Tyler Stone Wealth Management Purchases in Q1 2025

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
1.08K
+ 35.05%
$198.1 - $229.79 $215K - $249K
4.17K $832K
JNJ
Johnson & Johnson

Healthcare
27
+ 0.42%
$142.06 - $167.7 $3.84K - $4.53K
6.53K $1.08M
EEM
Ishares Msci Emerging Markets

ETFs
2.28K
+ 13.74%
$40.81 - $45.34 $93K - $103K
18.9K $824K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.35K
+ 10.76%
$29.68 - $32.59 $248K - $272K
86K $2.57M
CGUS
Capital Group Core Equity ETF
3.85K
+ 37.54%
$33.08 - $36.62 $127K - $141K
14.1K $471K
VZ
Verizon Communications Inc

Communication Services
559
+ 3.44%
$37.81 - $46.49 $21.1K - $26K
16.8K $763K
ABT
Abbott Laboratories

Healthcare
536
+ 30.13%
$111.1 - $140.22 $59.5K - $75.2K
2.32K $307K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
4K
+ 9.73%
N/A
45.1K $1.15M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
347
+ 1.59%
$48.65 - $53.06 $16.9K - $18.4K
22.1K $1.15M
GIS
General Mills Inc

Consumer Defensive
2.66K
+ 17.05%
$57.56 - $65.3 $153K - $173K
18.2K $1.09M
IBM
International Business Machines Corp

Technology
24
+ 0.8%
$217.4 - $264.74 $5.22K - $6.35K
3.04K $754K
UA
Under Armour Inc Cl C

Consumer Cyclical
11.9K
New
$5.95 - $7.79 $70.8K - $92.7K
11.9K $70K
DE
Deere & CO

Industrials
21
+ 1.74%
$408.57 - $509.27 $8.58K - $10.7K
1.23K $577K
EMLP
First Tr Exchange Traded Iv

ETFs
1.43K
+ 23.44%
$35.79 - $38.28 $51.1K - $54.6K
7.51K $281K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.27K
+ 8.05%
$67.03 - $74.61 $152K - $169K
30.5K $2.07M
IWN
Ishares Russell2000 Val ETF

ETFs
537
+ 29.42%
$149.27 - $169.4 $80.2K - $91K
2.36K $356K
KO
Coca Cola CO

Consumer Defensive
104
+ 2.02%
$60.81 - $72.32 $6.32K - $7.52K
5.25K $376K
GE
General Electric CO

Industrials
14
+ 0.89%
$168.59 - $212.13 $2.36K - $2.97K
1.59K $318K
PEP
Pepsico Inc

Consumer Defensive
412
+ 7.64%
$142.64 - $156.42 $58.8K - $64.4K
5.81K $870K
YUM
Yum Brands Inc

Consumer Cyclical
24
+ 1.29%
$123.25 - $162.53 $2.96K - $3.9K
1.88K $295K
RECS
Columbia ETF Tr I

ETFs
1.6K
+ 18.68%
$32.64 - $36.08 $52.2K - $57.7K
10.2K $337K
NFLX
Netflix Inc

Communication Services
13
+ 1.87%
$828.4 - $1058.6 $10.8K - $13.8K
709 $661K
SO
Southern CO

Utilities
18
+ 0.5%
$80.96 - $92.96 $1.46K - $1.67K
3.61K $331K
EPD
Enterprise Products Partners L.P.

Energy
238
+ 2.47%
$31.75 - $34.14 $7.56K - $8.13K
9.89K $337K
BMY
Bristol Myers Squibb CO

Healthcare
195
+ 3.73%
$53.9 - $63.11 $10.5K - $12.3K
5.42K $330K
VDC
Vanguard Consumer Staples ETF

ETFs
15
+ 0.36%
$206.54 - $226.16 $3.1K - $3.39K
4.16K $910K
EPI
Wisdomtree Tr India Earnings F

ETFs
976
+ 16.97%
$40.08 - $45.85 $39.1K - $44.7K
6.73K $294K
CGCP
Capital Group Core Plus Income

ETFs
985
+ 2.11%
$21.94 - $22.64 $21.6K - $22.3K
47.6K $1.07M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.35K
+ 2.09%
$8.29 - $8.97 $11.2K - $12.1K
66.1K $568K
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 0.06%
$308.86 - $455.36 $618 - $911
3.12K $1.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
900
+ 31.38%
$62.43 - $84.12 $56.2K - $75.7K
3.77K $245K
VNQ
Vanguard Specialized Funds Van

ETFs
300
+ 9.73%
$85.55 - $94.34 $25.7K - $28.3K
3.38K $306K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
674
+ 2.07%
$8.69 - $9.43 $5.86K - $6.36K
33.3K $310K
IYH
Ishares Tr

ETFs
17
+ 0.15%
$58.32 - $62.76 $991 - $1.07K
11K $671K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.09%
$286.85 - $318.64 $574 - $637
2.22K $678K
CRM
Salesforce, Inc.

Technology
468
+ 31.9%
$268.36 - $359.95 $126K - $168K
1.94K $519K
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.24%
$254.06 - $273.83 $1.52K - $1.64K
2.54K $672K
HDV
Ishares Core High Dividend ETF

ETFs
3
+ 0.1%
$110.86 - $121.12 $333 - $363
2.99K $361K
WFC
Wells Fargo & Company

Financial Services
272
+ 6.66%
$66.78 - $81.42 $18.2K - $22.1K
4.36K $312K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
578
+ 0.76%
$49.78 - $53.19 $28.8K - $30.7K
76.5K $3.91M
IYE
Ishares Tr

ETFs
39
+ 0.67%
$45.23 - $49.95 $1.76K - $1.95K
5.87K $289K
FTHI
First Trust Exchange Traded Fd

ETFs
1.93K
+ 13.78%
$21.62 - $23.74 $41.8K - $45.9K
16K $348K
META
Meta Platforms, Inc.

Communication Services
142
+ 2.95%
$576.36 - $736.67 $81.8K - $105K
4.96K $2.86M
NSC
Norfolk Southern Corp

Industrials
40
+ 1.7%
$227.69 - $259.76 $9.11K - $10.4K
2.4K $567K
ITA
Ishares Tr

ETFs
1
+ 0.05%
$144.84 - $159.5 $145 - $160
1.91K $292K
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 0.11%
$47.4 - $52.99 $237 - $265
4.71K $239K
FTQI
First Trust ETF Vi First Trust

ETFs
2.39K
+ 15.21%
$18.72 - $21.32 $44.7K - $51K
18.1K $341K
IYF
Ishares Tr

ETFs
9
+ 0.18%
$107.69 - $119.37 $969 - $1.07K
5.07K $572K
VFH
Vanguard Financial ETF

ETFs
21
+ 0.36%
$114.07 - $127.34 $2.4K - $2.67K
5.8K $693K
Activity Summary
Buys All Purchases 150 New Holdings 13 Increased Positions 137 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email