0001085146-24-000587.txt : 20240131 0001085146-24-000587.hdr.sgml : 20240131 20240131155033 ACCESSION NUMBER: 0001085146-24-000587 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 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: 24582728 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 12-31-2023 12-31-2023 false Tiller Private Wealth, Inc.

1412 WALTER STREET BETHLEHEM PA 18015

13F HOLDINGS REPORT 028-17079 N John Youngs 610-954-9940 /s/ John Youngs Orlando FL 01-31-2024 0 44 199616710 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 15626241 57072 SH SOLE 56739 0 333 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 453295 3245 SH SOLE 2705 0 540 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 381780 2709 SH SOLE 2569 0 140 AMAZON COM INC COM 023135106 BBG001S5PQL7 1605854 10569 SH SOLE 8648 0 1921 APPLE INC COM 037833100 BBG001S5N8V8 6956872 36134 SH SOLE 30994 0 5140 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 213433 3169 SH SOLE 574 0 2595 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 3904001 10946 SH SOLE 9611 0 1335 C3 AI INC CL A 12468P104 BBG00Y6G6Y84 2903357 101127 SH SOLE 101127 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 205902 3494 SH SOLE 972 0 2522 DISNEY WALT CO COM 254687106 BBG001S5QHF3 740789 8205 SH SOLE 7286 0 919 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 521290 67090 SH SOLE 56490 0 10600 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 443930 32169 SH SOLE 17755 0 14414 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 368386 3685 SH SOLE 3685 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 15635469 805952 SH SOLE 747802 0 58150 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 236640 7250 SH SOLE 7250 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 14135464 89578 SH SOLE 81993 0 7585 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 5917474 59845 SH SOLE 55085 0 4760 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 30516127 469985 SH SOLE 438255 0 31730 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 244356 806 SH SOLE 806 0 0 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 241688 1862 SH SOLE 1862 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 528906 3109 SH SOLE 3105 0 4 MCDONALDS CORP COM 580135101 BBG001S5T110 372272 1256 SH SOLE 1256 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 356792 1008 SH SOLE 918 0 90 MICROSOFT CORP COM 594918104 BBG001S5TD05 592177 1575 SH SOLE 1244 0 331 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 415986 840 SH SOLE 442 0 398 ORION S.A. COM L72967109 BBG006MC4LQ6 831900 30000 SH SOLE 30000 0 0 PFIZER INC COM 717081103 BBG001S5V466 320840 11144 SH SOLE 11113 0 31 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 392855 2537 SH SOLE 2537 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 477412 6271 SH SOLE 6271 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 375809 4530 SH SOLE 4530 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9074403 120478 SH SOLE 111605 0 8873 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 9915015 209886 SH SOLE 194026 0 15860 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 12383971 64339 SH SOLE 59509 0 4830 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 21387553 44997 SH SOLE 41582 0 3415 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 12864993 25356 SH SOLE 23412 0 1944 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 735401 18765 SH SOLE 18765 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 460802 5510 SH SOLE 5510 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 373581 1503 SH SOLE 1260 0 243 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 431994 2025 SH SOLE 1590 0 435 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 9078041 60723 SH SOLE 57869 0 2854 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 16020121 248451 SH SOLE 230559 0 17892 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 318858 1871 SH SOLE 1770 0 101 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 325028 8621 SH SOLE 8521 0 100 VISA INC COM CL A 92826C839 BBG001SRCFY3 329652 1266 SH SOLE 864 0 402