Tyler Stone Wealth Management Portfolio Holdings

Tyler Stone Wealth Management

  • $510 Million
  • Q3 2024

Tyler Stone Wealth Management has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $510 Million distributed in 319 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $42.2M, Apple Inc. with a value of $27.1M, Wisdomtree Tr Us Quality Divid with a value of $21.5M, Ishares Core S&P 500 ETF with a value of $19.5M, and Parker Hannifin Corp with a value of $17.8M.

Examining the 13F form we can see an increase of $272M in the current position value, from $237M to 510M.

Tyler Stone Wealth Management is based out at Beachwood, OH

Below you can find more details about Tyler Stone Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $510 Million
ETFs: $247 Million
Technology: $104 Million
Financial Services: $43.4 Million
Industrials: $24.6 Million
Communication Services: $20 Million
Consumer Cyclical: $18.8 Million
Consumer Defensive: $15 Million
Energy: $13.5 Million
Other: $23.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$354B
$42.2 Million 8.28% of portfolio
347,440
Q3 2024 Added 102.58%
$3.69T
$27.1 Million 5.31% of portfolio
116,344
Q3 2024 Added 107.02%
$0
$21.5 Million 4.23% of portfolio
258,928
Q3 2024 Added 120.39%
$0
$19.5 Million 3.83% of portfolio
33,818
Q3 2024 Added 112.46%
$90.8B
$17.8 Million 3.48% of portfolio
28,105
Q3 2024 Added 104.7%
$0
$11.5 Million 2.25% of portfolio
226,499
Q3 2024 Added 411.16%
$0
$10.2 Million 2.0% of portfolio
159,193
Q3 2024 Added 148.97%
$0
$9.83 Million 1.93% of portfolio
107,602
Q3 2024 Added 93.81%
$1.01T
$9.26 Million 1.82% of portfolio
55,412
Q3 2024 Added 106.28%
$3.11T
$9.24 Million 1.81% of portfolio
21,479
Q3 2024 Added 118.26%
$0
$9.02 Million 1.77% of portfolio
15,724
Q3 2024 Added 105.44%
$614B
$8.71 Million 1.71% of portfolio
18,933
Q3 2024 Added 112.3%
$2.01T
$7.98 Million 1.56% of portfolio
42,819
Q3 2024 Added 130.73%
$141B
$7.83 Million 1.54% of portfolio
51,131
Q3 2024 Added 94.41%
$126B
$7.51 Million 1.47% of portfolio
202,006
Q3 2024 Added 97.88%
$508B
$7.03 Million 1.38% of portfolio
59,943
Q3 2024 Added 103.86%
$0
$6.27 Million 1.23% of portfolio
49,922
Q3 2024 Added 96.33%
$0
$6.16 Million 1.21% of portfolio
57,743
Q3 2024 Added 96.56%
$507B
$5.35 Million 1.05% of portfolio
19,464
Q3 2024 Added 102.31%
$0
$5.09 Million 1.0% of portfolio
10,427
Q3 2024 Added 112.28%
$1T
$5.1 Million 1.0% of portfolio
30,755
Q3 2024 Added 117.47%
$0
$4.9 Million 0.96% of portfolio
27,301
Q3 2024 Added 95.64%
$202B
$4.51 Million 0.89% of portfolio
37,176
Q3 2024 Added 86.14%
$0
$4.25 Million 0.83% of portfolio
77,296
Q3 2024 Added 173.62%
$0
$4.06 Million 0.8% of portfolio
70,192
Q3 2024 Added 100.0%
$0
$4.05 Million 0.79% of portfolio
50,401
Q3 2024 Added 88.19%
$0
$4.05 Million 0.79% of portfolio
76,593
Q3 2024 Added 104.72%
$102B
$3.71 Million 0.73% of portfolio
72,704
Q3 2024 Added 94.17%
$0
$3.56 Million 0.7% of portfolio
154,134
Q3 2024 Added 104.24%
$0
$3.5 Million 0.69% of portfolio
150,315
Q3 2024 Added 98.76%
$0
$3.29 Million 0.64% of portfolio
34,323
Q3 2024 Added 96.65%
$34.6B
$3.19 Million 0.63% of portfolio
26,865
Q3 2024 Added 105.08%
$86.2B
$3.1 Million 0.61% of portfolio
12,732
Q3 2024 Added 91.29%
$0
$3.06 Million 0.6% of portfolio
134,845
Q3 2024 Added 79.59%
$0
$2.99 Million 0.59% of portfolio
128,506
Q3 2024 Added 92.35%
$142B
$2.9 Million 0.57% of portfolio
38,636
Q3 2024 Added 106.66%
$0
$2.79 Million 0.55% of portfolio
118,984
Q3 2024 Added 150.33%
$18.3B
$2.78 Million 0.54% of portfolio
165,749
Q3 2024 Added 95.77%
$0
$2.49 Million 0.49% of portfolio
83,210
Q3 2024 Added 111.78%
$1.11T
$2.47 Million 0.48% of portfolio
9,425
Q3 2024 Added 109.96%
$1.27T
$2.45 Million 0.48% of portfolio
4,273
Q3 2024 Added 160.71%
$6.02B
$2.22 Million 0.44% of portfolio
55,534
Q3 2024 Added 94.06%
$64B
$2.22 Million 0.44% of portfolio
100,643
Q3 2024 Added 106.24%
$0
$2.24 Million 0.44% of portfolio
41,046
Q3 2024 Added 26.27%
$377B
$2.25 Million 0.44% of portfolio
56,579
Q3 2024 Added 104.89%
$729B
$2.12 Million 0.42% of portfolio
10,054
Q3 2024 Added 155.31%
$0
$2.1 Million 0.41% of portfolio
23,972
Q3 2024 Added 101.95%
$223B
$2.11 Million 0.41% of portfolio
12,885
Q3 2024 Added 140.8%
$0
$2.1 Million 0.41% of portfolio
34,165
Q3 2024 Added 99.5%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $510 Million
  • Prior Value $237 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 306 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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