Tilia Fiduciary Partners, Inc. Purchases in Q3 2024

Tilia Fiduciary Partners, Inc.

  • $142 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LULU
Lululemon Athletica Inc.

Consumer Cyclical
9.06K
New
$233.4 - $302.36 $2.11M - $2.74M
9.06K $2.46M
ICFI
Icf International, Inc.

Industrials
14.2K
New
$129.47 - $169.48 $1.84M - $2.4M
14.2K $2.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.73K
+ 52.56%
$405.19 - $478.57 $1.51M - $1.78M
10.8K $4.98M
VLO
Valero Energy Corp

Energy
14.6K
New
$132.81 - $163.48 $1.93M - $2.38M
14.6K $1.97M
AAPL
Apple Inc.

Technology
1.66K
+ 5.31%
$207.23 - $234.82 $343K - $389K
32.8K $7.64M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$610460.0 - $715910.0 $610K - $716K
1 $690K
HCA
Hca Healthcare, Inc.

Healthcare
150
+ 2.11%
$315.12 - $406.43 $47.3K - $61K
7.27K $2.95M
LOW
Lowes Companies Inc

Consumer Cyclical
280
+ 2.78%
$213.3 - $270.78 $59.7K - $75.8K
10.3K $2.8M
WMT
Walmart Inc.

Consumer Defensive
524
+ 1.35%
$66.91 - $81.4 $35.1K - $42.7K
39.3K $3.17M
CSL
Carlisle Companies Inc

Industrials
273
+ 4.08%
$376.5 - $449.34 $103K - $123K
6.96K $3.13M
BR
Broadridge Financial Solutions, Inc.

Technology
692
+ 6.28%
$196.56 - $218.55 $136K - $151K
11.7K $2.52M
PH
Parker Hannifin Corp

Industrials
53
+ 2.16%
$501.01 - $635.92 $26.6K - $33.7K
2.5K $1.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
593
New
$517.38 - $573.86 $307K - $340K
593 $340K
TSCO
Tractor Supply CO

Consumer Cyclical
448
+ 5.01%
$251.95 - $290.93 $113K - $130K
9.4K $2.73M
UNP
Union Pacific Corp

Industrials
456
+ 4.7%
$221.78 - $256.09 $101K - $117K
10.2K $2.5M
V
Visa Inc.

Financial Services
551
+ 5.15%
$253.74 - $291.56 $140K - $161K
11.2K $3.09M
AJG
Arthur J. Gallagher & Co.

Financial Services
198
+ 2.06%
$259.22 - $299.75 $51.3K - $59.4K
9.8K $2.76M
BAH
Booz Allen Hamilton Holding Corp

Industrials
548
+ 2.77%
$138.82 - $162.76 $76.1K - $89.2K
20.3K $3.31M
SBUX
Starbucks Corp

Consumer Cyclical
2.42K
New
$72.51 - $98.6 $176K - $239K
2.42K $236K
ABT
Abbott Laboratories

Healthcare
2.05K
New
$100.07 - $118.13 $205K - $242K
2.05K $233K
SYK
Stryker Corp

Healthcare
232
+ 3.52%
$315.94 - $371.96 $73.3K - $86.3K
6.83K $2.47M
KMX
Carmax Inc

Consumer Cyclical
1.32K
+ 4.81%
$71.21 - $85.78 $93.6K - $113K
28.6K $2.22M
IVV
Ishares Core S&P 500 ETF

ETFs
361
New
$520.18 - $576.82 $188K - $208K
361 $208K
HD
Home Depot, Inc.

Consumer Cyclical
212
+ 10.61%
$333.64 - $405.2 $70.7K - $85.9K
2.21K $895K
FCN
Fti Consulting, Inc

Industrials
367
+ 3.62%
$213.61 - $230.59 $78.4K - $84.6K
10.5K $2.39M
MRK
Merck & Co., Inc.

Healthcare
1.78K
New
$111.15 - $128.97 $198K - $230K
1.78K $202K
TRV
Travelers Companies, Inc.

Financial Services
861
New
$201.87 - $242.35 $174K - $209K
861 $201K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.67K
+ 29.66%
$57.32 - $62.65 $153K - $168K
11.7K $728K
KO
Coca Cola CO

Consumer Defensive
2.8K
New
$62.69 - $73.01 $176K - $205K
2.8K $201K
AMD
Advanced Micro Devices Inc

Technology
926
+ 5.41%
$128.67 - $183.96 $119K - $170K
18K $2.96M
MAR
Marriott International Inc

Consumer Cyclical
425
+ 4.69%
$211.35 - $255.11 $89.8K - $108K
9.49K $2.36M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.76K
+ 5.01%
$51.02 - $52.74 $90K - $93K
37K $1.95M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.84K
+ 13.25%
$50.85 - $53.88 $93.7K - $99.3K
15.8K $846K
SCHX
Schwab Strategic Tr Us Large C

ETFs
802
+ 4.31%
$61.11 - $67.85 $49K - $54.4K
19.4K $1.32M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.06%
$801.83 - $917.05 $1.6K - $1.83K
3.22K $2.85M
PANW
Palo Alto Networks Inc

Technology
288
+ 4.85%
$294.18 - $368.01 $84.7K - $106K
6.23K $2.13M
DOV
Dover Corp

Industrials
32
+ 0.34%
$172.5 - $193.03 $5.52K - $6.18K
9.43K $1.81M
PTC
Ptc Inc.

Technology
639
+ 7.07%
$164.85 - $187.32 $105K - $120K
9.68K $1.75M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 1.41%
$245.82 - $304.51 $6.64K - $8.22K
1.94K $591K
TNET
Trinet Group, Inc.

Industrials
1.6K
+ 8.56%
$92.56 - $110.99 $148K - $177K
20.2K $1.96M
GD
General Dynamics Corp

Industrials
212
+ 7.53%
$279.51 - $308.09 $59.3K - $65.3K
3.03K $914K
CB
Chubb LTD

Financial Services
126
+ 7.09%
$252.51 - $292.2 $31.8K - $36.8K
1.9K $548K
ABBV
Abb Vie Inc.

Healthcare
127
+ 4.99%
$163.84 - $199.33 $20.8K - $25.3K
2.67K $527K
VGT
Vanguard Information Technolog

ETFs
146
+ 34.52%
$514.43 - $606.85 $75.1K - $88.6K
569 $333K
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 1.12%
$194.9 - $224.8 $17.2K - $19.8K
7.98K $1.68M
RTX
Raytheon Technologies Corp

Industrials
203
+ 7.39%
$99.55 - $123.34 $20.2K - $25K
2.95K $357K
APD
Air Products & Chemicals, Inc.

Basic Materials
60
+ 4.69%
$247.34 - $300.11 $14.8K - $18K
1.34K $398K
JNJ
Johnson & Johnson

Healthcare
89
+ 2.83%
$145.48 - $167.38 $12.9K - $14.9K
3.23K $523K
VIG
Vanguard Dividend Appreciation

ETFs
350
+ 24.73%
$182.15 - $182.15 $63.8K - $63.8K
1.77K $321K
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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