TS
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Tyler-Stone Wealth Management13F | |
| Tyler-Stone Wealth Management | |
| Last update 2025-05-13 | 318 Stocks (13 new) |
| Value $557.00 Mil | Turnover 7 % |
Tyler-Stone Wealth Management Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 319,845 | 34,664.8 | -4.56% | 6.220 | -0.37% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AAPL | Apple Inc | 111,100 | 24,678.7 | -5.71% | 4.430 | -0.30% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 293,033 | 23,401.6 | +3.58% | 4.200 | +0.15% | 0.160 | +13.30% | +5.67% | 15,984.8 | ||
IVV | iShares Core S&P 500 ETF | 36,559 | 20,542.7 | +8.23% | 3.690 | +0.28% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
PH | Parker Hannifin Corp | 27,401 | 16,655.6 | +0.88% | 2.990 | +0.03% | 0.020 | +29.16% | +14.20% | 92,329.8 | Industrial Products | |
PLTR | Palantir Technologies Inc | 172,130 | 14,527.8 | -8.08% | 2.610 | -0.20% | 0.010 | +63.70% | +102.99% | 362,293.8 | Software | |
JAVA | JPMorgan Active Value ETF | 196,597 | 12,491.8 | +7.18% | 2.240 | +0.15% | 0.370 | +11.57% | +5.29% | 3,756.3 | ||
JPST | JPMorgan Ultra-Short Income ETF | 242,475 | 12,276.5 | +10.17% | 2.200 | +0.20% | 0.040 | +1.35% | +2.74% | 32,077.9 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 104,620 | 9,798.7 | -1.93% | 1.760 | -0.03% | 0.040 | +3.59% | +5.42% | 23,553.1 | ||
BRK.B | Berkshire Hathaway Inc | 18,177 | 9,680.5 | -3.13% | 1.740 | -0.05% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance |
Tyler-Stone Wealth Management's Historical Top Holdings Breakdowns
Tyler-Stone Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSJQ |
Invesco BulletShares 2026 High Yield Corporate Bon
Invesco BulletShares 2026 High Yield Corporate Bon
| 2025-03-31 | Add Add | +0.46% | 23.19 ($23.37) 23.5 | $23.41 | 0.17% | Add 90.64% | 232,735 | 110,655 | |
QQQI | NEOS Nasdaq 100 High Income ETF | 2025-03-31 | Add Add | +0.39% | 47.43 ($51.63) 54.4 | $52.88 | 2.42% | Add 37.17% | 167,725 | 45,447 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.37% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -4.56% | 319,845 | -15,285 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-03-31 | Add Add | +0.36% | 59.58 ($62) 63.7 | $63.27 | 2.05% | Add 56.91% | 92,109 | 33,407 | |
CNXC | Concentrix Corp | 2025-03-31 | New Buy New Buy | +0.34% | 42.45 ($47.89) 65.04 | $58.33 | 21.80% | New holding | 33,586 | 33,586 | |
BSJR |
Invesco BulletShares 2027 High Yield Corporate Bon
Invesco BulletShares 2027 High Yield Corporate Bon
| 2025-03-31 | Add Add | +0.32% | 22.4 ($22.56) 22.68 | $22.73 | 0.78% | Add 171.98% | 124,315 | 78,607 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.30% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -5.71% | 111,100 | -6,732 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.28% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 8.23% | 36,559 | 2,780 | |
DGRS |
WisdomTree U.S. SmallCap Dividend Growth Fund
WisdomTree U.S. SmallCap Dividend Growth Fund
| 2025-03-31 | Add Add | +0.23% | 46.12 ($49.77) 52.9 | $48.09 | -3.38% | Add 148.6% | 46,533 | 27,815 | |
JPEF | JPMorgan Equity Focus ETF | 2025-03-31 | Add Add | +0.21% | 62.54 ($66.94) 69.98 | $70.70 | 5.62% | Add 164.67% | 29,982 | 18,654 |
Tyler-Stone Wealth Management Total Holding History ($B)
Tyler-Stone Wealth Management's Asset Allocation
Tyler-Stone Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Tyler-Stone Wealth Management's Hypothetical Growth since 2025-03-31
Tyler-Stone Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tyler-Stone Wealth Management's Holdings Heat Map
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Tyler-Stone Wealth Management's Holdings Bubble Chart
Tyler-Stone Wealth Management News
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