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
EMLP
First Tr Exchange Traded Iv

ETFs
343
+ 4.56%
$33.62 - $37.89 $11.5K - $13K
7.86K $294K
DGRO
Ishares Core Dividend Growth E

ETFs
11
+ 0.21%
$55.22 - $63.94 $607 - $703
5.27K $337K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
679
+ 2.04%
$8.0 - $9.55 $5.43K - $6.48K
33.9K $320K
ABT
Abbott Laboratories

Healthcare
7
+ 0.3%
$123.95 - $138.08 $868 - $967
2.32K $315K
OHI
Omega Healthcare Investors Inc

Real Estate
1.06K
+ 4.59%
$35.55 - $39.05 $37.7K - $41.4K
24.2K $885K
ARCC
Ares Capital Corp

Financial Services
265
+ 1.94%
$18.91 - $22.43 $5.01K - $5.94K
13.9K $305K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
24
+ 1.02%
$100.04 - $100.54 $2.4K - $2.41K
2.39K $240K
PFF
Ishares Trust Ishares Pfd And

ETFs
57
+ 0.43%
$29.0 - $30.68 $1.65K - $1.75K
13.5K $412K
Tempus Ai Inc
800
+ 10.0%
N/A
8.8K $0
Pacer Fds Tr
24
+ 0.29%
N/A
8.27K $0
J P Morgan Exchange Traded F
3.62K
+ 12.07%
N/A
33.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.39K
+ 8.78%
N/A
29.6K $0
J P Morgan Exchange Traded F
2.03K
+ 2.02%
N/A
103K $0
J P Morgan Exchange Traded F
11.5K
+ 12.49%
N/A
104K $0
Ge Vernova Inc
14
+ 0.83%
N/A
1.7K $0
Capital Group International
2.62K
+ 8.74%
N/A
32.6K $0
SPDV
ETF Ser Solutions Aam S&P 500
8.5K
+ 59.86%
N/A
22.7K $0
Capital Group Core Balanced
2.77K
+ 15.2%
N/A
21K $0
Neos ETF Trust
28.7K
+ 17.13%
N/A
196K $0
FMB
First Tr Exchange Traded Fd Ii

ETFs
46
+ 0.86%
$49.12 - $50.93 $2.26K - $2.34K
5.38K $268K
VDE
Vanguard Energy ETF

ETFs
735
+ 8.81%
$105.87 - $130.56 $77.8K - $96K
9.08K $1.08M
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 0.09%
$107.93 - $110.97 $216 - $222
2.25K $247K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.57%
$313.51 - $363.51 $1.25K - $1.45K
700 $240K
KO
Coca Cola CO

Consumer Defensive
19
+ 0.36%
$68.37 - $73.9 $1.3K - $1.4K
5.27K $372K
FDL
First Tr Morningstar Dividend

ETFs
240
+ 2.46%
$38.19 - $43.19 $9.17K - $10.4K
10K $418K
NEE
Nextera Energy Inc

Utilities
15
+ 0.33%
$64.11 - $75.0 $962 - $1.13K
4.58K $318K
HSY
Hershey CO

Consumer Defensive
1
+ 0.05%
$151.29 - $173.13 $151 - $173
2.06K $341K
AIG
American International Group, Inc.

Financial Services
120
+ 0.77%
$77.56 - $87.72 $9.31K - $10.5K
15.8K $1.35M
LOW
Lowes Companies Inc

Consumer Cyclical
10
+ 0.69%
$210.83 - $235.28 $2.11K - $2.35K
1.45K $321K
IYE
Ishares Tr

ETFs
16
+ 0.27%
$40.36 - $49.67 $646 - $795
5.88K $266K
SU
Suncor Energy Inc

Energy
2
+ 0.01%
$31.54 - $41.04 $63.1 - $82.1
26.9K $1.01M
VHT
Vanguard Health Care ETF

ETFs
7
+ 0.28%
$236.71 - $261.92 $1.66K - $1.83K
2.55K $632K
CB
Chubb LTD

Financial Services
4
+ 0.11%
$274.32 - $302.46 $1.1K - $1.21K
3.66K $1.06M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
72
+ 0.22%
$45.3 - $50.64 $3.26K - $3.65K
32.9K $1.62M
IYH
Ishares Tr

ETFs
19
+ 0.17%
$53.97 - $60.17 $1.03K - $1.14K
11K $623K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.04%
$157.66 - $172.39 $315 - $345
4.45K $709K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
379
+ 1.71%
$45.07 - $52.57 $17.1K - $19.9K
22.5K $1.1M
ABBV
Abb Vie Inc.

Healthcare
309
+ 6.38%
$170.16 - $206.27 $52.6K - $63.7K
5.15K $956K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
171
+ 0.29%
$90.85 - $102.31 $15.5K - $17.5K
58.7K $5.91M
JNJ
Johnson & Johnson

Healthcare
6
+ 0.09%
$146.36 - $159.82 $878 - $959
6.53K $997K
LLY
Eli Lilly & CO

Healthcare
6
+ 0.3%
$713.71 - $898.95 $4.28K - $5.39K
1.99K $1.55M
COP
Conocophillips

Energy
32
+ 0.5%
$82.66 - $106.1 $2.65K - $3.4K
6.47K $580K
XLV
Select Sector Spdr Fund Health

ETFs
340
+ 2.5%
$128.77 - $144.3 $43.8K - $49.1K
14K $1.88M
AON
Aon PLC

Financial Services
250
+ 4.77%
$335.85 - $398.81 $84K - $99.7K
5.49K $1.96M
CVX
Chevron Corp

Energy
25
+ 0.43%
$133.73 - $168.51 $3.34K - $4.21K
5.84K $836K
GIS
General Mills Inc

Consumer Defensive
152
+ 0.83%
$50.37 - $60.97 $7.66K - $9.27K
18.4K $952K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
404
+ 2.22%
$483.48 - $539.8 $195K - $218K
18.6K $9.03M
AAPL
Apple Inc.

Technology
21
+ 0.02%
$172.42 - $223.89 $3.62K - $4.7K
111K $22.8M
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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