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CIK: 0002004818
Total reported value
$712.4M
$712.4M
288 檔
16.2%
The Q3 2024 SEC filing reveals that Tyche Wealth Partners LLC held a total portfolio value of $712.4M, covering 288 public equity positions.
During Q3 2024, Tyche Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PEP, AAPL, SPY) accounted for 16.2% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | Stock-Consumer Staples | 7.64% | -0.97% | -0.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.74% | +0.02% | -1.34% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.65% | +0.63% | +19.07% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.76% | -1.24% | +0.69% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.26% | +10.00% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.78% | -0.01% | +3.07% | |
| 7 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.61% | +0.10% | +2.24% | |
| 8 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 2.57% | — | +2.73% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | +0.04% | +0.08% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | +0.09% | +0.54% | |
| 11 | ✓ | Stock-Other | 1.96% | — | — | ||
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | +0.03% | +0.51% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.62% | +0.02% | -0.73% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.56% | -0.33% | -0.61% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.48% | -0.14% | +0.20% | |
| 16 | AME | Ametek Inc | Stock-Industrials | 1.47% | +0.01% | +0.02% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.29% | +0.05% | -1.18% | |
| 18 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 1.19% | -0.04% | +3.39% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.21% | -1.17% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.28% | +0.29% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.59% | +3.15% | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 1.04% | +0.01% | -2.16% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.03% | -2.83% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.04% | -4.27% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +0.35% | +20.20% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.34% | +3.66% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.11% | +0.57% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.01% | -2.32% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.10% | +0.11% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | -0.03% | +0.19% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | — | -0.18% | |
| 32 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.71% | -0.04% | +3.02% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | +0.02% | -2.33% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.68% | +0.30% | -15.60% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.13% | -1.25% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.16% | -3.25% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.29% | -0.78% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.07% | +2.11% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.55% | -0.03% | -2.08% | |
| 40 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.54% | -0.02% | +0.04% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.01% | +1.96% | |
| 42 | SCCO | Southern Copper CORP | Stock-Materials | 0.52% | — | +0.56% | |
| 43 | ROM | Proshares Ultra Technology | ETF-Tech | 0.50% | +0.75% | +44.38% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.15% | +1.08% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.48% | +0.09% | +11.18% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | -0.01% | +0.83% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | +0.01% | -0.94% | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.45% | -0.07% | -2.51% | |
| 49 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.44% | -0.02% | +1.08% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | -0.08% | +0.88% |
According to official SEC Form 13F filings, Tyche Wealth Partners LLC reported a total U.S. public equity portfolio value of $712.4M across 288 disclosed positions in Q3 2024.
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During Q3 2024, Tyche Wealth Partners LLC's top holdings by market value included PEP (7.6%)、AAPL (6.7%)、SPY (4.7%). The largest single position, PEP, represented 7.6% of total portfolio value.
In Q3 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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