Tyler Stone Wealth Management Purchases in Q4 2024

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEY
Invesco Exchange Traded Fd Tr

ETFs
9.55K
New
$21.1 - $23.08 $201K - $220K
9.55K $202K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11K
New
$18.28 - $18.87 $201K - $208K
11K $201K
KSS
Kohls Corp

Consumer Cyclical
13.9K
New
$13.86 - $20.95 $193K - $291K
13.9K $195K
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 0.06%
$275.15 - $388.2 $550 - $776
3.12K $1.07M
GS
Goldman Sachs Group Inc

Financial Services
148
+ 12.79%
$486.1 - $608.57 $71.9K - $90.1K
1.31K $747K
NTR
Nutrien Ltd.

Basic Materials
5.47K
+ 24.67%
$44.04 - $50.78 $241K - $278K
27.6K $1.24M
CVX
Chevron Corp

Energy
1.21K
+ 28.99%
$141.15 - $162.53 $171K - $196K
5.38K $779K
T
At&T Inc.

Communication Services
4.97K
+ 10.96%
$21.22 - $23.88 $105K - $119K
50.3K $1.15M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.56K
+ 5.85%
$69.3 - $74.3 $108K - $116K
28.2K $2.01M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.46K
+ 14.01%
$35.45 - $40.33 $158K - $180K
36.3K $1.3M
CGDV
Capital Group Divid Value ETF

ETFs
4.49K
+ 30.35%
$35.16 - $37.12 $158K - $166K
19.3K $679K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
16.1K
New
$4.34 - $10.57 $69.9K - $170K
16.1K $140K
OHI
Omega Healthcare Investors Inc

Real Estate
4.5K
+ 31.25%
$37.51 - $42.56 $169K - $192K
18.9K $715K
IBM
International Business Machines Corp

Technology
584
+ 24.05%
$204.9 - $238.04 $120K - $139K
3.01K $662K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.02%
$378.79 - $428.11 $379 - $428
4.15K $1.7M
LPLA
Lpl Financial Holdings Inc.

Financial Services
38
+ 3.66%
$229.85 - $335.91 $8.73K - $12.8K
1.08K $351K
CGUS
Capital Group Core Equity ETF
2.86K
+ 38.61%
$33.96 - $36.24 $97K - $104K
10.3K $358K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.12K
+ 18.9%
$50.67 - $50.9 $107K - $108K
13.3K $676K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
113
+ 2.99%
$521.84 - $558.82 $59K - $63.1K
3.9K $2.1M
AIG
American International Group, Inc.

Financial Services
1.38K
+ 10.06%
$70.0 - $79.22 $96.6K - $109K
15.1K $1.1M
SPYG
Spdr Portfolio

ETFs
111
+ 0.65%
$81.74 - $91.38 $9.07K - $10.1K
17.1K $1.51M
COP
Conocophillips

Energy
1.25K
+ 22.79%
$95.12 - $114.72 $118K - $143K
6.71K $665K
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 4.92%
$873.59 - $994.69 $51.5K - $58.7K
1.26K $1.15M
TGT
Target Corp

Consumer Defensive
947
+ 42.24%
$121.59 - $160.69 $115K - $152K
3.19K $431K
TJX
Tjx Companies Inc

Consumer Cyclical
485
+ 11.65%
$112.15 - $127.2 $54.4K - $61.7K
4.65K $561K
WMT
Walmart Inc.

Consumer Defensive
136
+ 2.42%
$79.1 - $95.7 $10.8K - $13K
5.75K $519K
WFC
Wells Fargo & Company

Financial Services
161
+ 4.1%
$54.98 - $77.35 $8.85K - $12.5K
4.08K $286K
VTRS
Viatris Inc

Healthcare
1.99K
+ 4.68%
$11.32 - $13.37 $22.5K - $26.5K
44.4K $552K
BMY
Bristol Myers Squibb CO

Healthcare
645
+ 14.09%
$51.92 - $59.94 $33.5K - $38.7K
5.22K $295K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.2K
+ 5.65%
N/A
41.1K $1.05M
CSCO
Cisco Systems, Inc.

Technology
375
+ 6.9%
$52.45 - $60.02 $19.7K - $22.5K
5.81K $343K
BA
Boeing CO

Industrials
100
+ 6.86%
$138.14 - $180.72 $13.8K - $18.1K
1.56K $275K
VFH
Vanguard Financial ETF

ETFs
51
+ 0.89%
$108.87 - $126.2 $5.55K - $6.44K
5.78K $682K
DIS
Walt Disney CO

Communication Services
41
+ 1.3%
$92.39 - $117.6 $3.79K - $4.82K
3.2K $356K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.1K
+ 2.6%
$23.25 - $23.56 $72K - $72.9K
122K $2.84M
HSY
Hershey CO

Consumer Defensive
504
+ 31.3%
$168.67 - $193.65 $85K - $97.6K
2.11K $358K
EAF
Graftech International LTD

Industrials
15K
+ 24.55%
$1.36 - $2.26 $20.4K - $33.9K
76.1K $131K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.25K
+ 3.02%
$20.6 - $20.71 $46.4K - $46.7K
76.9K $1.59M
VDE
Vanguard Energy ETF

ETFs
439
+ 6.44%
$116.67 - $136.78 $51.2K - $60K
7.26K $880K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
708
+ 15.32%
$51.94 - $55.55 $36.8K - $39.3K
5.33K $283K
FLO
Flowers Foods Inc

Consumer Defensive
5.6K
+ 17.67%
$20.4 - $23.31 $114K - $131K
37.3K $770K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
359
+ 1.67%
$46.48 - $51.32 $16.7K - $18.4K
21.8K $1.05M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
231
+ 20.1%
$209.89 - $233.24 $48.5K - $53.9K
1.38K $293K
PYPL
Pay Pal Holdings, Inc.

Financial Services
69
+ 1.6%
$77.25 - $91.3 $5.33K - $6.3K
4.39K $374K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
23
+ 0.29%
$201.32 - $217.44 $4.63K - $5K
7.85K $1.62M
VTV
Vanguard Value ETF

ETFs
381
+ 7.29%
$168.32 - $181.87 $64.1K - $69.3K
5.61K $949K
IYF
Ishares Tr

ETFs
12
+ 0.24%
$102.7 - $119.05 $1.23K - $1.43K
5.06K $559K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
250
+ 1.46%
$51.33 - $58.78 $12.8K - $14.7K
17.4K $937K
ILCB
Ishares Morningstar U.S. Equit

ETFs
206
+ 2.52%
$78.43 - $84.56 $16.2K - $17.4K
8.38K $680K
Activity Summary
Buys All Purchases 196 New Holdings 20 Increased Positions 176 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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