Tilia Fiduciary Partners, Inc. has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $126 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.56M, Microsoft Corp with a value of $5.4M, Alphabet Inc. with a value of $3.88M, Vanguard Whitehall Fds Intl Di with a value of $3.7M, and Booz Allen Hamilton Holding Corp with a value of $3.04M.
Examining the 13F form we can see an increase of $4.63M in the current position value, from $121M to 126M.
Below you can find more details about Tilia Fiduciary Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$126 Million
Technology: $23.4 Million
Industrials: $23.3 Million
ETFs: $19 Million
Consumer Cyclical: $15.3 Million
Healthcare: $13.1 Million
Financial Services: $12.7 Million
Communication Services: $8.76 Million
Consumer Defensive: $6.28 Million
Other: $3.62 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions