Tilia Fiduciary Partners, Inc. Portfolio Holdings
Tilia Fiduciary Partners, Inc.
- $142 Million
- Q3 2024
Tilia Fiduciary Partners, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $142 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.64M, Microsoft Corp with a value of $5.32M, Berkshire Hathaway Inc Class B with a value of $4.98M, Vanguard Whitehall Fds Intl Di with a value of $3.9M, and Alphabet Inc. with a value of $3.6M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $126M to 142M.
Below you can find more details about Tilia Fiduciary Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$142 Million
Industrials: $28.5 Million
Technology: $25.1 Million
ETFs: $20.3 Million
Consumer Cyclical: $19.8 Million
Financial Services: $16.5 Million
Healthcare: $12.8 Million
Consumer Defensive: $7.19 Million
Communication Services: $6.92 Million
Other: $4.55 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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