Tilia Fiduciary Partners, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.44M, Berkshire Hathaway Inc Class B with a value of $5.09M, Microsoft Corp with a value of $4.87M, Vanguard Whitehall Fds Intl Di with a value of $4.22M, and Visa Inc. with a value of $4.12M.
Examining the 13F form we can see an increase of $3M in the current position value, from $144M to 147M.
Below you can find more details about Tilia Fiduciary Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$147 Million
Technology: $29.7 Million
ETFs: $22 Million
Industrials: $21.8 Million
Financial Services: $19.5 Million
Consumer Cyclical: $16.2 Million
Healthcare: $15.8 Million
Consumer Defensive: $8.8 Million
Communication Services: $6.74 Million
Other: $6.65 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
