Tyler Stone Wealth Management Incresed Positions in Q4 2024

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.12K
+ 18.9%
$50.67 - $50.9 $107K - $108K
13.3K $676K
CGUS
Capital Group Core Equity ETF
2.86K
+ 38.61%
$33.96 - $36.24 $97K - $104K
10.3K $358K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
113
+ 2.99%
$521.84 - $558.82 $59K - $63.1K
3.9K $2.1M
AIG
American International Group, Inc.

Financial Services
1.38K
+ 10.06%
$70.0 - $79.22 $96.6K - $109K
15.1K $1.1M
SPYG
Spdr Portfolio

ETFs
111
+ 0.65%
$81.74 - $91.38 $9.07K - $10.1K
17.1K $1.51M
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 4.92%
$873.59 - $994.69 $51.5K - $58.7K
1.26K $1.15M
COP
Conocophillips

Energy
1.25K
+ 22.79%
$95.12 - $114.72 $118K - $143K
6.71K $665K
TGT
Target Corp

Consumer Defensive
947
+ 42.24%
$121.59 - $160.69 $115K - $152K
3.19K $431K
TJX
Tjx Companies Inc

Consumer Cyclical
485
+ 11.65%
$112.15 - $127.2 $54.4K - $61.7K
4.65K $561K
WMT
Walmart Inc.

Consumer Defensive
136
+ 2.42%
$79.1 - $95.7 $10.8K - $13K
5.75K $519K
VTRS
Viatris Inc

Healthcare
1.99K
+ 4.68%
$11.32 - $13.37 $22.5K - $26.5K
44.4K $552K
BMY
Bristol Myers Squibb CO

Healthcare
645
+ 14.09%
$51.92 - $59.94 $33.5K - $38.7K
5.22K $295K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.2K
+ 5.65%
N/A
41.1K $1.05M
CSCO
Cisco Systems, Inc.

Technology
375
+ 6.9%
$52.45 - $60.02 $19.7K - $22.5K
5.81K $343K
BA
Boeing CO

Industrials
100
+ 6.86%
$138.14 - $180.72 $13.8K - $18.1K
1.56K $275K
VFH
Vanguard Financial ETF

ETFs
51
+ 0.89%
$108.87 - $126.2 $5.55K - $6.44K
5.78K $682K
DIS
Walt Disney CO

Communication Services
41
+ 1.3%
$92.39 - $117.6 $3.79K - $4.82K
3.2K $356K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.1K
+ 2.6%
$23.25 - $23.56 $72K - $72.9K
122K $2.84M
HSY
Hershey CO

Consumer Defensive
504
+ 31.3%
$168.67 - $193.65 $85K - $97.6K
2.11K $358K
EAF
Graftech International LTD

Industrials
15K
+ 24.55%
$1.36 - $2.26 $20.4K - $33.9K
76.1K $131K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.25K
+ 3.02%
$20.6 - $20.71 $46.4K - $46.7K
76.9K $1.59M
VDE
Vanguard Energy ETF

ETFs
439
+ 6.44%
$116.67 - $136.78 $51.2K - $60K
7.26K $880K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
708
+ 15.32%
$51.94 - $55.55 $36.8K - $39.3K
5.33K $283K
FLO
Flowers Foods Inc

Consumer Defensive
5.6K
+ 17.67%
$20.4 - $23.31 $114K - $131K
37.3K $770K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
359
+ 1.67%
$46.48 - $51.32 $16.7K - $18.4K
21.8K $1.05M
VTV
Vanguard Value ETF

ETFs
381
+ 7.29%
$168.32 - $181.87 $64.1K - $69.3K
5.61K $949K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
231
+ 20.1%
$209.89 - $233.24 $48.5K - $53.9K
1.38K $293K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
23
+ 0.29%
$201.32 - $217.44 $4.63K - $5K
7.85K $1.62M
PYPL
Pay Pal Holdings, Inc.

Financial Services
69
+ 1.6%
$77.25 - $91.3 $5.33K - $6.3K
4.39K $374K
IYF
Ishares Tr

ETFs
12
+ 0.24%
$102.7 - $119.05 $1.23K - $1.43K
5.06K $559K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
250
+ 1.46%
$51.33 - $58.78 $12.8K - $14.7K
17.4K $937K
ILCB
Ishares Morningstar U.S. Equit

ETFs
206
+ 2.52%
$78.43 - $84.56 $16.2K - $17.4K
8.38K $680K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
13
+ 0.1%
$111.85 - $120.71 $1.45K - $1.57K
13.2K $1.53M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
464
+ 1.49%
$61.68 - $67.87 $28.6K - $31.5K
31.6K $1.97M
FPX
First Trust Us Equity Opportun

ETFs
1
+ 0.03%
$109.38 - $131.9 $109 - $132
2.97K $355K
PANW
Palo Alto Networks Inc

Technology
895
+ 105.79%
$181.96 - $405.9 $163K - $363K
1.74K $316K
AVUV
American Centy ETF Tr Avantis

ETFs
255
+ 5.3%
$94.37 - $106.41 $24.1K - $27.1K
5.07K $488K
CMCSA
Comcast Corp

Communication Services
1.23K
+ 23.46%
$37.39 - $45.14 $45.8K - $55.3K
6.45K $241K
ARCC
Ares Capital Corp

Financial Services
255
+ 1.94%
$20.74 - $22.27 $5.29K - $5.68K
13.4K $293K
GE
General Electric CO

Industrials
261
+ 19.83%
$159.95 - $194.23 $41.7K - $50.7K
1.58K $263K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
172
+ 1.39%
$126.68 - $134.74 $21.8K - $23.2K
12.5K $1.6M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
344
+ 2.49%
$80.18 - $88.79 $27.6K - $30.5K
14.1K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
138
+ 5.14%
$385.02 - $431.37 $53.1K - $59.5K
2.82K $1.1M
JHMM
John Hancock Multifactor Mid C

ETFs
270
+ 2.19%
$59.61 - $64.8 $16.1K - $17.5K
12.6K $752K
YUM
Yum Brands Inc

Consumer Cyclical
132
+ 7.66%
$130.36 - $139.54 $17.2K - $18.4K
1.86K $249K
RECS
Columbia ETF Tr I

ETFs
70
+ 0.82%
$33.61 - $36.42 $2.35K - $2.55K
8.56K $296K
GAM
General American Investors CO Inc

Financial Services
384
+ 8.54%
$49.57 - $55.15 $19K - $21.2K
4.88K $248K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
493
+ 4.15%
$22.39 - $23.45 $11K - $11.6K
12.4K $284K
ETN
Eaton Corp PLC

Industrials
10
+ 0.19%
$326.96 - $377.52 $3.27K - $3.78K
5.24K $1.74M
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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