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CIK: 0002004818
Total reported value
$712.4M
$712.4M
276 檔
14.9%
In Q2 2024, Tyche Wealth Partners LLC's U.S. equity holdings reached a combined market value of $712.4M, distributed across 276 disclosed stock positions.
During Q2 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 276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | Stock-Consumer Staples | 7.98% | -0.97% | -0.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.63% | +0.02% | +0.05% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.99% | +0.63% | +1.65% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.94% | -1.24% | +1.57% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | -0.26% | -0.68% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.68% | -0.01% | +0.53% | |
| 7 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 2.61% | — | +8.62% | |
| 8 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.59% | +0.10% | -0.45% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | +0.04% | +2.29% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | +0.09% | +788.33% | |
| 11 | ✓ | Stock-Other | 2.05% | — | — | ||
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.68% | +0.03% | -1.15% | |
| 13 | AME | Ametek Inc | Stock-Industrials | 1.54% | +0.01% | — | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.52% | -0.14% | -0.47% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.49% | +0.02% | +10.30% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.42% | -0.33% | -4.59% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.28% | -0.28% | -4.01% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.19% | -0.21% | +0.44% | |
| 19 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 1.17% | -0.04% | -2.62% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.03% | +2.25% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.59% | +2.45% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | +0.05% | +0.14% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 1.02% | +0.01% | -3.95% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.04% | -13.37% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.34% | +11.10% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.01% | -10.89% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.35% | +15.08% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.81% | +0.30% | +1.49% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.10% | +0.09% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.13% | +0.50% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.80% | -0.11% | -2.00% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | -0.03% | +24.11% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | — | -3.13% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | +0.02% | +0.19% | |
| 35 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.71% | -0.04% | +17.02% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.16% | +0.84% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.29% | +3.02% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.01% | +18.37% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.07% | +12.35% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.52% | -0.03% | +13.61% | |
| 41 | SCCO | Southern Copper CORP | Stock-Materials | 0.51% | — | +1.04% | |
| 42 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.51% | -0.02% | -6.54% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.01% | +4.66% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.15% | +2.95% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | +0.01% | -8.75% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.45% | -0.07% | -9.28% | |
| 47 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.45% | -0.02% | +1.86% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.08% | — | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.43% | +0.09% | +54.28% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | -0.01% | -13.90% |
According to official SEC Form 13F filings, Tyche Wealth Partners LLC reported a total U.S. public equity portfolio value of $712.4M across 276 disclosed positions in Q2 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, SPY) accounted for 14.9% of total reported equity market value during Q2 2024.
During Q2 2024, Tyche Wealth Partners LLC's top holdings by market value included PEP (8.0%)、AAPL (6.6%)、SPY (4.0%). The largest single position, PEP, represented 8.0% of total portfolio value.
In Q2 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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