0001085146-23-004065.txt : 20231103 0001085146-23-004065.hdr.sgml : 20231103 20231102212252 ACCESSION NUMBER: 0001085146-23-004065 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231103 DATE AS OF CHANGE: 20231102 EFFECTIVENESS DATE: 20231103 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: 231374292 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 09-30-2023 09-30-2023 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 11-02-2023 0 46 183912828 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 17248542 60862 SH SOLE 60529 0 333 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 456047 3485 SH SOLE 2945 0 540 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 346370 2627 SH SOLE 2487 0 140 AMAZON COM INC COM 023135106 BBG001S5PQL7 1410269 11094 SH SOLE 9173 0 1921 APPLE INC COM 037833100 BBG001S5N8V8 6291076 36744 SH SOLE 31605 0 5139 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 214605 3169 SH SOLE 574 0 2595 AT&T INC COM 00206R102 BBG001S5VWH2 167368 11143 SH SOLE 11127 0 16 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4100962 11707 SH SOLE 10252 0 1455 C3 AI INC CL A 12468P104 BBG00Y6G6Y84 2580761 101127 SH SOLE 101127 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 587531 7249 SH SOLE 7239 0 10 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 544044 71210 SH SOLE 60610 0 10600 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 457911 32638 SH SOLE 17755 0 14883 ESSENTIAL UTILS INC COM 29670G102 BBG001S5VFD3 232689 6778 SH SOLE 6778 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 433234 3684 SH SOLE 3684 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 15715793 835502 SH SOLE 779247 0 56255 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 204088 7250 SH SOLE 7250 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 12040960 84981 SH SOLE 79726 0 5254 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 4583056 51675 SH SOLE 47565 0 4110 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 27148534 452551 SH SOLE 421481 0 31070 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 214388 806 SH SOLE 806 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 202496 1930 SH SOLE 1930 0 0 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 254163 1862 SH SOLE 1862 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 200720 1288 SH SOLE 1104 0 184 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 492396 3395 SH SOLE 3391 0 4 MCDONALDS CORP COM 580135101 BBG001S5T110 330752 1255 SH SOLE 1255 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 326028 1086 SH SOLE 996 0 90 MICROSOFT CORP COM 594918104 BBG001S5TD05 623525 1974 SH SOLE 1644 0 330 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 383662 882 SH SOLE 484 0 398 ORION S.A. COM L72967109 BBG006MC4LQ6 638400 30000 SH SOLE 30000 0 0 PFIZER INC COM 717081103 BBG001S5V466 369648 11144 SH SOLE 11113 0 31 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 329422 4530 SH SOLE 4530 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 8117065 119933 SH SOLE 111247 0 8686 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 8692318 209858 SH SOLE 192598 0 17260 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 10092514 61566 SH SOLE 57836 0 3730 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 18611223 43537 SH SOLE 40602 0 2935 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 11425375 25020 SH SOLE 23066 0 1954 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 755934 21555 SH SOLE 17965 0 3590 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 470027 6415 SH SOLE 6415 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 376446 1504 SH SOLE 1261 0 243 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 391375 2070 SH SOLE 1635 0 435 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 9415471 68262 SH SOLE 62828 0 5434 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 14400703 248588 SH SOLE 230801 0 17787 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 318092 2047 SH SOLE 1947 0 100 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1167432 21813 SH SOLE 21813 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 239778 7398 SH SOLE 7298 0 100 VISA INC COM CL A 92826C839 BBG001SRCFY3 309635 1346 SH SOLE 944 0 402