Tyler Stone Wealth Management Incresed Positions in Q1 2025

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
111K
+ 90.64%
$23.19 - $23.5 $2.57M - $2.6M
233K $5.4M
PM
Philip Morris International Inc.

Consumer Defensive
2.26K
+ 5.58%
$117.15 - $158.79 $265K - $359K
42.8K $6.79M
BSJR
Invesco Indx Tr

ETFs
78.6K
+ 171.98%
$22.4 - $22.69 $1.76M - $1.78M
124K $2.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
42.1K
+ 70.53%
$27.01 - $28.54 $1.14M - $1.2M
102K $2.85M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
27.8K
+ 148.6%
$46.12 - $52.9 $1.28M - $1.47M
46.5K $2.16M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.4K
+ 10.17%
$50.39 - $50.66 $1.13M - $1.13M
242K $12.3M
UBER
Uber Technologies, Inc

Technology
7.3K
+ 18.02%
$63.17 - $81.49 $461K - $595K
47.8K $3.49M
GLD
Spdr Gold Trust

ETFs
756
+ 5.07%
$243.19 - $288.14 $184K - $218K
15.7K $4.51M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
13.2K
+ 7.18%
$61.9 - $66.89 $816K - $881K
197K $12.5M
XOM
Exxon Mobil Corp

Energy
163
+ 0.26%
$105.44 - $118.93 $17.2K - $19.4K
62.3K $7.41M
IVV
Ishares Core S&P 500 ETF

ETFs
2.78K
+ 8.23%
$554.06 - $615.85 $1.54M - $1.71M
36.6K $20.5M
FLO
Flowers Foods Inc

Consumer Defensive
31.4K
+ 84.18%
$18.05 - $20.78 $567K - $652K
68.7K $1.31M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
23.3K
+ 166.76%
$21.64 - $22.08 $505K - $515K
37.3K $808K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.1K
+ 3.58%
$78.0 - $84.37 $789K - $854K
293K $23.4M
PFE
Pfizer Inc

Healthcare
22K
+ 49.44%
$25.01 - $27.13 $550K - $596K
66.5K $1.68M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
26K
+ 236.36%
$18.18 - $18.58 $473K - $483K
37K $685K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.1K
+ 110.09%
$19.43 - $19.62 $469K - $473K
46K $901K
LLY
Eli Lilly & CO

Healthcare
418
+ 26.73%
$725.72 - $929.72 $303K - $389K
1.98K $1.64M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
15.3K
+ 10.02%
$23.03 - $23.17 $353K - $355K
168K $3.88M
BAC
Bank Of America Corp

Financial Services
11.3K
+ 20.34%
$39.61 - $47.74 $446K - $537K
66.6K $2.78M
CGGR
Capital Group Growth ETF Shs C

ETFs
13.2K
+ 33.65%
$33.98 - $39.84 $450K - $528K
52.6K $1.8M
PANW
Palo Alto Networks Inc

Technology
2K
+ 114.82%
$167.82 - $208.28 $335K - $416K
3.74K $638K
XLV
Select Sector Spdr Fund Health

ETFs
1.33K
+ 10.85%
$137.61 - $149.68 $184K - $200K
13.6K $1.99M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.7K
+ 44.29%
$59.78 - $60.03 $281K - $282K
15.3K $916K
AIG
American International Group, Inc.

Financial Services
550
+ 3.64%
$70.5 - $86.94 $38.8K - $47.8K
15.7K $1.36M
PGR
Progressive Corp

Financial Services
78
+ 1.49%
$235.61 - $291.22 $18.4K - $22.7K
5.3K $1.5M
KMI
Kinder Morgan, Inc.

Energy
4.62K
+ 4.61%
$26.1 - $31.22 $121K - $144K
105K $2.99M
XLU
Utilities Sector Spdr

ETFs
1.72K
+ 5.64%
$74.7 - $80.27 $128K - $138K
32.2K $2.54M
VTV
Vanguard Value ETF

ETFs
1.17K
+ 20.87%
$167.73 - $179.21 $196K - $210K
6.78K $1.17M
WMT
Walmart Inc.

Consumer Defensive
2.68K
+ 46.67%
$84.5 - $105.05 $227K - $282K
8.43K $740K
ABBV
Abb Vie Inc.

Healthcare
279
+ 6.11%
$169.2 - $216.66 $47.2K - $60.4K
4.85K $1.02M
VDE
Vanguard Energy ETF

ETFs
1.09K
+ 15.05%
$119.14 - $132.76 $130K - $145K
8.35K $1.08M
CVX
Chevron Corp

Energy
434
+ 8.07%
$146.71 - $167.97 $63.7K - $72.9K
5.81K $972K
XLE
Energy Sector Spdr

ETFs
12
+ 0.05%
$85.7 - $93.96 $1.03K - $1.13K
24K $2.24M
ISRG
Intuitive Surgical Inc

Healthcare
445
+ 34.66%
$476.63 - $610.45 $212K - $272K
1.73K $856K
NEM
Newmont Corp

Basic Materials
489
+ 3.42%
$37.79 - $48.39 $18.5K - $23.7K
14.8K $713K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.3K
+ 5.39%
$29.34 - $31.31 $332K - $355K
221K $6.57M
OHI
Omega Healthcare Investors Inc

Real Estate
4.2K
+ 22.22%
$35.7 - $38.33 $150K - $161K
23.1K $879K
VOD
Vodafone Group Public LTD CO

Communication Services
12.8K
+ 37.76%
$8.05 - $9.86 $103K - $126K
46.7K $437K
IWM
Ishares Russell 2000 ETF

ETFs
1.08K
+ 35.05%
$198.1 - $229.79 $215K - $249K
4.17K $832K
JNJ
Johnson & Johnson

Healthcare
27
+ 0.42%
$142.06 - $167.7 $3.84K - $4.53K
6.53K $1.08M
EEM
Ishares Msci Emerging Markets

ETFs
2.28K
+ 13.74%
$40.81 - $45.34 $93K - $103K
18.9K $824K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.35K
+ 10.76%
$29.68 - $32.59 $248K - $272K
86K $2.57M
VZ
Verizon Communications Inc

Communication Services
559
+ 3.44%
$37.81 - $46.49 $21.1K - $26K
16.8K $763K
CGUS
Capital Group Core Equity ETF
3.85K
+ 37.54%
$33.08 - $36.62 $127K - $141K
14.1K $471K
ABT
Abbott Laboratories

Healthcare
536
+ 30.13%
$111.1 - $140.22 $59.5K - $75.2K
2.32K $307K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
4K
+ 9.73%
N/A
45.1K $1.15M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
347
+ 1.59%
$48.65 - $53.06 $16.9K - $18.4K
22.1K $1.15M
GIS
General Mills Inc

Consumer Defensive
2.66K
+ 17.05%
$57.56 - $65.3 $153K - $173K
18.2K $1.09M
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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