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  Name: TILIA FIDUCIARY PARTNERS INC.
  City: WILMINGTON
  State: NC
  Zip: 28401
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $123,314,000
  Total Value Change : $15,827,000
  Securities Held Change : 2
   
All Securities Held : 97
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 55
  Unchanged Positions : 2
  Decreased Positions : 36

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 76 New $110.21 $403,000 3,645 0.33% 403,000 3,645 0.002    Closed - End Fund - E...
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 78 New $81.28 $369,000 4,516 0.3% 369,000 4,516 0.001    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 93 New $516.26 $223,000 425 0.18% 223,000 425 0    Closed - End Fund - E...
   (LIN)1 Year Chart         LIN Linde Plc 94 New $434.39 $217,000 467 0.18% 217,000 467 0    N/A

      4 Records Found
  1    
Page 1 of 1
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