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CIK: 0001912584
Total reported value
$621.0M
$621.0M
319 檔
20.6%
As reported in its official Q3 2024 Form 13F filing, Tyler-Stone Wealth Management's tracked investment portfolio stood at $621.0M with 319 total positions.
During Q3 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 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.97% | — | +102.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.12% | — | +107.02% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.07% | — | +120.39% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.68% | — | +112.46% | |
| 5 | PH | Parker Hannifin CORP | Stock-Industrials | 3.35% | — | +104.70% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.17% | — | +411.16% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.93% | — | +148.97% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.86% | — | +93.81% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.75% | — | +106.28% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | — | +118.26% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | — | +105.44% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | — | +112.30% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | — | +130.73% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.48% | — | +94.41% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.42% | — | +97.88% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.33% | — | +103.86% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | — | +124.92% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.18% | — | +96.33% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.16% | — | +96.56% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | — | +102.31% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | — | +117.47% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | — | +112.28% | |
| 23 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.93% | — | +111.65% | |
| 24 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.92% | — | — | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.92% | — | +95.64% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.85% | — | +86.14% | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.80% | — | +173.62% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.77% | — | +100.00% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | — | +104.72% | |
| 30 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.76% | — | +88.19% | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.70% | — | +94.17% | |
| 32 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.67% | — | +104.24% | |
| 33 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.66% | — | +98.76% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | — | +96.65% | |
| 35 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.60% | — | +105.08% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.58% | — | +91.29% | |
| 37 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 0.58% | — | +79.59% | |
| 38 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-Other | 0.57% | — | +92.35% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.55% | — | +106.66% | |
| 40 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.53% | — | +150.33% | |
| 41 | KEY | Keycorp | Stock-Financials | 0.52% | — | +95.77% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.47% | — | +111.78% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | — | +109.96% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | — | +160.71% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | — | +104.89% | |
| 46 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.42% | — | +26.27% | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.42% | — | +106.24% | |
| 48 | UPST | Upstart Holdings Inc | Stock-Financials | 0.42% | — | +94.06% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | — | +155.31% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | — | +140.80% |
According to official SEC Form 13F filings, Tyler-Stone Wealth Management reported a total U.S. public equity portfolio value of $621.0M across 319 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, DGRW) accounted for 20.6% of total reported equity market value during Q3 2024.
During Q3 2024, Tyler-Stone Wealth Management's top holdings by market value included NVDA (8.0%)、AAPL (5.1%)、DGRW (4.1%). The largest single position, NVDA, represented 8.0% of total portfolio value.
In Q3 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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