Tiller Private Wealth Portfolio holdings
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$5.13M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
+$2.27M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.73M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.42M |
| 5 |
Energy Transfer Partners
ET
|
+$1.11M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$543K |
| 2 |
BXMX
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
+$147K |
| 3 |
Johnson & Johnson
JNJ
|
+$121K |
| 4 |
Amazon
AMZN
|
+$120K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$101K |
Sector Composition
| 1 | Materials | 12.99% |
| 2 | Technology | 7.47% |
| 3 | Financials | 4.54% |
| 4 | Communication Services | 2.21% |
| 5 | Consumer Discretionary | 1.93% |
Similar funds
Tiller Private Wealth's Q4 2021 Portfolio in Review
As of Q4 2021, Tiller Private Wealth held 56 positions worth $159M, up 20% from $133M the previous quarter. Its ten largest holdings account for 76% of the portfolio.
Tiller Private Wealth deployed $16.7M of net new capital in Q4 2021, opening 7 new positions and adding to 19 existing holdings. Its largest new stake was Energy Transfer Partners: 121,702 shares worth $1M.
By sector, the portfolio is most concentrated in Materials at 13% of assets, down from 13% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $543K trimmed.
- Tiller Private Wealth's largest Q4 2021 buy was Energy Transfer Partners: 121,702 shares worth $1M.
- Tiller Private Wealth added most to iShares Core MSCI Total International Stock ETF in Q4 2021, an estimated $5.13M increase.
- Tiller Private Wealth's biggest Q4 2021 reduction was Berkshire Hathaway Class B, cutting an estimated $543K.
- Tiller Private Wealth fully exited Nuveen S&P 500 Buy-Write Income Fund in Q4 2021, selling an estimated $147K.
- Tiller Private Wealth's ten largest holdings make up 76% of its $159M portfolio in Q4 2021.
- Tiller Private Wealth opened 7 new positions and closed 1 in Q4 2021.
- Tiller Private Wealth's portfolio value rose 20% quarter-over-quarter to $159M.
Based on Tiller Private Wealth's 13F filing for Q4 2021, filed 26 Jan 2022.