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CIK: 0002004818
Total reported value
$712.4M
$712.4M
301 檔
16.6%
During the Q4 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 301 reported positions.
During Q4 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 301 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.32% | +0.02% | +8.37% | |
| 2 | PEP | Pepsico Inc | Stock-Consumer Staples | 6.42% | -0.97% | +0.67% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.58% | +0.63% | +3.33% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.71% | -1.24% | +15.09% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.26% | -3.86% | |
| 6 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.58% | +0.10% | +4.48% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.54% | -0.01% | -1.14% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.04% | -2.78% | |
| 9 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 2.34% | — | -1.48% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | +0.09% | -2.16% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.85% | +0.05% | -0.29% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.80% | -0.33% | +10.54% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.74% | +0.03% | -1.16% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | +0.02% | +6.04% | |
| 15 | AME | Ametek Inc | Stock-Industrials | 1.44% | +0.01% | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.39% | -0.14% | +3.64% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.26% | -0.21% | +14.94% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.34% | +52.57% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.59% | +7.42% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.35% | +9.65% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | -0.10% | +20.44% | |
| 22 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 1.00% | -0.04% | -4.20% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | +0.01% | +12.37% | |
| 24 | MO | Altria Group Inc | Stock-Consumer Staples | 0.98% | +0.01% | -1.89% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.28% | -6.08% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.03% | -2.73% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | -0.03% | +23.25% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.13% | +7.21% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.16% | +36.65% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.04% | -10.50% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.11% | +2.36% | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.71% | +0.30% | +23.58% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | — | +3.42% | |
| 34 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.62% | -0.04% | +4.73% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.02% | -9.41% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | -0.15% | +3.84% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.01% | +83.44% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.58% | -0.07% | +41.78% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.29% | +3.64% | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.55% | -0.02% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.01% | +5.40% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.07% | +7.29% | |
| 43 | ROM | Proshares Ultra Technology | ETF-Tech | 0.49% | +0.75% | — | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.48% | +0.09% | +18.66% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.46% | -0.03% | -1.22% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.46% | -0.08% | -0.05% | |
| 47 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.45% | -0.02% | -6.40% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | -0.01% | -1.39% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.41% | -0.10% | +95.16% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.40% | +0.04% | +14.90% |
According to official SEC Form 13F filings, Tyche Wealth Partners LLC reported a total U.S. public equity portfolio value of $712.4M across 301 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, PEP, SPY) accounted for 16.6% of total reported equity market value during Q4 2024.
During Q4 2024, Tyche Wealth Partners LLC's top holdings by market value included AAPL (7.3%)、PEP (6.4%)、SPY (4.6%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q4 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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