0001085146-25-001259.txt : 20250213 0001085146-25-001259.hdr.sgml : 20250213 20250213135531 ACCESSION NUMBER: 0001085146-25-001259 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250213 DATE AS OF CHANGE: 20250213 EFFECTIVENESS DATE: 20250213 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: 25619144 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 12-31-2024 12-31-2024 false Tiller Private Wealth, Inc.

1412 WALTER STREET BETHLEHEM PA 18015

13F HOLDINGS REPORT 028-17079 000111268 801-53367 N John Youngs 610-954-9940 /s/ John Youngs Orlando FL 02-13-2025 0 56 235926175 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 9172667 31626 SH SOLE 25493 0 6133 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 623684 3295 SH SOLE 2605 0 690 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 493560 2592 SH SOLE 2420 0 172 AMAZON COM INC COM 023135106 BBG001S5PQL7 2176129 9919 SH SOLE 7921 0 1998 APPLE INC COM 037833100 BBG001S5N8V8 8044450 32124 SH SOLE 27879 0 4245 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 219492 3350 SH SOLE 705 0 2645 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4866867 10737 SH SOLE 9402 0 1335 DISNEY WALT CO COM 254687106 BBG001S5QHF3 847612 7612 SH SOLE 5950 0 1662 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 604135 71750 SH SOLE 53980 0 17770 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 18196050 932652 SH SOLE 871659 0 60993 HOME DEPOT INC COM 437076102 BBG001S5RTW7 335309 862 SH SOLE 850 0 12 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 287760 7690 SH SOLE 7690 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 20463206 116780 SH SOLE 106747 0 10033 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 231076 452 SH SOLE 452 0 0 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 6060677 69400 SH SOLE 63647 0 5753 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 34779590 525848 SH SOLE 484672 0 41176 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 353337 4110 SH SOLE 4110 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 406319 4230 SH SOLE 4230 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 341281 10855 SH SOLE 10855 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 323673 806 SH SOLE 806 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 293517 1840 SH SOLE 1840 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 728003 3037 SH SOLE 3027 0 10 MCDONALDS CORP COM 580135101 BBG001S5T110 336131 1160 SH SOLE 1160 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 624809 1067 SH SOLE 966 0 101 MICROSOFT CORP COM 594918104 BBG001S5TD05 718276 1704 SH SOLE 1249 0 455 NETFLIX INC COM 64110L106 BBG001SF6L46 312853 351 SH SOLE 345 0 6 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1525842 11362 SH SOLE 6720 0 4642 ORACLE CORP COM 68389X105 BBG001S5SJG6 254626 1528 SH SOLE 1500 0 28 ORION S.A. COM L72967109 BBG006MC4LQ6 473700 30000 SH SOLE 30000 0 0 PEPSICO INC COM 713448108 BBG001S695T1 350498 2305 SH SOLE 2305 0 0 PFIZER INC COM 717081103 BBG001S5V466 287518 10837 SH SOLE 10806 0 31 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 308560 1600 SH SOLE 1600 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 546263 19995 SH SOLE 19995 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 557066 19988 SH SOLE 19612 0 376 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9969444 359778 SH SOLE 328434 0 31344 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 11978387 463201 SH SOLE 420548 0 42653 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 209010 2440 SH SOLE 2440 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 392391 8119 SH SOLE 8119 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 358387 2720 SH SOLE 2720 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 397997 1774 SH SOLE 1774 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 224274 2853 SH SOLE 2853 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 388360 2823 SH SOLE 2823 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 22664596 97474 SH SOLE 90879 0 6595 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 37824705 64539 SH SOLE 59322 0 5217 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 15414542 27063 SH SOLE 24578 0 2485 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 709136 16400 SH SOLE 16400 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 485631 5375 SH SOLE 5375 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 202094 1495 SH SOLE 1495 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 597062 1478 SH SOLE 1346 0 132 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 201936 492 SH SOLE 492 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 332788 1385 SH SOLE 1385 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 602708 3560 SH SOLE 3560 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 16021770 252431 SH SOLE 230575 0 21856 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 200828 535 SH SOLE 535 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 217809 5447 SH SOLE 5347 0 100 VISA INC COM CL A 92826C839 BBG001SRCFY3 387784 1227 SH SOLE 790 0 437