Tyler-Stone Wealth Management
Latest statistics and disclosures from Tyler-Stone Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, IVV, PH, DGRW, and represent 20.91% of Tyler-Stone Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DGRW, JAVA, BUFR, IJH, IGM, AMD, BUFD, KNG, BUFQ, QQQ.
- Started 59 new stock positions in Starbucks Corp option, SPDV, Alphabet Inc call, Pfizer Inc option, PARA, CME, SNPE, VOT, DT, SUB.
- Reduced shares in these 10 stocks: BSJO, NVDA, IBHE, KRE, IBHD, AAPL, FTSM, TTD, BSJP, USMV.
- Sold out of its positions in American Water Works Co Inc cmn, AR, Aurora Cannabis, LCTU, Boeing Co option, CSX, CNK, Deere & Co option, DAL, LOCO.
- Tyler-Stone Wealth Management was a net buyer of stock by $7.5M.
- Tyler-Stone Wealth Management has $226M in assets under management (AUM), dropping by 13.12%.
- Central Index Key (CIK): 0001912584
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Portfolio Holdings for Tyler-Stone Wealth Management
Tyler-Stone Wealth Management holds 963 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Tyler-Stone Wealth Management has 963 total positions. Only the first 250 positions are shown.
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- Download the Tyler-Stone Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.9 | $16M | -3% | 17k | 903.56 |
|
| Apple (AAPL) | 4.3 | $9.7M | -3% | 57k | 171.48 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $7.6M | +3% | 14k | 525.71 |
|
| Parker-Hannifin Corporation (PH) | 3.2 | $7.3M | 13k | 555.79 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 3.1 | $7.0M | +53% | 92k | 76.19 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 2.1 | $4.8M | -4% | 58k | 83.58 |
|
| Microsoft Corporation (MSFT) | 1.9 | $4.2M | +5% | 10k | 420.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $4.0M | +3% | 26k | 152.26 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $3.9M | +3% | 7.4k | 523.09 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.8M | 9.0k | 420.52 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.5 | $3.5M | 27k | 131.37 |
|
|
| Exxon Mobil Corporation (XOM) | 1.4 | $3.3M | 28k | 116.24 |
|
|
| Amazon (AMZN) | 1.4 | $3.3M | +7% | 18k | 180.38 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 1.4 | $3.1M | +69% | 51k | 59.89 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.3 | $3.0M | -2% | 30k | 101.41 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $2.9M | 25k | 115.30 |
|
|
| Visa Com Cl A (V) | 1.2 | $2.7M | 9.7k | 279.09 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.1 | $2.5M | +7% | 49k | 50.45 |
|
| Palantir Technologies Cl A (PLTR) | 1.0 | $2.3M | 102k | 23.01 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $2.3M | +5% | 9.0k | 259.90 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $2.3M | -6% | 14k | 164.35 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.2M | +2% | 15k | 150.93 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $2.1M | +18% | 4.8k | 444.05 |
|
| Philip Morris International (PM) | 0.9 | $1.9M | 21k | 91.62 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.8 | $1.9M | 38k | 50.10 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.8 | $1.9M | +3% | 32k | 58.11 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.8 | $1.8M | +29% | 34k | 53.71 |
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.8 | $1.8M | -20% | 77k | 23.38 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.8 | $1.7M | +14% | 25k | 69.67 |
|
| Altria (MO) | 0.8 | $1.7M | -4% | 40k | 43.62 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.7 | $1.6M | -19% | 71k | 23.32 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.7 | $1.6M | -14% | 71k | 22.95 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.7 | $1.6M | -24% | 71k | 22.73 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $1.5M | 18k | 84.44 |
|
|
| Uber Technologies (UBER) | 0.6 | $1.4M | +13% | 19k | 76.99 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.4M | -4% | 6.9k | 205.73 |
|
| Key (KEY) | 0.6 | $1.4M | 87k | 15.81 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $1.2M | +37% | 23k | 54.24 |
|
| Bank of America Corporation (BAC) | 0.5 | $1.1M | -5% | 30k | 37.92 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $1.1M | 12k | 94.41 |
|
|
| Iron Mountain (IRM) | 0.5 | $1.1M | -8% | 14k | 80.21 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.0M | +94% | 5.7k | 180.50 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $999k | -17% | 2.1k | 480.66 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $982k | 2.0k | 481.55 |
|
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.4 | $982k | 18k | 56.18 |
|
|
| Kinder Morgan (KMI) | 0.4 | $911k | -3% | 50k | 18.34 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.4 | $908k | +13% | 39k | 23.18 |
|
| At&t (T) | 0.4 | $899k | 51k | 17.60 |
|
|
| Intel Corporation (INTC) | 0.4 | $899k | +6% | 20k | 44.17 |
|
| Aon Shs Cl A (AON) | 0.4 | $874k | 2.6k | 333.72 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $823k | -4% | 4.1k | 200.30 |
|
| Eaton Corp SHS (ETN) | 0.4 | $804k | 2.6k | 312.63 |
|
|
| Tesla Motors (TSLA) | 0.4 | $798k | -4% | 4.5k | 175.79 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $791k | -4% | 5.4k | 147.73 |
|
| McDonald's Corporation (MCD) | 0.3 | $749k | -2% | 2.7k | 281.94 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $749k | 6.2k | 120.98 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $745k | -5% | 4.0k | 187.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $745k | +448% | 12k | 60.74 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $744k | -14% | 18k | 42.12 |
|
| Upstart Hldgs (UPST) | 0.3 | $744k | 28k | 26.89 |
|
|
| Pulte (PHM) | 0.3 | $743k | +5% | 6.2k | 120.62 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.3 | $742k | 15k | 49.90 |
|
|
| Chubb (CB) | 0.3 | $742k | +2% | 2.9k | 259.13 |
|
| Meta Platforms Cl A (META) | 0.3 | $725k | +18% | 1.5k | 485.68 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $717k | -4% | 11k | 65.65 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 0.3 | $717k | +598% | 26k | 27.96 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.3 | $705k | -18% | 17k | 42.23 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $701k | +63% | 6.8k | 103.78 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $682k | +512% | 7.9k | 86.18 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.3 | $663k | +20% | 5.3k | 123.90 |
|
| Mongodb Cl A (MDB) | 0.3 | $656k | 1.8k | 358.64 |
|
|
| Suncor Energy (SU) | 0.3 | $655k | -17% | 18k | 36.91 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $649k | -7% | 21k | 31.62 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $639k | -13% | 31k | 20.43 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $639k | +87% | 3.5k | 182.69 |
|
| Micron Technology (MU) | 0.3 | $634k | +14% | 5.4k | 117.88 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $623k | +12% | 8.5k | 73.15 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.3 | $617k | +23% | 11k | 57.38 |
|
| Lam Research Corporation (LRCX) | 0.3 | $613k | -4% | 631.00 | 971.57 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $580k | 8.8k | 65.87 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $576k | +2% | 1.7k | 344.21 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $575k | -15% | 27k | 20.97 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $563k | +16% | 11k | 50.74 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.2 | $559k | +12% | 7.5k | 74.81 |
|
| Progressive Corporation (PGR) | 0.2 | $542k | -4% | 2.6k | 206.82 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $541k | -6% | 5.5k | 97.95 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $536k | -36% | 9.0k | 59.62 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $535k | +10% | 15k | 34.82 |
|
| Johnson & Johnson (JNJ) | 0.2 | $517k | 3.3k | 158.20 |
|
|
| General Mills (GIS) | 0.2 | $515k | 7.4k | 69.97 |
|
|
| Home Depot (HD) | 0.2 | $507k | -6% | 1.3k | 383.64 |
|
| Pepsi (PEP) | 0.2 | $504k | -10% | 2.9k | 175.02 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $500k | 5.8k | 85.65 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $493k | -4% | 672.00 | 732.94 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $491k | -5% | 10k | 47.46 |
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.2 | $478k | -3% | 9.5k | 50.12 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.2 | $478k | -4% | 8.7k | 54.71 |
|
| Sun Life Financial (SLF) | 0.2 | $476k | 8.7k | 54.58 |
|
|
| Pfizer (PFE) | 0.2 | $473k | +6% | 17k | 27.75 |
|
| Commercial Metals Company (CMC) | 0.2 | $470k | 8.0k | 58.77 |
|
|
| American Intl Group Com New (AIG) | 0.2 | $467k | 6.0k | 78.17 |
|
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $464k | 5.9k | 78.56 |
|
|
| Nutrien (NTR) | 0.2 | $462k | +17% | 8.5k | 54.31 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $459k | +3% | 1.4k | 320.59 |
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.2 | $445k | -7% | 3.6k | 123.27 |
|
| First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD) | 0.2 | $444k | +3038% | 19k | 23.59 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $440k | +8% | 4.0k | 110.51 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $428k | +2% | 2.2k | 190.68 |
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.2 | $420k | -2% | 6.5k | 64.76 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $418k | -5% | 2.0k | 204.16 |
|
| NiSource (NI) | 0.2 | $418k | +27% | 15k | 27.66 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $414k | +7% | 3.0k | 136.05 |
|
| FirstEnergy (FE) | 0.2 | $411k | +117% | 11k | 38.62 |
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $407k | +9% | 1.5k | 270.55 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.2 | $407k | +7% | 6.3k | 64.15 |
|
| Laredo Petroleum (VTLE) | 0.2 | $407k | +13% | 7.7k | 52.54 |
|
| Vanguard World Energy Etf (VDE) | 0.2 | $391k | 3.0k | 131.69 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $386k | 2.1k | 186.85 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ) | 0.2 | $380k | NEW | 13k | 28.33 |
|
| Abbvie (ABBV) | 0.2 | $378k | +2% | 2.1k | 182.12 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $364k | 2.9k | 125.94 |
|
|
| Norfolk Southern (NSC) | 0.2 | $360k | 1.4k | 254.89 |
|
|
| Verizon Communications (VZ) | 0.2 | $358k | +15% | 8.5k | 41.96 |
|
| Ardelyx (ARDX) | 0.2 | $358k | +8% | 49k | 7.30 |
|
| Caterpillar (CAT) | 0.2 | $341k | -5% | 931.00 | 366.27 |
|
| International Paper Company (IP) | 0.1 | $332k | 8.5k | 39.02 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $331k | 1.2k | 268.33 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $331k | -6% | 3.3k | 100.54 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.1 | $330k | +74% | 14k | 23.47 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $328k | -46% | 3.8k | 87.42 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $328k | +5% | 3.4k | 97.53 |
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $325k | 2.4k | 134.82 |
|
|
| Viatris (VTRS) | 0.1 | $325k | -5% | 27k | 11.94 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $324k | -7% | 2.4k | 137.23 |
|
| Merck & Co (MRK) | 0.1 | $323k | +21% | 2.4k | 131.96 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $315k | +6% | 6.5k | 48.25 |
|
| Target Corporation (TGT) | 0.1 | $312k | +241% | 1.8k | 177.20 |
|
| Deere & Company (DE) | 0.1 | $310k | 756.00 | 410.63 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $310k | -7% | 16k | 19.69 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $310k | -17% | 4.1k | 76.37 |
|
| Kenvue (KVUE) | 0.1 | $309k | -2% | 14k | 21.46 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $309k | -8% | 14k | 22.75 |
|
| Procter & Gamble Company (PG) | 0.1 | $305k | -8% | 1.9k | 162.29 |
|
| Constellation Energy (CEG) | 0.1 | $302k | 1.6k | 184.85 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $302k | 3.9k | 77.17 |
|
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $301k | 18k | 16.90 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $301k | +9% | 3.8k | 79.76 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.1 | $296k | +24% | 4.1k | 72.47 |
|
| Chevron Corporation (CVX) | 0.1 | $296k | -3% | 1.9k | 157.75 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $294k | +295% | 1.3k | 225.07 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $292k | -14% | 2.9k | 102.37 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $280k | +88% | 1.7k | 169.35 |
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| UnitedHealth (UNH) | 0.1 | $278k | -12% | 563.00 | 494.33 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $273k | +37% | 351.00 | 777.97 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $269k | 2.8k | 95.65 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $268k | -6% | 1.4k | 191.90 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $266k | -5% | 3.5k | 75.49 |
|
| Flowers Foods (FLO) | 0.1 | $265k | -5% | 11k | 23.75 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $265k | -3% | 32k | 8.25 |
|
| Ishares Tr Morningstar Valu (ILCV) | 0.1 | $263k | -4% | 3.4k | 76.86 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $263k | +22% | 8.2k | 32.23 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $260k | 1.2k | 208.33 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $257k | +279% | 4.1k | 61.91 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $257k | +79% | 4.4k | 57.86 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $256k | 760.00 | 337.05 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $253k | 2.0k | 125.61 |
|
|
| Dupont De Nemours (DD) | 0.1 | $252k | -5% | 3.3k | 76.68 |
|
| Qualcomm (QCOM) | 0.1 | $251k | 1.5k | 169.30 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $250k | +26% | 2.7k | 93.70 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $247k | 620.00 | 399.09 |
|
|
| Walt Disney Company (DIS) | 0.1 | $242k | -28% | 2.0k | 122.35 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $240k | +2% | 4.3k | 55.67 |
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $236k | 12k | 19.91 |
|
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $234k | -12% | 3.1k | 75.14 |
|
| Camping World Hldgs Cl A (CWH) | 0.1 | $233k | -11% | 8.4k | 27.85 |
|
| Block Cl A (SQ) | 0.1 | $232k | 2.7k | 84.58 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $232k | -9% | 1.2k | 195.10 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $230k | -36% | 5.1k | 45.41 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $226k | -9% | 4.5k | 50.08 |
|
| Nextera Energy (NEE) | 0.1 | $225k | +5% | 3.5k | 63.92 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $221k | 6.2k | 35.84 |
|
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| Chipotle Mexican Grill (CMG) | 0.1 | $218k | 75.00 | 2906.77 |
|
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $217k | 1.1k | 205.09 |
|
|
| Lowe's Companies (LOW) | 0.1 | $215k | 845.00 | 254.79 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $214k | -14% | 5.2k | 41.08 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $214k | -18% | 1.2k | 182.61 |
|
| International Business Machines (IBM) | 0.1 | $209k | +41% | 1.1k | 190.96 |
|
| Gilead Sciences (GILD) | 0.1 | $209k | 2.9k | 73.25 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $207k | +193% | 3.4k | 60.17 |
|
| Super Micro Computer (SMCI) | 0.1 | $207k | NEW | 205.00 | 1010.01 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $206k | +18% | 6.5k | 31.67 |
|
| Te Connectivity SHS (TEL) | 0.1 | $205k | NEW | 1.4k | 145.24 |
|
| salesforce (CRM) | 0.1 | $203k | +2% | 673.00 | 301.18 |
|
| Goldman Sachs (GS) | 0.1 | $202k | 484.00 | 417.34 |
|
|
| Boeing Company (BA) | 0.1 | $196k | 1.0k | 193.04 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $191k | 1.1k | 179.11 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $189k | -43% | 4.5k | 42.01 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $188k | 194.00 | 970.47 |
|
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $188k | NEW | 6.6k | 28.55 |
|
| ConocoPhillips (COP) | 0.1 | $187k | +18% | 1.5k | 127.26 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $186k | 335.00 | 556.40 |
|
|
| Ishares Tr Us Trsprtion (IYT) | 0.1 | $186k | +265% | 2.6k | 70.41 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $185k | 386.00 | 478.66 |
|
|
| Exelon Corporation (EXC) | 0.1 | $184k | 4.9k | 37.57 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $180k | 4.5k | 39.81 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $180k | 721.00 | 249.69 |
|
|
| Ford Motor Company (F) | 0.1 | $177k | 13k | 13.28 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $171k | 2.1k | 81.66 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $169k | 3.6k | 47.13 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $167k | +7% | 2.5k | 67.00 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $165k | 2.3k | 72.83 |
|
|
| TJX Companies (TJX) | 0.1 | $164k | 1.6k | 101.42 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $164k | +14% | 1.5k | 110.24 |
|
| Wec Energy Group (WEC) | 0.1 | $164k | -3% | 2.0k | 82.11 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $163k | 410.00 | 397.55 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $161k | +2% | 4.3k | 37.68 |
|
| Unilever Spon Adr New (UL) | 0.1 | $161k | +25% | 3.2k | 50.19 |
|
| Netflix (NFLX) | 0.1 | $160k | +4% | 263.00 | 607.33 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $157k | 1.5k | 105.76 |
|
|
| Marvell Technology (MRVL) | 0.1 | $157k | -8% | 2.2k | 70.87 |
|
| Zoetis Cl A (ZTS) | 0.1 | $155k | -5% | 918.00 | 169.21 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $152k | 334.00 | 455.04 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $152k | +60% | 2.6k | 58.06 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $152k | 1.8k | 84.09 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $151k | 1.1k | 131.97 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $147k | +11% | 901.00 | 162.94 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $146k | 1.4k | 108.25 |
|
|
| Cisco Systems (CSCO) | 0.1 | $144k | -9% | 2.9k | 49.90 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $143k | -30% | 900.00 | 158.81 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $142k | 2.9k | 49.39 |
|
|
| Blackrock Res & Commodities SHS (BCX) | 0.1 | $141k | -20% | 16k | 9.08 |
|
| Enterprise Products Partners (EPD) | 0.1 | $141k | -3% | 4.8k | 29.18 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $140k | +207% | 621.00 | 225.92 |
|
| First Tr Exchange-traded Nasdaq Bk Etf (FTXO) | 0.1 | $140k | 5.2k | 27.14 |
|
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $140k | 2.4k | 57.23 |
|
|
| Coca-Cola Company (KO) | 0.1 | $139k | -16% | 2.3k | 61.18 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $137k | 518.00 | 264.30 |
|
|
| Vaneck Etf Trust Biotech Etf (BBH) | 0.1 | $136k | 820.00 | 166.33 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $136k | +14% | 1.4k | 96.71 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $134k | 6.4k | 20.82 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $133k | 2.6k | 51.35 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $131k | 2.5k | 51.60 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $128k | 2.1k | 60.78 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $128k | 1.4k | 92.87 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $126k | +2% | 1.2k | 107.40 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $124k | -7% | 2.3k | 54.23 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $123k | +66% | 465.00 | 265.12 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $122k | -7% | 1.4k | 86.50 |
|
| Automatic Data Processing (ADP) | 0.1 | $121k | -8% | 486.00 | 249.74 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $120k | -7% | 2.1k | 56.17 |
|
Past Filings by Tyler-Stone Wealth Management
SEC 13F filings are viewable for Tyler-Stone Wealth Management going back to 2021
- Tyler-Stone Wealth Management 2024 Q1 filed May 15, 2024
- Tyler-Stone Wealth Management 2023 Q4 filed Feb. 14, 2024
- Tyler-Stone Wealth Management 2023 Q3 filed Nov. 14, 2023
- Tyler-Stone Wealth Management 2023 Q2 filed Aug. 15, 2023
- Tyler-Stone Wealth Management 2022 Q4 filed Feb. 14, 2023
- Tyler-Stone Wealth Management 2022 Q3 filed Nov. 14, 2022
- Tyler-Stone Wealth Management 2022 Q2 filed Aug. 11, 2022
- Tyler-Stone Wealth Management 2022 Q1 filed May 12, 2022
- Tyler-Stone Wealth Management 2021 Q4 filed Feb. 22, 2022