Portfolio (Quarterly)
Guide ↗
TILIA FIDUCIARY PARTNERS, INC.
· CIK 0001910210| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC COM | Technology | 12,840 | $2.4M | 1.31% | SOLD |
| 2 | — | CANADIAN PACIFIC KANSAS CITY COM | — | 28,870 | $2.1M | 1.17% | SOLD |
| 3 | ABT | ABBOTT LABS COM | Healthcare | 1,902 | $238K | 0.13% | SOLD |
| 4 | ADP | AUTOMATIC DATA PROCESSING INC COM | Industrials | 915 | $235K | 0.13% | SOLD |
| 5 | AVGO | BROADCOM INC COM | Technology | 655 | $227K | 0.12% | SOLD |
| 6 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | — | 767 | $212K | 0.12% | SOLD |
Sector Allocation
Technology
22.8%
Industrials
19.7%
Healthcare
14.9%
Consumer Cyclical
13.3%
Financial Services
9.8%
Consumer Defensive
6.7%
Communication Services
5.6%
Energy
3.9%
Utilities
2.6%
Basic Materials
0.8%