HoldingsChannel.com
All Stocks Held By Tilia Fiduciary Partners Inc.
As of  03/31/2024, we find all stocks held by Tilia Fiduciary Partners Inc. to be as follows, presented in the table below with each row detailing each Tilia Fiduciary Partners Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Tilia Fiduciary Partners Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Tilia Fiduciary Partners Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
APPLE INC 30,294 -2,602 $5,195
     AAPL30,294-2,602$5,195
MICROSOFT 12,150 +622 $5,112
     MSFT12,150+622$5,112
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF (VIGI) 44,443 +2,814 $3,623
     VIGI44,443+2,814$3,623
GOOGLE INC 20,750 +874 $3,132
     GOOGL20,750+874$3,132
ADVANCED MICRO DEVICES INC COM 16,196 +277 $2,923
     AMD16,196+277$2,923
BOOZ ALLEN HAMILTON HLDG CORP CL A 18,933 +692 $2,810
     BAH18,933+692$2,810
VISA INC 10,037 +530 $2,801
     V10,037+530$2,801
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,745
     BRK.B6,527+468$2,745
LOWES COS INC COM 9,586 +610 $2,442
     LOW9,586+610$2,442
CARLISLE COS INC COM 6,202 +3,932 $2,430
     CSL6,202+3,932$2,430
MCKESSON CORP 4,381 +2,553 $2,352
     MCK4,381+2,553$2,352
CHARLES RIV LABS INTL INC COM 8,526 +914 $2,310
     CRL8,526+914$2,310
COSTCO WHOLESALE CORP 3,128 -128 $2,292
     COST3,128-128$2,292
GALLAGHER ARTHUR J & CO COM 9,083 +536 $2,271
     AJG9,083+536$2,271
TRINET GROUP INC COM 17,051 +1,143 $2,259
     TNET17,051+1,143$2,259
HCA INC 6,720 +370 $2,241
     HCA6,720+370$2,241
STRYKER CORPORATION COM 6,235 +398 $2,231
     SYK6,235+398$2,231
UNION PAC CORP COM 9,042 +651 $2,224
     UNP9,042+651$2,224
WALMART INC COM 36,845 +25,530 $2,217
     WMT36,845+25,530$2,217
LENNOX INTL INC COM 4,507 +174 $2,203
     LII4,507+174$2,203
TRACTOR SUPPLY CO 8,330 +666 $2,180
     TSCO8,330+666$2,180
CANADIAN PACIFIC KANSAS CITY COM 24,444 +1,979 $2,155
     CP24,444+1,979$2,155
AMAZON COM INC COM 11,930 -1,178 $2,152
     AMZN11,930-1,178$2,152
CARMAX INC COM 24,706 +16,034 $2,152
     KMX24,706+16,034$2,152
BROADRIDGE FIN SOL 10,329 +708 $2,116
     BR10,329+708$2,116
MARRIOTT INTL INC NEW CL A 8,342 +486 $2,105
     MAR8,342+486$2,105
FTI CONSULTING INC COM 9,574 +624 $2,013
     FCN9,574+624$2,013
WILLIAMS SONOMA INC 6,312 -668 $2,004
     WSM6,312-668$2,004
LIVE NATION ENTERTAINMENT INC COM 17,268 +1,567 $1,826
     LYV17,268+1,567$1,826
INTUIT COM 2,738 +126 $1,779
     INTU2,738+126$1,779
ISHARES 1 3 YR CREDIT BOND ETF (IGSB) 34,076 +4,199 $1,747
     IGSB34,076+4,199$1,747
META PLATFORMS INC CL A 3,488 -376 $1,694
     META3,488-376$1,694
UNITEDHEALTH GROUP 3,291 +183 $1,628
     UNH3,291+183$1,628
JPMORGAN CHASE & CO COM 8,082 -142 $1,619
     JPM8,082-142$1,619
PTC INC COM 8,457 +465 $1,598
     PTC8,457+465$1,598
DOVER CORP COM 8,890 +695 $1,575
     DOV8,890+695$1,575
PALO ALTO NETWORKS INC COM 5,436 +426 $1,545
     PANW5,436+426$1,545
LINCOLN ELEC HLDGS INC 5,515 UNCH $1,409
     LECO5,515UNCH$1,409
ISHARES S&P SMALLCAP 600 ETF (IJR) 12,511 +1,497 $1,383
     IJR12,511+1,497$1,383
NUTRIEN LTD COM 25,315 +2,186 $1,375
     NTR25,315+2,186$1,375
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF (VCIT) 16,391 +257 $1,320
     VCIT16,391+257$1,320
PARKER HANNIFIN CORP COM 2,353 +110 $1,308
     PH2,353+110$1,308
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 18,342 +6,971 $1,138
     SCHX18,342+6,971$1,138
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT (RSP) 6,285 -719 $1,065
     RSP6,285-719$1,065
SHERWIN WILLIAMS CO COM 3,055 -99 $1,061
     SHW3,055-99$1,061
ALPHABET INC CAP STK CL C 6,695 -124 $1,019
     GOOG6,695-124$1,019
T ROWE PRICE GROUP INC 8,328 +76 $1,015
     TROW8,328+76$1,015
BOOT BARN HLDGS INC COM 10,073 +43 $958
     BOOT10,073+43$958
SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) 16,990 +4,175 $906
     SPMD16,990+4,175$906
MASTERCARD INC 1,824 -39 $878
     MA1,824-39$878
ISHARES TIPS BOND ETF (TIP) 7,884 -3,606 $847
     TIP7,884-3,606$847
ELI LILLY & CO COM 1,052 -4 $818
     LLY1,052-4$818
LOCKHEED MARTIN CORP 1,740 -82 $791
     LMT1,740-82$791
HOME DEPOT 2,002 -36 $768
     HD2,002-36$768
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 16,009 -1,923 $767
     VTIP16,009-1,923$767
GENERAL DYNAMICS CORP COM 2,684 -36 $758
     GD2,684-36$758
ISHARES 5 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) 12,354 +2,996 $637
     IGIB12,354+2,996$637
PEPSICO INC COM 3,496 -62 $612
     PEP3,496-62$612
SCHWAB US TIPS ETF (SCHP) 11,660 -7,898 $608
     SCHP11,660-7,898$608
VANGUARD S&P 500 ETF (VOO) 1,243 +163 $598
     VOO1,243+163$598
JOHNSON & JOHNSON COM 3,705 +297 $586
     JNJ3,705+297$586
EXXON MOBIL CORP COM 4,743 +211 $551
     XOM4,743+211$551
ISHARES CORE S&P MID CAP ETF (IJH) 8,916 +7,101 $542
     IJH8,916+7,101$542
MCDONALDS CORP COM 1,892 -326 $533
     MCD1,892-326$533
NVIDIA CORPORATION COM 565 -14 $510
     NVDA565-14$510
S&P GLOBAL INC COM 1,172 +3 $498
     SPGI1,172+3$498
VANGUARD UTILITIES (VPU) 3,488 -117 $497
     VPU3,488-117$497
ABBVIE INC COM 2,573 +36 $468
     ABBV2,573+36$468
VANGUARD SHORT TERM CORP BOND FD ETF (VCSH) 5,853 -122 $452
     VCSH5,853-122$452
CHUBB LIMITED COM 1,698 +34 $440
     CB1,698+34$440
POWERSHARES QQQ TR (QQQ) 987 +327 $438
     QQQ987+327$438
HONEYWELL INTL INC 2,090 +127 $429
     HON2,090+127$429
TRANE TECHNOLOGIES PLC SHS 1,408 -30 $423
     TT1,408-30$423
SCHWAB US MID CAP ETF (SCHM) 5,150 -206 $419
     SCHM5,150-206$419
DIREXION NASDAQ 100 EQUAL WEIGHTED INDEX SHARES (QQQE) 4,551 -254 $406
     QQQE4,551-254$406
ISHARES SHORT TREASURY BOND ETF (SHV) 3,645 +3,645 $403
     SHV3,645+3,645$403
ILLINOIS TOOL WKS INC COM 1,426 -19 $383
     ITW1,426-19$383
ISHARES 1 3 YR TREASURY BOND ETF (SHY) 4,516 +4,516 $369
     SHY4,516+4,516$369
AMGEN INC 1,252 +2 $356
     AMGN1,252+2$356
PROCTER AND GAMBLE CO COM 2,188 -90 $355
     PG2,188-90$355
WASTE MGMT INC DEL COM 1,631 -33 $348
     WM1,631-33$348
NORTHROP GRUMMAN CORP COM 704 -23 $337
     NOC704-23$337
AXON ENTERPRISE INC COM 1,044 -431 $327
     AXON1,044-431$327
AIR PRODS & CHEMS INC COM 1,250 +61 $303
     APD1,250+61$303
CHEVRON CORP NEW COM 1,866 -33 $294
     CVX1,866-33$294
NORFOLK SOUTHERN CRP 1,140 +1 $290
     NSC1,140+1$290
AUTOMATIC DATA PROCESSING INC COM 1,097 UNCH $274
     ADP1,097UNCH$274
RTX CORPORATION COM 2,779 -11,508 $271
     RTX2,779-11,508$271
CATERPILLAR INC COM 722 -4 $265
     CAT722-4$265
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 1,425 +27 $260
     VIG1,425+27$260
ABBOTT LABS COM 2,250 -31 $256
     ABT2,250-31$256
FACTSET RESEARCH SYS INC 494 +6 $224
     FDS494+6$224
VANGUARD INFORMATION TECHNOLOGY (VGT) 425 +425 $223
     VGT425+425$223
LINDE PLC SHS 467 +467 $217
     LIN467+467$217
DUKE ENERGY CORP NEW COM NEW 2,197 -357 $213
     DUK2,197-357$213
STARBUCKS CORP 2,269 +14 $207
     SBUX2,269+14$207
TAKE TWO INTERACTIVE SOFTWARE COM 1,392 -246 $207
     TTWO1,392-246$207
QUALCOMM INC $0 (exited)
     QCOM0-7,344$0
TYLER TECHNOLOGIES INC COM 0 -1,577 $0 (exited)
     TYL0-1,577$0

See Summary: Tilia Fiduciary Partners Inc. Top Holdings
See Details: Top 10 Stocks Held By Tilia Fiduciary Partners Inc.

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
SHV +3,645+$403
SHY +4,516+$369
VGT +425+$223
LIN +467+$217
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
QCOM -7,344-$1,062
TYL -1,577-$659
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
WMT +25,530+$433
KMX +16,034+$1,487
IJH +7,101+$39
SCHX +6,971+$497
IGSB +4,199+$215
SPMD +4,175+$282
CSL +3,932+$1,721
IGIB +2,996+$150
VIGI +2,814+$320
MCK +2,553+$1,506
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
RTX -11,508-$931
SCHP -7,898-$413
TIP -3,606-$388
AAPL -2,602-$1,138
VTIP -1,923-$85
AMZN -1,178+$160
RSP -719-$40
WSM -668+$596
AXON -431-$54
Tilia Fiduciary Partners Inc. Info
Size ($ in 1000's)
At 03/31/2024: $123,314
At 12/31/2023: $107,487

Tilia Fiduciary Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tilia Fiduciary Partners Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Tilia Fiduciary Partners Inc. | www.HoldingsChannel.com

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