Tilia Fiduciary Partners, Inc. Reduced Holdings in Q1 2025

Tilia Fiduciary Partners, Inc.

  • $147 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-1.42K
- 46.12%
$890.62 - $1076.86 $1.26M - $1.52M
1.65K $1.56M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-228
- 2.43%
$283.06 - $421.16 $64.5K - $96K
9.15K $2.59M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-2.79K
- 28.49%
$100.91 - $174.52 $282K - $487K
7.01K $729K
DOV
Dover Corp

Industrials
-3.44K
- 35.15%
$174.65 - $206.43 $600K - $709K
6.34K $1.11M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.23K
- 10.87%
$158.1 - $217.71 $194K - $267K
10.1K $1.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-199
- 1.74%
$190.26 - $242.06 $37.9K - $48.2K
11.2K $2.14M
LII
Lennox International Inc

Industrials
-128
- 2.77%
$553.05 - $666.93 $70.8K - $85.4K
4.5K $2.52M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.05K
- 55.03%
$91.45 - $91.75 $279K - $280K
2.49K $228K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.61K
- 51.97%
$99.16 - $99.52 $259K - $260K
2.42K $240K
PH
Parker Hannifin Corp

Industrials
-253
- 10.04%
$591.65 - $707.05 $150K - $179K
2.27K $1.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-98
- 0.79%
$102.49 - $119.96 $10K - $11.8K
12.2K $1.27M
LMT
Lockheed Martin Corp

Industrials
-138
- 7.79%
$423.19 - $506.29 $58.4K - $69.9K
1.63K $729K
WMT
Walmart Inc.

Consumer Defensive
-296
- 0.76%
$84.5 - $105.05 $25K - $31.1K
38.6K $3.39M
HD
Home Depot, Inc.

Consumer Cyclical
-177
- 8.21%
$347.25 - $424.87 $61.5K - $75.2K
1.98K $725K
AXON
Axon Enterprise, Inc.

Industrials
-70
- 7.53%
$496.65 - $710.01 $34.8K - $49.7K
860 $452K
SHW
Sherwin Williams CO

Basic Materials
-288
- 9.87%
$330.16 - $365.55 $95.1K - $105K
2.63K $918K
META
Meta Platforms, Inc.

Communication Services
-33
- 0.98%
$576.36 - $736.67 $19K - $24.3K
3.35K $1.93M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.65K
- 16.51%
$25.69 - $26.89 $68K - $71.2K
13.4K $358K
GD
General Dynamics Corp

Industrials
-308
- 9.59%
$241.94 - $272.58 $74.5K - $84K
2.9K $791K
TT
Trane Technologies PLC

Industrials
-22
- 1.64%
$332.0 - $400.86 $7.3K - $8.82K
1.32K $444K
VGT
Vanguard Information Technolog

ETFs
-16
- 3.19%
$542.38 - $646.34 $8.68K - $10.3K
485 $263K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.32%
$507.05 - $563.67 $2.54K - $2.82K
1.54K $788K
HON
Honeywell International Inc

Industrials
-53
- 2.73%
$202.75 - $226.52 $10.7K - $12K
1.89K $400K
SPGI
S&P Global Inc.

Financial Services
-101
- 8.74%
$478.26 - $543.77 $48.3K - $54.9K
1.06K $536K
CAT
Caterpillar Inc

Industrials
-38
- 5.34%
$326.75 - $407.63 $12.4K - $15.5K
673 $221K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-48
- 0.88%
$169.43 - $182.84 $8.13K - $8.78K
5.44K $933K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-77
- 1.74%
$86.24 - $97.98 $6.64K - $7.54K
4.34K $378K
PEP
Pepsico Inc

Consumer Defensive
-62
- 1.91%
$142.64 - $156.42 $8.84K - $9.7K
3.19K $477K
PG
Procter & Gamble CO

Consumer Defensive
-100
- 4.63%
$158.56 - $176.26 $15.9K - $17.6K
2.06K $350K
ADP
Automatic Data Processing Inc

Industrials
-56
- 5.49%
$286.85 - $318.64 $16.1K - $17.8K
964 $294K
TIP
Ishares Tr Tips Bd ETF

ETFs
-223
- 3.47%
$106.22 - $111.09 $23.7K - $24.8K
6.2K $685K
NOC
Northrop Grumman Corp

Industrials
-40
- 4.52%
$433.45 - $513.82 $17.3K - $20.6K
844 $432K
VCIT
Vanguard Intermediate Term Cor

ETFs
-87
- 0.49%
$79.17 - $82.04 $6.89K - $7.14K
17.5K $1.43M
MA
Mastercard Inc

Financial Services
-28
- 1.58%
$504.67 - $576.31 $14.1K - $16.1K
1.74K $953K
TTWO
Take Two Interactive Software Inc

Communication Services
-47
- 3.31%
$178.61 - $217.95 $8.39K - $10.2K
1.37K $284K
MCD
Mcdonalds Corp

Consumer Cyclical
-21
- 1.08%
$279.74 - $321.29 $5.87K - $6.75K
1.92K $600K
ABT
Abbott Laboratories

Healthcare
-7
- 0.36%
$111.1 - $140.22 $778 - $982
1.96K $259K
AMGN
Amgen Inc

Healthcare
-75
- 6.02%
$258.59 - $327.36 $19.4K - $24.6K
1.17K $364K
RTX
Raytheon Technologies Corp

Industrials
-51
- 1.73%
$114.1 - $135.66 $5.82K - $6.92K
2.9K $384K
WM
Waste Management Inc

Industrials
-5
- 0.32%
$200.54 - $233.78 $1K - $1.17K
1.56K $359K
CB
Chubb LTD

Financial Services
-18
- 0.84%
$257.71 - $301.99 $4.64K - $5.44K
2.13K $641K
JNJ
Johnson & Johnson

Healthcare
-103
- 3.26%
$142.06 - $167.7 $14.6K - $17.3K
3.05K $506K
ABBV
Abb Vie Inc.

Healthcare
-4
- 0.15%
$169.2 - $216.66 $677 - $867
2.64K $552K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-698
- 6.72%
$442.66 - $534.52 $309K - $373K
9.69K $5.09M
AJG
Arthur J. Gallagher & Co.

Financial Services
-77
- 0.76%
$275.89 - $345.24 $21.2K - $26.6K
10.1K $3.48M
Activity Summary
Buys All Purchases 62 New Holdings 16 Increased Positions 46 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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