0001085146-24-003122.txt : 20240719 0001085146-24-003122.hdr.sgml : 20240719 20240719172753 ACCESSION NUMBER: 0001085146-24-003122 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240719 DATE AS OF CHANGE: 20240719 EFFECTIVENESS DATE: 20240719 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: 241128625 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 06-30-2024 06-30-2024 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 07-19-2024 0 50 227872604 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 14442548 55968 SH SOLE 55635 0 333 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 580190 3185 SH SOLE 2585 0 600 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 504263 2749 SH SOLE 2569 0 180 AMAZON COM INC COM 023135106 BBG001S5PQL7 1934240 10009 SH SOLE 7926 0 2083 APPLE INC COM 037833100 BBG001S5N8V8 7509046 35652 SH SOLE 30437 0 5215 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 247151 3169 SH SOLE 574 0 2595 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4411340 10844 SH SOLE 9509 0 1335 C3 AI INC CL A 12468P104 BBG00Y6G6Y84 2928638 101127 SH SOLE 101127 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 351088 1054 SH SOLE 1054 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 699004 7040 SH SOLE 6518 0 522 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 539039 65180 SH SOLE 54580 0 10600 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 468688 28896 SH SOLE 14155 0 14741 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 17139941 870932 SH SOLE 808672 0 62260 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 281916 7690 SH SOLE 7690 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 19283799 117384 SH SOLE 106528 0 10856 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 216558 452 SH SOLE 428 0 24 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 6286209 68492 SH SOLE 63002 0 5490 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 33266854 492405 SH SOLE 453322 0 39083 ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 339017 3985 SH SOLE 3985 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 222586 7055 SH SOLE 7055 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 293796 806 SH SOLE 806 0 0 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 260141 1862 SH SOLE 1862 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 593215 2933 SH SOLE 2928 0 5 MCDONALDS CORP COM 580135101 BBG001S5T110 288355 1132 SH SOLE 1132 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 481026 954 SH SOLE 864 0 90 MICROSOFT CORP COM 594918104 BBG001S5TD05 684235 1531 SH SOLE 1103 0 428 NETFLIX INC COM 64110L106 BBG001SF6L46 234859 348 SH SOLE 345 0 3 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1302757 10545 SH SOLE 6110 0 4435 ORACLE CORP COM 68389X105 BBG001S5SJG6 214907 1522 SH SOLE 1500 0 22 ORION S.A. COM L72967109 BBG006MC4LQ6 658200 30000 SH SOLE 30000 0 0 PFIZER INC COM 717081103 BBG001S5V466 303228 10837 SH SOLE 10806 0 31 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 316713 2037 SH SOLE 2037 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 531957 6841 SH SOLE 6841 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 504604 5004 SH SOLE 4745 0 259 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8953797 115043 SH SOLE 105374 0 9669 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 10386616 218896 SH SOLE 199558 0 19338 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 250618 1374 SH SOLE 1374 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 213659 2790 SH SOLE 2790 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 208277 1429 SH SOLE 1429 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 21173829 93594 SH SOLE 87103 0 6491 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 34633650 63639 SH SOLE 58683 0 4956 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 13960806 26091 SH SOLE 23899 0 2192 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 695778 17295 SH SOLE 17295 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 483822 5635 SH SOLE 5635 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 269011 1359 SH SOLE 1116 0 243 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 301986 1385 SH SOLE 1385 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 640037 3990 SH SOLE 3640 0 350 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 16773712 251216 SH SOLE 228956 0 22260 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 285583 6925 SH SOLE 6825 0 100 VISA INC COM CL A 92826C839 BBG001SRCFY3 321315 1224 SH SOLE 820 0 404