Tyler Stone Wealth Management Purchases in Q3 2024

Tyler Stone Wealth Management

  • $510 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17K
+ 119.61%
$57.32 - $62.65 $972K - $1.06M
31.1K $1.94M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
34.8K
+ 120.57%
$28.09 - $30.4 $977K - $1.06M
63.6K $1.93M
PHM
Pultegroup Inc

Consumer Cyclical
6.18K
+ 115.59%
$103.95 - $144.98 $643K - $897K
11.5K $1.66M
CGCP
Capital Group Core Plus Income

ETFs
45.5K
New
$22.12 - $23.31 $1.01M - $1.06M
45.5K $1.05M
XLU
Utilities Sector Spdr

ETFs
11.3K
+ 100.69%
$67.67 - $80.78 $761K - $909K
22.4K $1.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.89K
+ 100.0%
$475.2 - $527.7 $899K - $998K
3.78K $2M
AON
Aon PLC

Financial Services
2.62K
+ 100.11%
$293.16 - $351.06 $769K - $920K
5.24K $1.81M
POET
Poet Technologies Inc.

Technology
190K
+ 234.57%
$2.38 - $5.39 $452K - $1.02M
271K $1.2M
XLV
Select Sector Spdr Fund Health

ETFs
6.44K
+ 118.74%
$143.3 - $157.24 $923K - $1.01M
11.9K $1.83M
XLE
Energy Sector Spdr

ETFs
12.1K
+ 101.95%
$84.35 - $93.39 $1.02M - $1.13M
24K $2.1M
MA
Mastercard Inc

Financial Services
1.82K
+ 101.23%
$429.6 - $500.99 $780K - $910K
3.61K $1.78M
CGGR
Capital Group Growth ETF Shs C

ETFs
28.2K
New
$30.71 - $34.79 $866K - $981K
28.2K $981K
VUG
Vanguard Growth ETF

ETFs
2.47K
+ 147.88%
$341.08 - $391.94 $844K - $970K
4.15K $1.59M
MCD
Mcdonalds Corp

Consumer Cyclical
2.71K
+ 108.54%
$245.82 - $304.51 $665K - $824K
5.2K $1.58M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20.3K
+ 100.47%
$33.89 - $41.64 $687K - $844K
40.5K $1.61M
CB
Chubb LTD

Financial Services
2.86K
+ 100.0%
$252.51 - $292.2 $723K - $836K
5.72K $1.65M
ETN
Eaton Corp PLC

Industrials
2.62K
+ 100.08%
$272.52 - $333.02 $713K - $871K
5.23K $1.73M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.22K
+ 101.01%
$117.9 - $128.2 $733K - $797K
12.4K $1.59M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
40.5K
+ 118.23%
$20.47 - $20.71 $828K - $838K
74.7K $1.54M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.9K
+ 99.34%
$175.46 - $203.3 $685K - $793K
7.83K $1.59M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
38.4K
+ 100.0%
$21.05 - $21.17 $808K - $813K
76.8K $1.62M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
6.62K
+ 100.15%
$101.72 - $112.94 $673K - $748K
13.2K $1.49M
PGR
Progressive Corp

Financial Services
2.62K
+ 100.04%
$209.46 - $259.24 $549K - $680K
5.25K $1.33M
XLF
Financial Sector Spdr

ETFs
15.5K
+ 91.43%
$40.84 - $45.74 $635K - $711K
32.5K $1.47M
IGM
Ishares Expanded Tech Sector E

ETFs
7.92K
+ 100.05%
$84.03 - $98.62 $665K - $781K
15.8K $1.52M
VTV
Vanguard Value ETF

ETFs
4.31K
+ 465.91%
$159.75 - $174.57 $688K - $752K
5.23K $912K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
14.6K
+ 100.0%
$49.69 - $50.5 $724K - $736K
29.2K $1.47M
SPYG
Spdr Portfolio

ETFs
8.55K
+ 100.9%
$73.38 - $84.1 $628K - $719K
17K $1.41M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.82K
+ 99.68%
$96.25 - $101.98 $656K - $695K
13.7K $1.38M
BSJR
Invesco Indx Tr

ETFs
31.2K
+ 634.21%
$22.08 - $22.75 $690K - $711K
36.2K $820K
LLY
Eli Lilly & CO

Healthcare
811
+ 258.28%
$772.14 - $960.02 $626K - $779K
1.13K $996K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.59K
+ 115.14%
$105.53 - $118.34 $590K - $662K
10.4K $1.22M
LPI
Laredo Petroleum, Inc.

Energy
14.2K
+ 127.82%
N/A
25.4K $1.23M
HD
Home Depot, Inc.

Consumer Cyclical
1.4K
+ 109.35%
$333.64 - $405.2 $468K - $568K
2.69K $1.09M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
16.1K
+ 102.73%
$32.65 - $36.69 $526K - $592K
31.8K $1.16M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
6.93K
+ 101.15%
$72.52 - $82.35 $503K - $571K
13.8K $1.13M
GIS
General Mills Inc

Consumer Defensive
7.36K
+ 100.01%
$62.5 - $75.15 $460K - $553K
14.7K $1.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.49K
+ 119.28%
$147.95 - $191.05 $516K - $667K
6.41K $1.11M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.54K
+ 26.27%
$50.02 - $54.5 $427K - $465K
41K $2.24M
NI
Nisource Inc.

Utilities
14.6K
+ 99.32%
$28.54 - $34.64 $417K - $506K
29.3K $1.02M
SLF
Sun Life Financial Inc

Financial Services
8.73K
+ 100.0%
$47.07 - $58.09 $411K - $507K
17.5K $1.01M
FTCS
First Trust Capital Strength E

ETFs
5.94K
+ 101.66%
$83.58 - $90.94 $497K - $540K
11.8K $1.07M
IWM
Ishares Russell 2000 ETF

ETFs
2.56K
+ 466.3%
$200.87 - $224.6 $514K - $575K
3.11K $686K
NTR
Nutrien Ltd.

Basic Materials
12.5K
+ 128.91%
$45.26 - $52.2 $565K - $652K
22.2K $1.07M
JNJ
Johnson & Johnson

Healthcare
3.22K
+ 104.27%
$145.48 - $167.38 $468K - $539K
6.31K $1.02M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
22.2K
+ 132.3%
$25.49 - $25.49 $565K - $565K
38.9K $991K
T
At&T Inc.

Communication Services
22.7K
+ 100.43%
$18.21 - $22.28 $414K - $506K
45.3K $997K
FE
Firstenergy Corp

Utilities
11.1K
+ 94.52%
$38.25 - $44.54 $424K - $494K
22.8K $1.01M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
7K
+ 81.09%
$64.57 - $71.76 $452K - $502K
15.6K $1.12M
Activity Summary
Buys All Purchases 318 New Holdings 12 Increased Positions 306 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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