Managing Director

0001910210-24-000002.txt : 20240412 0001910210-24-000002.hdr.sgml : 20240412 20240412100542 ACCESSION NUMBER: 0001910210-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240412 DATE AS OF CHANGE: 20240412 EFFECTIVENESS DATE: 20240412 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: 24840243 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 03-31-2024 03-31-2024 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 04-12-2024 0 97 123317584 false INFORMATION TABLE 2 13F03312024.xml 13F TFP 31MAR2024 AMAZON COM INC COM Stock 023135106 2151933 11930 SH SOLE 0 0 0 11930 POWERSHARES QQQ TR ETF 46090E103 438097 987 SH SOLE 0 0 0 986 STARBUCKS CORP Stock 855244109 207355 2269 SH SOLE 0 0 0 2268 JOHNSON & JOHNSON COM Stock 478160104 586070 3705 SH SOLE 0 0 0 3704 TAKE-TWO INTERACTIVE SOFTWARE COM Stock 874054109 206698 1392 SH SOLE 0 0 0 1392 WILLIAMS SONOMA INC Stock 969904101 2004373 6312 SH SOLE 0 0 0 6312 WASTE MGMT INC DEL COM Stock 94106L109 347648 1631 SH SOLE 0 0 0 1631 VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF ETF 921946810 3623444 44443 SH SOLE 0 0 0 44443 COSTCO WHOLESALE CORP Stock 22160K105 2291704 3128 SH SOLE 0 0 0 3128 HCA INC Stock 40412C101 2241215 6720 SH SOLE 0 0 0 6719 PROCTER AND GAMBLE CO COM Stock 742718109 354952 2188 SH SOLE 0 0 0 2187 MARRIOTT INTL 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