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
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
2.04K
+ 3.09%
$7.6 - $8.89 $15.5K - $18.1K
68.1K $605K
LMT
Lockheed Martin Corp

Industrials
42
+ 6.14%
$430.82 - $486.45 $18.1K - $20.4K
726 $336K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.4K
+ 10.79%
$17.17 - $19.9 $41.2K - $47.8K
24.6K $474K
CATH
Global X Fds Global X S&P 500

ETFs
36
+ 1.06%
$59.85 - $75.45 $2.15K - $2.72K
3.43K $258K
HD
Home Depot, Inc.

Consumer Cyclical
68
+ 2.42%
$335.24 - $380.78 $22.8K - $25.9K
2.88K $1.05M
IYT
Ishares Tr U.S. Transportation

ETFs
13
+ 0.24%
$55.22 - $68.54 $718 - $891
5.34K $366K
FTHI
First Trust Exchange Traded Fd

ETFs
371
+ 2.33%
$19.66 - $22.85 $7.29K - $8.48K
16.3K $373K
FTQI
First Trust ETF Vi First Trust

ETFs
656
+ 3.62%
$16.83 - $19.58 $11K - $12.8K
18.8K $366K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
990
+ 2.15%
$19.49 - $19.66 $19.3K - $19.5K
47K $923K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
700
+ 1.55%
N/A
45.8K $1.17M
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 0.02%
$51.6 - $62.74 $51.6 - $62.7
4.3K $269K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
57
+ 0.41%
$72.71 - $82.56 $4.14K - $4.71K
13.9K $1.13M
MXI
Ishares Global Materials ETF

ETFs
44
+ 1.4%
$71.63 - $86.87 $3.15K - $3.82K
3.18K $271K
UA
Under Armour Inc Cl C

Consumer Cyclical
1.2K
+ 10.08%
$4.73 - $6.59 $5.68K - $7.91K
13.1K $85K
CGCP
Capital Group Core Plus Income

ETFs
540
+ 1.14%
$21.92 - $22.56 $11.8K - $12.2K
48.1K $1.08M
FTA
First Tr Large Cap Value

ETFs
1
+ 0.01%
$67.12 - $78.63 $67.1 - $78.6
7.01K $551K
TJX
Tjx Companies Inc

Consumer Cyclical
57
+ 1.36%
$119.13 - $135.03 $6.79K - $7.7K
4.26K $525K
DGRO
Ishares Core Dividend Growth E

ETFs
11
+ 0.21%
$55.22 - $63.94 $607 - $703
5.27K $337K
EMLP
First Tr Exchange Traded Iv

ETFs
343
+ 4.56%
$33.62 - $37.89 $11.5K - $13K
7.86K $294K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
679
+ 2.04%
$8.0 - $9.55 $5.43K - $6.48K
33.9K $320K
ABT
Abbott Laboratories

Healthcare
7
+ 0.3%
$123.95 - $138.08 $868 - $967
2.32K $315K
OHI
Omega Healthcare Investors Inc

Real Estate
1.06K
+ 4.59%
$35.55 - $39.05 $37.7K - $41.4K
24.2K $885K
ARCC
Ares Capital Corp

Financial Services
265
+ 1.94%
$18.91 - $22.43 $5.01K - $5.94K
13.9K $305K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
24
+ 1.02%
$100.04 - $100.54 $2.4K - $2.41K
2.39K $240K
PFF
Ishares Trust Ishares Pfd And

ETFs
57
+ 0.43%
$29.0 - $30.68 $1.65K - $1.75K
13.5K $412K
Ge Vernova Inc
14
+ 0.83%
N/A
1.7K $0
SPDV
ETF Ser Solutions Aam S&P 500
8.5K
+ 59.86%
N/A
22.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.39K
+ 8.78%
N/A
29.6K $0
T Rowe Price ETF Inc
5.68K
New
N/A
5.68K $0
Fidelis Insurance Holdings L
11.8K
New
N/A
11.8K $0
Capital Group Core Balanced
2.77K
+ 15.2%
N/A
21K $0
Tempus Ai Inc
800
+ 10.0%
N/A
8.8K $0
Capital Group International
2.62K
+ 8.74%
N/A
32.6K $0
J P Morgan Exchange Traded F
3.62K
+ 12.07%
N/A
33.6K $0
J P Morgan Exchange Traded F
2.03K
+ 2.02%
N/A
103K $0
Neos ETF Trust
28.7K
+ 17.13%
N/A
196K $0
T Rowe Price ETF Inc
11.4K
New
N/A
11.4K $0
Pacer Fds Tr
24
+ 0.29%
N/A
8.27K $0
Ishares Bitcoin Trust ETF
3.65K
New
N/A
3.65K $0
Kodiak Gas Svcs Inc
31.2K
New
N/A
31.2K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
115
+ 0.76%
$10.78 - $11.28 $1.24K - $1.3K
15.2K $169K
J P Morgan Exchange Traded F
11.5K
+ 12.49%
N/A
104K $0
VDE
Vanguard Energy ETF

ETFs
735
+ 8.81%
$105.87 - $130.56 $77.8K - $96K
9.08K $1.08M
FMB
First Tr Exchange Traded Fd Ii

ETFs
46
+ 0.86%
$49.12 - $50.93 $2.26K - $2.34K
5.38K $268K
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 0.09%
$107.93 - $110.97 $216 - $222
2.25K $247K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.57%
$313.51 - $363.51 $1.25K - $1.45K
700 $240K
KO
Coca Cola CO

Consumer Defensive
19
+ 0.36%
$68.37 - $73.9 $1.3K - $1.4K
5.27K $372K
FDL
First Tr Morningstar Dividend

ETFs
240
+ 2.46%
$38.19 - $43.19 $9.17K - $10.4K
10K $418K
NEE
Nextera Energy Inc

Utilities
15
+ 0.33%
$64.11 - $75.0 $962 - $1.13K
4.58K $318K
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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