Tyche Wealth Partners
Latest statistics and disclosures from Tyche Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PEP, AAPL, XOM, SPY, MSFT, and represent 24.89% of Tyche Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: WMT, IVV, PANW, ULTA, NDMO, NVO, LLY, SPY, SDY, IJH.
- Started 15 new stock positions in SPMD, IQI, NVO, DELL, SHW, ASML, DE, XLY, QCOM, KR. CWK, ULTA, XLP, XLE, VTIP.
- Reduced shares in these 10 stocks: IJR, MSFT, NVDA, VWO, AAPL, PEP, JPM, VOO, PSX, PTLC.
- Sold out of its positions in BDX, CVS, CLX, DLR, DOV, ES, FDS, GPC, GILD, HUM. ITOT, AGG, IYW, HYG, IEFA, LHX, LSTR, NKE, OBK, DGX.
- Tyche Wealth Partners was a net seller of stock by $-31M.
- Tyche Wealth Partners has $409M in assets under management (AUM), dropping by -1.57%.
- Central Index Key (CIK): 0002004818
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Portfolio Holdings for Tyche Wealth Partners
Tyche Wealth Partners holds 281 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pepsi (PEP) | 8.6 | $35M | -3% | 200k | 175.01 |
|
| Apple (AAPL) | 5.4 | $22M | -5% | 129k | 171.48 |
|
| Exxon Mobil Corporation (XOM) | 3.9 | $16M | 139k | 116.24 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $16M | +4% | 30k | 523.07 |
|
| Microsoft Corporation (MSFT) | 3.2 | $13M | -21% | 31k | 420.72 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.7 | $11M | -3% | 60k | 182.61 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 2.5 | $10M | -8% | 215k | 47.72 |
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 2.4 | $9.8M | 541k | 18.15 |
|
|
| Amazon (AMZN) | 2.4 | $9.6M | -2% | 54k | 180.38 |
|
| Nuvei Corporation Sub Vtg Shs (NVEI) | 2.0 | $8.2M | 260k | 31.62 |
|
|
| Visa Com Cl A (V) | 1.8 | $7.4M | 27k | 279.08 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $7.3M | -19% | 8.1k | 903.59 |
|
| Ametek (AME) | 1.7 | $6.9M | 38k | 182.90 |
|
|
| Home Depot (HD) | 1.5 | $6.2M | -7% | 16k | 383.61 |
|
| Procter & Gamble Company (PG) | 1.5 | $6.2M | -8% | 38k | 162.25 |
|
| Chevron Corporation (CVX) | 1.4 | $5.5M | -9% | 35k | 157.74 |
|
| Wal-Mart Stores (WMT) | 1.3 | $5.4M | +182% | 90k | 60.17 |
|
| Johnson & Johnson (JNJ) | 1.2 | $5.1M | -12% | 32k | 158.19 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 1.2 | $4.8M | +3% | 421k | 11.46 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $4.2M | -17% | 8.8k | 480.73 |
|
| Altria (MO) | 1.0 | $4.2M | -2% | 96k | 43.62 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $4.2M | -7% | 5.7k | 732.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $4.1M | +126% | 7.9k | 525.73 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $4.0M | -18% | 20k | 200.30 |
|
| Tesla Motors (TSLA) | 0.9 | $3.9M | 22k | 175.79 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $3.6M | +4% | 7.5k | 481.57 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $3.1M | +29% | 4.0k | 777.87 |
|
| Coca-Cola Company (KO) | 0.7 | $3.0M | 50k | 61.18 |
|
|
| Nextera Energy (NEE) | 0.7 | $3.0M | -15% | 47k | 63.91 |
|
| Texas Instruments Incorporated (TXN) | 0.7 | $2.9M | 17k | 174.21 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $2.8M | -5% | 11k | 259.90 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.7M | +3% | 6.2k | 444.01 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.7M | +2% | 18k | 150.93 |
|
| Abbvie (ABBV) | 0.6 | $2.6M | +2% | 15k | 182.10 |
|
| McDonald's Corporation (MCD) | 0.6 | $2.6M | -19% | 9.3k | 281.96 |
|
| Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.6 | $2.5M | +42% | 231k | 10.89 |
|
| Caterpillar (CAT) | 0.6 | $2.5M | 6.8k | 366.45 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $2.4M | -65% | 22k | 110.52 |
|
| Illinois Tool Works (ITW) | 0.6 | $2.3M | -24% | 8.6k | 268.32 |
|
| Union Pacific Corporation (UNP) | 0.6 | $2.3M | 9.2k | 245.92 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.5 | $2.2M | -3% | 50k | 44.40 |
|
| Southern Copper Corporation (SCCO) | 0.5 | $2.1M | 19k | 106.52 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.0M | 4.8k | 420.55 |
|
|
| Lowe's Companies (LOW) | 0.5 | $1.9M | -27% | 7.6k | 254.73 |
|
| UnitedHealth (UNH) | 0.5 | $1.9M | -22% | 3.8k | 494.66 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.8M | +32% | 3.8k | 485.59 |
|
| Philip Morris International (PM) | 0.4 | $1.8M | 20k | 91.62 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.4 | $1.7M | +7% | 158k | 11.07 |
|
| Netflix (NFLX) | 0.4 | $1.7M | 2.9k | 607.33 |
|
|
| Southern Company (SO) | 0.4 | $1.7M | +2% | 24k | 71.74 |
|
| Phillips 66 (PSX) | 0.4 | $1.7M | -35% | 10k | 163.34 |
|
| BlackRock (BLK) | 0.4 | $1.6M | -30% | 2.0k | 833.73 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.6M | -14% | 7.8k | 205.72 |
|
| Palo Alto Networks (PANW) | 0.4 | $1.6M | +125% | 5.5k | 284.15 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.4 | $1.5M | +8% | 125k | 12.15 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.5M | -19% | 3.3k | 454.87 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $1.5M | +69% | 11k | 131.23 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.5M | 9.7k | 152.26 |
|
|
| Goldman Sachs (GS) | 0.4 | $1.4M | -2% | 3.4k | 417.72 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $1.4M | 2.4k | 581.13 |
|
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.3 | $1.4M | 23k | 60.74 |
|
|
| Amgen (AMGN) | 0.3 | $1.4M | -4% | 4.8k | 284.31 |
|
| Diamondback Energy (FANG) | 0.3 | $1.4M | 6.8k | 198.17 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.3M | -10% | 11k | 123.18 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | -9% | 13k | 97.53 |
|
| Merck & Co (MRK) | 0.3 | $1.2M | -28% | 9.4k | 131.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.2M | -3% | 5.7k | 210.29 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $1.2M | +26% | 33k | 35.84 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.2M | -14% | 3.4k | 346.61 |
|
| AFLAC Incorporated (AFL) | 0.3 | $1.2M | -25% | 14k | 85.86 |
|
| At&t (T) | 0.3 | $1.1M | +2% | 63k | 17.60 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.3 | $1.1M | 90k | 12.24 |
|
|
| Honeywell International (HON) | 0.3 | $1.0M | -3% | 5.1k | 205.25 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $1.0M | 9.6k | 107.41 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.0M | -31% | 20k | 49.91 |
|
| Automatic Data Processing (ADP) | 0.2 | $999k | -42% | 4.0k | 249.72 |
|
| Abbott Laboratories (ABT) | 0.2 | $998k | -27% | 8.8k | 113.66 |
|
| Enterprise Products Partners (EPD) | 0.2 | $959k | +7% | 33k | 29.18 |
|
| ConocoPhillips (COP) | 0.2 | $957k | 7.5k | 127.28 |
|
|
| Ecolab (ECL) | 0.2 | $926k | 4.0k | 230.91 |
|
|
| Verizon Communications (VZ) | 0.2 | $926k | 22k | 41.96 |
|
|
| Axon Enterprise (AXON) | 0.2 | $910k | 2.9k | 312.88 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $903k | +34% | 4.3k | 208.25 |
|
| Valero Energy Corporation (VLO) | 0.2 | $888k | 5.2k | 170.69 |
|
|
| Prudential Financial (PRU) | 0.2 | $888k | -3% | 7.6k | 117.40 |
|
| Linde SHS (LIN) | 0.2 | $853k | -35% | 1.8k | 464.32 |
|
| Invesco India Exchange-trade India Etf (PIN) | 0.2 | $848k | 32k | 26.73 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $822k | -18% | 4.3k | 191.89 |
|
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.2 | $800k | +2% | 81k | 9.86 |
|
| United Parcel Service CL B (UPS) | 0.2 | $798k | -10% | 5.4k | 148.62 |
|
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $793k | -4% | 22k | 36.03 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $787k | NEW | 1.5k | 522.88 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $787k | -2% | 5.7k | 137.23 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $769k | 5.9k | 131.36 |
|
|
| salesforce (CRM) | 0.2 | $744k | -3% | 2.5k | 301.18 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $742k | NEW | 5.8k | 128.40 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $730k | 14k | 52.26 |
|
|
| Walt Disney Company (DIS) | 0.2 | $730k | -2% | 6.0k | 122.37 |
|
| Invesco Van Kampen Municipal Trust (VKQ) | 0.2 | $729k | 75k | 9.70 |
|
|
| Norfolk Southern (NSC) | 0.2 | $727k | -31% | 2.9k | 254.87 |
|
| Wells Fargo & Company (WFC) | 0.2 | $726k | +22% | 13k | 57.96 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $722k | 30k | 23.83 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $682k | -30% | 12k | 58.11 |
|
| FedEx Corporation (FDX) | 0.2 | $680k | +2% | 2.3k | 289.80 |
|
| Nuveen (NMCO) | 0.2 | $678k | +45% | 64k | 10.57 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $669k | -20% | 7.4k | 90.05 |
|
| Nuveen Equity Premium and Growth Fund (SPXX) | 0.2 | $656k | -6% | 42k | 15.67 |
|
| General Dynamics Corporation (GD) | 0.2 | $650k | -50% | 2.3k | 282.49 |
|
| Bank of America Corporation (BAC) | 0.2 | $649k | -22% | 17k | 37.92 |
|
| Atmos Energy Corporation (ATO) | 0.2 | $646k | 5.4k | 118.87 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $643k | 9.8k | 65.65 |
|
|
| Waste Management (WM) | 0.2 | $636k | -35% | 3.0k | 213.17 |
|
| 3M Company (MMM) | 0.2 | $620k | -11% | 5.8k | 106.08 |
|
| International Business Machines (IBM) | 0.1 | $612k | -21% | 3.2k | 190.96 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $609k | -47% | 3.7k | 164.37 |
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| AutoZone (AZO) | 0.1 | $596k | 189.00 | 3151.65 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $581k | +568% | 9.6k | 60.74 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $576k | -10% | 11k | 53.80 |
|
| Starbucks Corporation (SBUX) | 0.1 | $573k | -24% | 6.3k | 91.39 |
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| Citigroup Com New (C) | 0.1 | $570k | 9.0k | 63.24 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $568k | 8.1k | 70.00 |
|
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| Pfizer (PFE) | 0.1 | $560k | -5% | 20k | 27.75 |
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| Intel Corporation (INTC) | 0.1 | $549k | +9% | 12k | 44.17 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $544k | 2.3k | 235.79 |
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| Paychex (PAYX) | 0.1 | $544k | -37% | 4.4k | 122.80 |
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| General Electric Com New (GE) | 0.1 | $543k | -9% | 3.1k | 175.53 |
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| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.1 | $541k | -12% | 27k | 20.17 |
|
| Chubb (CB) | 0.1 | $540k | -41% | 2.1k | 259.11 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $538k | -6% | 11k | 50.46 |
|
| Pioneer Municipal High Incom Com Shs (MHI) | 0.1 | $533k | 60k | 8.84 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $533k | -19% | 4.1k | 129.35 |
|
| Air Products & Chemicals (APD) | 0.1 | $524k | -25% | 2.2k | 242.27 |
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| Coherus Biosciences (CHRS) | 0.1 | $516k | 216k | 2.39 |
|
|
| Mfs Mun Income Tr Sh Ben Int (MFM) | 0.1 | $514k | 96k | 5.37 |
|
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $514k | -10% | 2.7k | 187.35 |
|
| Stryker Corporation (SYK) | 0.1 | $498k | 1.4k | 357.87 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $492k | 12k | 42.11 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $491k | 3.9k | 125.62 |
|
|
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $487k | 21k | 23.57 |
|
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| Invesco Insured Municipal Income Trust (IIM) | 0.1 | $484k | 40k | 12.00 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $482k | -48% | 11k | 43.35 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $481k | +12% | 3.8k | 125.97 |
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| BlackRock Insured Municipal Income Trust (BYM) | 0.1 | $475k | 41k | 11.60 |
|
|
| Boeing Company (BA) | 0.1 | $475k | +10% | 2.5k | 192.99 |
|
| Celanese Corporation (CE) | 0.1 | $469k | 2.7k | 171.86 |
|
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| Emerson Electric (EMR) | 0.1 | $469k | -34% | 4.1k | 113.42 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $468k | 4.8k | 96.71 |
|
|
| Target Corporation (TGT) | 0.1 | $468k | -48% | 2.6k | 177.22 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $463k | 3.5k | 130.73 |
|
|
| Alliant Energy Corporation (LNT) | 0.1 | $459k | 9.1k | 50.40 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $453k | -46% | 5.9k | 77.31 |
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| Neuberger Ber. Intermediate Muni. Fund (NBH) | 0.1 | $443k | 42k | 10.47 |
|
|
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.1 | $442k | 17k | 26.32 |
|
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| Nucor Corporation (NUE) | 0.1 | $437k | 2.2k | 197.90 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $420k | 1.2k | 337.05 |
|
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| BlackRock Enhanced Capital and Income (CII) | 0.1 | $418k | -17% | 21k | 19.49 |
|
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.1 | $417k | -26% | 31k | 13.65 |
|
| General Mills (GIS) | 0.1 | $414k | 5.9k | 69.98 |
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| Westlake Chemical Corporation (WLK) | 0.1 | $410k | 2.7k | 152.80 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.1 | $407k | -15% | 7.9k | 51.50 |
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| Hess (HES) | 0.1 | $407k | 2.7k | 152.64 |
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| SYSCO Corporation (SYY) | 0.1 | $400k | 4.9k | 81.19 |
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| BlackRock LT Municipal Advantage Trust (BTA) | 0.1 | $399k | 40k | 9.99 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $391k | 3.7k | 104.73 |
|
|
| MGM Resorts International. (MGM) | 0.1 | $387k | 8.2k | 47.21 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $382k | -12% | 3.8k | 99.43 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $380k | 3.5k | 107.60 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $377k | 2.4k | 155.91 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $377k | -14% | 1.1k | 344.20 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $374k | -81% | 9.0k | 41.77 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $370k | -42% | 1.8k | 206.00 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $370k | -9% | 28k | 13.23 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $365k | 6.3k | 57.86 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $362k | +32% | 1.1k | 320.59 |
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| American Water Works (AWK) | 0.1 | $361k | +6% | 3.0k | 122.21 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $360k | -2% | 6.6k | 54.23 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $358k | 7.6k | 47.02 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $353k | -23% | 22k | 15.73 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $352k | +31% | 2.4k | 147.75 |
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| Rockwell Automation (ROK) | 0.1 | $350k | 1.2k | 291.33 |
|
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| Analog Devices (ADI) | 0.1 | $348k | -57% | 1.8k | 197.79 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $347k | +10% | 724.00 | 478.75 |
|
| Kraft Heinz (KHC) | 0.1 | $346k | 9.4k | 36.90 |
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| Kinder Morgan (KMI) | 0.1 | $341k | 19k | 18.34 |
|
|
| Oneok (OKE) | 0.1 | $341k | +2% | 4.3k | 80.18 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $334k | 16k | 21.15 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $333k | -55% | 7.4k | 44.70 |
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.1 | $332k | 6.2k | 53.95 |
|
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| Crane Company Common Stock (CR) | 0.1 | $329k | 2.4k | 135.11 |
|
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| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.1 | $329k | -2% | 13k | 24.76 |
|
| Carrier Global Corporation (CARR) | 0.1 | $326k | -2% | 5.6k | 58.13 |
|
| Sabine Rty Tr Unit Ben Int (SBR) | 0.1 | $323k | 5.1k | 63.59 |
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|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $322k | +17% | 3.5k | 92.88 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $316k | -59% | 626.00 | 504.60 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $314k | +2% | 4.8k | 64.99 |
|
| Dollar Tree (DLTR) | 0.1 | $312k | 2.3k | 133.15 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $307k | -54% | 1.8k | 169.36 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $307k | +2% | 3.0k | 102.29 |
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| CSX Corporation (CSX) | 0.1 | $304k | 8.2k | 37.07 |
|
|
| American Express Company (AXP) | 0.1 | $303k | -3% | 1.3k | 227.75 |
|
| Qualcomm (QCOM) | 0.1 | $302k | NEW | 1.8k | 169.32 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $301k | -50% | 15k | 20.82 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $300k | 7.1k | 42.55 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $298k | NEW | 5.6k | 53.34 |
|
| Nuveen Mun Value Fd 2 (NUW) | 0.1 | $294k | 22k | 13.50 |
|
|
| Xcel Energy (XEL) | 0.1 | $293k | -36% | 5.4k | 53.75 |
|
| Dell Technologies CL C (DELL) | 0.1 | $290k | NEW | 2.5k | 114.11 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $289k | -2% | 4.9k | 58.59 |
|
| MetLife (MET) | 0.1 | $286k | 3.9k | 74.11 |
|
|
| Realty Income (O) | 0.1 | $286k | +2% | 5.3k | 54.10 |
|
| American Electric Power Company (AEP) | 0.1 | $280k | -37% | 3.2k | 86.10 |
|
| Extra Space Storage (EXR) | 0.1 | $273k | 1.9k | 147.00 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $271k | -31% | 8.4k | 32.23 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $271k | -52% | 2.5k | 108.30 |
|
| Cipher Mining (CIFR) | 0.1 | $270k | 53k | 5.15 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $269k | NEW | 1.5k | 183.92 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $267k | 1.5k | 173.75 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $267k | +2% | 1.7k | 154.93 |
|
| Shopify Cl A (SHOP) | 0.1 | $264k | -9% | 3.4k | 77.17 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $263k | -33% | 1.1k | 249.90 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $263k | -33% | 3.3k | 80.51 |
|
| Kroger (KR) | 0.1 | $262k | NEW | 4.6k | 57.13 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $259k | 4.5k | 56.98 |
|
|
| S&p Global (SPGI) | 0.1 | $256k | 601.00 | 425.77 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $251k | 3.7k | 67.04 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $247k | 444.00 | 555.79 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $246k | 1.7k | 142.58 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $245k | 3.7k | 65.87 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $243k | NEW | 2.6k | 94.40 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $242k | 2.9k | 84.52 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $241k | -9% | 1.5k | 162.86 |
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.1 | $241k | 11k | 21.06 |
|
|
| Putnam Mun Opportunities Tr Sh Ben Int (PMO) | 0.1 | $241k | 24k | 10.16 |
|
|
| Deere & Company (DE) | 0.1 | $240k | NEW | 584.00 | 410.74 |
|
| Putnam Managed Municipal Income Trust (PMM) | 0.1 | $238k | 40k | 5.99 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $237k | +400% | 2.8k | 85.27 |
|
| American Tower Reit (AMT) | 0.1 | $235k | -43% | 1.2k | 197.53 |
|
| Oge Energy Corp (OGE) | 0.1 | $231k | 6.7k | 34.30 |
|
|
| Southwest Airlines (LUV) | 0.1 | $231k | -3% | 7.9k | 29.19 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $230k | -9% | 3.9k | 58.65 |
|
| Smucker J M Com New (SJM) | 0.1 | $229k | 1.8k | 125.84 |
|
|
| Moody's Corporation (MCO) | 0.1 | $227k | 576.00 | 393.36 |
|
|
| Kimco Realty Corporation (KIM) | 0.1 | $226k | 12k | 19.61 |
|
|
| PPG Industries (PPG) | 0.1 | $225k | -39% | 1.6k | 144.90 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $225k | -24% | 3.1k | 72.62 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $225k | -2% | 1.9k | 118.27 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $222k | -2% | 3.7k | 60.29 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $220k | NEW | 227.00 | 968.75 |
|
| Wec Energy Group (WEC) | 0.1 | $220k | -47% | 2.7k | 82.12 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $219k | -2% | 2.2k | 99.27 |
|
| W.W. Grainger (GWW) | 0.1 | $218k | -57% | 214.00 | 1017.30 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $217k | NEW | 2.8k | 76.37 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $217k | -18% | 546.00 | 397.50 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $217k | -54% | 3.8k | 57.62 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $216k | -9% | 2.6k | 81.78 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $216k | +4% | 2.2k | 96.73 |
|
| EOG Resources (EOG) | 0.1 | $214k | -53% | 1.7k | 127.82 |
|
| Medtronic SHS (MDT) | 0.1 | $209k | -55% | 2.4k | 87.15 |
|
| Blackrock Muniyield Quality Fund (MQY) | 0.1 | $205k | 17k | 12.25 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $204k | -55% | 1.1k | 180.49 |
|
| Intuit (INTU) | 0.0 | $202k | -61% | 310.00 | 650.00 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $201k | NEW | 4.2k | 47.89 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $201k | NEW | 579.00 | 347.42 |
|
| Invesco Quality Municipal Inc Trust (IQI) | 0.0 | $201k | NEW | 21k | 9.68 |
|
| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.0 | $199k | 17k | 12.06 |
|
|
| Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $171k | 17k | 10.18 |
|
|
| Ford Motor Company (F) | 0.0 | $170k | -2% | 13k | 13.28 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $160k | 12k | 13.36 |
|
|
| Quad / Graphics Com Cl A (QUAD) | 0.0 | $159k | 30k | 5.31 |
|
|
| Cushman Wakefield SHS (CWK) | 0.0 | $155k | NEW | 15k | 10.46 |
|
| Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.0 | $149k | 14k | 10.33 |
|
|
| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $147k | 10k | 14.44 |
|
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $118k | 11k | 10.69 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $113k | 16k | 7.19 |
|
|
| Ready Cap Corp Com reit (RC) | 0.0 | $106k | 12k | 9.13 |
|
|
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $99k | 12k | 8.20 |
|
|
| Trisalus Life Sciences (TLSI) | 0.0 | $98k | -62% | 10k | 9.75 |
|
| Nuveen NY Municipal Value (NNY) | 0.0 | $95k | 11k | 8.32 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $72k | 12k | 5.93 |
|
|
| Safety Shot Com New (SHOT) | 0.0 | $37k | +47% | 16k | 2.39 |
|
| Lucid Group (LCID) | 0.0 | $29k | 10k | 2.85 |
|
Past Filings by Tyche Wealth Partners
SEC 13F filings are viewable for Tyche Wealth Partners going back to 2023
- Tyche Wealth Partners 2024 Q1 filed April 23, 2024
- Tyche Wealth Partners 2023 Q4 filed Jan. 30, 2024