0001085146-24-005404.txt : 20241107 0001085146-24-005404.hdr.sgml : 20241107 20241107115057 ACCESSION NUMBER: 0001085146-24-005404 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241107 DATE AS OF CHANGE: 20241107 EFFECTIVENESS DATE: 20241107 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: 241434134 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 09-30-2024 09-30-2024 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 11-07-2024 0 56 241233749 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 12262087 41184 SH SOLE 40851 0 333 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 539092 3250 SH SOLE 2604 0 646 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 434607 2599 SH SOLE 2459 0 140 AMAZON COM INC COM 023135106 BBG001S5PQL7 1891808 10153 SH SOLE 8231 0 1922 APPLE INC COM 037833100 BBG001S5N8V8 8027538 34453 SH SOLE 30295 0 4158 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 246960 3169 SH SOLE 574 0 2595 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4991059 10844 SH SOLE 9509 0 1335 CATERPILLAR INC COM 149123101 BBG001S5PJ06 412240 1054 SH SOLE 1054 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 214430 2984 SH SOLE 462 0 2522 DISNEY WALT CO COM 254687106 BBG001S5QHF3 840056 8733 SH SOLE 6557 0 2176 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 627998 72350 SH SOLE 54580 0 17770 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 18600214 895102 SH SOLE 835031 0 60071 HOME DEPOT INC COM 437076102 BBG001S5RTW7 349282 862 SH SOLE 850 0 12 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 289913 7690 SH SOLE 7690 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 21094159 117739 SH SOLE 107342 0 10397 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 220608 452 SH SOLE 452 0 0 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 6784579 69160 SH SOLE 63387 0 5773 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 36777823 506373 SH SOLE 468790 0 37583 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 245400 2500 SH SOLE 2500 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 400073 4230 SH SOLE 4230 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 327149 9845 SH SOLE 9845 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 302556 806 SH SOLE 806 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 278981 1840 SH SOLE 1840 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 621607 2948 SH SOLE 2938 0 10 MCDONALDS CORP COM 580135101 BBG001S5T110 344557 1132 SH SOLE 1132 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 570219 996 SH SOLE 906 0 90 MICROSOFT CORP COM 594918104 BBG001S5TD05 698807 1624 SH SOLE 1228 0 396 NETFLIX INC COM 64110L106 BBG001SF6L46 246826 348 SH SOLE 345 0 3 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1302714 10727 SH SOLE 6260 0 4467 ORACLE CORP COM 68389X105 BBG001S5SJG6 259349 1522 SH SOLE 1500 0 22 ORION S.A. COM L72967109 BBG006MC4LQ6 534300 30000 SH SOLE 30000 0 0 PEPSICO INC COM 713448108 BBG001S695T1 391965 2305 SH SOLE 2305 0 0 PFIZER INC COM 717081103 BBG001S5V466 313633 10837 SH SOLE 10806 0 31 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 295760 1600 SH SOLE 1600 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 578270 6841 SH SOLE 6841 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 521317 5004 SH SOLE 4903 0 101 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9808140 118043 SH SOLE 108581 0 9462 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 11630653 225838 SH SOLE 205496 0 20342 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 219500 2500 SH SOLE 2500 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 301559 6654 SH SOLE 6654 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 211286 1560 SH SOLE 1560 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 327405 1634 SH SOLE 1634 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 236799 2853 SH SOLE 2853 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 235343 1528 SH SOLE 1528 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 21901601 97013 SH SOLE 91043 0 5970 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 36676688 63923 SH SOLE 59073 0 4850 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 15159213 26611 SH SOLE 24361 0 2250 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 788832 17280 SH SOLE 17280 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 525606 5645 SH SOLE 5645 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 325065 1242 SH SOLE 1116 0 126 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 328536 1385 SH SOLE 1385 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 656383 3760 SH SOLE 3760 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 18199655 255973 SH SOLE 234117 0 21856 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 211441 3266 SH SOLE 3266 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 311169 6929 SH SOLE 6829 0 100 VISA INC COM CL A 92826C839 BBG001SRCFY3 340939 1240 SH SOLE 820 0 420