Tilia Fiduciary Partners, Inc. Portfolio Holdings
Tilia Fiduciary Partners, Inc.
- $144 Million
- Q4 2024
Tilia Fiduciary Partners, Inc. has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $8.15M, Microsoft Corp with a value of $5.27M, Berkshire Hathaway Inc Class B with a value of $4.71M, Alphabet Inc. with a value of $4.23M, and Vanguard Whitehall Fds Intl Di with a value of $3.82M.
Examining the 13F form we can see an increase of $2.54M in the current position value, from $142M to 144M.
Below you can find more details about Tilia Fiduciary Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$144 Million
Industrials: $26 Million
Technology: $25.6 Million
ETFs: $22.7 Million
Consumer Cyclical: $21.6 Million
Financial Services: $17.2 Million
Healthcare: $11.9 Million
Communication Services: $7.76 Million
Consumer Defensive: $7.18 Million
Other: $4.24 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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