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
F
Ford Motor CO

Consumer Cyclical
684
+ 2.53%
$9.69 - $11.4 $6.63K - $7.8K
27.7K $274K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
115
+ 0.73%
$11.42 - $12.5 $1.31K - $1.44K
15.9K $183K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.26K
+ 1.98%
$8.1 - $9.04 $10.2K - $11.4K
64.7K $535K
PG
Procter & Gamble CO

Consumer Defensive
69
+ 1.49%
$161.05 - $179.7 $11.1K - $12.4K
4.7K $788K
MCD
Mcdonalds Corp

Consumer Cyclical
207
+ 3.98%
$288.47 - $316.54 $59.7K - $65.5K
5.41K $1.57M
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.13%
$110.82 - $121.28 $443 - $485
2.98K $334K
AMGN
Amgen Inc

Healthcare
159
+ 16.58%
$258.78 - $328.31 $41.1K - $52.2K
1.12K $291K
FIW
First Trust Water ETF

ETFs
5
+ 0.2%
$102.02 - $110.91 $510 - $555
2.47K $252K
DUK
Duke Energy Corp

Utilities
2
+ 0.08%
$105.76 - $120.76 $212 - $242
2.59K $279K
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.13%
$253.56 - $278.5 $761 - $836
2.36K $598K
CGCP
Capital Group Core Plus Income

ETFs
1.04K
+ 2.28%
$22.13 - $23.17 $22.9K - $24K
46.6K $1.03M
WPM
Wheaton Precious Metals Corp.

Basic Materials
8
+ 0.19%
$56.08 - $68.53 $449 - $548
4.26K $239K
PFF
Ishares Trust Ishares Pfd And

ETFs
55
+ 0.41%
$31.23 - $33.51 $1.72K - $1.84K
13.4K $420K
VDC
Vanguard Consumer Staples ETF

ETFs
31
+ 0.75%
$210.96 - $223.62 $6.54K - $6.93K
4.15K $876K
FTCS
First Trust Capital Strength E

ETFs
134
+ 1.14%
$87.62 - $94.03 $11.7K - $12.6K
11.9K $1.05M
ZTS
Zoetis Inc.

Healthcare
281
+ 13.23%
$162.24 - $194.42 $45.6K - $54.6K
2.41K $391K
VNQ
Vanguard Specialized Funds Van

ETFs
8
+ 0.26%
$87.85 - $98.6 $703 - $789
3.08K $274K
NSC
Norfolk Southern Corp

Industrials
32
+ 1.38%
$230.6 - $277.0 $7.38K - $8.86K
2.36K $552K
EPI
Wisdomtree Tr India Earnings F

ETFs
97
+ 1.71%
$45.09 - $50.08 $4.37K - $4.86K
5.75K $260K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
28
+ 0.18%
$69.58 - $74.87 $1.95K - $2.1K
15.7K $1.1M
SO
Southern CO

Utilities
2
+ 0.06%
$81.5 - $94.15 $163 - $188
3.59K $295K
KO
Coca Cola CO

Consumer Defensive
298
+ 6.15%
$61.74 - $71.71 $18.4K - $21.4K
5.15K $320K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
545
+ 1.7%
$8.43 - $9.68 $4.59K - $5.28K
32.6K $278K
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 0.04%
$83.8 - $97.58 $83.8 - $97.6
2.76K $232K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
100
+ 0.45%
$17.41 - $19.29 $1.74K - $1.93K
22.4K $390K
SLV
I Shares Silver Trust

ETFs
576
+ 2.2%
$26.33 - $31.74 $15.2K - $18.3K
26.8K $705K
CAT
Caterpillar Inc

Industrials
58
+ 2.63%
$360.37 - $416.88 $20.9K - $24.2K
2.26K $821K
UL
Unilever PLC

Consumer Defensive
180
+ 2.81%
$56.7 - $64.64 $10.2K - $11.6K
6.58K $372K
VHT
Vanguard Health Care ETF

ETFs
96
+ 3.94%
$250.81 - $283.3 $24.1K - $27.2K
2.54K $643K
XLE
Energy Sector Spdr

ETFs
4
+ 0.02%
$83.32 - $97.27 $333 - $389
24K $2.05M
UNH
Unitedhealth Group Inc

Healthcare
86
+ 6.72%
$485.52 - $625.25 $41.8K - $53.8K
1.37K $690K
EEM
Ishares Msci Emerging Markets

ETFs
118
+ 0.72%
$41.82 - $47.36 $4.93K - $5.59K
16.6K $693K
MRK
Merck & Co., Inc.

Healthcare
68
+ 1.31%
$96.31 - $114.76 $6.55K - $7.8K
5.25K $522K
NEM
Newmont Corp

Basic Materials
3.1K
+ 27.64%
$37.0 - $58.68 $115K - $182K
14.3K $531K
ABBV
Abb Vie Inc.

Healthcare
97
+ 2.17%
$164.99 - $203.87 $16K - $19.8K
4.57K $811K
IYH
Ishares Tr

ETFs
21
+ 0.19%
$57.53 - $65.24 $1.21K - $1.37K
11K $641K
IBB
Ishares Biotechnology ETF

ETFs
2
+ 0.03%
$131.21 - $148.85 $262 - $298
5.75K $760K
VZ
Verizon Communications Inc

Communication Services
65
+ 0.4%
$39.6 - $45.21 $2.57K - $2.94K
16.3K $650K
JNJ
Johnson & Johnson

Healthcare
192
+ 3.04%
$143.34 - $165.86 $27.5K - $31.8K
6.5K $940K
GIS
General Mills Inc

Consumer Defensive
851
+ 5.78%
$62.78 - $74.62 $53.4K - $63.5K
15.6K $992K
XLV
Select Sector Spdr Fund Health

ETFs
430
+ 3.63%
$136.28 - $154.74 $58.6K - $66.5K
12.3K $1.69M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
701
+ 1.73%
$33.77 - $44.09 $23.7K - $30.9K
41.2K $1.4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.49K
+ 2.59%
$99.2 - $108.47 $148K - $162K
59.2K $5.9M
XOM
Exxon Mobil Corp

Energy
2.21K
+ 3.68%
$105.51 - $125.37 $233K - $277K
62.1K $6.69M
UBER
Uber Technologies, Inc

Technology
1.9K
+ 4.9%
$59.93 - $86.34 $114K - $164K
40.5K $2.44M
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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