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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, DGRW, AAPL, IVV, PH, and represent 22.39% of Tyler-Stone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DGRW, GOOG, SPHQ, QQQI, BSJQ, KGS, XOM, AMAT, HELO, FLO.
Started 23 new stock positions in FIHL, IWR, ASML, TOUS, SPHQ, KGS, IYW, TCAF, COIN, AMAT. SCHX, KBE, AXON, CCJ, MELI, SBUX, TROX, MKL, PNC, IBIT, BWXT, TMFC, XAR.
Reduced shares in these 10 stocks: PLTR, NVDA, BUFQ, UPST, SMCI, KMI, JAVA, SPY, BUFR, UBER.
Sold out of its positions in AEP, BA, SNPE, ONEQ, GBTC, PEY, IWN, PYPL, SMCI, TMUS. VGK.
Tyler-Stone Wealth Management was a net buyer of stock by $5.1M.
Tyler-Stone Wealth Management has $621M in assets under management (AUM), dropping by 11.43%.
Central Index Key (CIK): 0001912584

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Portfolio Holdings for Tyler-Stone Wealth Management

Tyler-Stone Wealth Management holds 330 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	7.8	$48M	-4%	305k	157.99	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	4.2	$26M	+7%	315k	83.74	View chart
Apple (AAPL)	3.7	$23M		111k	205.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$22M		36k	620.90	View chart
Parker-Hannifin Corporation (PH)	3.1	$19M		28k	698.48	View chart
Palantir Technologies Cl A (PLTR)	3.0	$19M	-19%	138k	136.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.0	$13M		247k	50.68	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.9	$12M	-6%	185k	65.50	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$12M	+16%	68k	177.39	View chart
Microsoft Corporation (MSFT)	1.9	$12M	+2%	24k	497.41	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	1.6	$10M	+17%	197k	52.01	View chart
Amazon (AMZN)	1.6	$9.9M	+3%	45k	219.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.5	$9.5M	-3%	101k	93.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$9.0M	+2%	19k	485.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$8.5M	-8%	14k	617.83	View chart
Philip Morris International (PM)	1.3	$7.8M		43k	182.13	View chart
Exxon Mobil Corporation (XOM)	1.2	$7.7M	+14%	71k	107.80	View chart
Blackstone Group Inc Com Cl A (BX)	1.2	$7.2M		48k	149.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$6.9M	+10%	39k	176.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$6.8M	-3%	22k	303.94	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.1	$6.6M	+22%	284k	23.33	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.0	$6.5M	+12%	104k	62.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.0	$6.5M	-8%	204k	31.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$6.2M		46k	135.04	View chart
Visa Com Cl A (V)	1.0	$6.0M		17k	355.05	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.0	$5.9M		59k	100.70	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.9	$5.5M	+2%	103k	53.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$5.2M	+8%	28k	182.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$5.0M	-8%	9.0k	551.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$4.9M		16k	304.83	View chart
Altria (MO)	0.7	$4.6M	-2%	78k	58.63	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$4.4M		51k	86.07	View chart
Uber Technologies (UBER)	0.6	$4.0M	-11%	42k	93.30	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.6	$3.9M		75k	52.34	View chart
Meta Platforms Cl A (META)	0.6	$3.8M	+4%	5.2k	738.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$3.8M		34k	110.10	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.6	$3.7M	-5%	41k	90.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.6	$3.6M	-7%	156k	23.07	View chart
Bank of America Corporation (BAC)	0.6	$3.5M	+10%	73k	47.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$3.4M	-5%	62k	55.10	View chart
Tesla Motors (TSLA)	0.5	$3.3M	-2%	10k	317.66	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.2M	-3%	11k	289.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.5	$3.2M	+11%	139k	22.71	View chart
Key (KEY)	0.5	$3.2M		181k	17.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$3.1M	+8%	117k	26.56	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$3.1M	-8%	57k	54.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$2.9M	+9%	111k	26.50	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$2.9M	+9%	35k	81.66	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.5	$2.8M	-10%	121k	23.25	View chart
Upstart Hldgs (UPST)	0.4	$2.6M	-27%	40k	64.68	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$2.6M	+19%	63k	40.65	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.4	$2.5M	+7%	33k	74.89	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.4	$2.4M	+12%	34k	70.14	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.4	$2.2M	-4%	67k	32.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$2.2M		3.9k	568.01	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.3	$2.2M		47k	46.55	View chart
Kinder Morgan (KMI)	0.3	$2.2M	-29%	74k	29.40	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.3	$2.1M		34k	62.80	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$2.1M		40k	52.06	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$2.0M		24k	84.81	View chart
Eaton Corp SHS (ETN)	0.3	$2.0M	+6%	5.6k	356.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.0M		32k	62.02	View chart
Aon Shs Cl A (AON)	0.3	$2.0M	+4%	5.5k	356.76	View chart
Iron Mountain (IRM)	0.3	$1.9M		19k	102.57	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.9M	+2%	14k	134.79	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$1.9M		36k	52.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.8M		4.1k	438.42	View chart
Poet Technologies Com New (POET)	0.3	$1.8M		344k	5.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.3	$1.8M	-38%	53k	33.20	View chart
Flowers Foods (FLO)	0.3	$1.8M	+60%	111k	15.98	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.8M		7.3k	240.32	View chart
Concentrix Corp (CNXC)	0.3	$1.7M	-3%	32k	52.86	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$1.6M	+2%	17k	95.32	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.6M		33k	49.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.6M		12k	133.31	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.6M		3.1k	509.31	View chart
Pfizer (PFE)	0.3	$1.6M	-2%	65k	24.24	View chart
Eli Lilly & Co. (LLY)	0.2	$1.5M		2.0k	779.65	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.5M	NEW	22k	71.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.5M	+28%	8.7k	176.73	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.5M	+4%	2.7k	561.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$1.5M	-4%	72k	20.68	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.5M	+27%	6.5k	227.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$1.5M	+26%	6.5k	226.49	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.5M	-5%	12k	121.38	View chart
McDonald's Corporation (MCD)	0.2	$1.4M		5.0k	292.16	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$1.4M	+7%	41k	35.28	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$1.4M		29k	50.17	View chart
Advanced Micro Devices (AMD)	0.2	$1.4M	-13%	10k	141.89	View chart
Progressive Corporation (PGR)	0.2	$1.4M		5.3k	266.85	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.4M		13k	112.34	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$1.4M	+21%	19k	72.82	View chart
American Intl Group Com New (AIG)	0.2	$1.3M		16k	85.59	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$1.3M		46k	29.13	View chart
At&t (T)	0.2	$1.3M	-6%	45k	28.94	View chart
FirstEnergy (FE)	0.2	$1.3M	+44%	32k	40.26	View chart
Snowflake Cl A (SNOW)	0.2	$1.3M		5.7k	223.77	View chart
Nutrien (NTR)	0.2	$1.2M	-12%	21k	58.24	View chart
Costco Wholesale Corporation (COST)	0.2	$1.2M	+2%	1.2k	990.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.2M		11k	109.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.2M	-4%	12k	99.20	View chart
Sun Life Financial (SLF)	0.2	$1.2M		18k	66.45	View chart
Verizon Communications (VZ)	0.2	$1.2M	+58%	27k	43.27	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$1.1M		14k	81.54	View chart
First Tr Exchange-traded SHS (QQEW)	0.2	$1.1M		8.1k	136.49	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$1.1M	+29%	28k	39.49	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$1.1M		23k	48.86	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$1.1M		48k	22.50	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.1M	+8%	9.1k	119.12	View chart
Capital Group International SHS (CGIE)	0.2	$1.1M	+8%	33k	32.92	View chart
Kodiak Gas Svcs (KGS)	0.2	$1.1M	NEW	31k	34.27	View chart
Chubb (CB)	0.2	$1.1M		3.7k	289.72	View chart
Home Depot (HD)	0.2	$1.1M	+2%	2.9k	366.65	View chart
Constellation Energy (CEG)	0.2	$1.1M	+54%	3.3k	322.76	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.0M	+16%	31k	32.81	View chart
Suncor Energy (SU)	0.2	$1.0M		27k	37.45	View chart
Johnson & Johnson (JNJ)	0.2	$998k		6.5k	152.74	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.2	$978k		6.5k	150.98	View chart
Abbvie (ABBV)	0.2	$957k	+6%	5.2k	185.62	View chart
General Mills (GIS)	0.2	$952k		18k	51.81	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$938k	-4%	21k	44.70	View chart
Intuitive Surgical Com New (ISRG)	0.2	$938k		1.7k	543.41	View chart
Oracle Corporation (ORCL)	0.2	$935k	-2%	4.3k	218.64	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.2	$933k		13k	73.35	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$927k		18k	50.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$924k	+2%	47k	19.65	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$917k		15k	59.87	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$901k		19k	48.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$900k		4.2k	215.77	View chart
Ge Vernova (GEV)	0.1	$897k		1.7k	529.16	View chart
International Business Machines (IBM)	0.1	$895k		3.0k	294.78	View chart
Omega Healthcare Investors (OHI)	0.1	$886k	+4%	24k	36.65	View chart
Goldman Sachs (GS)	0.1	$881k	+3%	1.2k	707.75	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$878k	+2%	7.6k	115.35	View chart
Applied Materials (AMAT)	0.1	$872k	NEW	4.8k	183.05	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$870k	-4%	4.0k	219.03	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$870k	-16%	18k	49.26	View chart
Wal-Mart Stores (WMT)	0.1	$866k	+5%	8.9k	97.78	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$863k		5.9k	147.52	View chart
Newmont Mining Corporation (NEM)	0.1	$860k		15k	58.26	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$854k	+3%	39k	22.05	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$853k	-7%	9.2k	92.34	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$853k	-3%	11k	81.40	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$846k	+27%	47k	18.13	View chart
Caterpillar (CAT)	0.1	$846k		2.2k	388.27	View chart
Chevron Corporation (CVX)	0.1	$836k		5.8k	143.20	View chart
Netflix (NFLX)	0.1	$814k	-14%	608.00	1339.13	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$802k	+5%	9.3k	85.78	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$797k		16k	49.82	View chart
Kenvue (KVUE)	0.1	$791k	-15%	38k	20.93	View chart
Commercial Metals Company (CMC)	0.1	$784k		16k	48.91	View chart
Palo Alto Networks (PANW)	0.1	$765k		3.7k	204.64	View chart
International Paper Company (IP)	0.1	$759k		16k	46.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$756k		3.9k	195.42	View chart
Micron Technology (MU)	0.1	$741k	-28%	6.0k	123.24	View chart
Vanguard World Financials Etf (VFH)	0.1	$741k		5.8k	127.29	View chart
Mongodb Cl A (MDB)	0.1	$740k		3.5k	209.99	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.1	$736k	+59%	23k	32.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$733k	+6%	5.0k	146.02	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$731k	+8%	30k	24.71	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$730k		12k	61.13	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$728k	-22%	8.0k	90.89	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$723k		13k	56.85	View chart
Pepsi (PEP)	0.1	$713k	-7%	5.4k	132.04	View chart
Procter & Gamble Company (PG)	0.1	$709k		4.5k	159.32	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$702k	+15%	21k	33.44	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$698k		5.5k	126.52	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$692k		37k	18.70	View chart
Automatic Data Processing (ADP)	0.1	$685k		2.2k	308.40	View chart
Broadcom (AVGO)	0.1	$672k	-12%	2.4k	275.66	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$661k	+9%	13k	50.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$645k		1.5k	424.58	View chart
Vanguard World Health Car Etf (VHT)	0.1	$633k		2.5k	248.33	View chart
Annaly Capital Management In Com New (NLY)	0.1	$633k		34k	18.82	View chart
Deere & Company (DE)	0.1	$626k		1.2k	508.49	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$624k		11k	56.48	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$615k		5.1k	120.98	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$612k		6.3k	96.90	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$606k	+3%	68k	8.89	View chart
Norfolk Southern (NSC)	0.1	$605k		2.4k	255.99	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$601k	+15%	16k	36.93	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$594k	+74%	29k	20.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$589k		2.3k	253.21	View chart
Gilead Sciences (GILD)	0.1	$587k	-3%	5.3k	110.87	View chart
ConocoPhillips (COP)	0.1	$581k		6.5k	89.74	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$574k	+59%	3.0k	188.62	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$572k		35k	16.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$564k	+23%	29k	19.52	View chart
Tempus Ai Cl A (TEM)	0.1	$559k	+10%	8.8k	63.54	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$559k		6.7k	83.39	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$558k	-22%	3.5k	157.35	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$551k		7.0k	78.62	View chart
salesforce (CRM)	0.1	$528k		1.9k	272.71	View chart
TJX Companies (TJX)	0.1	$526k		4.3k	123.49	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$509k	-11%	7.2k	70.29	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$506k		8.2k	61.57	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$503k		1.9k	269.33	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$498k		47k	10.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$485k	-2%	2.5k	194.98	View chart
Illinois Tool Works (ITW)	0.1	$481k		1.9k	247.25	View chart
Markel Corporation (MKL)	0.1	$479k	NEW	240.00	1997.37	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$474k	+10%	25k	19.25	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$462k	-14%	1.9k	246.50	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$455k		4.2k	108.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$453k	-6%	5.0k	91.10	View chart
Northrop Grumman Corporation (NOC)	0.1	$447k	+15%	894.00	500.03	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$445k	-5%	1.6k	278.83	View chart
Lam Research Corp Com New (LRCX)	0.1	$431k	-41%	4.4k	97.34	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$431k		3.0k	144.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$427k	+86%	5.5k	77.34	View chart
Ge Aerospace Com New (GE)	0.1	$426k	+3%	1.7k	257.39	View chart
Laredo Petroleum (VTLE)	0.1	$424k		26k	16.09	View chart
Chipotle Mexican Grill (CMG)	0.1	$424k	-5%	7.5k	56.15	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$421k	+20%	3.6k	117.17	View chart
Exelon Corporation (EXC)	0.1	$419k		9.7k	43.42	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$419k	+2%	10k	41.87	View chart
Unilever Spon Adr New (UL)	0.1	$416k	+19%	6.8k	61.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$414k		2.1k	194.23	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$413k		14k	30.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$413k	-23%	1.5k	279.77	View chart
Cisco Systems (CSCO)	0.1	$412k	+2%	5.9k	69.38	View chart
Wec Energy Group (WEC)	0.1	$405k	-2%	3.9k	104.19	View chart
Citigroup Com New (C)	0.1	$392k		4.6k	85.12	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$390k		1.9k	204.67	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$384k		4.3k	89.79	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$378k		8.7k	43.58	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$378k		10k	36.79	View chart
Walt Disney Company (DIS)	0.1	$373k		3.0k	124.02	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$373k	+2%	16k	22.85	View chart
Coca-Cola Company (KO)	0.1	$373k		5.3k	70.75	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$373k	-4%	658.00	566.48	View chart
T Rowe Price Etf International Eq (TOUS)	0.1	$369k	NEW	11k	32.37	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$367k	+3%	19k	19.56	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$366k		5.3k	68.53	View chart
Draftkings Com Cl A (DKNG)	0.1	$365k	-4%	8.5k	42.89	View chart
Block Cl A (XYZ)	0.1	$363k		5.4k	67.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$357k	NEW	15k	24.44	View chart
Marvell Technology (MRVL)	0.1	$355k	-3%	4.6k	77.39	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$351k	NEW	438.00	801.39	View chart
Coinbase Global Com Cl A (COIN)	0.1	$351k	NEW	1.0k	350.49	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$345k	+20%	32k	10.73	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$344k	+7%	7.3k	47.47	View chart
Lpl Financial Holdings (LPLA)	0.1	$344k	+4%	918.00	374.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$344k	-6%	1.9k	181.73	View chart
Hershey Company (HSY)	0.1	$341k		2.1k	165.98	View chart
Honeywell International (HON)	0.1	$338k	+34%	1.5k	232.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$337k		5.3k	63.94	View chart
Lockheed Martin Corporation (LMT)	0.1	$336k	+6%	726.00	463.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$334k	+24%	5.9k	57.01	View chart
Intel Corporation (INTC)	0.1	$333k		15k	22.40	View chart
Ardelyx (ARDX)	0.1	$333k	-6%	85k	3.92	View chart
Southern Company (SO)	0.1	$331k		3.6k	91.82	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$330k	+36%	3.8k	87.80	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$328k	-2%	2.7k	123.60	View chart
Ford Motor Company (F)	0.1	$327k	+7%	30k	10.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$327k		5.2k	62.36	View chart
Wells Fargo & Company (WFC)	0.1	$326k	-6%	4.1k	80.12	View chart
Zoetis Cl A (ZTS)	0.1	$324k	-2%	2.1k	155.96	View chart
Viatris (VTRS)	0.1	$323k	-10%	36k	8.93	View chart
Lowe's Companies (LOW)	0.1	$322k		1.5k	221.94	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$321k	+2%	34k	9.45	View chart
Nextera Energy (NEE)	0.1	$318k		4.6k	69.42	View chart
Abbott Laboratories (ABT)	0.1	$316k		2.3k	136.02	View chart
UnitedHealth (UNH)	0.1	$315k	-18%	1.0k	312.00	View chart
Ares Capital Corporation (ARCC)	0.0	$306k		14k	21.96	View chart
Qualcomm (QCOM)	0.0	$306k	-41%	1.9k	159.26	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.0	$304k		13k	23.37	View chart
Axon Enterprise (AXON)	0.0	$298k	NEW	360.00	827.94	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$298k		3.3k	89.05	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$295k	+4%	7.9k	37.51	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$295k		2.6k	113.41	View chart
Enterprise Products Partners (EPD)	0.0	$293k	-4%	9.4k	31.01	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.0	$291k		8.3k	35.11	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$289k		4.9k	59.26	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$281k		3.5k	79.66	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$281k	-11%	1.3k	212.83	View chart
Cameco Corporation (CCJ)	0.0	$279k	NEW	3.8k	74.23	View chart
Yum! Brands (YUM)	0.0	$279k		1.9k	148.18	View chart
Duke Energy Corp Com New (DUK)	0.0	$279k	-3%	2.4k	118.01	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$277k		2.0k	141.66	View chart
Dupont De Nemours (DD)	0.0	$276k	-22%	4.0k	68.59	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$275k		4.0k	68.72	View chart
General American Investors (GAM)	0.0	$273k		4.9k	56.04	View chart
CVS Caremark Corporation (CVS)	0.0	$272k	-42%	3.9k	68.98	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$272k		3.2k	85.47	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$271k		5.1k	53.29	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$270k		4.3k	62.74	View chart
Pulte (PHM)	0.0	$268k		2.5k	105.46	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$268k		5.4k	49.82	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$267k		2.5k	107.97	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$266k		5.9k	45.22	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$259k		3.4k	75.44	View chart
Bristol Myers Squibb (BMY)	0.0	$250k		5.4k	46.29	View chart
Merck & Co (MRK)	0.0	$249k	-32%	3.1k	79.16	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$249k	NEW	1.2k	210.96	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$247k		2.2k	110.03	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.0	$247k	-23%	3.6k	68.61	View chart
Amgen (AMGN)	0.0	$246k		881.00	279.23	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.0	$243k	NEW	4.4k	55.76	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$243k		5.1k	47.56	View chart
Sherwin-Williams Company (SHW)	0.0	$240k		700.00	343.28	View chart
Dropbox Cl A (DBX)	0.0	$240k		8.4k	28.60	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$240k		2.4k	100.52	View chart
American Express Company (AXP)	0.0	$240k	-5%	752.00	318.98	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$239k		10k	22.98	View chart
Marsh & McLennan Companies (MMC)	0.0	$238k	-5%	1.1k	218.64	View chart
Hartford Financial Services (HIG)	0.0	$238k		1.9k	126.87	View chart
PNC Financial Services (PNC)	0.0	$236k	NEW	1.3k	186.39	View chart
Prologis (PLD)	0.0	$234k		2.2k	105.12	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$230k	-26%	3.1k	73.63	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.0	$226k		11k	21.52	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$226k		9.1k	24.67	View chart
MercadoLibre (MELI)	0.0	$225k	NEW	86.00	2613.63	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$223k	NEW	3.6k	61.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$220k	NEW	1.3k	173.27	View chart
Target Corporation (TGT)	0.0	$220k	-25%	2.2k	98.63	View chart
Bwx Technologies (BWXT)	0.0	$216k	NEW	1.5k	144.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$215k	NEW	2.3k	91.98	View chart
RBB Motley Fol Etf (TMFC)	0.0	$205k	NEW	3.2k	64.50	View chart
Starbucks Corporation (SBUX)	0.0	$202k	NEW	2.2k	91.64	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$201k		1.3k	153.31	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$201k		2.9k	69.88	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$200k	NEW	5.7k	35.28	View chart
Fidelis Insurance Holdings L (FIHL)	0.0	$195k	NEW	12k	16.58	View chart
Tronox Holdings SHS (TROX)	0.0	$185k	NEW	36k	5.07	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$170k		15k	11.13	View chart
Anixa Biosciences (ANIX)	0.0	$139k		42k	3.30	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$104k		11k	9.75	View chart
Under Armour CL C (UA)	0.0	$85k	+10%	13k	6.49	View chart
Graftech International (EAF)	0.0	$64k	-10%	66k	0.97	View chart

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 2025 Q2 filed Aug. 18, 2025
Tyler-Stone Wealth Management 2025 Q1 filed May 13, 2025
Tyler-Stone Wealth Management 2024 Q4 filed Feb. 12, 2025
Tyler-Stone Wealth Management 2024 Q3 filed Nov. 4, 2024
Tyler-Stone Wealth Management 2024 Q2 filed Aug. 14, 2024
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

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