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CIK: 0002004818
Total reported value
$712.4M
$712.4M
297 檔
17.8%
At the close of Q1 2025, Tyche Wealth Partners LLC disclosed equity holdings valued at approximately $712.4M, spread across 297 reported holdings.
During Q1 2025, 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 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.92% | +0.63% | +54.35% | |
| 2 | PEP | Pepsico Inc | Stock-Consumer Staples | 6.44% | -0.97% | -0.71% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.10% | +0.02% | -8.31% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 4.24% | -1.24% | +1.11% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.75% | -0.01% | +45.43% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.26% | -0.38% | |
| 7 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.60% | +0.10% | +1.91% | |
| 8 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 2.45% | — | +1.65% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | +0.04% | +4.61% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.18% | +0.35% | +129.62% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.02% | +0.03% | +2.24% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | +0.09% | +6.30% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.64% | -0.33% | -8.73% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | -0.14% | +4.25% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | +0.02% | -4.14% | |
| 16 | AME | Ametek Inc | Stock-Industrials | 1.41% | +0.01% | -0.09% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.28% | +5.49% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | +0.05% | -0.73% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.21% | -10.08% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.59% | +3.47% | |
| 21 | MO | Altria Group Inc | Stock-Consumer Staples | 1.10% | +0.01% | -4.25% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | +0.01% | -2.33% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.03% | +2.75% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.10% | -15.09% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.34% | -31.52% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | -0.03% | -15.98% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.04% | -1.60% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | — | +1.31% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | -0.11% | -0.60% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.72% | +0.30% | +3.03% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.68% | +0.09% | +29.90% | |
| 32 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.65% | -0.04% | +0.93% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.02% | +11.63% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.16% | -23.88% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.15% | +1.25% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.01% | +7.44% | |
| 37 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.62% | -0.04% | -38.97% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.01% | -1.75% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.61% | -0.01% | +5.97% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.13% | -8.95% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.56% | -0.03% | +5.70% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.07% | +1.07% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | +0.29% | +2.38% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.49% | +0.04% | +3.34% | |
| 45 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.49% | -0.02% | +1.36% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | -0.08% | +1.69% | |
| 47 | ROM | Proshares Ultra Technology | ETF-Tech | 0.45% | +0.75% | +17.03% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.44% | +0.12% | +573.12% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.07% | — | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.42% | +0.01% | +4.54% |
According to official SEC Form 13F filings, Tyche Wealth Partners LLC reported a total U.S. public equity portfolio value of $712.4M across 297 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, PEP, AAPL) accounted for 17.8% of total reported equity market value during Q1 2025.
During Q1 2025, Tyche Wealth Partners LLC's top holdings by market value included SPY (6.9%)、PEP (6.4%)、AAPL (6.1%). The largest single position, SPY, represented 6.9% of total portfolio value.
In Q1 2025, 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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