Tilia Fiduciary Partners, Inc. Portfolio Holdings

Tilia Fiduciary Partners, Inc.

  • $147 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$933,000 0.63% of portfolio
5,435
Q1 2025 Reduced 0.88%
$75.1B
$911,000 0.62% of portfolio
8,312
Q1 2025 New
$93.5B
$918,000 0.62% of portfolio
2,629
Q1 2025 Reduced 9.87%
$0
$895,000 0.61% of portfolio
17,964
Q1 2025 Added 14.98%
$0
$896,000 0.61% of portfolio
17,102
Q1 2025 Added 2.52%
$767B
$830,000 0.56% of portfolio
1,006
Q4 2024 Reduced 4.37%
$442B
$798,000 0.54% of portfolio
1
Q3 2024 New
$0
$788,000 0.54% of portfolio
1,542
Q1 2025 Reduced 0.32%
$76.2B
$791,000 0.54% of portfolio
2,903
Q1 2025 Reduced 9.59%
$0
$754,000 0.51% of portfolio
2,760
Q1 2025 Added 6.07%
$125B
$729,000 0.5% of portfolio
1,633
Q1 2025 Reduced 7.79%
$4.99B
$729,000 0.5% of portfolio
7,007
Q1 2025 Reduced 28.49%
$377B
$725,000 0.49% of portfolio
1,980
Q1 2025 Reduced 8.21%
$0
$685,000 0.47% of portfolio
6,197
Q1 2025 Reduced 3.47%
$0
$663,000 0.45% of portfolio
11,395
Q1 2025 Added 0.58%
$119B
$641,000 0.44% of portfolio
2,125
Q1 2025 Reduced 0.84%
$0
$606,000 0.41% of portfolio
7,678
Q1 2025 Added 7.43%
$221B
$600,000 0.41% of portfolio
1,923
Q1 2025 Reduced 1.08%
$359B
$592,000 0.4% of portfolio
5,464
Q1 2025 Added 1.11%
$335B
$552,000 0.38% of portfolio
2,639
Q1 2025 Reduced 0.15%
$167B
$536,000 0.36% of portfolio
1,055
Q1 2025 Reduced 8.74%
$409B
$506,000 0.34% of portfolio
3,052
Q1 2025 Reduced 3.26%
$447B
$489,000 0.33% of portfolio
4,114
Q1 2025 Added 2.54%
$182B
$477,000 0.32% of portfolio
3,185
Q1 2025 Reduced 1.91%
$55.7B
$452,000 0.31% of portfolio
860
Q1 2025 Reduced 7.53%
$97.7B
$444,000 0.3% of portfolio
1,320
Q1 2025 Reduced 1.64%
$75.2B
$432,000 0.29% of portfolio
844
Q1 2025 Reduced 4.52%
$0
$411,000 0.28% of portfolio
735
Q1 2025 Added 15.93%
$152B
$400,000 0.27% of portfolio
1,891
Q1 2025 Reduced 2.73%
$62.5B
$403,000 0.27% of portfolio
1,369
Q1 2025 Added 1.26%
$0
$399,000 0.27% of portfolio
15,272
Q1 2025 Added 2.32%
$0
$378,000 0.26% of portfolio
4,339
Q1 2025 Reduced 1.74%
$204B
$384,000 0.26% of portfolio
2,899
Q1 2025 Reduced 1.73%
$157B
$364,000 0.25% of portfolio
1,171
Q1 2025 Reduced 6.02%
$386B
$350,000 0.24% of portfolio
2,058
Q1 2025 Reduced 4.63%
$0
$358,000 0.24% of portfolio
13,382
Q1 2025 Reduced 16.51%
$96B
$359,000 0.24% of portfolio
1,555
Q1 2025 Reduced 0.32%
$0
$333,000 0.23% of portfolio
1,832
Q1 2025 Added 12.81%
$76.5B
$343,000 0.23% of portfolio
1,384
Q4 2024 Added 0.07%
$281B
$308,000 0.21% of portfolio
1,847
Q1 2025 Added 0.11%
$131B
$294,000 0.2% of portfolio
964
Q1 2025 Reduced 5.49%
$89.6B
$288,000 0.2% of portfolio
2,365
Q1 2025 Added 0.17%
$39.1B
$284,000 0.19% of portfolio
1,372
Q1 2025 Reduced 3.31%
$0
$258,000 0.18% of portfolio
1,006
Q1 2025 Added 22.53%
$235B
$259,000 0.18% of portfolio
1,958
Q1 2025 Reduced 0.36%
$0
$263,000 0.18% of portfolio
485
Q1 2025 Reduced 3.19%
$58.6B
$246,000 0.17% of portfolio
1,041
Q1 2025 Added 0.1%
$0
$248,000 0.17% of portfolio
1,319
Q1 2025 New
$206B
$249,000 0.17% of portfolio
2,778
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $147 Million
  • Prior Value $144 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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