0001085146-24-002218.txt : 20240506 0001085146-24-002218.hdr.sgml : 20240506 20240503195945 ACCESSION NUMBER: 0001085146-24-002218 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tiller Private Wealth, Inc. CENTRAL INDEX KEY: 0001663649 ORGANIZATION NAME: IRS NUMBER: 232866594 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17079 FILM NUMBER: 24915144 BUSINESS ADDRESS: STREET 1: 1412 WALTER STREET CITY: BETHLEHEM STATE: PA ZIP: 18015 BUSINESS PHONE: 610-954-9940 MAIL ADDRESS: STREET 1: 1412 WALTER STREET CITY: BETHLEHEM STATE: PA ZIP: 18015 FORMER COMPANY: FORMER CONFORMED NAME: YOUNGS ADVISORY GROUP, INC. DATE OF NAME CHANGE: 20160113 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001663649 XXXXXXXX 03-31-2024 03-31-2024 false Tiller Private Wealth, Inc.

1412 WALTER STREET BETHLEHEM PA 18015

13F HOLDINGS REPORT 028-17079 N John Youngs 610-954-9940 /s/ John Youngs Orlando FL 05-03-2024 0 47 223929934 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 13792432 56930 SH SOLE 56597 0 333 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 479203 3175 SH SOLE 2635 0 540 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 412473 2709 SH SOLE 2569 0 140 AMAZON COM INC COM 023135106 BBG001S5PQL7 1814443 10059 SH SOLE 8041 0 2018 APPLE INC COM 037833100 BBG001S5N8V8 6595939 38465 SH SOLE 33271 0 5194 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 214700 3169 SH SOLE 574 0 2595 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4565166 10856 SH SOLE 9521 0 1335 C3 AI INC CL A 12468P104 BBG00Y6G6Y84 2737508 101127 SH SOLE 101127 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 386218 1054 SH SOLE 1054 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 202935 3317 SH SOLE 780 0 2537 DISNEY WALT CO COM 254687106 BBG001S5QHF3 869982 7110 SH SOLE 6588 0 522 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 534476 65180 SH SOLE 54580 0 10600 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 451207 28684 SH SOLE 14155 0 14529 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 230853 1986 SH SOLE 1986 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 16973309 841930 SH SOLE 785020 0 56910 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 270612 7690 SH SOLE 7690 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 19359787 114305 SH SOLE 105003 0 9302 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 6381363 67442 SH SOLE 62172 0 5270 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 33317293 490971 SH SOLE 458151 0 32820 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 271663 806 SH SOLE 806 0 0 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 286246 1862 SH SOLE 1862 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 587359 2932 SH SOLE 2928 0 4 MCDONALDS CORP COM 580135101 BBG001S5T110 340740 1209 SH SOLE 1209 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 475395 979 SH SOLE 889 0 90 MICROSOFT CORP COM 594918104 BBG001S5TD05 623422 1482 SH SOLE 1106 0 376 NETFLIX INC COM 64110L106 BBG001SF6L46 211351 348 SH SOLE 345 0 3 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 941255 1042 SH SOLE 617 0 425 ORION S.A. COM L72967109 BBG006MC4LQ6 705600 30000 SH SOLE 30000 0 0 PFIZER INC COM 717081103 BBG001S5V466 300733 10837 SH SOLE 10806 0 31 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 409980 2537 SH SOLE 2537 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 217169 3252 SH SOLE 3252 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 497568 6171 SH SOLE 6171 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 420022 4530 SH SOLE 4530 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9461922 116197 SH SOLE 107364 0 8833 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 10779917 218926 SH SOLE 202506 0 16420 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 213045 2790 SH SOLE 2790 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 18849685 90506 SH SOLE 84945 0 5561 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 33102517 63285 SH SOLE 58906 0 4379 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 14511442 26081 SH SOLE 24137 0 1944 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 729117 17910 SH SOLE 17910 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 481946 5525 SH SOLE 5525 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 238980 1359 SH SOLE 1116 0 243 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 316598 1385 SH SOLE 1385 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1569971 9640 SH SOLE 9640 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 17097020 253891 SH SOLE 233749 0 20142 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 346003 8246 SH SOLE 8146 0 100 VISA INC COM CL A 92826C839 BBG001SRCFY3 353369 1266 SH SOLE 864 0 402