Tiller Private Wealth is an investment fund managing more than $228 billion ran by John Youngs. There are currently 38 companies in Mr. Youngs’s portfolio. The largest investments include Spdr Sp 500 Etf Tr and Ishares Tr, together worth $74.5 billion.
As of 12th July 2024, Tiller Private Wealth’s top holding is 63,639 shares of Spdr Sp 500 Etf Tr currently worth over $34.6 billion and making up 15.2% of the portfolio value.
In addition, the fund holds 561,703 shares of Ishares Tr worth $39.8 billion.
The third-largest holding is Select Sector Spdr Tr worth $21.2 billion and the next is Invesco Exchange Traded Fd T worth $19.6 billion, with 125,074 shares owned.
Currently, Tiller Private Wealth's portfolio is worth at least $228 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Tiller Private Wealth office and employees reside in Bethlehem, Pennsylvania. According to the last 13-F report filed with the SEC, John Youngs serves as the CEO at Tiller Private Wealth.
In the most recent 13F filing, Tiller Private Wealth revealed that it had opened a new position in
Schwab Strategic Tr and bought 6,841 shares worth $532 million.
The investment fund also strengthened its position in Spdr Sp 500 Etf Tr by buying
20,719 additional shares.
This makes their stake in Spdr Sp 500 Etf Tr total 63,639 shares worth $34.6 billion.
On the other hand, there are companies that Tiller Private Wealth is getting rid of from its portfolio.
Tiller Private Wealth closed its position in Vanguard Star Fds on 19th July 2024.
It sold the previously owned 22,403 shares for $1.26 billion.
John Youngs also disclosed a decreased stake in Berkshire Hathaway by 0.1%.
This leaves the value of the investment at $4.41 billion and 10,844 shares.
The two most similar investment funds to Tiller Private Wealth are Stonehearth Capital Management and Pinnacle Il. They manage $228 billion and $228 billion respectively.
Tiller Private Wealth’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 4.3% of
the total portfolio value.
The fund focuses on investments in the United States as
42.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
42% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $492 billion.
These positions were updated on July 19th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Sp 500 Etf Tr |
48.27%
63,639
|
$34,633,650,000 | 15.21% |
| Ishares Tr |
21.44%
561,703
|
$39,846,859,000 | 17.50% |
| Select Sector Spdr Tr |
55.59%
93,594
|
$21,173,829,000 | 9.30% |
| Invesco Exchange Traded Fd T |
51.59%
125,074
|
$19,565,715,000 | 8.59% |
| Global X Fds |
7.55%
870,932
|
$17,139,941,000 | 7.53% |
| Vanguard Intl Equity Index F |
3.11%
251,216
|
$16,773,712,000 | 7.37% |
| Air Prods & Chems Inc |
20.22%
55,968
|
$14,442,548,000 | 6.34% |
| Spdr Sp Midcap 400 Etf Tr |
5.52%
26,091
|
$13,960,806,000 | 6.13% |
| Schwab Strategic Tr |
2.91%
338,943
|
$19,845,017,000 | 8.72% |
| Apple Inc |
2.24%
35,652
|
$7,509,046,000 | 3.30% |
| Berkshire Hathaway Inc. |
10.51%
10,844
|
$4,411,340,000 | 1.94% |
| C3.ai Inc |
No change
101,127
|
$2,928,638,000 | 1.29% |
| Amazon.com Inc. |
8.63%
10,009
|
$1,934,240,000 | 0.85% |
| NVIDIA Corp |
1,198.65%
10,545
|
$1,302,757,000 | 0.57% |
| Vanguard Star Fds |
Closed
22,403
|
$1,256,360,000 | |
| Disney Walt Co |
3.68%
7,040
|
$699,004,000 | 0.31% |
| Spdr Ser Tr |
28.16%
22,930
|
$1,179,600,000 | 0.52% |
| Microsoft Corporation |
23.72%
1,531
|
$684,235,000 | 0.30% |
| Orion S.A |
No change
30,000
|
$658,200,000 | 0.29% |
| Vanguard Index Fds |
92.37%
5,375
|
$942,023,000 | 0.41% |
| Jpmorgan Chase Co. |
13.61%
2,933
|
$593,215,000 | 0.26% |
| Alphabet Inc |
2.91%
5,934
|
$1,084,453,000 | 0.48% |
| Eaton Vance Tax-managed Glob |
8.47%
65,180
|
$539,039,000 | 0.24% |
| Schwab Strategic Tr |
Opened
6,841
|
$531,957,000 | 0.23% |
| Meta Platforms Inc |
19.90%
954
|
$481,026,000 | 0.21% |
| Energy Transfer L P |
11.09%
28,896
|
$468,688,000 | 0.21% |
| Exxon Mobil Corp. |
Closed
4,315
|
$462,784,000 | |
| Caterpillar Inc. |
Opened
1,054
|
$351,088,000 | 0.15% |
| Ishares Tr |
Opened
11,040
|
$561,603,000 | 0.25% |
| Vanguard Specialized Funds |
Closed
2,047
|
$332,446,000 | |
| Visa Inc |
9.06%
1,224
|
$321,315,000 | 0.14% |
| Pnc Finl Svcs Group Inc |
Opened
2,037
|
$316,713,000 | 0.14% |
| Pfizer Inc. |
2.75%
10,837
|
$303,228,000 | 0.13% |
| Mcdonalds Corp |
9.87%
1,132
|
$288,355,000 | 0.13% |
| Verizon Communications Inc |
14.98%
6,925
|
$285,583,000 | 0.13% |
| Essential Utils Inc |
Closed
6,778
|
$270,510,000 | |
| Tesla Inc |
2.30%
1,359
|
$269,011,000 | 0.12% |
| Jacobs Solutions Inc |
Opened
1,862
|
$260,141,000 | 0.11% |
| Select Sector Spdr Tr |
Opened
5,593
|
$672,554,000 | 0.30% |
| Astrazeneca plc |
No change
3,169
|
$247,151,000 | 0.11% |
| Netflix Inc. |
Opened
348
|
$234,859,000 | 0.10% |
| Oracle Corp. |
Opened
1,522
|
$214,907,000 | 0.09% |
| Coca-Cola Co |
Closed
3,494
|
$210,409,000 | |
| Ishares Tr |
Closed
1,930
|
$210,119,000 | |
| Public Svc Enterprise Grp In |
Closed
3,252
|
$203,608,000 | |
| No transactions found | |||
| Showing first 500 out of 45 holdings | |||