All Stocks Held By Youngs Advisory Group Inc.

As of 12/31/2023, we find all stocks held by Tiller Private Wealth Inc. to be as follows, presented in the table below with each row detailing each Tiller Private Wealth Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Tiller Private Wealth 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 Tiller Private Wealth Inc. as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
ISHARES TR (IXUS)	469,985	+17,434	$30,516
IXUS	469,985	+17,434	$30,516
SPDR S&P 500 ETF TR (SPY)	44,997	+1,460	$21,388
SPY	44,997	+1,460	$21,388
VANGUARD INTL EQUITY INDEX F (VGK)	248,451	-137	$16,020
VGK	248,451	-137	$16,020
GLOBAL X FDS	805,952	-29,550	$15,635
PFFD	805,952	-29,550	$15,635
AIR PRODS & CHEMS INC	57,072	-3,790	$15,626
APD	57,072	-3,790	$15,626
INVESCO EXCHANGE TRADED FD T (RSP)	89,578	+4,597	$14,135
RSP	89,578	+4,597	$14,135
SPDR S&P MIDCAP 400 ETF TR (MDY)	25,356	+336	$12,865
MDY	25,356	+336	$12,865
SELECT SECTOR SPDR TR (XLK)	64,339	+2,773	$12,384
XLK	64,339	+2,773	$12,384
SCHWAB STRATEGIC TR	209,886	+28	$9,915
SCHA	209,886	+28	$9,915
VANGUARD INDEX FDS (VTV)	60,723	-7,539	$9,078
VTV	60,723	-7,539	$9,078
SCHWAB STRATEGIC TR	120,478	+545	$9,074
SCHM	120,478	+545	$9,074
APPLE INC	36,134	-610	$6,957
AAPL	36,134	-610	$6,957
ISHARES TR (TLT)	59,845	+8,170	$5,917
TLT	59,845	+8,170	$5,917
BERKSHIRE HATHAWAY INC DEL			$3,904
BRK.B	10,946	-761	$3,904
C3 AI INC	101,127	UNCH	$2,903
AI	101,127	UNCH	$2,903
AMAZON COM INC	10,569	-525	$1,606
AMZN	10,569	-525	$1,606
ORION S.A.	30,000	UNCH	$832
OEC	30,000	UNCH	$832
DISNEY WALT CO	8,205	+956	$741
DIS	8,205	+956	$741
SPDR SER TR (SPYD)	18,765	-2,790	$735
SPYD	18,765	-2,790	$735
MICROSOFT CORP	1,575	-399	$592
MSFT	1,575	-399	$592
JPMORGAN CHASE & CO	3,109	-286	$529
JPM	3,109	-286	$529
EATON VANCE TAX MANAGED GLOB	67,090	-4,120	$521
ETW	67,090	-4,120	$521
SCHWAB STRATEGIC TR	6,271	+6,271	$477
SCHD	6,271	+6,271	$477
SPDR SER TR (SLYG)	5,510	-905	$461
SLYG	5,510	-905	$461
ALPHABET INC	3,245	-240	$453
GOOGL	3,245	-240	$453
ENERGY TRANSFER L P	32,169	-469	$444
ET	32,169	-469	$444
VANGUARD INDEX FDS (VB)	2,025	-45	$432
VB	2,025	-45	$432
NVIDIA CORPORATION	840	-42	$416
NVDA	840	-42	$416
PNC FINL SVCS GROUP INC	2,537	+2,537	$393
PNC	2,537	+2,537	$393
ALPHABET INC	2,709	+82	$382
GOOG	2,709	+82	$382
SCHWAB STRATEGIC TR	4,530	UNCH	$376
SCHG	4,530	UNCH	$376
TESLA INC	1,503	-1	$374
TSLA	1,503	-1	$374
MCDONALDS CORP	1,256	+1	$372
MCD	1,256	+1	$372
EXXON MOBIL CORP	3,685	+1	$368
XOM	3,685	+1	$368
META PLATFORMS INC	1,008	-78	$357
META	1,008	-78	$357
VISA INC	1,266	-80	$330
V	1,266	-80	$330
VERIZON COMMUNICATIONS INC	8,621	+1,223	$325
VZ	8,621	+1,223	$325
PFIZER INC	11,144	UNCH	$321
PFE	11,144	UNCH	$321
VANGUARD SPECIALIZED FUNDS (VIG)	1,871	-176	$319
VIG	1,871	-176	$319
ISHARES TR (IWF)	806	UNCH	$244
IWF	806	UNCH	$244
JACOBS SOLUTIONS INC	1,862	UNCH	$242
J	1,862	UNCH	$242
INVESCO EXCHANGE TRADED FD T (RSPT)	7,250	+7,250	$237
RSPT	7,250	+7,250	$237
ASTRAZENECA PLC	3,169	UNCH	$213
AZN	3,169	UNCH	$213
COCA COLA CO	3,494	+3,494	$206
KO	3,494	+3,494	$206
ISHARES TR			$0 (exited)
IYW	0	-1,930	$0
JOHNSON & JOHNSON			$0 (exited)
JNJ	0	-1,288	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
RYT	0	-7,250	$0
AT&T INC			$0 (exited)
T	0	-11,143	$0
VANGUARD STAR FDS			$0 (exited)
VXUS	0	-21,813	$0
ESSENTIAL UTILS INC	0	-6,778	$0 (exited)
WTRG	0	-6,778	$0

See Summary: Tiller Private Wealth Inc. Top Holdings
See Details: Top 10 Stocks Held By Tiller Private Wealth Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
SCHD	+6,271	+$477
PNC	+2,537	+$393
RSPT	+7,250	+$237
KO	+3,494	+$206

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
RYT	-7,250	-$2,045
VXUS	-21,813	-$1,167
WTRG	-6,778	-$233
IYW	-1,930	-$202
JNJ	-1,288	-$201
T	-11,143	-$167

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IXUS	+17,434	+$3,367
TLT	+8,170	+$1,334
RSP	+4,597	+$2,094
XLK	+2,773	+$2,291
SPY	+1,460	+$2,777
VZ	+1,223	+$85
DIS	+956	+$153
SCHM	+545	+$957
MDY	+336	+$1,440
GOOG	+82	+$36

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
PFFD	-29,550	-$81
VTV	-7,539	-$337
ETW	-4,120	-$23
APD	-3,790	-$1,623
SPYD	-2,790	-$21
SLYG	-905	-$9
BRK	-761	-$197
AAPL	-610	+$666
AMZN	-525	+$196

Tiller Private Wealth Inc. Info

Size ($ in 1000's)
At 12/31/2023: $199,615
At 09/30/2023: $185,753

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

All Stocks Held By Youngs Advisory Group Inc. | www.HoldingsChannel.com