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
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
13
+ 0.1%
$111.85 - $120.71 $1.45K - $1.57K
13.2K $1.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
464
+ 1.49%
$61.68 - $67.87 $28.6K - $31.5K
31.6K $1.97M
FPX
First Trust Us Equity Opportun

ETFs
1
+ 0.03%
$109.38 - $131.9 $109 - $132
2.97K $355K
AVUV
American Centy ETF Tr Avantis

ETFs
255
+ 5.3%
$94.37 - $106.41 $24.1K - $27.1K
5.07K $488K
PANW
Palo Alto Networks Inc

Technology
895
+ 105.79%
$181.96 - $405.9 $163K - $363K
1.74K $316K
CMCSA
Comcast Corp

Communication Services
1.23K
+ 23.46%
$37.39 - $45.14 $45.8K - $55.3K
6.45K $241K
ARCC
Ares Capital Corp

Financial Services
255
+ 1.94%
$20.74 - $22.27 $5.29K - $5.68K
13.4K $293K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
172
+ 1.39%
$126.68 - $134.74 $21.8K - $23.2K
12.5K $1.6M
GE
General Electric CO

Industrials
261
+ 19.83%
$159.95 - $194.23 $41.7K - $50.7K
1.58K $263K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
344
+ 2.49%
$80.18 - $88.79 $27.6K - $30.5K
14.1K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
138
+ 5.14%
$385.02 - $431.37 $53.1K - $59.5K
2.82K $1.1M
YUM
Yum Brands Inc

Consumer Cyclical
132
+ 7.66%
$130.36 - $139.54 $17.2K - $18.4K
1.86K $249K
GAM
General American Investors CO Inc

Financial Services
384
+ 8.54%
$49.57 - $55.15 $19K - $21.2K
4.88K $248K
RECS
Columbia ETF Tr I

ETFs
70
+ 0.82%
$33.61 - $36.42 $2.35K - $2.55K
8.56K $296K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
493
+ 4.15%
$22.39 - $23.45 $11K - $11.6K
12.4K $284K
ETN
Eaton Corp PLC

Industrials
10
+ 0.19%
$326.96 - $377.52 $3.27K - $3.78K
5.24K $1.74M
JHML
John Hancock Multifactor Large

ETFs
27
+ 0.21%
$68.78 - $73.44 $1.86K - $1.98K
13K $905K
ORCL
Oracle Corp

Technology
122
+ 2.8%
$165.41 - $192.43 $20.2K - $23.5K
4.48K $745K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.11%
$114.02 - $125.22 $342 - $376
2.71K $311K
ABT
Abbott Laboratories

Healthcare
19
+ 1.08%
$111.93 - $119.39 $2.13K - $2.27K
1.78K $201K
T Rowe Price ETF Inc
3.1K
+ 10.76%
N/A
31.9K $0
Capital Group International
640
+ 8.76%
N/A
7.95K $0
Capital Group Core Balanced
2.78K
+ 27.15%
N/A
13K $0
Super Micro Computer Inc
30.5K
New
N/A
30.5K $0
PLD
Prologis, Inc.

Real Estate
421
+ 19.21%
$101.4 - $126.96 $42.7K - $53.5K
2.61K $276K
Neos ETF Trust
26.9K
+ 28.18%
N/A
122K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.73K
+ 29.09%
N/A
25.4K $0
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.05%
$58.65 - $64.37 $117 - $129
4.3K $254K
Annaly Capital Management In
214
+ 0.6%
N/A
35.7K $0
MXI
Ishares Global Materials ETF

ETFs
530
+ 20.33%
$77.6 - $93.04 $41.1K - $49.3K
3.14K $243K
J P Morgan Exchange Traded F
25.7K
+ 77.64%
N/A
58.7K $0
Goldman Sachs ETF Tr
15.8K
New
N/A
15.8K $0
JGRO
J P Morgan Exchange Traded Fd
18.8K
+ 79.01%
N/A
42.6K $0
J P Morgan Exchange Traded F
3.29K
+ 3.65%
N/A
93.2K $0
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.09%
$87.25 - $95.52 $175 - $191
2.33K $205K
Lam Research Corp
11.3K
New
N/A
11.3K $0
J P Morgan Exchange Traded F
7.55K
+ 199.68%
N/A
11.3K $0
FMB
First Tr Exchange Traded Fd Ii

ETFs
42
+ 0.8%
$50.62 - $52.07 $2.13K - $2.19K
5.29K $269K
IYE
Ishares Tr

ETFs
41
+ 0.71%
$43.93 - $51.37 $1.8K - $2.11K
5.83K $265K
IWN
Ishares Russell2000 Val ETF

ETFs
8
+ 0.44%
$162.69 - $181.35 $1.3K - $1.45K
1.83K $299K
VBR
Vanguard Small Cap Value ETF

ETFs
11
+ 0.4%
$197.36 - $217.3 $2.17K - $2.39K
2.8K $553K
XLI
Industrial Sector Spdr

ETFs
126
+ 2.19%
$131.76 - $143.99 $16.6K - $18.1K
5.87K $773K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
15
+ 0.07%
$19.42 - $19.76 $291 - $296
21.9K $426K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
113
+ 1.08%
$113.92 - $127.38 $12.9K - $14.4K
10.6K $1.22M
IYT
Ishares Tr U.S. Transportation

ETFs
12
+ 0.23%
$66.79 - $75.4 $801 - $905
5.31K $359K
DGRO
Ishares Core Dividend Growth E

ETFs
13
+ 0.25%
$60.73 - $64.94 $789 - $844
5.25K $322K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.15%
$174.22 - $187.62 $523 - $563
2.02K $353K
RTX
Raytheon Technologies Corp

Industrials
187
+ 3.26%
$114.45 - $127.21 $21.4K - $23.8K
5.93K $686K
CB
Chubb LTD

Financial Services
210
+ 3.67%
$271.57 - $301.89 $57K - $63.4K
5.93K $1.64M
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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