Tyler Stone Wealth Management Reduced Holdings in Q2 2025

Tyler Stone Wealth Management

  • $580 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
-31.4K
- 29.96%
$25.21 - $29.4 $792K - $924K
73.5K $2.16M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-32.8K
- 38.09%
$27.46 - $33.2 $900K - $1.09M
53.2K $1.77M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-12.1K
- 6.13%
$56.84 - $65.5 $686K - $790K
185K $12.1M
UNH
Unitedhealth Group Inc

Healthcare
-236
- 18.94%
$274.35 - $599.47 $64.7K - $141K
1.01K $315K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-14.5K
- 10.72%
$22.98 - $23.27 $333K - $337K
121K $2.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.6K
- 3.44%
$85.42 - $94.39 $307K - $340K
101K $9.48M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-12.2K
- 7.26%
$22.87 - $23.14 $280K - $283K
156K $3.6M
MO
Altria Group, Inc.

Consumer Defensive
-2.32K
- 2.88%
$55.56 - $60.91 $129K - $141K
78.1K $4.58M
XLE
Energy Sector Spdr

ETFs
-13
- 0.05%
$76.44 - $94.13 $994 - $1.22K
24K $2.03M
QCOM
Qualcomm Inc

Technology
-1.38K
- 41.78%
$124.66 - $159.48 $172K - $220K
1.92K $305K
FTCS
First Trust Capital Strength E

ETFs
-2.29K
- 22.24%
$81.6 - $92.39 $187K - $212K
8.01K $727K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.69K
- 5.65%
$47.46 - $55.3 $175K - $204K
61.5K $3.39M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.5K
- 16.53%
$48.5 - $49.35 $170K - $173K
17.7K $869K
MRK
Merck & Co., Inc.

Healthcare
-1.52K
- 32.58%
$73.47 - $87.12 $112K - $133K
3.15K $249K
CNXC
Concentrix Corp

Technology
-1.29K
- 3.84%
$45.73 - $57.88 $59K - $74.7K
32.3K $1.71M
PEP
Pepsico Inc

Consumer Defensive
-409
- 7.04%
$128.02 - $151.37 $52.4K - $61.9K
5.4K $712K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.59K
- 8.93%
$45.88 - $54.4 $256K - $304K
56.9K $3.1M
ARDX
Ardelyx, Inc.

Healthcare
-6K
- 6.6%
$3.28 - $5.51 $19.7K - $33.1K
84.9K $332K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.2K
- 22.99%
$55.13 - $75.25 $66.2K - $90.3K
4.02K $275K
PFE
Pfizer Inc

Healthcare
-1.68K
- 2.53%
$21.59 - $24.84 $36.3K - $41.8K
64.8K $1.57M
IP
International Paper CO

Consumer Cyclical
-21
- 0.13%
$43.89 - $54.46 $922 - $1.14K
16.2K $758K
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 0.08%
$285.55 - $321.23 $1.14K - $1.28K
4.96K $1.45M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-17.8K
- 8.05%
$27.3 - $31.8 $487K - $567K
204K $6.47M
TGT
Target Corp

Consumer Defensive
-762
- 25.49%
$88.76 - $105.77 $67.6K - $80.6K
2.23K $219K
VO
Vanguard Mid Cap ETF

ETFs
-460
- 23.77%
$228.54 - $279.83 $105K - $129K
1.48K $412K
PGR
Progressive Corp

Financial Services
-3
- 0.06%
$255.27 - $288.74 $766 - $866
5.3K $1.41M
BMY
Bristol Myers Squibb CO

Healthcare
-30
- 0.55%
$44.12 - $59.6 $1.32K - $1.79K
5.39K $249K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.49K
- 4.64%
$20.66 - $20.74 $72.1K - $72.4K
71.7K $1.48M
T
At&T Inc.

Communication Services
-3.16K
- 6.49%
$26.33 - $28.94 $83.1K - $91.3K
45.4K $1.32M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1.13K
- 26.59%
$60.21 - $75.37 $68.1K - $85.2K
3.12K $229K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-1.1K
- 23.4%
$55.86 - $68.61 $61.4K - $75.5K
3.6K $246K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-530
- 4.15%
$96.84 - $99.46 $51.3K - $52.7K
12.2K $1.21M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-1.03K
- 22.45%
$115.28 - $157.36 $118K - $161K
3.54K $557K
EPD
Enterprise Products Partners L.P.

Energy
-457
- 4.62%
$28.95 - $34.22 $13.2K - $15.6K
9.43K $292K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-58
- 5.05%
$212.1 - $244.27 $12.3K - $14.2K
1.09K $238K
VDC
Vanguard Consumer Staples ETF

ETFs
-191
- 4.59%
$204.89 - $224.73 $39.1K - $42.9K
3.97K $869K
FVD
First Tr Value Line Divid Inde

ETFs
-889
- 4.06%
$40.62 - $45.12 $36.1K - $40.1K
21K $937K
AMGN
Amgen Inc

Healthcare
-2
- 0.23%
$262.28 - $309.85 $525 - $620
881 $245K
WEC
Wec Energy Group, Inc.

Utilities
-100
- 2.51%
$102.24 - $109.76 $10.2K - $11K
3.89K $405K
GILD
Gilead Sciences, Inc.

Healthcare
-200
- 3.64%
$96.91 - $113.0 $19.4K - $22.6K
5.29K $586K
ZTS
Zoetis Inc.

Healthcare
-56
- 2.63%
$144.41 - $170.3 $8.09K - $9.54K
2.08K $323K
VTRS
Viatris Inc

Healthcare
-4.12K
- 10.23%
$7.26 - $9.12 $29.9K - $37.5K
36.1K $322K
DUK
Duke Energy Corp

Utilities
-95
- 3.87%
$112.46 - $124.05 $10.7K - $11.8K
2.36K $278K
LPI
Laredo Petroleum, Inc.

Energy
-400
- 1.5%
N/A
26.3K $1.28M
PLD
Prologis, Inc.

Real Estate
-3
- 0.13%
$89.76 - $112.34 $269 - $337
2.23K $233K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-380
- 1.31%
$49.18 - $50.17 $18.7K - $19.1K
28.6K $1.44M
AVUV
American Centy ETF Tr Avantis

ETFs
-342
- 6.44%
$75.17 - $91.21 $25.7K - $31.2K
4.97K $452K
VNQ
Vanguard Specialized Funds Van

ETFs
-43
- 1.27%
$79.79 - $91.42 $3.43K - $3.93K
3.34K $297K
INTC
Intel Corp

Technology
-106
- 0.71%
$18.13 - $22.69 $1.92K - $2.41K
14.9K $333K
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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