Tilia Fiduciary Partners, Inc. Incresed Positions in Q3 2025

Tilia Fiduciary Partners, Inc.

  • $170 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
53.3K
+ 101.8%
$86.07 - $90.74 $4.59M - $4.83M
106K $9.46M
SPMD
Spdr Portfolio

ETFs
14K
+ 52.97%
$54.43 - $58.29 $764K - $818K
40.5K $2.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.27K
+ 82.57%
$567.77 - $614.76 $721K - $781K
2.81K $1.72M
UNH
Unitedhealth Group Inc

Healthcare
1.94K
+ 52.11%
$237.77 - $353.61 $461K - $686K
5.66K $1.96M
TMO
Thermo Fisher Scientific Inc.

Healthcare
151
+ 3.33%
$404.94 - $499.99 $61.1K - $75.5K
4.69K $2.27M
NEE
Nextera Energy Inc

Utilities
938
+ 3.04%
$69.77 - $77.54 $65.4K - $72.7K
31.8K $2.4M
ETN
Eaton Corp PLC

Industrials
383
+ 6.86%
$342.99 - $392.76 $131K - $150K
5.97K $2.23M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.06K
+ 14.31%
$49.78 - $50.75 $202K - $206K
32.4K $1.64M
NVDA
Nvidia Corp

Technology
6
+ 0.13%
$153.3 - $186.58 $920 - $1.12K
4.67K $871K
FCN
Fti Consulting, Inc

Industrials
657
+ 5.31%
$157.99 - $174.18 $104K - $114K
13K $2.11M
AXP
American Express CO

Financial Services
21
+ 0.31%
$294.27 - $342.31 $6.18K - $7.19K
6.87K $2.28M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.2%
$357.4 - $423.42 $1.43K - $1.69K
2.02K $816K
VO
Vanguard Mid Cap ETF

ETFs
160
+ 14.75%
$279.83 - $293.74 $44.8K - $47K
1.25K $365K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
767
+ 3.88%
$52.55 - $54.37 $40.3K - $41.7K
20.5K $1.11M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
49
+ 0.11%
$52.39 - $53.11 $2.57K - $2.6K
42.8K $2.27M
IBM
International Business Machines Corp

Technology
363
+ 5.09%
$234.77 - $292.47 $85.2K - $106K
7.49K $2.11M
Ishares Bitcoin Trust ETF
104
+ 2.34%
N/A
4.54K $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
943
+ 4.1%
$97.53 - $115.95 $92K - $109K
24K $2.39M
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.15%
$157.77 - $183.27 $316 - $367
1.32K $213K
AJG
Arthur J. Gallagher & Co.

Financial Services
179
+ 1.75%
$284.17 - $319.49 $50.9K - $57.2K
10.4K $3.22M
MAR
Marriott International Inc

Consumer Cyclical
207
+ 2.02%
$255.35 - $282.87 $52.9K - $58.6K
10.5K $2.72M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
764
+ 2.99%
$93.1 - $110.49 $71.1K - $84.4K
26.3K $2.45M
INTU
Intuit Inc

Technology
62
+ 1.89%
$646.03 - $807.39 $40.1K - $50.1K
3.35K $2.29M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.12K
+ 12.05%
$159.87 - $247.68 $179K - $277K
10.4K $1.85M
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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