0001085146-23-003231.txt : 20230810 0001085146-23-003231.hdr.sgml : 20230810 20230810132119 ACCESSION NUMBER: 0001085146-23-003231 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tiller Private Wealth, Inc. CENTRAL INDEX KEY: 0001663649 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: 231158322 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 06-30-2023 06-30-2023 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 08-10-2023 0 45 183653251 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 13944673 46555 SH SOLE 46222 0 333 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 417155 3485 SH SOLE 3185 0 300 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 317788 2627 SH SOLE 2627 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1427963 10954 SH SOLE 9494 0 1460 APPLE INC COM 037833100 BBG001S5N8V8 6763702 34870 SH SOLE 32495 0 2375 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 226805 3169 SH SOLE 3169 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4131897 12117 SH SOLE 10662 0 1455 C3 AI INC CL A 12468P104 BBG00Y6G6Y84 3684057 101127 SH SOLE 0 0 101127 COCA COLA CO COM 191216100 BBG001S5SMQ8 210409 3494 SH SOLE 3494 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 652548 7309 SH SOLE 7309 0 0 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 585346 71210 SH SOLE 60610 0 10600 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 412758 32501 SH SOLE 23521 0 8980 ESSENTIAL UTILS INC COM 29670G102 BBG001S5VFD3 270510 6778 SH SOLE 6778 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 462784 4315 SH SOLE 4315 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 15701227 809759 SH SOLE 764639 0 45120 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 213215 725 SH SOLE 725 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 12237954 81783 SH SOLE 77104 0 4679 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 2400046 23315 SH SOLE 21850 0 1465 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 27453673 438417 SH SOLE 413569 0 24848 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 221795 806 SH SOLE 806 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 210119 1930 SH SOLE 1930 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 493820 3395 SH SOLE 3393 0 2 MCDONALDS CORP COM 580135101 BBG001S5T110 374657 1256 SH SOLE 1256 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 341793 1191 SH SOLE 1191 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 683368 2007 SH SOLE 2007 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 343492 812 SH SOLE 612 0 200 ORION S.A. COM L72967109 BBG006MC4LQ6 636600 30000 SH SOLE 30000 0 0 PFIZER INC COM 717081103 BBG001S5V466 408762 11144 SH SOLE 11144 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 203608 3252 SH SOLE 3252 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 339524 4530 SH SOLE 4530 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8404767 118327 SH SOLE 111806 0 6521 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 9044306 206491 SH SOLE 192336 0 14155 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 10458548 60155 SH SOLE 56695 0 3460 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 19025604 42920 SH SOLE 40439 0 2481 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 11841220 24725 SH SOLE 23199 0 1526 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 942685 25423 SH SOLE 21333 0 4090 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 499855 6495 SH SOLE 6495 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 364243 1391 SH SOLE 1389 0 2 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 452475 2275 SH SOLE 1840 0 435 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 9682791 68141 SH SOLE 62827 0 5314 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 15032218 243634 SH SOLE 227262 0 16372 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 332446 2047 SH SOLE 2047 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1256360 22403 SH SOLE 21583 0 820 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 223995 6023 SH SOLE 6023 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 319690 1346 SH SOLE 1144 0 202