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, DGRW, IVV, PH, and represent 24.19% of Tyler-Stone Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$21M), AAPL (+$14M), DGRW (+$12M), IVV (+$10M), JPST (+$9.2M), PH (+$9.1M), JAVA (+$6.1M), MSFT (+$5.0M), QQQI, GOOG.
- Started 12 new stock positions in JPEF, CGBL, Te Connectivity, CGCP, CGIE, CGGR, QQQI, GSSC, CGUS, GOVT. CLSE, TMSL.
- Reduced shares in these 10 stocks: BND, , VXUS, , BNDX, , BP, ABNB, Iron Mtn Inc New call, PINS.
- Sold out of its positions in AFL, DTEC, BFOR, At&t Inc option, IZRL, PPLT, ADBE, AEG, ASIX, DEVICES INC Advanced Micro call.
- Tyler-Stone Wealth Management was a net buyer of stock by $271M.
- Tyler-Stone Wealth Management has $530M in assets under management (AUM), dropping by 117.62%.
- Central Index Key (CIK): 0001912584
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Portfolio Holdings for Tyler-Stone Wealth Management
Tyler-Stone Wealth Management holds 319 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.0 | $42M | +102% | 347k | 121.44 |
|
| Apple (AAPL) | 5.1 | $27M | +107% | 116k | 233.00 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 4.1 | $22M | +120% | 259k | 83.21 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $20M | +112% | 34k | 576.82 |
|
| Parker-Hannifin Corporation (PH) | 3.4 | $18M | +104% | 28k | 631.83 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.2 | $12M | +411% | 227k | 50.74 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 1.9 | $10M | +148% | 159k | 64.07 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.9 | $9.8M | +93% | 108k | 91.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $9.3M | +106% | 55k | 167.19 |
|
| Microsoft Corporation (MSFT) | 1.7 | $9.2M | +118% | 22k | 430.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $9.0M | +105% | 16k | 573.74 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $8.7M | +112% | 19k | 460.26 |
|
| Amazon (AMZN) | 1.5 | $8.0M | +130% | 43k | 186.33 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.5 | $7.8M | +94% | 51k | 153.13 |
|
| Palantir Technologies Cl A (PLTR) | 1.4 | $7.5M | +97% | 202k | 37.20 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $7.0M | +103% | 60k | 117.22 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $6.5M | +124% | 23k | 283.16 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.2 | $6.3M | +96% | 50k | 125.62 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.2 | $6.2M | +96% | 58k | 106.76 |
|
| Visa Com Cl A (V) | 1.0 | $5.4M | +102% | 20k | 274.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.1M | +117% | 31k | 165.85 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $5.1M | +112% | 10k | 488.06 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.9 | $4.9M | +111% | 90k | 54.65 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.9 | $4.9M | NEW | 95k | 51.33 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.9 | $4.9M | +95% | 27k | 179.30 |
|
| Philip Morris International (PM) | 0.9 | $4.5M | +86% | 37k | 121.40 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.8 | $4.2M | +173% | 77k | 54.93 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.8 | $4.1M | +100% | 70k | 57.83 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.8 | $4.0M | +104% | 77k | 52.86 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.8 | $4.0M | +88% | 50k | 80.30 |
|
| Altria (MO) | 0.7 | $3.7M | +94% | 73k | 51.04 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.7 | $3.6M | +104% | 154k | 23.12 |
|
| Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.7 | $3.5M | +98% | 150k | 23.30 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $3.3M | +96% | 34k | 95.75 |
|
| Iron Mountain (IRM) | 0.6 | $3.2M | +105% | 27k | 118.83 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $3.1M | +91% | 13k | 243.06 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.6 | $3.1M | +79% | 135k | 22.72 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.6 | $3.0M | +92% | 129k | 23.29 |
|
| Uber Technologies (UBER) | 0.5 | $2.9M | +106% | 39k | 75.16 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.5 | $2.8M | +150% | 119k | 23.45 |
|
| Key (KEY) | 0.5 | $2.8M | +95% | 166k | 16.75 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.5 | $2.5M | +111% | 83k | 29.89 |
|
| Tesla Motors (TSLA) | 0.5 | $2.5M | +109% | 9.4k | 261.63 |
|
| Meta Platforms Cl A (META) | 0.5 | $2.4M | +160% | 4.3k | 572.44 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.2M | +104% | 57k | 39.68 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.4 | $2.2M | +26% | 41k | 54.48 |
|
| Kinder Morgan (KMI) | 0.4 | $2.2M | +106% | 101k | 22.09 |
|
| Upstart Hldgs (UPST) | 0.4 | $2.2M | +94% | 56k | 40.01 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.1M | +155% | 10k | 210.85 |
|
| Advanced Micro Devices (AMD) | 0.4 | $2.1M | +140% | 13k | 164.07 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $2.1M | +101% | 24k | 87.80 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.4 | $2.1M | +99% | 34k | 61.35 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.4 | $2.0M | +520% | 33k | 61.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.0M | +100% | 3.8k | 527.66 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.9M | +119% | 31k | 62.32 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $1.9M | +152% | 9.7k | 200.85 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 0.4 | $1.9M | +120% | 64k | 30.35 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.4 | $1.9M | +167% | 27k | 70.06 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.3 | $1.8M | +116% | 73k | 25.04 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.3 | $1.8M | +511% | 24k | 76.88 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.8M | +118% | 12k | 154.02 |
|
| Aon Shs Cl A (AON) | 0.3 | $1.8M | +100% | 5.2k | 345.99 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $1.8M | +100% | 22k | 80.78 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.8M | +101% | 3.6k | 493.73 |
|
| Eaton Corp SHS (ETN) | 0.3 | $1.7M | +100% | 5.2k | 331.42 |
|
| Pulte (PHM) | 0.3 | $1.7M | +115% | 12k | 143.53 |
|
| Chubb (CB) | 0.3 | $1.7M | +100% | 5.7k | 288.39 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.3 | $1.6M | +100% | 77k | 21.12 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $1.6M | +100% | 41k | 39.82 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.6M | +147% | 4.1k | 383.94 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $1.6M | +99% | 7.8k | 202.75 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.6M | +101% | 12k | 128.20 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.6M | +108% | 5.2k | 304.50 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $1.5M | +118% | 75k | 20.65 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.3 | $1.5M | +100% | 16k | 95.94 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $1.5M | +100% | 13k | 112.94 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $1.5M | +91% | 33k | 45.32 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.3 | $1.5M | +100% | 29k | 50.50 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $1.4M | +100% | 17k | 82.94 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.4M | +99% | 14k | 101.27 |
|
| Progressive Corporation (PGR) | 0.3 | $1.3M | +100% | 5.2k | 253.74 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.2M | +115% | 10k | 116.96 |
|
| Poet Technologies Com New (POET) | 0.2 | $1.2M | +234% | 271k | 4.44 |
|
| Micron Technology (MU) | 0.2 | $1.2M | +106% | 11k | 103.71 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $1.2M | +102% | 32k | 36.38 |
|
| Kenvue (KVUE) | 0.2 | $1.1M | +134% | 49k | 23.13 |
|
| Suncor Energy (SU) | 0.2 | $1.1M | +93% | 31k | 36.92 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $1.1M | +101% | 14k | 81.78 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.2 | $1.1M | +68% | 9.0k | 125.45 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.1M | +81% | 16k | 71.73 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.1M | +119% | 6.4k | 173.67 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $1.1M | +78% | 24k | 45.49 |
|
| Home Depot (HD) | 0.2 | $1.1M | +109% | 2.7k | 405.14 |
|
| General Mills (GIS) | 0.2 | $1.1M | +100% | 15k | 73.85 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $1.1M | +101% | 12k | 90.80 |
|
| Nutrien (NTR) | 0.2 | $1.1M | +128% | 22k | 48.06 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | +81% | 1.2k | 886.54 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.2 | $1.1M | NEW | 46k | 23.12 |
|
| Lam Research Corporation (LRCX) | 0.2 | $1.0M | +100% | 1.3k | 816.08 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.0M | +104% | 6.3k | 162.06 |
|
| NiSource (NI) | 0.2 | $1.0M | +99% | 29k | 34.65 |
|
| Sun Life Financial (SLF) | 0.2 | $1.0M | +100% | 18k | 58.02 |
|
| FirstEnergy (FE) | 0.2 | $1.0M | +94% | 23k | 44.35 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $1.0M | +103% | 21k | 47.13 |
|
| American Intl Group Com New (AIG) | 0.2 | $1.0M | +96% | 14k | 73.23 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.2 | $1.0M | +92% | 12k | 82.53 |
|
| At&t (T) | 0.2 | $998k | +100% | 45k | 22.00 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $997k | +258% | 1.1k | 886.09 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.2 | $997k | +132% | 39k | 25.61 |
|
| Mongodb Cl A (MDB) | 0.2 | $988k | +100% | 3.7k | 270.35 |
|
| Pepsi (PEP) | 0.2 | $984k | +103% | 5.8k | 170.04 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $981k | NEW | 28k | 34.79 |
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.2 | $976k | +105% | 7.4k | 131.45 |
|
| Intel Corporation (INTC) | 0.2 | $968k | +105% | 41k | 23.46 |
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 0.2 | $936k | NEW | 29k | 32.46 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $913k | +465% | 5.2k | 174.58 |
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.2 | $903k | +92% | 17k | 52.75 |
|
| Pfizer (PFE) | 0.2 | $902k | +85% | 31k | 28.94 |
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.2 | $901k | +100% | 13k | 69.44 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $899k | +101% | 4.1k | 218.46 |
|
| Abbvie (ABBV) | 0.2 | $883k | +131% | 4.5k | 197.48 |
|
| Commercial Metals Company (CMC) | 0.2 | $880k | +100% | 16k | 54.96 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $875k | +121% | 3.1k | 280.47 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $868k | +100% | 4.5k | 191.31 |
|
| Caterpillar (CAT) | 0.2 | $863k | +139% | 2.2k | 391.17 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $837k | +127% | 5.7k | 145.61 |
|
| Vanguard World Energy Etf (VDE) | 0.2 | $835k | +115% | 6.8k | 122.48 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.2 | $821k | +634% | 36k | 22.70 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $816k | +100% | 4.1k | 197.17 |
|
| Procter & Gamble Company (PG) | 0.2 | $803k | +152% | 4.6k | 173.22 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $799k | +111% | 16k | 49.41 |
|
| International Paper Company (IP) | 0.1 | $791k | +100% | 16k | 48.85 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $778k | +101% | 5.7k | 135.43 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $757k | +186% | 13k | 59.51 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $755k | +99% | 17k | 45.86 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $753k | +93% | 3.1k | 245.45 |
|
| UnitedHealth (UNH) | 0.1 | $748k | +154% | 1.3k | 584.48 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $745k | +100% | 26k | 28.41 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $742k | +90% | 12k | 60.20 |
|
| Oracle Corporation (ORCL) | 0.1 | $742k | +122% | 4.4k | 170.41 |
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| Flowers Foods (FLO) | 0.1 | $731k | +121% | 32k | 23.07 |
|
| Verizon Communications (VZ) | 0.1 | $728k | +101% | 16k | 44.91 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $719k | +64% | 12k | 59.87 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $714k | +145% | 11k | 65.00 |
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $713k | +125% | 36k | 20.07 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $696k | +118% | 5.7k | 121.16 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $688k | +156% | 2.4k | 282.19 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $687k | +466% | 3.1k | 220.92 |
|
| Laredo Petroleum (VTLE) | 0.1 | $683k | +127% | 25k | 26.90 |
|
| Ardelyx (ARDX) | 0.1 | $667k | +87% | 97k | 6.89 |
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $663k | +98% | 4.8k | 138.64 |
|
| Constellation Energy (CEG) | 0.1 | $651k | +61% | 2.5k | 260.02 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.1 | $648k | +100% | 8.2k | 79.23 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $639k | +83% | 10k | 62.88 |
|
| Nextera Energy (NEE) | 0.1 | $636k | +113% | 7.5k | 84.53 |
|
| Shopify Cl A (SHOP) | 0.1 | $635k | +100% | 7.9k | 80.14 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $631k | +107% | 1.3k | 491.27 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $630k | +100% | 5.7k | 109.91 |
|
| Illinois Tool Works (ITW) | 0.1 | $618k | +100% | 2.4k | 262.07 |
|
| Chevron Corporation (CVX) | 0.1 | $614k | +135% | 4.2k | 147.28 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $598k | +103% | 11k | 53.45 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $594k | +101% | 36k | 16.56 |
|
| Merck & Co (MRK) | 0.1 | $588k | +112% | 5.2k | 113.56 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $587k | +81% | 5.4k | 109.65 |
|
| Omega Healthcare Investors (OHI) | 0.1 | $586k | +114% | 14k | 40.70 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $586k | +97% | 7.0k | 84.04 |
|
| Norfolk Southern (NSC) | 0.1 | $578k | +68% | 2.3k | 248.52 |
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| ConocoPhillips (COP) | 0.1 | $575k | +192% | 5.5k | 105.28 |
|
| Netflix (NFLX) | 0.1 | $574k | +209% | 809.00 | 709.27 |
|
| Goldman Sachs (GS) | 0.1 | $573k | +105% | 1.2k | 495.27 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $571k | +43% | 11k | 50.94 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $571k | +100% | 1.5k | 375.38 |
|
| Qualcomm (QCOM) | 0.1 | $561k | +108% | 3.3k | 170.05 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $559k | +101% | 2.8k | 200.75 |
|
| Ishares Tr Morningstar Valu (ILCV) | 0.1 | $557k | +97% | 6.8k | 82.20 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $554k | +100% | 7.0k | 79.12 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $549k | +93% | 64k | 8.65 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $546k | +93% | 2.4k | 225.76 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $539k | +2363% | 15k | 36.44 |
|
| International Business Machines (IBM) | 0.1 | $537k | +121% | 2.4k | 221.08 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $525k | +100% | 5.0k | 103.90 |
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| Dupont De Nemours (DD) | 0.1 | $520k | +95% | 5.8k | 89.11 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $518k | +100% | 2.4k | 220.09 |
|
| Gilead Sciences (GILD) | 0.1 | $512k | +115% | 6.1k | 83.84 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $510k | +167% | 1.9k | 263.78 |
|
| Deere & Company (DE) | 0.1 | $505k | +90% | 1.2k | 417.33 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $496k | +98% | 8.4k | 59.24 |
|
| Viatris (VTRS) | 0.1 | $493k | +62% | 42k | 11.61 |
|
| TJX Companies (TJX) | 0.1 | $489k | +143% | 4.2k | 117.54 |
|
| Lowe's Companies (LOW) | 0.1 | $486k | +111% | 1.8k | 270.85 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.1 | $485k | +223% | 20k | 24.64 |
|
| Etf Ser Solutions Aam S&p 500 (SPDV) | 0.1 | $476k | +85% | 14k | 33.55 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $463k | +100% | 2.3k | 198.06 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $462k | +100% | 4.8k | 95.95 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $458k | +111% | 7.9k | 57.62 |
|
| Wal-Mart Stores (WMT) | 0.1 | $453k | +271% | 5.6k | 80.75 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $449k | +100% | 2.1k | 211.83 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $448k | +99% | 9.0k | 49.70 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $446k | +130% | 11k | 39.20 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $442k | +97% | 13k | 33.23 |
|
| Ge Vernova (GEV) | 0.1 | $433k | +94% | 1.7k | 254.98 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $432k | +1195% | 22k | 19.72 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.1 | $430k | NEW | 6.2k | 69.35 |
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.1 | $429k | +100% | 5.7k | 75.51 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $428k | +283% | 27k | 16.05 |
|
| Blackstone Mtg Tr Com Cl A (BXMT) | 0.1 | $425k | +100% | 22k | 19.01 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $424k | +108% | 803.00 | 528.07 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $420k | +96% | 8.8k | 47.53 |
|
| salesforce (CRM) | 0.1 | $417k | +126% | 1.5k | 273.71 |
|
| Unilever Spon Adr New (UL) | 0.1 | $416k | +100% | 6.4k | 64.96 |
|
| Zoetis Cl A (ZTS) | 0.1 | $415k | +131% | 2.1k | 195.42 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $409k | +216% | 9.8k | 41.95 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $404k | +100% | 2.1k | 189.80 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $404k | +105% | 691.00 | 584.98 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $403k | +100% | 2.7k | 149.63 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $392k | +100% | 688.00 | 569.66 |
|
| Exelon Corporation (EXC) | 0.1 | $392k | +100% | 9.7k | 40.55 |
|
| Wec Energy Group (WEC) | 0.1 | $384k | +100% | 4.0k | 96.17 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $383k | +102% | 4.2k | 90.41 |
|
| Broadcom (AVGO) | 0.1 | $373k | +2706% | 2.2k | 172.50 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $372k | +100% | 9.0k | 41.16 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.1 | $365k | +100% | 5.3k | 68.91 |
|
| Block Cl A (SQ) | 0.1 | $362k | +98% | 5.4k | 67.13 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $361k | +21% | 2.0k | 179.16 |
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.1 | $360k | +108% | 4.8k | 74.67 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.1 | $358k | -6% | 5.9k | 60.92 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $351k | +100% | 3.0k | 117.63 |
|
| Target Corporation (TGT) | 0.1 | $349k | +56% | 2.2k | 155.86 |
|
| Coca-Cola Company (KO) | 0.1 | $349k | +113% | 4.8k | 71.86 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $344k | +106% | 34k | 10.02 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $344k | +101% | 3.4k | 100.70 |
|
| Paypal Holdings (PYPL) | 0.1 | $337k | +87% | 4.3k | 78.03 |
|
| Camping World Hldgs Cl A (CWH) | 0.1 | $336k | +100% | 14k | 24.22 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $328k | +100% | 5.2k | 62.69 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $327k | +99% | 3.0k | 110.19 |
|
| Southern Company (SO) | 0.1 | $323k | +154% | 3.6k | 90.19 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $318k | +100% | 4.2k | 76.02 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.1 | $318k | NEW | 10k | 31.05 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $310k | +100% | 2.7k | 114.52 |
|
| Amgen (AMGN) | 0.1 | $309k | +160% | 959.00 | 322.10 |
|
| Hershey Company (HSY) | 0.1 | $309k | +195% | 1.6k | 191.82 |
|
| Blackrock Res & Commodities SHS (BCX) | 0.1 | $308k | +102% | 32k | 9.60 |
|
| Te Connectivity Ord Shs | 0.1 | $305k | NEW | 2.0k | 150.99 |
|
| Walt Disney Company (DIS) | 0.1 | $304k | +90% | 3.2k | 96.19 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $303k | +101% | 1.8k | 166.82 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $302k | +153% | 2.8k | 106.12 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $300k | +113% | 360.00 | 833.26 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $300k | +117% | 3.1k | 97.43 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $298k | +83% | 2.6k | 115.29 |
|
| Trust For Professional Man Convergence Lng (CLSE) | 0.1 | $290k | NEW | 13k | 22.27 |
|
| Cisco Systems (CSCO) | 0.1 | $289k | +88% | 5.4k | 53.22 |
|
| Palo Alto Networks (PANW) | 0.1 | $289k | +255% | 846.00 | 341.80 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.1 | $288k | +107% | 8.5k | 33.91 |
|
| Ford Motor Company (F) | 0.1 | $286k | +127% | 27k | 10.56 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $285k | +53% | 5.7k | 50.46 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $285k | +100% | 4.9k | 58.27 |
|
| Enterprise Products Partners (EPD) | 0.1 | $284k | +100% | 9.8k | 29.11 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.1 | $279k | +129% | 5.4k | 51.53 |
|
| Applied Materials (AMAT) | 0.1 | $279k | +234% | 1.4k | 202.00 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $278k | +100% | 4.2k | 66.29 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $278k | NEW | 12k | 23.45 |
|
| Prologis (PLD) | 0.1 | $277k | +158% | 2.2k | 126.28 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $275k | +104% | 13k | 20.94 |
|
| Automatic Data Processing (ADP) | 0.1 | $275k | +104% | 994.00 | 276.73 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $273k | +100% | 5.1k | 53.72 |
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.1 | $273k | +101% | 5.3k | 51.96 |
|
| Sila Realty Trust Common Stock (SILA) | 0.1 | $272k | +205% | 11k | 25.29 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $270k | +290% | 2.5k | 109.33 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $269k | +112% | 704.00 | 381.49 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $268k | +101% | 5.8k | 46.34 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $266k | +101% | 2.8k | 96.39 |
|
| Marvell Technology (MRVL) | 0.0 | $262k | +100% | 3.6k | 72.12 |
|
| Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $261k | +79% | 1.5k | 177.39 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $260k | +100% | 4.3k | 61.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $258k | +100% | 5.1k | 50.57 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $256k | +147% | 1.1k | 223.09 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $254k | +100% | 4.3k | 59.20 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $254k | +95% | 2.3k | 110.46 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $254k | NEW | 7.4k | 34.28 |
|
| Honeywell International (HON) | 0.0 | $253k | +188% | 1.2k | 206.62 |
|
| Ge Aerospace Com New (GE) | 0.0 | $248k | +116% | 1.3k | 188.62 |
|
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.0 | $248k | NEW | 3.8k | 65.53 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $245k | +41% | 580.00 | 423.12 |
|
| Ishares Tr Global Mater Etf (MXI) | 0.0 | $243k | +100% | 2.6k | 93.24 |
|
| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.0 | $243k | +100% | 4.6k | 52.58 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $241k | +100% | 1.0k | 232.57 |
|
| General American Investors (GAM) | 0.0 | $241k | +100% | 4.5k | 53.61 |
|
| Yum! Brands (YUM) | 0.0 | $241k | +102% | 1.7k | 139.71 |
|
| Danaher Corporation (DHR) | 0.0 | $239k | +194% | 858.00 | 277.96 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $237k | +100% | 4.6k | 51.74 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $230k | +267% | 371.00 | 618.57 |
|
| First Tr Exchange-traded Nasdaq Bk Etf (FTXO) | 0.0 | $229k | +68% | 7.9k | 29.08 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $228k | +121% | 2.0k | 114.95 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $228k | +224% | 2.7k | 84.54 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $224k | +105% | 2.9k | 77.91 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $222k | +100% | 3.1k | 71.60 |
|
| Capital Group International SHS (CGIE) | 0.0 | $222k | NEW | 7.3k | 30.36 |
|
| Wells Fargo & Company (WFC) | 0.0 | $222k | +106% | 3.9k | 56.49 |
|
| Boeing Company (BA) | 0.0 | $222k | +46% | 1.5k | 151.99 |
|
| Hartford Financial Services (HIG) | 0.0 | $221k | +241% | 1.9k | 117.61 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $218k | +114% | 5.2k | 41.77 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $217k | +100% | 3.1k | 71.10 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $217k | +100% | 9.1k | 23.69 |
|
| Dropbox Cl A (DBX) | 0.0 | $214k | +100% | 8.4k | 25.43 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $213k | +122% | 3.1k | 69.40 |
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $212k | +100% | 7.1k | 29.82 |
|
| American Express Company (AXP) | 0.0 | $206k | +422% | 758.00 | 271.20 |
|
| MercadoLibre (MELI) | 0.0 | $205k | +100% | 100.00 | 2051.98 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $205k | +100% | 2.3k | 88.14 |
|
| Abbott Laboratories (ABT) | 0.0 | $201k | +185% | 1.8k | 114.01 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $195k | +101% | 16k | 12.35 |
|
| Geo Group Inc/the reit (GEO) | 0.0 | $158k | +100% | 12k | 12.85 |
|
| Anixa Biosciences (ANIX) | 0.0 | $132k | +100% | 42k | 3.15 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $107k | +100% | 11k | 10.06 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $95k | +105% | 15k | 6.35 |
|
| Graftech International (EAF) | 0.0 | $81k | +113% | 61k | 1.32 |
|
| Safety Shot Com New (SHOT) | 0.0 | $42k | +100% | 34k | 1.22 |
|
| Luminar Technologies Com Cl A (LAZR) | 0.0 | $33k | +70% | 37k | 0.90 |
|
| Zomedica Corp (ZOM) | 0.0 | $11k | +100% | 80k | 0.14 |
|
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 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