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CIK: 0001912584
Total reported value
$621.0M
$621.0M
963 檔
7.6%
According to the latest 13F quarterly dataset, Tyler-Stone Wealth Management managed an equity portfolio of $621.0M at the end of Q1 2024, spanning 963 distinct U.S. exchange-listed positions.
During Q1 2024, Tyler-Stone Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 963 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.93% | — | -3.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.29% | — | -3.49% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.36% | — | +3.05% | |
| 4 | PH | Parker Hannifin CORP | Stock-Industrials | 3.23% | — | -1.92% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.12% | — | +53.87% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.14% | — | -4.40% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | — | +5.88% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.77% | — | +3.70% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | — | +3.78% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | — | +0.04% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 1.54% | — | -1.37% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.45% | — | -0.55% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | — | +7.15% | |
| 14 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.36% | — | +69.71% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.33% | — | -2.60% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.30% | — | +1.78% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | — | +0.36% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.09% | — | +7.61% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.03% | — | +1.37% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.03% | — | +5.90% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | — | -6.05% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | — | +2.47% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | — | +18.71% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.86% | — | +0.64% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | — | -0.62% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.82% | — | +3.23% | |
| 27 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.80% | — | +29.44% | |
| 28 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.79% | — | -20.05% | |
| 29 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.77% | — | +14.01% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.77% | — | -4.63% | |
| 31 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-Other | 0.73% | — | -19.26% | |
| 32 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.72% | — | -14.57% | |
| 33 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 0.71% | — | -24.05% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | — | +0.02% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.63% | — | +13.68% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | — | -4.66% | |
| 37 | KEY | Keycorp | Stock-Financials | 0.61% | — | -1.60% | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.54% | — | +37.32% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | — | -5.61% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.50% | — | -0.19% | |
| 41 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.49% | — | -8.43% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | — | +94.58% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | -17.28% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | — | — | |
| 45 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.43% | — | +1.45% | |
| 46 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.40% | — | -3.97% | |
| 47 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.40% | — | +14.00% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.40% | — | +0.23% | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.40% | — | +6.71% | |
| 50 | AON | Aon plc | Stock-Financials | 0.39% | — | — |
According to official SEC Form 13F filings, Tyler-Stone Wealth Management reported a total U.S. public equity portfolio value of $621.0M across 963 disclosed positions in Q1 2024.
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 NVDA, AAPL, IVV) accounted for 7.6% of total reported equity market value during Q1 2024.
During Q1 2024, Tyler-Stone Wealth Management's top holdings by market value included NVDA (6.9%)、AAPL (4.3%)、IVV (3.4%). The largest single position, NVDA, represented 6.9% of total portfolio value.
In Q1 2024, Tyler-Stone Wealth Management 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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