RSP 13F-HR 10/24/2017, 02:26 PM
Q2 2017 40 $127M +$4.02M -$4.42M -$391K APD, MDY, ETW, SCHA, RSP 13F-HR 7/10/2017, 04:20 PM
Q1 2017 39 $127M +$2.36M -$4.44M -$2.08M APD, MDY, ETW, SCHA, RSP 13F-HR 4/24/2017, 07:14 PM
Q4 2016 43 $128M +$10.3M -$4.18M +$6.14M APD, MDY, SCHA, ETW, RSP 13F-HR 1/27/2017, 06:01 PM
Q3 2016 39 $119M +$1.48M -$5.62M -$4.14M APD, ETW, SCHA, MDY, RSP 13F-HR 10/21/2016, 10:10 AM
Q2 2016 38 $119M +$3.81M -$5.27M -$1.46M APD, SCHA, ETW, MDY, RSP 13F-HR 7/19/2016, 10:15 AM
Q1 2016 39 $118M +$20.5M -$8.94M +$11.5M APD, SCHA, ETW, MDY, RSP 13F-HR 4/18/2016, 09:45 PM
Q4 2015 35 $105M $0 $0 APD, SCHA, CAPL, MDY, RSP 13F-HR 1/27/2016, 08:04 AM