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CIK: 0002004818
Total reported value
$712.4M
$712.4M
316 檔
18.9%
In Q3 2025, Tyche Wealth Partners LLC's U.S. equity holdings reached a combined market value of $712.4M, distributed across 316 disclosed stock positions.
In Q3 2025, Tyche Wealth Partners LLC displayed an active expansion posture, initiating 18 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 316 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 | 7.04% | +0.63% | +2.95% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.61% | +0.02% | -0.29% | |
| 3 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.90% | -0.97% | +0.27% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.19% | -1.24% | -1.41% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.26% | +7.69% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.80% | +0.09% | +4.60% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.67% | -0.01% | +1.55% | |
| 8 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.55% | +0.10% | +6.74% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.04% | -5.17% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.97% | +0.35% | -1.12% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.79% | +0.12% | +119.04% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.75% | +0.05% | +0.26% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.58% | -0.33% | +1.10% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.54% | +0.03% | -2.51% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.59% | +22.23% | |
| 16 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.35% | — | -1.58% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | +0.02% | +5.30% | |
| 18 | ROM | Proshares Ultra Technology | ETF-Tech | 1.27% | +0.75% | -0.59% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.01% | +2.69% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.14% | -1.42% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.28% | +7.79% | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 0.98% | +0.01% | -0.07% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.21% | -0.20% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.07% | +262.86% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.03% | -5.78% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.77% | +0.09% | +12.49% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.04% | -0.96% | |
| 28 | AME | Ametek Inc | Stock-Industrials | 0.72% | +0.01% | -41.98% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.13% | -3.43% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.10% | — | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | -0.03% | -10.72% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.69% | -0.09% | +43.23% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.34% | +8.97% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.68% | +0.30% | +9.46% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.68% | +0.02% | -3.49% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.15% | -0.33% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.64% | -0.11% | -1.09% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.29% | -0.50% | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.60% | -0.03% | +215.74% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.57% | +0.12% | -18.83% | |
| 41 | AIS | Vistashares Ais ETF | ETF-Other | 0.57% | +0.84% | +103.30% | |
| 42 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.56% | +0.11% | +100.55% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | — | -5.65% | |
| 44 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.54% | -0.04% | +1.16% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.16% | +3.38% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | -0.08% | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.51% | +0.04% | +3.60% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.50% | -0.01% | -0.22% | |
| 49 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.49% | -0.04% | -0.39% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.01% | +4.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | +1.6% | +119.04% | Add |
| 2 | NVDA | Nvidia CORP | +1% | +4.60% | Add |
| 3 | ROM | Proshares Ultra Technology | +0.8% | -0.59% | Add |
| 4 | TSLA | Tesla Inc | +0.5% | +0.26% | Add |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.5% | +43.23% | Add |
| 6 | AIS | Vistashares Ais ETF | +0.5% | +103.30% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.4% | +22.23% | Add |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +23.57% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +7.69% | Trim |
| 10 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +6.67% | Add |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +63.99% | Add |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +61.65% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | -9.35% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.43% | Trim |
| 15 | IYW | Ishares Ustechnology ETF | +0.1% | -18.83% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.95% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +2.69% | Add |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +12.49% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -0.50% | Trim |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | — | Trim |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | -3.49% | Add |
| 22 | PTLC | Pacer Trendpilot US Large Ca | -0.1% | +6.74% | Add |
| 23 | WMT | Walmart Inc | -0.1% | +1.10% | Add |
| 24 | AMZN | Amazon.com Inc | -0.1% | -5.17% | Add |
| 25 | HD | Home Depot Inc | -0.1% | +5.30% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -1.12% | Trim |
| 27 | AAPL | Apple Inc | -0.5% | -0.29% | Trim |
| 28 | AME | Ametek Inc | -0.7% | -41.98% | Trim |
| 29 | XOM | Exxon Mobil CORP | -1.1% | -1.41% | Trim |
| 30 | VIG | Vanguard Dividend Apprec ETF | -1.1% | +1.55% | Trim |
| 31 | PREF | Pri Spe Pre Sec Acti-usd Inc | -1.1% | -1.58% | Trim |
| 32 | PEP | Pepsico Inc | -1.5% | +0.27% | Add |
| 33 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 34 | TLH | Ishares 10-20 Year Treasury | — | NEW | New buy |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | — | NEW | New buy |
| 36 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 37 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 38 | HIMU | Ishares High Yild Muni A ETF | — | NEW | New buy |
| 39 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 40 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 41 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 43 | SPEM | State Street Sp Ptf Em ETF | — | NEW | New buy |
| 44 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 45 | SMLF | Ishares US Smallcap Equity F | — | NEW | New buy |
| 46 | DFAT | Dimensional US Target Value | — | NEW | New buy |
| 47 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 48 | DFIC | Dimensional International Co | — | NEW | New buy |
| 49 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 50 | BNDX | Vanguard Total Intl Bond ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Tyche Wealth Partners LLC reported a total U.S. public equity portfolio value of $712.4M across 316 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, PEP) accounted for 18.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VYM
市值: $5.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $28.2M
During Q3 2025, Tyche Wealth Partners LLC's top holdings by market value included SPY (7.0%)、AAPL (5.6%)、PEP (4.9%). The largest single position, SPY, represented 7.0% of total portfolio value.
In Q3 2025, Tyche Wealth Partners LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 22 positions, trimming 10 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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