Tilia Fiduciary Partners, Inc. Purchases in Q2 2025

Tilia Fiduciary Partners, Inc.

  • $160 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
171
+ 1.32%
$354.56 - $497.45 $60.6K - $85.1K
13.2K $6.54M
ORCL
Oracle Corp

Technology
939
+ 7.47%
$122.82 - $218.63 $115K - $205K
13.5K $2.95M
AMD
Advanced Micro Devices Inc

Technology
699
+ 3.42%
$78.21 - $143.81 $54.7K - $101K
21.2K $3M
KLAC
Kla Corp

Technology
120
+ 3.63%
$576.53 - $902.94 $69.2K - $108K
3.42K $3.07M
EME
Emcor Group, Inc.

Industrials
275
+ 6.8%
$342.02 - $534.89 $94.1K - $147K
4.32K $2.31M
ETN
Eaton Corp PLC

Industrials
469
+ 9.17%
$246.52 - $356.99 $116K - $167K
5.58K $1.99M
INTU
Intuit Inc

Technology
42
+ 1.29%
$544.07 - $787.63 $22.9K - $33.1K
3.29K $2.59M
GOOGL
Alphabet Inc.

Communication Services
238
+ 1.06%
$144.7 - $178.6 $34.4K - $42.5K
22.7K $4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.4K
+ 57.98%
$49.57 - $50.27 $516K - $524K
28.4K $1.43M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.71K
+ 3.37%
$75.29 - $91.16 $129K - $156K
52.3K $4.72M
AXP
American Express CO

Financial Services
416
+ 6.46%
$231.39 - $318.98 $96.3K - $133K
6.85K $2.19M
MAR
Marriott International Inc

Consumer Cyclical
284
+ 2.85%
$211.12 - $274.14 $60K - $77.9K
10.2K $2.8M
WMT
Walmart Inc.

Consumer Defensive
408
+ 1.06%
$81.79 - $99.98 $33.4K - $40.8K
39K $3.82M
IBM
International Business Machines Corp

Technology
300
+ 4.4%
$221.03 - $294.78 $66.3K - $88.4K
7.13K $2.1M
HCA
Hca Healthcare, Inc.

Healthcare
88
+ 1.14%
$317.61 - $387.52 $27.9K - $34.1K
7.83K $3M
CSL
Carlisle Companies Inc

Industrials
188
+ 2.51%
$317.1 - $408.5 $59.6K - $76.8K
7.69K $2.87M
TSLA
Tesla, Inc.

Consumer Cyclical
917
New
$221.86 - $362.89 $203K - $333K
917 $291K
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.61K
New
$24.21 - $29.47 $208K - $254K
8.61K $253K
PTC
Ptc Inc.

Technology
332
+ 3.11%
$136.74 - $173.24 $45.4K - $57.5K
11K $1.9M
CTAS
Cintas Corp

Industrials
974
New
$190.11 - $227.66 $185K - $222K
974 $217K
ESE
Esco Technologies Inc

Technology
1.1K
New
$139.86 - $194.5 $154K - $214K
1.1K $211K
ADI
Analog Devices Inc

Technology
850
New
$164.6 - $238.02 $140K - $202K
850 $202K
SYK
Stryker Corp

Healthcare
78
+ 1.09%
$337.37 - $395.63 $26.3K - $30.9K
7.27K $2.87M
VLO
Valero Energy Corp

Energy
1.05K
+ 6.28%
$104.69 - $141.77 $110K - $149K
17.8K $2.39M
SPMD
Spdr Portfolio

ETFs
1.6K
+ 6.42%
$44.89 - $54.38 $71.8K - $87K
26.5K $1.44M
DFAI
Dimensional ETF Tr

ETFs
4.35K
+ 67.07%
$28.02 - $34.71 $122K - $151K
10.8K $374K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.64K
+ 15.45%
$51.1 - $53.29 $135K - $141K
19.7K $1.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
130
+ 0.22%
$19.6 - $24.44 $2.55K - $3.18K
58.4K $1.43M
TT
Trane Technologies PLC

Industrials
31
+ 2.35%
$315.21 - $437.41 $9.77K - $13.6K
1.35K $590K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.16K
+ 5.33%
$51.68 - $52.76 $112K - $114K
42.8K $2.26M
VTI
Vanguard Total Stock Market Et

ETFs
93
+ 3.37%
$243.75 - $303.93 $22.7K - $28.3K
2.85K $867K
NEE
Nextera Energy Inc

Utilities
2.11K
+ 7.34%
$64.11 - $75.0 $135K - $158K
30.9K $2.14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
30
+ 1.93%
$141.37 - $228.57 $4.24K - $6.86K
1.58K $358K
DOV
Dover Corp

Industrials
279
+ 4.4%
$151.14 - $186.7 $42.2K - $52.1K
6.62K $1.21M
LII
Lennox International Inc

Industrials
63
+ 1.4%
$508.76 - $605.77 $32.1K - $38.2K
4.56K $2.62M
BAH
Booz Allen Hamilton Holding Corp

Industrials
887
+ 4.01%
$99.97 - $129.69 $88.7K - $115K
23K $2.4M
V
Visa Inc.

Financial Services
59
+ 0.5%
$308.27 - $373.31 $18.2K - $22K
11.8K $4.19M
FCN
Fti Consulting, Inc

Industrials
581
+ 4.92%
$152.87 - $168.51 $88.8K - $97.9K
12.4K $2M
CB
Chubb LTD

Financial Services
295
+ 13.88%
$274.32 - $302.46 $80.9K - $89.2K
2.42K $701K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
699
+ 9.1%
$77.94 - $79.5 $54.5K - $55.6K
8.38K $665K
VCIT
Vanguard Intermediate Term Cor

ETFs
385
+ 2.2%
$79.56 - $82.92 $30.6K - $31.9K
17.9K $1.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
105
+ 0.92%
$51.16 - $62.02 $5.37K - $6.51K
11.5K $713K
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 1.22%
$496.48 - $617.85 $4.47K - $5.56K
744 $459K
VO
Vanguard Mid Cap ETF

ETFs
79
+ 7.85%
$228.54 - $279.83 $18.1K - $22.1K
1.09K $303K
BR
Broadridge Financial Solutions, Inc.

Technology
148
+ 1.24%
$217.22 - $246.25 $32.1K - $36.4K
12.1K $2.93M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.03%
$113.75 - $148.48 $114 - $148
2.9K $423K
PM
Philip Morris International Inc.

Consumer Defensive
41
+ 3.22%
$149.23 - $184.95 $6.12K - $7.58K
1.31K $239K
MA
Mastercard Inc

Financial Services
9
+ 0.52%
$479.92 - $590.74 $4.32K - $5.32K
1.75K $982K
SPGI
S&P Global Inc.

Financial Services
12
+ 1.14%
$438.31 - $527.29 $5.26K - $6.33K
1.07K $562K
Activity Summary
Buys All Purchases 76 New Holdings 6 Increased Positions 70 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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