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CIK: 0001912584
Total reported value
$621.0M
$621.0M
979 檔
9.3%
At the close of Q2 2024, Tyler-Stone Wealth Management disclosed equity holdings valued at approximately $621.0M, spread across 979 reported holdings.
During Q2 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 979 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.71% | — | +890.88% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.86% | — | -0.64% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.77% | — | +27.24% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.58% | — | +10.32% | |
| 5 | PH | Parker Hannifin CORP | Stock-Industrials | 2.85% | — | +4.59% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | — | +2.52% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.92% | — | -3.84% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | — | -1.88% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | — | +2.86% | |
| 10 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.56% | — | +24.92% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.49% | — | -0.94% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | — | +2.66% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.39% | — | +4.36% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.34% | — | -0.89% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.24% | — | +0.06% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.16% | — | -0.93% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.12% | — | +14.18% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.06% | — | +0.55% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | — | -2.50% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | — | -0.68% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.98% | — | -0.24% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | — | +3.21% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.92% | — | -9.31% | |
| 24 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.91% | — | — | |
| 25 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.83% | — | +6.72% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.83% | — | -5.78% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.79% | — | +9.79% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | — | -1.82% | |
| 29 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.72% | — | -1.18% | |
| 30 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.71% | — | +6.42% | |
| 31 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 0.70% | — | +5.90% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.70% | — | -6.11% | |
| 33 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.67% | — | -3.59% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | — | -0.75% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.64% | — | +25.25% | |
| 36 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-Other | 0.64% | — | -5.27% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | — | -2.93% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.56% | — | +1.11% | |
| 39 | KEY | Keycorp | Stock-Financials | 0.49% | — | -3.08% | |
| 40 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.48% | — | -5.42% | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.47% | — | +53.33% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | -8.20% | |
| 43 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.45% | — | +21.30% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.44% | — | +0.03% | |
| 45 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.40% | — | -2.00% | |
| 46 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.40% | — | -1.71% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | -8.95% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | — | -1.10% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | — | -6.27% | |
| 50 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.35% | — | +114.94% |
According to official SEC Form 13F filings, Tyler-Stone Wealth Management reported a total U.S. public equity portfolio value of $621.0M across 979 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, DGRW) accounted for 9.3% of total reported equity market value during Q2 2024.
During Q2 2024, Tyler-Stone Wealth Management's top holdings by market value included NVDA (8.7%)、AAPL (4.9%)、DGRW (3.8%). The largest single position, NVDA, represented 8.7% of total portfolio value.
In Q2 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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