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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.31%
$456.74 - $568.03 $5.48K - $6.82K
3.87K $2.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.33K
New
$74.88 - $91.97 $175K - $214K
2.33K $214K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.31K
+ 21.27%
$68.13 - $74.77 $226K - $248K
18.9K $1.38M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.18K
New
$49.85 - $64.51 $158K - $205K
3.18K $204K
SBUX
Starbucks Corp

Consumer Cyclical
2.21K
New
$79.69 - $99.41 $176K - $219K
2.21K $202K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.56K
+ 86.5%
$75.05 - $77.34 $192K - $198K
5.53K $427K
SLV
I Shares Silver Trust

ETFs
4.4K
+ 16.42%
$27.08 - $33.74 $119K - $148K
31.2K $1.02M
TROX
Tronox Holdings PLC

Basic Materials
36.4K
New
$4.51 - $6.87 $164K - $250K
36.4K $184K
SHOP
Shopify Inc.

Technology
200
+ 2.7%
$76.89 - $115.35 $15.4K - $23.1K
7.61K $877K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.84K
+ 7.43%
$29.52 - $35.31 $83.8K - $100K
41K $1.45M
V
Visa Inc.

Financial Services
155
+ 0.93%
$308.27 - $373.31 $47.8K - $57.9K
16.8K $5.96M
CGUS
Capital Group Core Equity ETF
2.18K
+ 15.42%
$29.93 - $36.93 $65.1K - $80.3K
16.3K $601K
SOUN
Soundhound Ai, Inc.

Technology
5.51K
+ 20.65%
$7.18 - $11.76 $39.6K - $64.8K
32.2K $345K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
6
+ 0.07%
$106.81 - $136.49 $641 - $819
8.11K $1.11M
WMT
Walmart Inc.

Consumer Defensive
429
+ 5.09%
$81.79 - $99.98 $35.1K - $42.9K
8.86K $866K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
138
+ 0.43%
$51.16 - $62.02 $7.06K - $8.56K
32.3K $2M
ILCB
Ishares Morningstar U.S. Equit

ETFs
459
+ 5.16%
$68.63 - $85.78 $31.5K - $39.4K
9.35K $801K
RTX
Raytheon Technologies Corp

Industrials
328
+ 6.99%
$113.75 - $148.48 $37.3K - $48.7K
5.02K $733K
HON
Honeywell International Inc

Industrials
376
+ 34.94%
$182.86 - $232.88 $68.8K - $87.6K
1.45K $338K
GE
General Electric CO

Industrials
62
+ 3.9%
$166.81 - $257.39 $10.3K - $16K
1.65K $425K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.46K
+ 23.29%
$19.44 - $19.56 $106K - $107K
28.9K $563K
MA
Mastercard Inc

Financial Services
119
+ 4.55%
$479.92 - $590.74 $57.1K - $70.3K
2.73K $1.54M
FPX
First Trust Us Equity Opportun

ETFs
1
+ 0.03%
$99.2 - $144.91 $99.2 - $145
2.97K $430K
XLF
Financial Sector Spdr

ETFs
140
+ 0.4%
$43.92 - $52.37 $6.15K - $7.33K
35.5K $1.86M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.19K
+ 9.02%
$24.32 - $27.87 $224K - $256K
111K $2.94M
VEA
Vanguard Ftse Developed Market

ETFs
1.15K
+ 24.51%
$45.65 - $57.01 $52.7K - $65.8K
5.86K $334K
XLB
Select Sector Spdr Fd Material

ETFs
1K
+ 36.25%
$74.27 - $88.92 $74.3K - $88.9K
3.76K $330K
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 2.8%
$908.13 - $1056.85 $30.9K - $35.9K
1.25K $1.24M
DIS
Walt Disney CO

Communication Services
25
+ 0.84%
$81.72 - $124.01 $2.04K - $3.1K
3.01K $373K
JHML
John Hancock Multifactor Large

ETFs
21
+ 0.17%
$59.74 - $73.35 $1.25K - $1.54K
12.7K $933K
UL
Unilever PLC

Consumer Defensive
1.1K
+ 19.31%
$57.9 - $65.43 $63.7K - $72K
6.8K $415K
C
Citigroup Inc

Financial Services
88
+ 1.95%
$58.13 - $85.12 $5.12K - $7.49K
4.61K $392K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
60
+ 0.5%
$114.78 - $133.31 $6.89K - $8K
12.1K $1.61M
HDV
Ishares Core High Dividend ETF

ETFs
603
+ 20.19%
$108.41 - $120.51 $65.4K - $72.7K
3.59K $420K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.14K
+ 9.61%
$50.52 - $50.92 $57.4K - $57.9K
13K $660K
LPLA
Lpl Financial Holdings Inc.

Financial Services
41
+ 4.68%
$283.31 - $388.96 $11.6K - $15.9K
918 $344K
CSCO
Cisco Systems, Inc.

Technology
163
+ 2.82%
$53.19 - $69.38 $8.67K - $11.3K
5.94K $412K
WPM
Wheaton Precious Metals Corp.

Basic Materials
13
+ 0.31%
$70.56 - $92.75 $917 - $1.21K
4.27K $383K
NOC
Northrop Grumman Corp

Industrials
122
+ 15.8%
$456.3 - $540.39 $55.7K - $65.9K
894 $446K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.05%
$105.2 - $141.69 $105 - $142
1.96K $277K
EPI
Wisdomtree Tr India Earnings F

ETFs
522
+ 7.76%
$41.3 - $47.52 $21.6K - $24.8K
7.25K $344K
DE
Deere & CO

Industrials
1
+ 0.08%
$412.99 - $531.48 $413 - $531
1.23K $625K
VFH
Vanguard Financial ETF

ETFs
18
+ 0.31%
$104.87 - $127.3 $1.89K - $2.29K
5.82K $740K
JHMM
John Hancock Multifactor Mid C

ETFs
10
+ 0.08%
$50.32 - $61.13 $503 - $611
11.9K $729K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
1.36K
+ 3.65%
$20.93 - $22.05 $28.5K - $30.1K
38.7K $853K
F
Ford Motor CO

Consumer Cyclical
1.98K
+ 7.02%
$8.69 - $10.85 $17.2K - $21.5K
30.1K $327K
IYF
Ishares Tr

ETFs
9
+ 0.18%
$99.23 - $120.99 $893 - $1.09K
5.08K $614K
RECS
Columbia ETF Tr I

ETFs
100
+ 0.98%
$29.4 - $36.79 $2.94K - $3.68K
10.3K $377K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
21
+ 0.12%
$42.54 - $50.99 $893 - $1.07K
18.2K $927K
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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