test

Ryan Casey

@Tilia Fiduciary Partners, Inc.

Latest period2024 - Q4ReportedManaged Assets$146.583MTotal holdings106
Assets growth rate1.59%Assets growth rate (2-Q avg)7.22%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Tilia Fiduciary Partners, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Tilia Fiduciary Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 146.583M in assets, with a quarterly growth rate of 1.59% and a 2-quarter average growth rate of 7.22%. The portfolio is managed by Ryan Casey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LINLinde Plc Shs
Recent Activity
Exited
0%
$236,994
497 shares@ $476.85 avg price
SBUXStarbucks Corp
Recent Activity
Exited
0%
$236,079
2,422 shares@ $97.48 avg price
IVVIshares S&p 500 Index
Recent Activity
Exited
0%
$208,048
361 shares@ $576.32 avg price
MRKMerck & Co Inc
Recent Activity
Exited
0%
$202,177
1,780 shares@ $113.59 avg price
KOCoca Cola Co Com
Recent Activity
Exited
0%
$201,378
2,802 shares@ $71.87 avg price