Tyler Stone Wealth Management Incresed Positions in Q2 2025

Tyler Stone Wealth Management

  • $580 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
625
+ 2.73%
$354.56 - $497.45 $222K - $311K
23.5K $11.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
21.4K
+ 7.32%
$71.28 - $83.74 $1.53M - $1.8M
314K $26.3M
GOOG
Alphabet Inc.

Communication Services
9.48K
+ 16.24%
$146.58 - $180.01 $1.39M - $1.71M
67.8K $12M
PH
Parker Hannifin Corp

Industrials
378
+ 1.38%
$517.23 - $700.54 $196K - $265K
27.8K $19.4M
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 3.52%
$167.32 - $223.3 $258K - $344K
45.3K $9.95M
GOOGL
Alphabet Inc.

Communication Services
3.61K
+ 10.09%
$144.7 - $178.6 $522K - $644K
39.4K $6.94M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
51.3K
+ 22.05%
$22.66 - $23.41 $1.16M - $1.2M
284K $6.63M
PM
Philip Morris International Inc.

Consumer Defensive
299
+ 0.7%
$149.23 - $184.95 $44.6K - $55.3K
43.1K $7.85M
META
Meta Platforms, Inc.

Communication Services
201
+ 4.05%
$484.66 - $738.09 $97.4K - $148K
5.16K $3.81M
CGGR
Capital Group Growth ETF Shs C

ETFs
10.2K
+ 19.4%
$30.53 - $40.65 $312K - $415K
62.8K $2.55M
BAC
Bank Of America Corp

Financial Services
6.69K
+ 10.04%
$34.39 - $47.46 $230K - $317K
73.3K $3.47M
CEG
Constellation Energy Corp

Utilities
1.16K
+ 54.94%
$170.96 - $322.76 $198K - $373K
3.26K $1.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.36K
+ 26.42%
$141.37 - $228.57 $192K - $311K
6.5K $1.47M
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.03%
$82.96 - $110.1 $830 - $1.1K
34.3K $3.78M
ETN
Eaton Corp PLC

Industrials
323
+ 6.09%
$246.52 - $356.99 $79.6K - $115K
5.63K $2.01M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 27.91%
$171.4 - $227.1 $244K - $323K
6.52K $1.48M
FLO
Flowers Foods Inc

Consumer Defensive
41.8K
+ 60.82%
$15.86 - $19.21 $663K - $803K
110K $1.77M
SNOW
Snowflake Inc.

Technology
70
+ 1.24%
$130.53 - $223.77 $9.14K - $15.7K
5.72K $1.28M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.07K
+ 8.37%
$23.45 - $26.56 $213K - $241K
117K $3.12M
FE
Firstenergy Corp

Utilities
10K
+ 44.65%
$38.31 - $43.17 $383K - $432K
32.4K $1.31M
VZ
Verizon Communications Inc

Communication Services
9.79K
+ 58.2%
$41.67 - $45.62 $408K - $447K
26.6K $1.15M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.27K
+ 7.44%
$60.34 - $74.89 $137K - $170K
32.7K $2.45M
BSJR
Invesco Indx Tr

ETFs
14.9K
+ 11.95%
$21.81 - $22.71 $324K - $337K
139K $3.16M
VTV
Vanguard Value ETF

ETFs
1.92K
+ 28.28%
$153.67 - $176.74 $295K - $339K
8.7K $1.54M
XLU
Utilities Sector Spdr

ETFs
3.21K
+ 9.96%
$73.09 - $82.77 $234K - $265K
35.4K $2.89M
GLD
Spdr Gold Trust

ETFs
269
+ 1.72%
$273.71 - $316.29 $73.6K - $85.1K
15.9K $4.85M
CGDV
Capital Group Divid Value ETF

ETFs
6.31K
+ 29.14%
$31.93 - $39.49 $201K - $249K
28K $1.1M
IRM
Iron Mountain Inc

Real Estate
184
+ 1.0%
$76.93 - $105.25 $14.2K - $19.4K
18.6K $1.91M
KEY
Keycorp

Financial Services
3.12K
+ 1.76%
$13.23 - $17.42 $41.3K - $54.4K
181K $3.15M
SPYG
Spdr Portfolio

ETFs
474
+ 2.83%
$71.83 - $95.32 $34K - $45.2K
17.2K $1.64M
ITA
Ishares Tr

ETFs
1.13K
+ 59.21%
$135.31 - $188.64 $153K - $213K
3.04K $573K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
12.4K
+ 74.7%
$20.16 - $20.49 $250K - $254K
29K $594K
XOM
Exxon Mobil Corp

Energy
8.78K
+ 14.09%
$99.93 - $119.04 $877K - $1.05M
71.1K $7.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.52K
+ 1.86%
$50.36 - $50.68 $227K - $229K
247K $12.5M
GS
Goldman Sachs Group Inc

Financial Services
43
+ 3.58%
$462.22 - $707.75 $19.9K - $30.4K
1.25K $881K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.31%
$456.74 - $568.03 $5.48K - $6.82K
3.87K $2.2M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.31K
+ 21.27%
$68.13 - $74.77 $226K - $248K
18.9K $1.38M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.56K
+ 86.5%
$75.05 - $77.34 $192K - $198K
5.53K $427K
SLV
I Shares Silver Trust

ETFs
4.4K
+ 16.42%
$27.08 - $33.74 $119K - $148K
31.2K $1.02M
SHOP
Shopify Inc.

Technology
200
+ 2.7%
$76.89 - $115.35 $15.4K - $23.1K
7.61K $877K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.84K
+ 7.43%
$29.52 - $35.31 $83.8K - $100K
41K $1.45M
ET
Energy Transfer LP

Energy
9.95K
+ 27.08%
$15.65 - $18.93 $156K - $188K
46.7K $846K
V
Visa Inc.

Financial Services
155
+ 0.93%
$308.27 - $373.31 $47.8K - $57.9K
16.8K $5.96M
CGUS
Capital Group Core Equity ETF
2.18K
+ 15.42%
$29.93 - $36.93 $65.1K - $80.3K
16.3K $601K
SOUN
Soundhound Ai, Inc.

Technology
5.51K
+ 20.65%
$7.18 - $11.76 $39.6K - $64.8K
32.2K $345K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
6
+ 0.07%
$106.81 - $136.49 $641 - $819
8.11K $1.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
138
+ 0.43%
$51.16 - $62.02 $7.06K - $8.56K
32.3K $2M
WMT
Walmart Inc.

Consumer Defensive
429
+ 5.09%
$81.79 - $99.98 $35.1K - $42.9K
8.86K $866K
ILCB
Ishares Morningstar U.S. Equit

ETFs
459
+ 5.16%
$68.63 - $85.78 $31.5K - $39.4K
9.35K $801K
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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