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
CAT
Caterpillar Inc

Industrials
1.28K
+ 139.26%
$316.8 - $391.12 $407K - $502K
2.21K $862K
ABBV
Abb Vie Inc.

Healthcare
2.54K
+ 131.91%
$163.84 - $199.33 $416K - $507K
4.47K $882K
FVD
First Tr Value Line Divid Inde

ETFs
10.5K
+ 78.18%
$40.45 - $45.49 $426K - $480K
24K $1.09M
FTC
First Tr Lge Cap Growth

ETFs
3.81K
+ 105.57%
$115.51 - $131.45 $440K - $501K
7.42K $975K
MDB
Mongo Db, Inc.

Technology
1.83K
+ 100.0%
$221.5 - $296.69 $405K - $542K
3.66K $987K
SU
Suncor Energy Inc

Energy
14.7K
+ 93.07%
$36.06 - $41.7 $531K - $614K
30.6K $1.13M
CGDV
Capital Group Divid Value ETF

ETFs
14.2K
+ 2363.33%
$32.96 - $36.48 $467K - $517K
14.8K $538K
PEP
Pepsico Inc

Consumer Defensive
2.94K
+ 103.05%
$161.9 - $179.3 $476K - $527K
5.79K $984K
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.29K
+ 186.96%
$54.98 - $59.51 $456K - $493K
12.7K $757K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
10.9K
+ 103.55%
$44.66 - $49.15 $487K - $536K
21.4K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
2.8K
+ 152.89%
$160.76 - $177.82 $450K - $498K
4.63K $802K
UNH
Unitedhealth Group Inc

Healthcare
776
+ 154.27%
$488.01 - $604.18 $379K - $469K
1.28K $747K
IBB
Ishares Biotechnology ETF

ETFs
3.23K
+ 127.97%
$135.09 - $149.47 $436K - $482K
5.75K $836K
AIG
American International Group, Inc.

Financial Services
6.75K
+ 96.84%
$70.16 - $79.23 $474K - $535K
13.7K $1M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
8.23K
+ 92.46%
$46.45 - $53.68 $382K - $442K
17.1K $903K
VDC
Vanguard Consumer Staples ETF

ETFs
2.07K
+ 101.03%
$201.77 - $221.32 $417K - $458K
4.12K $899K
IXN
Ishares Global Information Tec

ETFs
5.85K
+ 92.37%
$73.0 - $87.81 $427K - $513K
12.2K $1M
JHML
John Hancock Multifactor Large

ETFs
6.49K
+ 100.0%
$62.62 - $69.44 $406K - $450K
13K $900K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
3.64K
+ 68.26%
$114.52 - $127.8 $417K - $465K
8.98K $1.13M
ORCL
Oracle Corp

Technology
2.39K
+ 122.09%
$125.9 - $170.35 $301K - $408K
4.35K $741K
MU
Micron Technology Inc

Technology
5.78K
+ 106.56%
$86.27 - $136.82 $499K - $791K
11.2K $1.16M
IP
International Paper CO

Consumer Cyclical
8.1K
+ 100.0%
$42.55 - $49.98 $345K - $405K
16.2K $791K
CMC
Commercial Metals CO

Basic Materials
8.02K
+ 100.24%
$48.67 - $60.35 $390K - $484K
16K $880K
IYH
Ishares Tr

ETFs
6.5K
+ 145.15%
$60.29 - $66.38 $392K - $432K
11K $714K
IVE
Ishares S&P 500 Value ETF

ETFs
2.07K
+ 100.05%
$181.06 - $197.17 $375K - $408K
4.14K $815K
VHT
Vanguard Health Care ETF

ETFs
1.49K
+ 156.74%
$261.88 - $288.1 $390K - $429K
2.44K $688K
RTX
Raytheon Technologies Corp

Industrials
3.11K
+ 118.28%
$99.55 - $123.34 $310K - $384K
5.74K $695K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.52K
+ 111.41%
$47.95 - $49.61 $409K - $423K
16.2K $798K
VDE
Vanguard Energy ETF

ETFs
3.66K
+ 115.63%
$117.44 - $131.06 $429K - $479K
6.82K $834K
PFE
Pfizer Inc

Healthcare
14.4K
+ 85.41%
$27.7 - $31.39 $398K - $451K
31.2K $901K
XLI
Industrial Sector Spdr

ETFs
2.89K
+ 101.12%
$120.56 - $135.44 $348K - $391K
5.75K $778K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
6.2K
New
$62.57 - $70.53 $388K - $437K
6.2K $429K
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.27K
+ 100.0%
$169.92 - $205.38 $386K - $466K
4.54K $868K
FLO
Flowers Foods Inc

Consumer Defensive
17.4K
+ 121.68%
$21.44 - $23.77 $373K - $414K
31.7K $731K
EEM
Ishares Msci Emerging Markets

ETFs
8.23K
+ 99.9%
$40.42 - $46.7 $333K - $384K
16.5K $754K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.2K
+ 1195.27%
$19.2 - $19.82 $388K - $400K
21.9K $431K
SLV
I Shares Silver Trust

ETFs
13.1K
+ 100.0%
$24.33 - $29.38 $319K - $385K
26.2K $745K
NFLX
Netflix Inc

Communication Services
548
+ 209.96%
$598.55 - $722.26 $328K - $396K
809 $573K
VZ
Verizon Communications Inc

Communication Services
8.16K
+ 101.54%
$38.89 - $45.0 $317K - $367K
16.2K $727K
JHMM
John Hancock Multifactor Mid C

ETFs
5.86K
+ 90.69%
$54.25 - $60.2 $318K - $353K
12.3K $742K
NEE
Nextera Energy Inc

Utilities
3.99K
+ 113.3%
$69.9 - $84.97 $279K - $339K
7.52K $635K
SHOP
Shopify Inc.

Technology
3.96K
+ 100.0%
$52.26 - $80.75 $207K - $320K
7.92K $634K
NEM
Newmont Corp

Basic Materials
5.69K
+ 103.45%
$41.65 - $55.85 $237K - $318K
11.2K $598K
COP
Conocophillips

Energy
3.6K
+ 192.45%
$102.3 - $116.61 $368K - $419K
5.46K $575K
LRCX
Lam Research Corp

Technology
631
+ 100.0%
$731.56 - $1127.3 $462K - $711K
1.26K $1.03M
OHI
Omega Healthcare Investors Inc

Real Estate
7.7K
+ 114.93%
$33.55 - $41.29 $258K - $318K
14.4K $585K
ISRG
Intuitive Surgical Inc

Healthcare
664
+ 107.1%
$416.14 - $494.01 $276K - $328K
1.28K $630K
WMT
Walmart Inc.

Consumer Defensive
4.1K
+ 271.72%
$66.91 - $81.4 $275K - $334K
5.61K $453K
IBM
International Business Machines Corp

Technology
1.33K
+ 121.53%
$175.1 - $223.38 $233K - $298K
2.43K $536K
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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