Tyler Stone Wealth Management Reduced Holdings in Q1 2025

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-15.3K
- 4.56%
$106.98 - $149.43 $1.64M - $2.28M
320K $34.7M
AAPL
Apple Inc.

Technology
-6.73K
- 5.71%
$209.68 - $247.1 $1.41M - $1.66M
111K $24.7M
BX
Blackstone Inc.

Financial Services
-1.47K
- 2.9%
$136.53 - $186.74 $201K - $275K
49.2K $6.87M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-3.82K
- 42.83%
$192.82 - $222.1 $737K - $848K
5.1K $984K
SPY
Spdr S&P 500 ETF Trust

ETFs
-810
- 5.13%
$551.42 - $612.93 $447K - $496K
15K $8.39M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-8.94K
- 12.51%
$51.45 - $58.51 $460K - $523K
62.5K $3.24M
IGM
Ishares Expanded Tech Sector E

ETFs
-4.76K
- 27.19%
$90.67 - $108.46 $432K - $517K
12.8K $1.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-402
- 3.93%
$468.34 - $539.52 $188K - $217K
9.84K $4.61M
IRM
Iron Mountain Inc

Real Estate
-2.24K
- 10.85%
$82.79 - $111.31 $186K - $250K
18.4K $1.59M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-7.89K
- 62.67%
$62.28 - $71.92 $491K - $567K
4.7K $298K
CB
Chubb LTD

Financial Services
-2.28K
- 38.36%
$257.71 - $301.99 $587K - $687K
3.66K $1.1M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-18.1K
- 14.32%
$24.66 - $26.1 $446K - $473K
108K $2.7M
SOUN
Soundhound Ai, Inc.

Technology
-4.48K
- 14.39%
$8.12 - $20.62 $36.4K - $92.5K
26.7K $216K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-692
- 1.47%
$120.29 - $134.6 $83.2K - $93.1K
46.3K $5.65M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-7.65K
- 18.9%
$49.22 - $51.73 $377K - $396K
32.8K $1.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.03K
- 16.68%
$165.25 - $224.62 $170K - $231K
5.14K $853K
V
Visa Inc.

Financial Services
-2.89K
- 14.79%
$306.92 - $362.71 $886K - $1.05M
16.6K $5.83M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-812
- 3.01%
$168.16 - $186.21 $137K - $151K
26.2K $4.48M
LPI
Laredo Petroleum, Inc.

Energy
-6.7K
- 20.04%
N/A
26.7K $1.3M
AMD
Advanced Micro Devices Inc

Technology
-879
- 7.06%
$96.63 - $129.55 $84.9K - $114K
11.6K $1.19M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.92K
- 4.29%
$53.6 - $58.97 $157K - $172K
65.2K $3.57M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-906
- 34.82%
$211.47 - $267.17 $192K - $242K
1.7K $358K
IXN
Ishares Global Information Tec

ETFs
-2.09K
- 17.31%
$75.73 - $88.4 $158K - $185K
9.98K $756K
AVGO
Broadcom Inc.

Technology
-370
- 11.77%
$167.43 - $244.7 $61.9K - $90.5K
2.77K $464K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-10.3K
- 7.1%
$23.16 - $23.32 $239K - $241K
135K $3.14M
MDB
Mongo Db, Inc.

Technology
-10
- 0.28%
$175.4 - $298.52 $1.75K - $2.99K
3.53K $618K
VTRS
Viatris Inc

Healthcare
-4.19K
- 9.43%
$8.68 - $12.42 $36.3K - $52K
40.2K $350K
INTC
Intel Corp

Technology
-11.8K
- 44.07%
$19.1 - $27.39 $225K - $323K
15K $340K
SPYG
Spdr Portfolio

ETFs
-406
- 2.37%
$80.05 - $92.39 $32.5K - $37.5K
16.7K $1.34M
SQ
Block, Inc.

Technology
-40
- 0.74%
$54.04 - $92.95 $2.16K - $3.72K
5.35K $306K
SHOP
Shopify Inc.

Technology
-560
- 7.03%
$90.59 - $129.31 $50.7K - $72.4K
7.41K $707K
CEG
Constellation Energy Corp

Utilities
-400
- 15.97%
$201.63 - $347.44 $80.7K - $139K
2.1K $424K
IAU
Ishares Gold Trust

ETFs
-3.77K
- 41.8%
$49.74 - $58.96 $187K - $222K
5.24K $309K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-490
- 6.24%
$196.12 - $229.48 $96.1K - $112K
7.36K $1.49M
ORCL
Oracle Corp

Technology
-76
- 1.7%
$139.81 - $186.47 $10.6K - $14.2K
4.4K $615K
NEE
Nextera Energy Inc

Utilities
-1.71K
- 27.28%
$66.96 - $76.16 $115K - $130K
4.57K $323K
FTCS
First Trust Capital Strength E

ETFs
-1.63K
- 13.65%
$86.39 - $91.35 $141K - $149K
10.3K $922K
TGT
Target Corp

Consumer Defensive
-200
- 6.27%
$103.65 - $142.5 $20.7K - $28.5K
2.99K $311K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-479
- 10.92%
$65.15 - $91.81 $31.2K - $44K
3.91K $255K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 1.03%
$507.05 - $563.67 $20.3K - $22.5K
3.86K $1.98M
ITW
Illinois Tool Works Inc

Industrials
-417
- 17.66%
$244.9 - $274.48 $102K - $114K
1.94K $482K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-431
- 3.25%
$108.02 - $120.45 $46.6K - $51.9K
12.8K $1.41M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-210
- 4.39%
$131.2 - $160.72 $27.6K - $33.8K
4.57K $604K
MRK
Merck & Co., Inc.

Healthcare
-582
- 11.09%
$83.01 - $101.02 $48.3K - $58.8K
4.67K $418K
CAT
Caterpillar Inc

Industrials
-84
- 3.71%
$326.75 - $407.63 $27.4K - $34.2K
2.18K $718K
FDN
First Tr Fd Dow Jones

ETFs
-250
- 11.8%
$221.38 - $266.86 $55.3K - $66.7K
1.87K $414K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.7K
- 16.04%
$33.21 - $53.49 $56.5K - $90.9K
8.9K $295K
GS
Goldman Sachs Group Inc

Financial Services
-103
- 7.89%
$524.81 - $672.19 $54.1K - $69.2K
1.2K $656K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-443
- 5.19%
$119.84 - $136.1 $53.1K - $60.3K
8.1K $979K
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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