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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, AAPL, DGRW, IVV, PH, and represent 21.52% of Tyler-Stone Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSJQ, QQQI, HELO, CNXC, BSJR, IVV, DGRS, JPEF, SCHD, TMSL.
Started 13 new stock positions in AZN, C, BSCQ, BIV, BSCS, BSJT, UA, AEP, COWG, CNXC. TEM, VGK, TMUS.
Reduced shares in these 10 stocks: NVDA, AAPL, PLTR, V, , QQQM, CB, TTD, GSSC, JEPQ.
Sold out of its positions in ARKQ, ARKF, ABNB, AXON, COIN, CMCSA, GEO, GSST, IWR, IYW. SHOT, KSS, NI, PTON, TTD, ZOMDF, TEL.
Tyler-Stone Wealth Management was a net buyer of stock by $16M.
Tyler-Stone Wealth Management has $557M in assets under management (AUM), dropping by -0.86%.
Central Index Key (CIK): 0001912584

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Portfolio Holdings for Tyler-Stone Wealth Management

Tyler-Stone Wealth Management holds 318 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.2	$35M	-4%	320k	108.38	View chart
Apple (AAPL)	4.4	$25M	-5%	111k	222.13	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	4.2	$23M	+3%	293k	79.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$21M	+8%	37k	561.90	View chart
Parker-Hannifin Corporation (PH)	3.0	$17M		27k	607.85	View chart
Palantir Technologies Cl A (PLTR)	2.6	$15M	-8%	172k	84.40	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	2.2	$13M	+7%	197k	63.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	2.2	$12M	+10%	243k	50.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.8	$9.8M		105k	93.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$9.7M	-3%	18k	532.57	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$9.1M	+5%	58k	156.23	View chart
Microsoft Corporation (MSFT)	1.5	$8.6M	+2%	23k	375.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$8.4M	-5%	15k	559.39	View chart
Amazon (AMZN)	1.5	$8.3M		44k	190.26	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	1.4	$8.0M	+37%	168k	47.43	View chart
Exxon Mobil Corporation (XOM)	1.3	$7.4M		62k	118.93	View chart
Blackstone Group Inc Com Cl A (BX)	1.2	$6.9M	-2%	49k	139.78	View chart
Philip Morris International (PM)	1.2	$6.8M	+5%	43k	158.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.2	$6.6M	+5%	221k	29.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$6.3M	+4%	23k	274.84	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.1	$6.0M		59k	102.18	View chart
Visa Com Cl A (V)	1.0	$5.8M	-14%	17k	350.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$5.6M		46k	122.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$5.5M	+9%	36k	154.64	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.0	$5.5M	+56%	92k	59.68	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.0	$5.4M	+90%	233k	23.19	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.0	$5.4M	+8%	101k	53.52	View chart
Altria (MO)	0.9	$4.8M		81k	60.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$4.6M	-3%	9.8k	468.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$4.5M	+5%	16k	288.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$4.5M	-3%	26k	170.89	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$3.9M		77k	51.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.7	$3.9M	+10%	169k	23.05	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$3.8M	+19%	51k	73.79	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$3.6M	-4%	65k	54.76	View chart
Uber Technologies (UBER)	0.6	$3.5M	+18%	48k	72.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$3.2M	-12%	63k	51.78	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.6	$3.2M	-9%	43k	73.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$3.2M		34k	92.83	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.6	$3.1M	-7%	135k	23.24	View chart
Kinder Morgan (KMI)	0.5	$3.0M	+4%	105k	28.53	View chart
Meta Platforms Cl A (META)	0.5	$2.9M	+2%	5.0k	576.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$2.8M	+70%	102k	27.96	View chart
Key (KEY)	0.5	$2.8M		178k	15.99	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.5	$2.8M	+171%	124k	22.40	View chart
Bank of America Corporation (BAC)	0.5	$2.8M	+20%	67k	41.73	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.8M		11k	245.31	View chart
Tesla Motors (TSLA)	0.5	$2.7M	+15%	11k	259.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$2.7M	-14%	108k	24.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.5	$2.6M	+10%	86k	29.86	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$2.5M	+5%	32k	78.85	View chart
Upstart Hldgs (UPST)	0.5	$2.5M		55k	46.03	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$2.2M		24k	93.45	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.4	$2.2M	+148%	47k	46.50	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.4	$2.1M	+120%	70k	30.48	View chart
Aon Shs Cl A (AON)	0.4	$2.1M		5.2k	399.09	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$2.1M	+8%	31k	68.01	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.4	$2.1M		34k	60.62	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$2.0M	+10%	14k	146.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$2.0M		3.9k	513.89	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.3	$1.9M	+164%	30k	63.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.9M		32k	58.35	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$1.9M		41k	45.97	View chart
Concentrix Corp (CNXC)	0.3	$1.9M	NEW	34k	55.64	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$1.8M	+33%	53k	34.25	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$1.8M		35k	49.81	View chart
Pfizer (PFE)	0.3	$1.7M	+49%	67k	25.34	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.7M	-18%	33k	50.52	View chart
Eli Lilly & Co. (LLY)	0.3	$1.6M	+26%	2.0k	825.87	View chart
Iron Mountain (IRM)	0.3	$1.6M	-10%	18k	86.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$1.6M	-2%	75k	20.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.6M	-3%	12k	128.96	View chart
McDonald's Corporation (MCD)	0.3	$1.5M	-8%	5.0k	312.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.5M		4.1k	370.84	View chart
Progressive Corporation (PGR)	0.3	$1.5M		5.3k	283.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.5M	-6%	7.4k	202.12	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.3	$1.5M		29k	50.02	View chart
Eaton Corp SHS (ETN)	0.3	$1.4M		5.3k	271.80	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.4M	-3%	2.6k	548.15	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$1.4M	-3%	13k	110.08	View chart
At&t (T)	0.2	$1.4M	-3%	49k	28.28	View chart
American Intl Group Com New (AIG)	0.2	$1.4M	+3%	16k	86.94	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$1.3M	-2%	17k	80.37	View chart
Poet Technologies Com New (POET)	0.2	$1.3M	+24%	350k	3.78	View chart
Flowers Foods (FLO)	0.2	$1.3M	+84%	69k	19.01	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$1.3M	+5%	38k	33.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.3M	-2%	13k	98.92	View chart
Nutrien (NTR)	0.2	$1.2M	-12%	24k	49.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.2M	+8%	12k	104.57	View chart
Advanced Micro Devices (AMD)	0.2	$1.2M	-7%	12k	102.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.2M	+20%	6.8k	172.73	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$1.2M		16k	74.72	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.2M	-27%	13k	90.67	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$1.2M		22k	51.94	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M	-3%	1.2k	945.71	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$1.1M	-2%	14k	80.65	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.2	$1.1M	+9%	45k	24.50	View chart
Chubb (CB)	0.2	$1.1M	-38%	3.7k	301.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.1M		3.1k	352.58	View chart
General Mills (GIS)	0.2	$1.1M	+17%	18k	59.79	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.1M	+15%	8.3k	129.70	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M		6.5k	165.84	View chart
Kenvue (KVUE)	0.2	$1.1M	-8%	45k	23.98	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$1.1M	+2%	48k	22.45	View chart
Suncor Energy (SU)	0.2	$1.0M	-9%	27k	38.72	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.0M		21k	49.16	View chart
Home Depot (HD)	0.2	$1.0M		2.8k	366.48	View chart
Abbvie (ABBV)	0.2	$1.0M	+6%	4.8k	209.51	View chart
Sun Life Financial (SLF)	0.2	$999k		18k	57.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$984k	-42%	5.1k	193.04	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.2	$979k	-5%	8.1k	120.93	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$975k	-7%	22k	44.59	View chart
Chevron Corporation (CVX)	0.2	$973k	+8%	5.8k	167.30	View chart
Super Micro Computer Com New (SMCI)	0.2	$938k	-10%	27k	34.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$923k	-13%	10k	89.64	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$916k	+44%	15k	59.84	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$911k		4.2k	218.79	View chart
FirstEnergy (FE)	0.2	$906k		22k	40.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$902k	+110%	46k	19.59	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.2	$888k	+4%	18k	48.84	View chart
Omega Healthcare Investors (OHI)	0.2	$880k	+22%	23k	38.08	View chart
Capital Group International SHS (CGIE)	0.2	$879k	+276%	30k	29.32	View chart
Pepsi (PEP)	0.2	$871k	+7%	5.8k	149.93	View chart
International Paper Company (IP)	0.2	$865k		16k	53.35	View chart
Intuitive Surgical Com New (ISRG)	0.2	$856k	+34%	1.7k	495.27	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.2	$856k	-2%	13k	67.42	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$854k	-16%	5.1k	166.00	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.2	$851k	-3%	6.5k	131.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$832k	+35%	4.2k	199.48	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$831k		27k	30.99	View chart
Snowflake Cl A (SNOW)	0.1	$826k	-2%	5.7k	146.16	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$824k	+13%	19k	43.70	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$808k	+166%	37k	21.64	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$772k	+12%	22k	35.64	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$769k		5.9k	131.08	View chart
Verizon Communications (VZ)	0.1	$763k	+3%	17k	45.36	View chart
Procter & Gamble Company (PG)	0.1	$758k	-5%	4.5k	170.41	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$756k	-17%	10k	75.74	View chart
International Business Machines (IBM)	0.1	$755k		3.0k	248.66	View chart
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX)	0.1	$746k		16k	46.61	View chart
Wal-Mart Stores (WMT)	0.1	$740k	+46%	8.4k	87.79	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$737k		11k	68.21	View chart
Commercial Metals Company (CMC)	0.1	$737k		16k	46.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$737k		3.9k	190.58	View chart
Micron Technology (MU)	0.1	$731k		8.4k	86.89	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$727k		13k	57.14	View chart
Caterpillar (CAT)	0.1	$719k	-3%	2.2k	329.73	View chart
Newmont Mining Corporation (NEM)	0.1	$714k	+3%	15k	48.28	View chart
Shopify Cl A (SHOP)	0.1	$707k	-7%	7.4k	95.44	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$706k	-4%	5.5k	127.91	View chart
Vanguard World Financials Etf (VFH)	0.1	$693k		5.8k	119.46	View chart
Annaly Capital Management In Com New (NLY)	0.1	$689k	-5%	34k	20.31	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$687k	+5%	8.9k	77.26	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$686k	+236%	37k	18.53	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$683k	-5%	12k	57.30	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$683k	+7%	37k	18.59	View chart
Automatic Data Processing (ADP)	0.1	$678k		2.2k	305.53	View chart
ConocoPhillips (COP)	0.1	$676k	-3%	6.4k	105.01	View chart
Vanguard World Health Car Etf (VHT)	0.1	$673k		2.5k	264.75	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$671k		11k	60.89	View chart
Netflix (NFLX)	0.1	$661k		709.00	932.53	View chart
Goldman Sachs (GS)	0.1	$657k	-7%	1.2k	546.38	View chart
UnitedHealth (UNH)	0.1	$652k	-8%	1.2k	523.55	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$646k	+7%	27k	23.72	View chart
Palo Alto Networks (PANW)	0.1	$638k	+114%	3.7k	170.64	View chart
Raytheon Technologies Corp (RTX)	0.1	$622k	-20%	4.7k	132.46	View chart
Mongodb Cl A (MDB)	0.1	$619k		3.5k	175.40	View chart
Gilead Sciences (GILD)	0.1	$616k	-9%	5.5k	112.05	View chart
Oracle Corporation (ORCL)	0.1	$615k		4.4k	139.80	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$604k	-4%	4.6k	132.24	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$602k	-11%	12k	50.85	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$589k		35k	16.76	View chart
Deere & Company (DE)	0.1	$577k		1.2k	469.35	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$572k		5.1k	112.84	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$568k	+2%	66k	8.60	View chart
Norfolk Southern (NSC)	0.1	$568k		2.4k	236.87	View chart
Laredo Petroleum (VTLE)	0.1	$567k	-20%	27k	21.22	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$565k	+39%	18k	30.98	View chart
Lam Research Corp Com New (LRCX)	0.1	$551k	-32%	7.6k	72.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$549k		1.5k	361.09	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$546k		6.7k	81.45	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$538k		7.0k	76.72	View chart
salesforce (CRM)	0.1	$519k	+31%	1.9k	268.41	View chart
Ge Vernova (GEV)	0.1	$513k		1.7k	305.28	View chart
TJX Companies (TJX)	0.1	$512k	-9%	4.2k	121.80	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$511k	-3%	6.3k	80.99	View chart
Qualcomm (QCOM)	0.1	$506k		3.3k	153.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$500k		1.9k	258.58	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$484k		2.3k	206.44	View chart
Illinois Tool Works (ITW)	0.1	$482k	-17%	1.9k	248.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$474k	-8%	2.5k	186.30	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$473k		8.2k	57.57	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$471k	+37%	14k	33.40	View chart
CVS Caremark Corporation (CVS)	0.1	$469k	-28%	6.9k	67.75	View chart
Broadcom (AVGO)	0.1	$464k	-11%	2.8k	167.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$463k	+4%	5.3k	87.17	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.1	$462k		14k	32.53	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$460k	-2%	2.2k	210.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$456k	NEW	23k	19.48	View chart
Ardelyx (ARDX)	0.1	$446k	-5%	91k	4.91	View chart
Exelon Corporation (EXC)	0.1	$445k		9.7k	46.08	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$445k		22k	20.00	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$438k	+37%	47k	9.37	View chart
Wec Energy Group (WEC)	0.1	$435k		4.0k	108.97	View chart
Constellation Energy (CEG)	0.1	$424k	-15%	2.1k	201.63	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$424k		9.8k	43.44	View chart
Merck & Co (MRK)	0.1	$419k	-11%	4.7k	89.76	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$415k	-11%	1.9k	222.15	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$412k		13k	30.73	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$406k		4.2k	96.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$401k		2.1k	188.16	View chart
Chipotle Mexican Grill (CMG)	0.1	$399k		7.9k	50.21	View chart
Northrop Grumman Corporation (NOC)	0.1	$395k	-3%	772.00	512.01	View chart
Dupont De Nemours (DD)	0.1	$390k	-7%	5.2k	74.68	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$389k		8.2k	47.58	View chart
Tempus Ai Cl A (TEM)	0.1	$386k	NEW	8.0k	48.24	View chart
Coca-Cola Company (KO)	0.1	$376k	+2%	5.3k	71.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$369k		1.9k	193.99	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$367k		688.00	533.48	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$362k		3.0k	121.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$359k	-34%	1.7k	211.43	View chart
Cisco Systems (CSCO)	0.1	$357k		5.8k	61.72	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$357k	+29%	2.4k	150.98	View chart
Hershey Company (HSY)	0.1	$352k	-2%	2.1k	171.06	View chart
Zoetis Cl A (ZTS)	0.1	$351k	-11%	2.1k	164.61	View chart
Viatris (VTRS)	0.1	$350k	-9%	40k	8.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$350k		2.0k	173.23	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$349k	+13%	16k	21.86	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$344k		2.6k	132.23	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$341k	+15%	18k	18.85	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$341k		5.3k	64.02	View chart
Intel Corporation (INTC)	0.1	$340k	-44%	15k	22.71	View chart
Unilever Spon Adr New (UL)	0.1	$339k	-13%	5.7k	59.55	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$338k	NEW	17k	20.35	View chart
Enterprise Products Partners (EPD)	0.1	$338k	+2%	9.9k	34.14	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$338k	+18%	10k	33.21	View chart
Lowe's Companies (LOW)	0.1	$336k		1.4k	233.23	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$332k		3.0k	111.75	View chart
Southern Company (SO)	0.1	$332k		3.6k	91.96	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$331k		4.3k	77.63	View chart
Bristol Myers Squibb (BMY)	0.1	$331k	+3%	5.4k	60.99	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$327k		8.7k	37.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$325k		5.3k	61.78	View chart
Nextera Energy (NEE)	0.1	$324k	-27%	4.6k	70.89	View chart
Citigroup Com New (C)	0.1	$321k	NEW	4.5k	70.99	View chart
Ge Aerospace Com New (GE)	0.1	$318k		1.6k	200.11	View chart
Wells Fargo & Company (WFC)	0.1	$313k	+6%	4.4k	71.79	View chart
Target Corporation (TGT)	0.1	$312k	-6%	3.0k	104.37	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$310k	+2%	33k	9.33	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$309k	-41%	5.2k	58.96	View chart
Abbott Laboratories (ABT)	0.1	$307k	+30%	2.3k	132.65	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$306k	+9%	3.4k	90.54	View chart
Lockheed Martin Corporation (LMT)	0.1	$306k	+3%	684.00	446.87	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$305k		2.7k	112.67	View chart
Ares Capital Corporation (ARCC)	0.1	$303k		14k	22.16	View chart
Duke Energy Corp Com New (DUK)	0.1	$300k	-5%	2.5k	121.99	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$298k	-62%	4.7k	63.43	View chart
Yum! Brands (YUM)	0.1	$296k		1.9k	157.36	View chart
Draftkings Com Cl A (DKNG)	0.1	$296k	-16%	8.9k	33.21	View chart
Walt Disney Company (DIS)	0.1	$295k	-6%	3.0k	98.71	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$294k	+16%	6.7k	43.71	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$292k		1.9k	153.10	View chart
Marvell Technology (MRVL)	0.1	$292k	+12%	4.7k	61.57	View chart
Block Cl A (XYZ)	0.1	$291k		5.4k	54.33	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$289k		5.9k	49.30	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.1	$289k	-20%	4.3k	67.90	View chart
Lpl Financial Holdings (LPLA)	0.1	$287k	-18%	877.00	327.16	View chart
Ford Motor Company (F)	0.1	$283k		28k	10.03	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$282k	+23%	7.5k	37.49	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.1	$281k		13k	21.61	View chart
Marsh & McLennan Companies (MMC)	0.1	$280k	-16%	1.1k	244.03	View chart
Amgen (AMGN)	0.0	$275k	-21%	883.00	311.63	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$269k		5.3k	50.42	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$268k		4.9k	54.86	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$267k		5.1k	52.52	View chart
Pulte (PHM)	0.0	$262k	-15%	2.5k	102.80	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$261k		3.5k	74.08	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.0	$258k		1.5k	173.56	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$256k		3.1k	81.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$256k		5.1k	50.23	View chart
Paypal Holdings (PYPL)	0.0	$255k	-10%	3.9k	65.26	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.0	$254k	NEW	8.3k	30.79	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$252k		4.3k	58.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$250k		2.2k	111.07	View chart
Prologis (PLD)	0.0	$249k	-14%	2.2k	111.79	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$249k		2.5k	100.70	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$246k	-4%	4.0k	61.56	View chart
General American Investors (GAM)	0.0	$246k		4.9k	50.37	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$246k	+31%	3.8k	65.17	View chart
Sherwin-Williams Company (SHW)	0.0	$243k		696.00	349.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$239k		4.7k	50.83	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$239k	-15%	10k	22.98	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.0	$238k	-11%	4.7k	50.43	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$238k		2.4k	100.63	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$237k		2.8k	85.97	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$233k		9.1k	25.52	View chart
Hartford Financial Services (HIG)	0.0	$232k		1.9k	123.73	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$229k	+10%	3.4k	67.53	View chart
Honeywell International (HON)	0.0	$228k	-4%	1.1k	211.73	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$228k		2.0k	116.52	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$227k	NEW	3.0k	76.57	View chart
Dropbox Cl A (DBX)	0.0	$224k		8.4k	26.71	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.0	$221k	NEW	11k	21.08	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$217k	-14%	27k	8.12	View chart
Metropcs Communications (TMUS)	0.0	$217k	NEW	812.00	266.78	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$214k	NEW	3.1k	70.21	View chart
American Express Company (AXP)	0.0	$213k	+4%	792.00	269.05	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$211k		3.1k	68.07	View chart
Boeing Company (BA)	0.0	$211k	-20%	1.2k	170.48	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$211k	NEW	2.9k	73.50	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$207k		9.6k	21.47	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.0	$206k	-6%	1.3k	157.36	View chart
American Electric Power Company (AEP)	0.0	$204k	NEW	1.9k	109.28	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$170k	-5%	15k	11.22	View chart
Anixa Biosciences (ANIX)	0.0	$120k		42k	2.86	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$102k		11k	9.58	View chart
Under Armour CL C (UA)	0.0	$71k	NEW	12k	5.95	View chart
Graftech International (EAF)	0.0	$65k	-2%	74k	0.87	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 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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