Tilia Fiduciary Partners, Inc. Reduced Holdings in Q3 2025

Tilia Fiduciary Partners, Inc.

  • $170 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DOV
Dover Corp

Industrials
-2.31K
- 34.85%
$165.59 - $190.9 $382K - $440K
4.31K $719K
COST
Costco Wholesale Corp

Consumer Defensive
-316
- 19.57%
$915.95 - $994.57 $289K - $314K
1.3K $1.2M
CSL
Carlisle Companies Inc

Industrials
-155
- 2.02%
$327.52 - $435.11 $50.8K - $67.4K
7.53K $2.48M
AXON
Axon Enterprise, Inc.

Industrials
-167
- 19.42%
$698.02 - $870.97 $117K - $145K
693 $497K
LII
Lennox International Inc

Industrials
-9
- 0.2%
$516.18 - $664.54 $4.65K - $5.98K
4.55K $2.41M
V
Visa Inc.

Financial Services
-127
- 1.08%
$332.09 - $358.86 $42.2K - $45.6K
11.7K $3.99M
SYK
Stryker Corp

Healthcare
-25
- 0.34%
$368.57 - $403.53 $9.21K - $10.1K
7.24K $2.68M
CB
Chubb LTD

Financial Services
-598
- 24.71%
$265.99 - $289.59 $159K - $173K
1.82K $514K
WSM
Williams Sonoma Inc

Consumer Cyclical
-2.48K
- 25.21%
$163.62 - $210.2 $406K - $522K
7.37K $1.44M
META
Meta Platforms, Inc.

Communication Services
-205
- 6.26%
$695.21 - $791.73 $143K - $162K
3.07K $2.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.06K
- 19.71%
$181.56 - $190.33 $193K - $202K
4.32K $819K
SHW
Sherwin Williams CO

Basic Materials
-456
- 17.39%
$330.88 - $375.23 $151K - $171K
2.17K $749K
PH
Parker Hannifin Corp

Industrials
-375
- 16.61%
$697.13 - $769.67 $261K - $289K
1.88K $1.43M
GD
General Dynamics Corp

Industrials
-829
- 28.76%
$293.92 - $341.0 $244K - $283K
2.05K $700K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-1.42K
- 20.41%
$156.24 - $190.88 $221K - $270K
5.52K $915K
TT
Trane Technologies PLC

Industrials
-281
- 20.8%
$398.96 - $472.54 $112K - $133K
1.07K $451K
SPGI
S&P Global Inc.

Financial Services
-170
- 15.93%
$484.94 - $564.15 $82.4K - $95.9K
897 $436K
XOM
Exxon Mobil Corp

Energy
-1.14K
- 27.38%
$105.83 - $117.22 $121K - $134K
3.03K $341K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.36K
- 16.18%
$78.96 - $80.04 $107K - $108K
7.02K $561K
BR
Broadridge Financial Solutions, Inc.

Technology
-183
- 1.52%
$233.75 - $266.89 $42.8K - $48.8K
11.9K $2.83M
MCD
Mcdonalds Corp

Consumer Cyclical
-406
- 20.99%
$291.67 - $316.99 $118K - $129K
1.53K $464K
LMT
Lockheed Martin Corp

Industrials
-301
- 18.49%
$410.74 - $499.21 $124K - $150K
1.33K $662K
AMZN
Amazon Com Inc

Consumer Cyclical
-419
- 3.78%
$211.65 - $238.24 $88.7K - $99.8K
10.7K $2.34M
PANW
Palo Alto Networks Inc

Technology
-353
- 2.69%
$167.06 - $208.19 $59K - $73.5K
12.8K $2.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
-259
- 18.89%
$265.78 - $299.3 $68.8K - $77.5K
1.11K $303K
PEP
Pepsico Inc

Consumer Defensive
-741
- 23.88%
$133.81 - $152.16 $99.2K - $113K
2.36K $331K
WMT
Walmart Inc.

Consumer Defensive
-2.64K
- 6.77%
$94.4 - $104.27 $250K - $276K
36.4K $3.75M
EMR
Emerson Electric CO

Industrials
-395
- 7.44%
$128.6 - $149.63 $50.8K - $59.1K
4.91K $644K
HON
Honeywell International Inc

Industrials
-89
- 4.73%
$207.7 - $240.4 $18.5K - $21.4K
1.79K $377K
SPY
Spdr S&P 500 ETF Trust

ETFs
-143
- 19.22%
$617.65 - $666.84 $88.3K - $95.4K
601 $400K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.12K
- 17.48%
$26.44 - $27.1 $56K - $57.4K
10K $269K
TIP
Ishares Tr Tips Bd ETF

ETFs
-501
- 8.91%
$109.11 - $111.88 $54.7K - $56.1K
5.12K $569K
PG
Procter & Gamble CO

Consumer Defensive
-236
- 11.46%
$150.47 - $161.22 $35.5K - $38K
1.82K $280K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-567
- 13.14%
$96.83 - $101.71 $54.9K - $57.7K
3.75K $380K
MA
Mastercard Inc

Financial Services
-97
- 5.55%
$550.18 - $598.96 $53.4K - $58.1K
1.65K $939K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.12K
- 13.91%
$28.15 - $30.13 $59.6K - $63.8K
13.1K $388K
TSLA
Tesla, Inc.

Consumer Cyclical
-340
- 37.08%
$293.94 - $444.72 $99.9K - $151K
577 $256K
VIG
Vanguard Dividend Appreciation

ETFs
-190
- 9.87%
N/A
1.74K $316K
ADP
Automatic Data Processing Inc

Industrials
-50
- 5.18%
$288.69 - $310.94 $14.4K - $15.5K
915 $268K
TTWO
Take Two Interactive Software Inc

Communication Services
-173
- 13.18%
$217.37 - $259.96 $37.6K - $45K
1.14K $294K
JPM
Jpmorgan Chase & CO

Financial Services
-620
- 9.21%
$282.78 - $316.06 $175K - $196K
6.12K $1.93M
ITW
Illinois Tool Works Inc

Industrials
-160
- 11.55%
$252.31 - $269.41 $40.4K - $43.1K
1.23K $319K
CAT
Caterpillar Inc

Industrials
-174
- 25.85%
$390.92 - $477.15 $68K - $83K
499 $238K
MSFT
Microsoft Corp

Technology
-562
- 4.27%
$491.09 - $535.64 $276K - $301K
12.6K $6.52M
LLY
Eli Lilly & CO

Healthcare
-5
- 0.5%
$625.65 - $812.69 $3.13K - $4.06K
1K $763K
VCIT
Vanguard Intermediate Term Cor

ETFs
-491
- 2.74%
$81.75 - $84.54 $40.1K - $41.5K
17.4K $1.47M
ABT
Abbott Laboratories

Healthcare
-105
- 5.23%
$120.51 - $136.62 $12.7K - $14.3K
1.9K $254K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.21K
- 14.0%
$29.2 - $32.74 $35.2K - $39.5K
7.41K $235K
NOC
Northrop Grumman Corp

Industrials
-180
- 21.15%
$498.9 - $609.32 $89.8K - $110K
671 $408K
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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