Tyler Stone Wealth Management Purchases in Q1 2025

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CATH
Global X Fds Global X S&P 500

ETFs
318
+ 10.35%
$66.14 - $74.2 $21K - $23.6K
3.39K $228K
ET
Energy Transfer LP

Energy
2.42K
+ 7.06%
$17.26 - $21.08 $41.8K - $51K
36.7K $682K
ARCC
Ares Capital Corp

Financial Services
260
+ 1.94%
$21.28 - $23.81 $5.53K - $6.19K
13.7K $302K
F
Ford Motor CO

Consumer Cyclical
432
+ 1.56%
$9.12 - $10.43 $3.94K - $4.51K
28.2K $282K
ILCB
Ishares Morningstar U.S. Equit

ETFs
503
+ 6.0%
$76.17 - $85.05 $38.3K - $42.8K
8.89K $686K
PEY
Invesco Exchange Traded Fd Tr

ETFs
99
+ 1.04%
$20.82 - $22.08 $2.06K - $2.19K
9.65K $207K
FDLO
Fidelity Covington Tr Low Vola

ETFs
51
+ 0.15%
$59.43 - $63.22 $3.03K - $3.22K
34.2K $2.07M
FTA
First Tr Large Cap Value

ETFs
1
+ 0.01%
$74.42 - $80.34 $74.4 - $80.3
7.01K $537K
DGRO
Ishares Core Dividend Growth E

ETFs
10
+ 0.19%
$60.46 - $64.42 $605 - $644
5.26K $324K
Tempus Ai Inc
8K
New
N/A
8K $0
Capital Group International
22K
+ 276.93%
N/A
30K $0
JGRO
J P Morgan Exchange Traded Fd
8.31K
+ 19.53%
N/A
50.9K $0
Goldman Sachs ETF Tr
206
+ 1.3%
N/A
16K $0
J P Morgan Exchange Traded F
18.7K
+ 164.67%
N/A
30K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.79K
+ 7.02%
N/A
27.2K $0
J P Morgan Exchange Traded F
33.4K
+ 56.91%
N/A
92.1K $0
FMB
First Tr Exchange Traded Fd Ii

ETFs
44
+ 0.83%
$50.17 - $51.45 $2.21K - $2.26K
5.34K $269K
Capital Group Core Balanced
5.2K
+ 39.94%
N/A
18.2K $0
Neos ETF Trust
45.4K
+ 37.17%
N/A
168K $0
Pacer Fds Tr
8.25K
New
N/A
8.25K $0
J P Morgan Exchange Traded F
7.5K
+ 8.05%
N/A
101K $0
FIW
First Trust Water ETF

ETFs
3
+ 0.12%
$99.48 - $106.74 $298 - $320
2.47K $249K
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.05%
$57.22 - $63.39 $114 - $127
4.3K $251K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.15%
$169.43 - $182.84 $508 - $549
2.02K $349K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.11%
$109.15 - $120.99 $327 - $363
2.71K $305K
IP
International Paper CO

Consumer Cyclical
21
+ 0.13%
$49.38 - $60.09 $1.04K - $1.26K
16.2K $865K
PFF
Ishares Trust Ishares Pfd And

ETFs
35
+ 0.26%
$30.73 - $32.26 $1.08K - $1.13K
13.4K $411K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.05%
$251.87 - $277.95 $252 - $278
1.94K $500K
AXP
American Express CO

Financial Services
36
+ 4.76%
$255.39 - $325.87 $9.19K - $11.7K
792 $213K
LMT
Lockheed Martin Corp

Industrials
22
+ 3.32%
$423.19 - $506.29 $9.31K - $11.1K
684 $305K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
897
+ 8.49%
$102.49 - $119.96 $91.9K - $108K
11.5K $1.2M
IYT
Ishares Tr U.S. Transportation

ETFs
17
+ 0.32%
$63.37 - $73.39 $1.08K - $1.25K
5.33K $341K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.92K
+ 5.3%
$32.49 - $37.99 $62.4K - $73K
38.2K $1.28M
AVUV
American Centy ETF Tr Avantis

ETFs
247
+ 4.88%
$84.95 - $100.62 $21K - $24.9K
5.31K $463K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
799
+ 4.6%
$48.37 - $55.84 $38.6K - $44.6K
18.2K $887K
VTI
Vanguard Total Stock Market Et

ETFs
917
+ 4.14%
$271.18 - $303.12 $249K - $278K
23.1K $6.34M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
571
+ 1.81%
$57.21 - $65.8 $32.7K - $37.6K
32.2K $1.88M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
7
+ 0.06%
$67.24 - $84.27 $471 - $590
10.8K $737K
MRVL
Marvell Technology, Inc.

Technology
531
+ 12.63%
$61.57 - $126.06 $32.7K - $66.9K
4.74K $291K
KEY
Keycorp

Financial Services
1.62K
+ 0.92%
$15.15 - $18.3 $24.6K - $29.7K
178K $2.84M
ETN
Eaton Corp PLC

Industrials
65
+ 1.24%
$271.83 - $371.23 $17.7K - $24.1K
5.3K $1.44M
IVW
Ishares S&P 500 Growth ETF

ETFs
11
+ 0.03%
$92.45 - $106.69 $1.02K - $1.17K
34.3K $3.18M
POET
Poet Technologies Inc.

Technology
68K
+ 24.13%
$3.29 - $6.75 $224K - $459K
350K $1.32M
PH
Parker Hannifin Corp

Industrials
240
+ 0.88%
$591.65 - $707.05 $142K - $170K
27.4K $16.7M
GOOGL
Alphabet Inc.

Communication Services
3.25K
+ 9.99%
$154.33 - $206.19 $501K - $670K
35.8K $5.53M
MSFT
Microsoft Corp

Technology
615
+ 2.76%
$375.39 - $447.2 $231K - $275K
22.9K $8.59M
TSLA
Tesla, Inc.

Consumer Cyclical
1.42K
+ 15.45%
$222.15 - $428.22 $315K - $606K
10.6K $2.74M
AMZN
Amazon Com Inc

Consumer Cyclical
348
+ 0.8%
$190.26 - $242.06 $66.2K - $84.2K
43.8K $8.33M
GOOG
Alphabet Inc.

Communication Services
2.85K
+ 5.13%
$156.06 - $207.71 $444K - $592K
58.4K $9.12M
Activity Summary
Buys All Purchases 150 New Holdings 13 Increased Positions 137 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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