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
WEC
Wec Energy Group, Inc.

Utilities
2K
+ 100.0%
$77.68 - $96.19 $155K - $192K
3.99K $383K
ITA
Ishares Tr

ETFs
1.35K
+ 100.07%
$131.58 - $149.64 $177K - $201K
2.69K $402K
EXC
Exelon Corp

Utilities
4.83K
+ 100.0%
$34.24 - $40.55 $165K - $196K
9.66K $391K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.19K
+ 111.81%
$49.83 - $62.75 $209K - $263K
7.94K $457K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.33K
+ 96.09%
$39.47 - $49.4 $171K - $214K
8.84K $420K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.72K
+ 153.38%
$72.18 - $107.33 $124K - $185K
2.85K $302K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.07K
+ 100.0%
$173.36 - $189.8 $185K - $202K
2.13K $404K
VTRS
Viatris Inc

Healthcare
16.2K
+ 62.01%
$10.32 - $12.13 $168K - $197K
42.4K $492K
SO
Southern CO

Utilities
2.18K
+ 154.15%
$77.0 - $90.52 $167K - $197K
3.59K $323K
VIG
Vanguard Dividend Appreciation

ETFs
1.17K
+ 100.0%
$182.15 - $182.15 $213K - $213K
2.34K $425K
PANW
Palo Alto Networks Inc

Technology
608
+ 255.46%
$294.18 - $368.01 $179K - $224K
846 $289K
HSY
Hershey CO

Consumer Defensive
1.07K
+ 195.96%
$182.45 - $203.25 $194K - $217K
1.61K $308K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
344
+ 100.0%
$523.84 - $572.02 $180K - $197K
688 $391K
FIW
First Trust Water ETF

ETFs
1.83K
+ 290.65%
$98.0 - $109.33 $180K - $201K
2.47K $269K
PAVE
Global X Fds Us Infrastructure

ETFs
4.52K
+ 100.0%
$36.39 - $41.16 $165K - $186K
9.05K $372K
KO
Coca Cola CO

Consumer Defensive
2.57K
+ 113.14%
$62.69 - $73.01 $161K - $188K
4.85K $348K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.01K
+ 87.29%
$57.22 - $80.08 $115K - $161K
4.32K $337K
XLC
Select Sector Spdr Tr Communic

ETFs
2.14K
+ 102.0%
$82.16 - $90.4 $176K - $193K
4.23K $382K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.51K
+ 108.7%
$66.56 - $75.11 $167K - $189K
4.82K $359K
VOD
Vodafone Group Public LTD CO

Communication Services
17.7K
+ 106.7%
$8.8 - $10.35 $156K - $183K
34.3K $343K
AMGN
Amgen Inc

Healthcare
591
+ 160.6%
$309.38 - $337.38 $183K - $199K
959 $308K
IYT
Ishares Tr U.S. Transportation

ETFs
2.66K
+ 100.57%
$61.35 - $68.92 $163K - $183K
5.3K $365K
HDV
Ishares Core High Dividend ETF

ETFs
1.49K
+ 100.27%
$107.62 - $118.76 $161K - $177K
2.98K $350K
SQ
Block, Inc.

Technology
2.67K
+ 98.16%
$57.21 - $72.07 $153K - $192K
5.39K $361K
AMAT
Applied Materials Inc

Technology
968
+ 234.95%
$174.88 - $254.97 $169K - $247K
1.38K $278K
VNQ
Vanguard Specialized Funds Van

ETFs
1.66K
+ 117.39%
$82.97 - $98.97 $138K - $164K
3.08K $299K
PLD
Prologis, Inc.

Real Estate
1.34K
+ 158.68%
$111.95 - $132.43 $150K - $178K
2.19K $276K
FPX
First Trust Us Equity Opportun

ETFs
1.49K
+ 99.93%
$92.33 - $110.55 $137K - $164K
2.97K $327K
DGRO
Ishares Core Dividend Growth E

ETFs
2.63K
+ 100.5%
$57.47 - $62.76 $151K - $165K
5.24K $328K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.42K
+ 43.78%
$50.61 - $50.96 $173K - $174K
11.2K $571K
TMO
Thermo Fisher Scientific Inc.

Healthcare
270
+ 267.33%
$531.86 - $624.21 $144K - $169K
371 $229K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.72K
+ 101.6%
$100.09 - $100.69 $172K - $173K
3.41K $343K
AXP
American Express CO

Financial Services
613
+ 422.76%
$225.92 - $271.17 $138K - $166K
758 $205K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.09K
+ 100.0%
$68.79 - $76.02 $144K - $159K
4.19K $318K
SHW
Sherwin Williams CO

Basic Materials
373
+ 112.69%
$294.65 - $384.0 $110K - $143K
704 $268K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.35K
+ 100.22%
$102.34 - $114.52 $139K - $155K
2.71K $309K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
3.06K
+ 129.8%
$46.13 - $52.38 $141K - $160K
5.42K $279K
IWN
Ishares Russell2000 Val ETF

ETFs
917
+ 101.89%
$150.05 - $171.34 $138K - $157K
1.82K $303K
DHR
Danaher Corp

Healthcare
567
+ 194.85%
$239.25 - $280.76 $136K - $159K
858 $238K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.33K
+ 241.02%
$98.71 - $117.61 $131K - $156K
1.88K $220K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.86K
+ 224.61%
$77.02 - $85.06 $143K - $158K
2.69K $227K
HON
Honeywell International Inc

Industrials
800
+ 188.68%
$196.73 - $220.21 $157K - $176K
1.22K $253K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
16.3K
+ 102.95%
$8.72 - $9.6 $142K - $156K
32K $307K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
685
+ 147.63%
$210.25 - $231.86 $144K - $159K
1.15K $256K
ADP
Automatic Data Processing Inc

Industrials
508
+ 104.53%
$233.44 - $279.45 $119K - $142K
994 $275K
DUK
Duke Energy Corp

Utilities
1.18K
+ 83.16%
$99.35 - $117.71 $117K - $138K
2.59K $298K
RECS
Columbia ETF Tr I

ETFs
4.4K
+ 107.32%
$30.74 - $33.91 $135K - $149K
8.49K $288K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.1K
+ 100.0%
$58.35 - $66.29 $123K - $139K
4.2K $278K
CSCO
Cisco Systems, Inc.

Technology
2.56K
+ 88.78%
$44.74 - $53.22 $114K - $136K
5.44K $289K
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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