Tyler Stone Wealth Management Purchases in Q2 2025

Tyler Stone Wealth Management

  • $580 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
625
+ 2.73%
$354.56 - $497.45 $222K - $311K
23.5K $11.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
21.4K
+ 7.32%
$71.28 - $83.74 $1.53M - $1.8M
314K $26.3M
GOOG
Alphabet Inc.

Communication Services
9.48K
+ 16.24%
$146.58 - $180.01 $1.39M - $1.71M
67.8K $12M
PH
Parker Hannifin Corp

Industrials
378
+ 1.38%
$517.23 - $700.54 $196K - $265K
27.8K $19.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 3.52%
$167.32 - $223.3 $258K - $344K
45.3K $9.95M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.7K
New
$59.24 - $71.39 $1.29M - $1.55M
21.7K $1.55M
GOOGL
Alphabet Inc.

Communication Services
3.61K
+ 10.09%
$144.7 - $178.6 $522K - $644K
39.4K $6.94M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
51.3K
+ 22.05%
$22.66 - $23.41 $1.16M - $1.2M
284K $6.63M
PM
Philip Morris International Inc.

Consumer Defensive
299
+ 0.7%
$149.23 - $184.95 $44.6K - $55.3K
43.1K $7.85M
META
Meta Platforms, Inc.

Communication Services
201
+ 4.05%
$484.66 - $738.09 $97.4K - $148K
5.16K $3.81M
CGGR
Capital Group Growth ETF Shs C

ETFs
10.2K
+ 19.4%
$30.53 - $40.65 $312K - $415K
62.8K $2.55M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.1K
+ 8.0%
$152.42 - $182.82 $319K - $383K
28.3K $5.17M
BAC
Bank Of America Corp

Financial Services
6.69K
+ 10.04%
$34.39 - $47.46 $230K - $317K
73.3K $3.47M
CEG
Constellation Energy Corp

Utilities
1.16K
+ 54.94%
$170.96 - $322.76 $198K - $373K
3.26K $1.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.36K
+ 26.42%
$141.37 - $228.57 $192K - $311K
6.5K $1.47M
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.03%
$82.96 - $110.1 $830 - $1.1K
34.3K $3.78M
ETN
Eaton Corp PLC

Industrials
323
+ 6.09%
$246.52 - $356.99 $79.6K - $115K
5.63K $2.01M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 27.91%
$171.4 - $227.1 $244K - $323K
6.52K $1.48M
MKL
Markel Corp

Financial Services
240
New
$1678.5 - $1997.36 $403K - $479K
240 $479K
FLO
Flowers Foods Inc

Consumer Defensive
41.8K
+ 60.82%
$15.86 - $19.21 $663K - $803K
110K $1.77M
SNOW
Snowflake Inc.

Technology
70
+ 1.24%
$130.53 - $223.77 $9.14K - $15.7K
5.72K $1.28M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.07K
+ 8.37%
$23.45 - $26.56 $213K - $241K
117K $3.12M
FE
Firstenergy Corp

Utilities
10K
+ 44.65%
$38.31 - $43.17 $383K - $432K
32.4K $1.31M
VZ
Verizon Communications Inc

Communication Services
9.79K
+ 58.2%
$41.67 - $45.62 $408K - $447K
26.6K $1.15M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.27K
+ 7.44%
$60.34 - $74.89 $137K - $170K
32.7K $2.45M
BSJR
Invesco Indx Tr

ETFs
14.9K
+ 11.95%
$21.81 - $22.71 $324K - $337K
139K $3.16M
VTV
Vanguard Value ETF

ETFs
1.92K
+ 28.28%
$153.67 - $176.74 $295K - $339K
8.7K $1.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.6K
New
$19.6 - $24.44 $286K - $357K
14.6K $356K
XLU
Utilities Sector Spdr

ETFs
3.21K
+ 9.96%
$73.09 - $82.77 $234K - $265K
35.4K $2.89M
ASML
Asml Holding Nv

Technology
438
New
$595.37 - $815.24 $261K - $357K
438 $351K
COIN
Coinbase Global, Inc.

Technology
1K
New
$151.47 - $375.07 $151K - $375K
1K $350K
GLD
Spdr Gold Trust

ETFs
269
+ 1.72%
$273.71 - $316.29 $73.6K - $85.1K
15.9K $4.85M
CGDV
Capital Group Divid Value ETF

ETFs
6.31K
+ 29.14%
$31.93 - $39.49 $201K - $249K
28K $1.1M
IRM
Iron Mountain Inc

Real Estate
184
+ 1.0%
$76.93 - $105.25 $14.2K - $19.4K
18.6K $1.91M
KEY
Keycorp

Financial Services
3.12K
+ 1.76%
$13.23 - $17.42 $41.3K - $54.4K
181K $3.15M
AXON
Axon Enterprise, Inc.

Industrials
360
New
$497.13 - $827.94 $179K - $298K
360 $298K
SPYG
Spdr Portfolio

ETFs
474
+ 2.83%
$71.83 - $95.32 $34K - $45.2K
17.2K $1.64M
ITA
Ishares Tr

ETFs
1.13K
+ 59.21%
$135.31 - $188.64 $153K - $213K
3.04K $573K
CCJ
Cameco Corp

Energy
3.76K
New
$36.68 - $74.46 $138K - $280K
3.76K $279K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
12.4K
+ 74.7%
$20.16 - $20.49 $250K - $254K
29K $594K
XOM
Exxon Mobil Corp

Energy
8.78K
+ 14.09%
$99.93 - $119.04 $877K - $1.05M
71.1K $7.66M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.18K
New
$144.94 - $210.94 $171K - $249K
1.18K $248K
KBE
Spdr S&P Bank ETF

ETFs
4.36K
New
$45.85 - $55.78 $200K - $243K
4.36K $243K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.52K
+ 1.86%
$50.36 - $50.68 $227K - $229K
247K $12.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.27K
New
$149.76 - $186.42 $190K - $236K
1.27K $236K
GS
Goldman Sachs Group Inc

Financial Services
43
+ 3.58%
$462.22 - $707.75 $19.9K - $30.4K
1.25K $881K
MELI
Mercadolibre Inc

Consumer Cyclical
86
New
$1794.73 - $2613.63 $154K - $225K
86 $224K
IYW
Ishares Dj Us Tech ETF

ETFs
1.27K
New
$122.57 - $173.27 $155K - $220K
1.27K $219K
BWXT
Bwx Technologies, Inc.

Industrials
1.5K
New
$89.24 - $144.06 $134K - $216K
1.5K $216K
Activity Summary
Buys All Purchases 172 New Holdings 23 Increased Positions 149 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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