Tilia Fiduciary Partners, Inc. Reduced Holdings in Q3 2024

Tilia Fiduciary Partners, Inc.

  • $142 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-621
- 5.28%
$161.02 - $200.0 $100K - $124K
11.1K $2.07M
TROW
Price T Rowe Group Inc

Financial Services
-820
- 9.75%
$101.71 - $120.75 $83.4K - $99K
7.59K $826K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.96K
- 18.81%
$48.06 - $49.39 $142K - $146K
12.8K $630K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.03K
- 19.5%
$51.58 - $53.79 $105K - $109K
8.39K $450K
XOM
Exxon Mobil Corp

Energy
-250
- 5.44%
$109.72 - $119.0 $27.4K - $29.8K
4.34K $508K
VPU
Vanguard Utilities ETF

ETFs
-563
- 16.93%
$146.64 - $174.54 $82.6K - $98.3K
2.76K $480K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-149
- 3.37%
$82.41 - $92.06 $12.3K - $13.7K
4.28K $385K
TTWO
Take Two Interactive Software Inc

Communication Services
-9
- 0.64%
$135.67 - $161.71 $1.22K - $1.46K
1.39K $214K
TIP
Ishares Tr Tips Bd ETF

ETFs
-240
- 3.47%
$105.92 - $110.83 $25.4K - $26.6K
6.68K $737K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.2%
$434.77 - $502.96 $870 - $1.01K
984 $480K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-104
- 2.06%
$75.47 - $83.18 $7.85K - $8.65K
4.95K $410K
ITW
Illinois Tool Works Inc

Industrials
-36
- 2.54%
$233.14 - $263.97 $8.39K - $9.5K
1.38K $362K
ADP
Automatic Data Processing Inc

Industrials
-10
- 0.97%
$233.44 - $279.45 $2.33K - $2.79K
1.02K $281K
CAT
Caterpillar Inc

Industrials
-10
- 1.39%
$316.8 - $391.12 $3.17K - $3.91K
711 $278K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-280
- 4.71%
$162.83 - $179.16 $45.6K - $50.2K
5.67K $1.01M
SPMD
Spdr Portfolio

ETFs
-383
- 1.88%
$50.29 - $54.92 $19.3K - $21K
20K $1.09M
VCIT
Vanguard Intermediate Term Cor

ETFs
-90
- 0.56%
$79.29 - $84.02 $7.14K - $7.56K
16K $1.34M
NOC
Northrop Grumman Corp

Industrials
-51
- 5.07%
$423.73 - $533.14 $21.6K - $27.2K
955 $504K
TT
Trane Technologies PLC

Industrials
-12
- 0.89%
$314.21 - $388.71 $3.77K - $4.66K
1.34K $520K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.09%
$446.32 - $527.38 $446 - $527
1.17K $605K
MA
Mastercard Inc

Financial Services
-19
- 1.04%
$429.6 - $500.99 $8.16K - $9.52K
1.81K $891K
AXON
Axon Enterprise, Inc.

Industrials
-34
- 3.51%
$286.16 - $399.6 $9.73K - $13.6K
936 $374K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-42
- 0.33%
$105.53 - $118.34 $4.43K - $4.97K
12.6K $1.48M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.37K
- 3.0%
$80.13 - $88.89 $110K - $122K
44.2K $3.9M
LMT
Lockheed Martin Corp

Industrials
-10
- 0.57%
$460.3 - $584.56 $4.6K - $5.85K
1.74K $1.02M
META
Meta Platforms, Inc.

Communication Services
-24
- 0.7%
$453.41 - $572.44 $10.9K - $13.7K
3.41K $1.95M
SHW
Sherwin Williams CO

Basic Materials
-20
- 0.67%
$294.65 - $384.0 $5.89K - $7.68K
2.96K $1.13M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-578
- 5.66%
$115.7 - $167.81 $66.9K - $97K
9.63K $1.61M
LII
Lennox International Inc

Industrials
-34
- 0.73%
$523.72 - $620.83 $17.8K - $21.1K
4.6K $2.78M
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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