Tiller-Private-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "APD",
  "GOOGL",
  null,
  null,
  "HD",
  "AZN",
  "MCD",
  "ETW",
  null,
  "META",
  null,
  "MSFT",
  null,
  "ORCL",
  null,
  null,
  "IWF",
  "PEP",
  "PNC",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "VZ",
  null,
  null,
  "OEC",
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  "VGK",
  "VTV",
  "V",
  "SCHD",
  "SCHG",
  null,
  "SCHA",
  null,
  "IXUS",
  "BRK-B",
  "KO",
  "RSP",
  null,
  "QQQ",
  "MDY",
  "DIS",
  "GOOG",
  "NFLX",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 54
Total Value: 240065000
Accession Number: 0001085146-25-002880
Form Type: 13F-HR
CIK: tiller-private-wealth
Manager Name: Tiller-Private-Wealth

Data Enrichment

67% identified

36 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $240.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287325

Shares:3.6K

Value:$330.0K

% of Portfolio:0.1% ($330.0K/$240.1M)

HOME DEPOT, INC.

HD|437076102

Shares:862

Value:$316.0K

% of Portfolio:0.1% ($316.0K/$240.1M)

464287614

IWF|464287614

Shares:806

Value:$291.0K

% of Portfolio:0.1% ($291.0K/$240.1M)

ASTRAZENECA PLC

AZN|046353108

Shares:3.8K

Value:$281.0K

% of Portfolio:0.1% ($281.0K/$240.1M)

PFIZER INC

PFE|717081103

Shares:10.9K

Value:$275.0K

% of Portfolio:0.1% ($275.0K/$240.1M)

46137V282

Shares:7.7K

Value:$263.0K

% of Portfolio:0.1% ($263.0K/$240.1M)

464287721

Shares:1.8K

Value:$248.0K

% of Portfolio:0.1% ($248.0K/$240.1M)

464287275

Shares:2.6K

Value:$248.0K

% of Portfolio:0.1% ($248.0K/$240.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.5K

Value:$247.0K

% of Portfolio:0.1% ($247.0K/$240.1M)

81369Y308

Shares:2.9K

Value:$233.0K

% of Portfolio:0.1% ($233.0K/$240.1M)

ORACLE CORP

ORCL|68389X105

Shares:1.6K

Value:$224.0K

% of Portfolio:0.1% ($224.0K/$240.1M)

COCA COLA CO

KO|191216100

Shares:3.0K

Value:$215.0K

% of Portfolio:0.1% ($215.0K/$240.1M)

92204A207

Shares:970

Value:$212.0K

% of Portfolio:0.1% ($212.0K/$240.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:452

Value:$212.0K

% of Portfolio:0.1% ($212.0K/$240.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287325)✕	3.6K	QoQ -12.04% (-495) YoY NEW(+3.6K)	All Managers (Combined)	$330.0K	0.1% ($330.0K/$240.1M)	QoQ -6.60% (-$23.3K) YoY NEW(+$330.0K)
HOME DEPOT, INC.(HDcusip437076102)	862	QoQ 0.00% (-0) YoY NEW(+862)	All Managers (Combined)	$316.0K	0.1% ($316.0K/$240.1M)	QoQ -5.75% (-$19.3K) YoY NEW(+$316.0K)
(IWFcusip464287614)	806	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$291.0K	0.1% ($291.0K/$240.1M)	QoQ -10.09% (-$32.7K) YoY +7.11% (+$19.3K)
ASTRAZENECA PLC(AZNcusip046353108)	3.8K	QoQ +14.02% (+470) YoY +20.54% (+651)	All Managers (Combined)	$281.0K	0.1% ($281.0K/$240.1M)	QoQ +28.02% (+$61.5K) YoY +30.88% (+$66.3K)
PFIZER INC(PFEcusip717081103)	10.9K	QoQ +0.23% (-26) YoY +0.23% (-26)	All Managers (Combined)	$275.0K	0.1% ($275.0K/$240.1M)	QoQ -4.35% (-$12.5K) YoY -8.55% (-$25.7K)
(cusip46137V282)✕	7.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$263.0K	0.1% ($263.0K/$240.1M)	QoQ -8.60% (-$24.8K) YoY -2.81% (-$7.6K)
(cusip464287721)✕	1.8K	QoQ -4.07% (-75) YoY NEW(+1.8K)	All Managers (Combined)	$248.0K	0.1% ($248.0K/$240.1M)	QoQ -15.50% (-$45.5K) YoY NEW(+$248.0K)
(cusip464287275)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$248.0K	0.1% ($248.0K/$240.1M)	QoQ NEW(+$248.0K) YoY NEW(+$248.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.5K	QoQ +0.07% (+4) YoY -33.89% (-2.8K)	All Managers (Combined)	$247.0K	0.1% ($247.0K/$240.1M)	QoQ +13.40% (+$29.2K) YoY -28.61% (-$99.0K)
(cusip81369Y308)✕	2.9K	QoQ 0.00% (+0) YoY +2.25% (+63)	All Managers (Combined)	$233.0K	0.1% ($233.0K/$240.1M)	QoQ +3.89% (+$8.7K) YoY +9.36% (+$20.0K)
ORACLE CORP(ORCLcusip68389X105)	1.6K	QoQ +4.64% (-71) YoY NEW(+1.6K)	All Managers (Combined)	$224.0K	0.1% ($224.0K/$240.1M)	QoQ -12.02% (-$30.6K) YoY NEW(+$224.0K)
COCA COLA CO(KOcusip191216100)	3.0K	QoQ NEW(+3.0K) YoY -9.61% (-319)	All Managers (Combined)	$215.0K	0.1% ($215.0K/$240.1M)	QoQ NEW(+$215.0K) YoY +5.94% (-$12.1K)
(cusip92204A207)✕	970	QoQ NEW(+970) YoY NEW(+970)	All Managers (Combined)	$212.0K	0.1% ($212.0K/$240.1M)	QoQ NEW(+$212.0K) YoY NEW(+$212.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	452	QoQ 0.00% (-0) YoY NEW(+452)	All Managers (Combined)	$212.0K	0.1% ($212.0K/$240.1M)	QoQ -8.25% (-$19.1K) YoY NEW(+$212.0K)