Managing Director

0001910210-24-000001.txt : 20240112 0001910210-24-000001.hdr.sgml : 20240112 20240112095330 ACCESSION NUMBER: 0001910210-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240112 DATE AS OF CHANGE: 20240112 EFFECTIVENESS DATE: 20240112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TILIA FIDUCIARY PARTNERS, INC. CENTRAL INDEX KEY: 0001910210 ORGANIZATION NAME: IRS NUMBER: 452032187 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22176 FILM NUMBER: 24530855 BUSINESS ADDRESS: STREET 1: 32 NORTH FRONT STREET CITY: WILMINGTON STATE: NC ZIP: 28401 BUSINESS PHONE: 910-679-4093 MAIL ADDRESS: STREET 1: 32 NORTH FRONT STREET CITY: WILMINGTON STATE: NC ZIP: 28401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001910210 XXXXXXXX 12-31-2023 12-31-2023 TILIA FIDUCIARY PARTNERS, INC.

32 NORTH FRONT STREET WILMINGTON NC 28401

13F HOLDINGS REPORT 028-22176 000157852 801-120194 N Ryan Casey Managing Director (910) 679-4093 Ryan Casey Wilmington NC 01-12-2024 0 95 107491058 false INFORMATION TABLE 2 13F12292023.xml 13F TFP 31DEC2023 AMAZON COM INC COM Stock 023135106 1991630 13108 SH SOLE 0 0 0 13108 POWERSHARES QQQ TR ETF 46090E103 270274 660 SH SOLE 0 0 0 659 STARBUCKS CORP Stock 855244109 216474 2255 SH SOLE 0 0 0 2254 JOHNSON & JOHNSON COM Stock 478160104 534205 3408 SH SOLE 0 0 0 3408 TAKE-TWO INTERACTIVE SOFTWARE COM Stock 874054109 263636 1638 SH SOLE 0 0 0 1638 WILLIAMS SONOMA INC Stock 969904101 1408358 6980 SH SOLE 0 0 0 6979 WASTE MGMT INC DEL COM Stock 94106L109 298084 1664 SH SOLE 0 0 0 1664 VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF ETF 921946810 3302827 41629 SH SOLE 0 0 0 41628 COSTCO WHOLESALE CORP Stock 22160K105 2149370 3256 SH SOLE 0 0 0 3256 HCA INC Stock 40412C101 1718741 6350 SH SOLE 0 0 0 6349 PROCTER AND GAMBLE CO COM Stock 742718109 333782 2278 SH SOLE 0 0 0 2277 MARRIOTT INTL 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