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CIK: 0002004818
Total reported value
$712.4M
$712.4M
281 檔
14.3%
During the Q1 2024 filing period, Tyche Wealth Partners LLC (CIK: 0002004818) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $712.4M across 281 reported positions.
During Q1 2024, Tyche Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | Stock-Consumer Staples | 8.56% | -0.97% | -3.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.43% | +0.02% | -5.64% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 3.94% | -1.24% | +0.59% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.79% | +0.63% | +4.21% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.26% | -21.31% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.68% | -0.01% | -3.77% | |
| 7 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.51% | +0.10% | -8.05% | |
| 8 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 2.40% | — | -1.25% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.04% | -2.81% | |
| 10 | ✓ | Stock-Other | 2.01% | — | — | ||
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.81% | +0.03% | +0.81% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | +0.09% | -19.73% | |
| 13 | AME | Ametek Inc | Stock-Industrials | 1.69% | +0.01% | -0.54% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.52% | +0.02% | -7.94% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | -0.14% | -8.79% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.36% | -0.28% | -9.97% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | -0.33% | +182.41% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.24% | -0.04% | -12.60% | |
| 19 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 1.18% | -0.04% | +3.49% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.03% | -17.92% | |
| 21 | MO | Altria Group Inc | Stock-Consumer Staples | 1.02% | +0.01% | -2.11% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.21% | -7.05% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.59% | +126.54% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.01% | -18.65% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | +0.05% | +1.15% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.88% | -0.10% | +4.34% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.34% | +29.91% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | — | +0.81% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.74% | -0.11% | -15.54% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.72% | +0.30% | -0.52% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.02% | -5.63% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.35% | +3.20% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.13% | +2.31% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.03% | +2.25% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.16% | -19.42% | |
| 36 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.61% | -0.04% | +42.42% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.29% | +1.79% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.04% | -65.38% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.56% | -0.07% | -24.22% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | +0.01% | +0.09% | |
| 41 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.55% | -0.02% | -3.97% | |
| 42 | SCCO | Southern Copper CORP | Stock-Materials | 0.51% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.01% | +1.90% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.48% | -0.03% | -27.01% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.07% | -22.27% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.01% | +32.96% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.01% | -1.98% | |
| 48 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.43% | -0.02% | +7.31% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.15% | +1.02% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.42% | -0.03% | +2.70% |
According to official SEC Form 13F filings, Tyche Wealth Partners LLC reported a total U.S. public equity portfolio value of $712.4M across 281 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including PEP, AAPL, XOM) accounted for 14.3% of total reported equity market value during Q1 2024.
During Q1 2024, Tyche Wealth Partners LLC's top holdings by market value included PEP (8.6%)、AAPL (5.4%)、XOM (3.9%). The largest single position, PEP, represented 8.6% of total portfolio value.
In Q1 2024, Tyche Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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