Tilia Fiduciary Partners, Inc. Incresed Positions in Q4 2024

Tilia Fiduciary Partners, Inc.

  • $144 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LULU
Lululemon Athletica Inc.

Consumer Cyclical
317
+ 3.5%
$260.53 - $404.79 $82.6K - $128K
9.37K $3.58M
GOOGL
Alphabet Inc.

Communication Services
612
+ 2.82%
$161.86 - $196.66 $99.1K - $120K
22.3K $4.23M
V
Visa Inc.

Financial Services
393
+ 3.49%
$273.87 - $320.91 $108K - $126K
11.6K $3.68M
MCK
Mckesson Corp

Healthcare
313
+ 6.4%
$482.27 - $628.5 $151K - $197K
5.2K $2.96M
AMZN
Amazon Com Inc

Consumer Cyclical
285
+ 2.56%
$180.88 - $232.93 $51.6K - $66.4K
11.4K $2.51M
MAR
Marriott International Inc

Consumer Cyclical
269
+ 2.83%
$246.06 - $292.59 $66.2K - $78.7K
9.76K $2.72M
PANW
Palo Alto Networks Inc

Technology
6.64K
+ 106.56%
$181.96 - $405.9 $1.21M - $2.7M
12.9K $2.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
326
+ 26.7%
$521.84 - $558.82 $170K - $182K
1.55K $833K
BR
Broadridge Financial Solutions, Inc.

Technology
186
+ 1.59%
$209.64 - $236.44 $39K - $44K
11.9K $2.69M
SPMD
Spdr Portfolio

ETFs
2.92K
+ 14.6%
$54.13 - $59.56 $158K - $174K
22.9K $1.25M
KMX
Carmax Inc

Consumer Cyclical
60
+ 0.21%
$71.11 - $87.2 $4.27K - $5.23K
28.7K $2.35M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.84K
+ 22.2%
$48.33 - $49.08 $137K - $139K
15.6K $756K
PTC
Ptc Inc.

Technology
503
+ 5.2%
$175.97 - $201.89 $88.5K - $102K
10.2K $1.87M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.25K
+ 21.14%
$77.86 - $79.27 $97.1K - $98.8K
7.15K $557K
SYK
Stryker Corp

Healthcare
243
+ 3.56%
$345.14 - $392.15 $83.9K - $95.3K
7.08K $2.55M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.61K
+ 10.04%
$80.13 - $83.77 $129K - $135K
17.6K $1.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
81
+ 8.23%
$481.22 - $538.17 $39K - $43.6K
1.07K $544K
INTU
Intuit Inc

Technology
59
+ 1.96%
$602.01 - $706.25 $35.5K - $41.7K
3.08K $1.93M
TTWO
Take Two Interactive Software Inc

Communication Services
26
+ 1.87%
$147.66 - $190.46 $3.84K - $4.95K
1.42K $261K
CB
Chubb LTD

Financial Services
239
+ 12.55%
$271.57 - $301.89 $64.9K - $72.2K
2.14K $592K
LII
Lennox International Inc

Industrials
30
+ 0.65%
$589.36 - $678.43 $17.7K - $20.4K
4.63K $2.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
41
+ 6.91%
$567.81 - $607.81 $23.3K - $24.9K
634 $371K
DOV
Dover Corp

Industrials
344
+ 3.65%
$184.72 - $206.51 $63.5K - $71K
9.78K $1.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
38.5K
+ 198.51%
$22.4 - $68.28 $863K - $2.63M
57.9K $1.34M
PH
Parker Hannifin Corp

Industrials
18
+ 0.72%
$621.74 - $709.46 $11.2K - $12.8K
2.52K $1.6M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.1%
$280.08 - $307.97 $280 - $308
1.02K $298K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
929
+ 5.9%
$51.33 - $53.74 $47.7K - $49.9K
16.7K $859K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
139
+ 3.25%
$89.01 - $96.24 $12.4K - $13.4K
4.42K $396K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
772
+ 2.09%
$51.54 - $52.55 $39.8K - $40.6K
37.7K $1.95M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.98K
+ 201.76%
$27.54 - $83.04 $275K - $829K
14.9K $413K
Canadian Pacific Kansas City Com
1.7K
+ 6.2%
N/A
29.2K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
12
+ 0.9%
$285.5 - $335.62 $3.43K - $4.03K
1.35K $392K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.07%
$253.56 - $278.5 $254 - $279
1.38K $350K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.1%
$230.6 - $277.0 $231 - $277
1.04K $244K
VPU
Vanguard Utilities ETF

ETFs
84
+ 3.04%
$160.52 - $179.11 $13.5K - $15K
2.85K $465K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.03%
$114.45 - $127.21 $114 - $127
2.95K $341K
DUK
Duke Energy Corp

Utilities
4
+ 0.17%
$105.76 - $120.76 $423 - $483
2.36K $254K
TT
Trane Technologies PLC

Industrials
2
+ 0.15%
$369.35 - $419.14 $739 - $838
1.34K $495K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.1%
$288.47 - $316.54 $577 - $633
1.94K $563K
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.64K
+ 90.96%
$25.74 - $53.78 $197K - $411K
16K $414K
MSFT
Microsoft Corp

Technology
146
+ 1.18%
$406.35 - $454.46 $59.3K - $66.4K
12.5K $5.27M
VLO
Valero Energy Corp

Energy
1K
+ 6.87%
$118.59 - $144.02 $119K - $144K
15.6K $1.91M
GD
General Dynamics Corp

Industrials
183
+ 6.04%
$260.28 - $314.03 $47.6K - $57.5K
3.21K $846K
TNET
Trinet Group, Inc.

Industrials
548
+ 2.71%
$80.31 - $98.2 $44K - $53.8K
20.8K $1.89M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.64K
+ 8.24%
$79.93 - $88.06 $291K - $321K
47.8K $3.82M
AMGN
Amgen Inc

Healthcare
2
+ 0.16%
$258.78 - $328.31 $518 - $657
1.25K $324K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
167
+ 1.73%
$124.55 - $167.32 $20.8K - $27.9K
9.8K $1.49M
TSCO
Tractor Supply CO

Consumer Cyclical
39.3K
+ 418.23%
$52.59 - $303.74 $2.07M - $11.9M
48.7K $2.58M
LMT
Lockheed Martin Corp

Industrials
33
+ 1.9%
$479.66 - $614.62 $15.8K - $20.3K
1.77K $860K
Activity Summary
Buys All Purchases 64 New Holdings 7 Increased Positions 57 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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