PRINCIPAL, MANAGING DIRECTOR

0001910210-24-000003.txt : 20240711 0001910210-24-000003.hdr.sgml : 20240711 20240711124803 ACCESSION NUMBER: 0001910210-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240711 DATE AS OF CHANGE: 20240711 EFFECTIVENESS DATE: 20240711 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: 241111579 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 06-30-2024 06-30-2024 TILIA FIDUCIARY PARTNERS, INC.

32 NORTH FRONT STREET WILMINGTON NC 28401

13F HOLDINGS REPORT 028-22176 000157852 801-120194 N RYAN CASEY PRINCIPAL, MANAGING DIRECTOR (910) 679-4093 RYAN CASEY WILMINGTON NC 07-11-2024 0 97 127864942 false INFORMATION TABLE 2 13F06302024.xml 13F TFP 30JUN2024 AMAZON COM INC COM Stock 023135106 2272040 11757 SH SOLE 0 0 0 11757 POWERSHARES QQQ TR ETF 46090E103 472422 986 SH SOLE 0 0 0 986 JOHNSON & JOHNSON COM Stock 478160104 459119 3141 SH SOLE 0 0 0 3141 TAKE-TWO INTERACTIVE SOFTWARE COM Stock 874054109 217997 1402 SH SOLE 0 0 0 1402 WILLIAMS SONOMA INC Stock 969904101 1752324 6206 SH SOLE 0 0 0 6205 WASTE MGMT INC DEL COM Stock 94106L109 334313 1567 SH SOLE 0 0 0 1567 VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF ETF 921946810 3701806 45544 SH SOLE 0 0 0 45543 COSTCO WHOLESALE CORP Stock 22160K105 2730874 3213 SH SOLE 0 0 0 3212 HCA INC Stock 40412C101 2285839 7115 SH SOLE 0 0 0 7114 PROCTER AND GAMBLE CO COM Stock 742718109 360966 2189 SH SOLE 0 0 0 2188 MARRIOTT INTL INC NEW CL A Stock 571903202 2191859 9066 SH SOLE 0 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