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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
KMXCarmax Inc Com
Recent Activity
Increased 0.21%
1.61%
$2.346M
28,691 shares@ $81.76 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Increased 106.57%
1.6%
$2.342M
12,871 shares@ $181.96 avg price
UNPUnion Pac Corp Com
Recent Activity
Decreased -1.61%
1.56%
$2.278M
9,991 shares@ $228.04 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
Increased 4.06%
1.55%
$2.268M
18,780 shares@ $120.79 avg price
HCAHca Inc
Recent Activity
Increased 3.65%
1.55%
$2.26M
7,530 shares@ $300.15 avg price
FCNFti Consulting Inc Com
Recent Activity
Increased 5.26%
1.45%
$2.113M
11,053 shares@ $191.14 avg price
CPCanadian Pacific Kansas City Com
Recent Activity
Increased 6.2%
1.45%
$2.111M
29,176 shares@ $72.37 avg price
WSMWilliams Sonoma Inc
Recent Activity
Decreased -2.56%
1.43%
$2.088M
11,278 shares@ $185.18 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -0.9%
1.36%
$1.979M
3,380 shares@ $585.57 avg price
IGSBIshares 1-3 Yr Credit Bond Etf
Recent Activity
Increased 2.09%
1.34%
$1.951M
37,745 shares@ $51.71 avg price