0001085146-25-002880.txt : 20250509 0001085146-25-002880.hdr.sgml : 20250509 20250509114253 ACCESSION NUMBER: 0001085146-25-002880 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250509 DATE AS OF CHANGE: 20250509 EFFECTIVENESS DATE: 20250509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tiller Private Wealth, Inc. CENTRAL INDEX KEY: 0001663649 ORGANIZATION NAME: EIN: 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: 25929043 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 03-31-2025 03-31-2025 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 05-09-2025 0 54 240065000 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 11183000 37919 SH SOLE 37736 0 183 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 615000 3978 SH SOLE 2605 0 1373 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 467000 2987 SH SOLE 2420 0 567 AMAZON COM INC COM 023135106 BBG001S5PQL7 2095000 11012 SH SOLE 7921 0 3091 APPLE INC COM 037833100 BBG001S5N8V8 7298000 32854 SH SOLE 27435 0 5418 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 281000 3820 SH SOLE 705 0 3115 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 5665000 10636 SH SOLE 9301 0 1335 COCA COLA CO COM 191216100 BBG001S5SMQ8 215000 2998 SH SOLE 476 0 2522 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 5329000 103488 SH SOLE 95241 0 8247 DISNEY WALT CO COM 254687106 BBG001S5QHF3 636000 6449 SH SOLE 4787 0 1662 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 561000 67950 SH SOLE 50180 0 17770 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 18425000 967685 SH SOLE 901262 0 66423 HOME DEPOT INC COM 437076102 BBG001S5RTW7 316000 862 SH SOLE 850 0 12 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 263000 7690 SH SOLE 7690 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 21070000 121632 SH SOLE 110629 0 11003 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 212000 452 SH SOLE 452 0 0 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 5882000 64618 SH SOLE 59065 0 5553 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 38541000 552087 SH SOLE 505310 0 46777 ISHARES TR GBL COMM SVC ETF 464287275 BBG001S6VVK8 248000 2555 SH SOLE 2555 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 330000 3615 SH SOLE 3615 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 442000 4295 SH SOLE 4295 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 341000 11090 SH SOLE 11090 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 291000 806 SH SOLE 806 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 248000 1765 SH SOLE 1765 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 745000 3037 SH SOLE 3027 0 10 MCDONALDS CORP COM 580135101 BBG001S5T110 362000 1160 SH SOLE 1160 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 712000 1235 SH SOLE 966 0 269 MICROSOFT CORP COM 594918104 BBG001S5TD05 909000 2422 SH SOLE 1204 0 1218 NETFLIX INC COM 64110L106 BBG001SF6L46 367000 394 SH SOLE 345 0 49 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1602000 14779 SH SOLE 7637 0 7142 ORACLE CORP COM 68389X105 BBG001S5SJG6 224000 1599 SH SOLE 1500 0 99 ORION S.A. COM L72967109 BBG006MC4LQ6 388000 30000 SH SOLE 30000 0 0 PEPSICO INC COM 713448108 BBG001S695T1 346000 2305 SH SOLE 2305 0 0 PFIZER INC COM 717081103 BBG001S5V466 275000 10863 SH SOLE 10831 0 32 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 551000 3136 SH SOLE 3136 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 759000 27149 SH SOLE 26796 0 353 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 513000 20488 SH SOLE 20112 0 376 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9492000 362308 SH SOLE 329744 0 32564 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 10804000 461121 SH SOLE 420851 0 40271 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 447000 8969 SH SOLE 8969 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 346000 2640 SH SOLE 2640 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 360000 1824 SH SOLE 1824 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 233000 2853 SH SOLE 2853 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 360000 2463 SH SOLE 2463 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 20109000 97388 SH SOLE 90951 0 6437 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 36624000 65472 SH SOLE 59877 0 5595 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 14949000 28021 SH SOLE 25492 0 2530 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 541000 12215 SH SOLE 12215 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 415000 5005 SH SOLE 5005 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 564000 3265 SH SOLE 3265 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 15156000 215873 SH SOLE 197253 0 18620 VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 212000 970 SH SOLE 970 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 247000 5451 SH SOLE 5351 0 100 VISA INC COM CL A 92826C839 BBG001SRCFY3 499000 1423 SH SOLE 790 0 633