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
RSP
Invesco S&P 500 Equal Weight E

ETFs
-127
- 6.29%
$152.93 - $181.74 $19.4K - $23.1K
1.89K $343K
SO
Southern CO

Utilities
-7
- 0.19%
$84.91 - $92.56 $594 - $648
3.6K $330K
Lam Research Corp
-3.15K
- 41.53%
N/A
4.43K $0
Kenvue Inc
-7.1K
- 15.81%
N/A
37.8K $0
JGRO
J P Morgan Exchange Traded Fd
-44
- 0.09%
N/A
50.8K $0
EAF
Graftech International LTD

Industrials
-8K
- 10.8%
$0.56 - $1.3 $4.48K - $10.4K
66.1K $64K
Annaly Capital Management In
-293
- 0.86%
N/A
33.6K $0
Goldman Sachs ETF Tr
-5
- 0.03%
N/A
16K $0
T Rowe Price ETF Inc
-3.02K
- 4.29%
N/A
67.3K $0
IWY
Ishares Tr Russell 200 Growth

ETFs
-306
- 14.04%
$187.5 - $246.51 $57.4K - $75.4K
1.87K $461K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-30
- 4.36%
$468.22 - $566.51 $14K - $17K
658 $372K
VBR
Vanguard Small Cap Value ETF

ETFs
-60
- 2.36%
$162.76 - $195.77 $9.77K - $11.7K
2.49K $484K
MU
Micron Technology Inc

Technology
-2.4K
- 28.52%
$64.72 - $127.91 $155K - $307K
6.01K $741K
WFC
Wells Fargo & Company

Financial Services
-287
- 6.59%
$60.98 - $80.12 $17.5K - $23K
4.07K $326K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-170
- 11.42%
$149.56 - $212.83 $25.4K - $36.2K
1.32K $280K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-56
- 2.07%
$98.58 - $123.6 $5.52K - $6.92K
2.66K $328K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-400
- 5.04%
$45.98 - $56.15 $18.4K - $22.5K
7.54K $423K
AXP
American Express CO

Financial Services
-40
- 5.05%
$231.39 - $318.98 $9.26K - $12.8K
752 $239K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-212
- 1.85%
$90.56 - $109.49 $19.2K - $23.2K
11.2K $1.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.21K
- 1.58%
$45.11 - $52.34 $54.4K - $63.1K
75.3K $3.94M
NTR
Nutrien Ltd.

Basic Materials
-2.95K
- 12.18%
$46.88 - $62.89 $138K - $186K
21.3K $1.24M
NSC
Norfolk Southern Corp

Industrials
-31
- 1.29%
$206.34 - $257.46 $6.4K - $7.98K
2.37K $605K
UPST
Upstart Holdings, Inc.

Financial Services
-15.2K
- 27.72%
$34.8 - $64.85 $529K - $986K
39.6K $2.56M
XLC
Select Sector Spdr Tr Communic

ETFs
-14
- 0.33%
$86.13 - $108.53 $1.21K - $1.52K
4.19K $455K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-282
- 0.83%
$54.44 - $62.8 $15.4K - $17.7K
33.9K $2.13M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-689
- 5.38%
$97.68 - $121.38 $67.3K - $83.6K
12.1K $1.47M
MRVL
Marvell Technology, Inc.

Technology
-149
- 3.15%
$49.38 - $79.97 $7.36K - $11.9K
4.59K $355K
IWM
Ishares Russell 2000 ETF

ETFs
-2
- 0.05%
$174.82 - $215.79 $350 - $432
4.17K $900K
DKNG
Draft Kings Inc.

Consumer Cyclical
-400
- 4.5%
$31.67 - $42.89 $12.7K - $17.2K
8.5K $364K
EEM
Ishares Msci Emerging Markets

ETFs
-178
- 0.94%
$38.52 - $48.28 $6.86K - $8.59K
18.7K $901K
ISRG
Intuitive Surgical Inc

Healthcare
-3
- 0.17%
$451.58 - $565.94 $1.35K - $1.7K
1.73K $937K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-100
- 5.9%
$179.95 - $278.88 $18K - $27.9K
1.6K $445K
XLI
Industrial Sector Spdr

ETFs
-18
- 0.31%
$116.42 - $147.52 $2.1K - $2.66K
5.85K $863K
IXN
Ishares Global Information Tec

ETFs
-740
- 7.41%
$65.81 - $92.34 $48.7K - $68.3K
9.24K $853K
XLK
Technology Sector Spdr

ETFs
-20
- 0.85%
$179.73 - $253.23 $3.59K - $5.06K
2.32K $588K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-326
- 3.02%
$61.92 - $81.5 $20.2K - $26.6K
10.5K $853K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-920
- 11.27%
$40.51 - $71.03 $37.3K - $65.3K
7.25K $509K
CAT
Caterpillar Inc

Industrials
-2
- 0.09%
$273.94 - $388.21 $548 - $776
2.18K $845K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.21K
- 8.04%
$496.48 - $617.85 $599K - $745K
13.8K $8.52M
IBM
International Business Machines Corp

Technology
-1
- 0.03%
$221.03 - $294.78 $221 - $295
3.04K $894K
NEM
Newmont Corp

Basic Materials
-28
- 0.19%
$44.18 - $59.46 $1.24K - $1.66K
14.8K $859K
NFLX
Netflix Inc

Communication Services
-101
- 14.25%
$855.86 - $1339.13 $86.4K - $135K
608 $814K
AVGO
Broadcom Inc.

Technology
-335
- 12.08%
$146.29 - $275.65 $49K - $92.3K
2.44K $672K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-562
- 1.38%
$41.45 - $54.46 $23.3K - $30.6K
40.2K $2.09M
AMD
Advanced Micro Devices Inc

Technology
-1.52K
- 13.16%
$78.21 - $143.81 $119K - $219K
10K $1.43M
IGM
Ishares Expanded Tech Sector E

ETFs
-184
- 1.44%
$79.8 - $112.34 $14.7K - $20.7K
12.6K $1.41M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-33
- 0.45%
$180.84 - $240.32 $5.97K - $7.93K
7.33K $1.76M
ORCL
Oracle Corp

Technology
-121
- 2.75%
$122.82 - $218.63 $14.9K - $26.5K
4.28K $935K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-837
- 8.51%
$416.06 - $551.64 $348K - $462K
9K $4.96M
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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