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
VBR
Vanguard Small Cap Value ETF

ETFs
-250
- 8.94%
$183.02 - $207.75 $45.8K - $51.9K
2.55K $474K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.5K
- 11.26%
$50.72 - $50.92 $76.2K - $76.5K
11.8K $601K
FTC
First Tr Lge Cap Growth

ETFs
-226
- 3.37%
$127.87 - $148.89 $28.9K - $33.6K
6.48K $850K
HD
Home Depot, Inc.

Consumer Cyclical
-17
- 0.6%
$347.25 - $424.87 $5.9K - $7.22K
2.81K $1.03M
SNOW
Snowflake Inc.

Technology
-150
- 2.58%
$146.16 - $192.78 $21.9K - $28.9K
5.65K $826K
JHMM
John Hancock Multifactor Mid C

ETFs
-674
- 5.35%
$55.69 - $63.12 $37.5K - $42.5K
11.9K $683K
PHM
Pultegroup Inc

Consumer Cyclical
-470
- 15.59%
$101.09 - $118.51 $47.5K - $55.7K
2.54K $261K
EAF
Graftech International LTD

Industrials
-2K
- 2.63%
$0.87 - $1.82 $1.74K - $3.64K
74.1K $64K
IWY
Ishares Tr Russell 200 Growth

ETFs
-50
- 2.24%
$210.19 - $243.33 $10.5K - $12.2K
2.18K $459K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-199
- 18.49%
$308.87 - $383.33 $61.5K - $76.3K
877 $286K
BA
Boeing CO

Industrials
-321
- 20.6%
$148.15 - $186.25 $47.6K - $59.8K
1.24K $210K
DIS
Walt Disney CO

Communication Services
-218
- 6.8%
$96.87 - $114.0 $21.1K - $24.9K
2.99K $294K
XLK
Technology Sector Spdr

ETFs
-2
- 0.09%
$206.38 - $242.18 $413 - $484
2.34K $483K
FVD
First Tr Value Line Divid Inde

ETFs
-1.89K
- 7.94%
$42.61 - $45.51 $80.4K - $85.9K
21.9K $975K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-1.1K
- 20.58%
$64.47 - $70.13 $71K - $77.3K
4.25K $288K
IBB
Ishares Biotechnology ETF

ETFs
-231
- 4.02%
$127.9 - $140.56 $29.5K - $32.5K
5.52K $705K
ARDX
Ardelyx, Inc.

Healthcare
-5.4K
- 5.61%
$4.91 - $6.36 $26.5K - $34.3K
90.9K $446K
TJX
Tjx Companies Inc

Consumer Cyclical
-448
- 9.64%
$112.81 - $126.16 $50.5K - $56.5K
4.2K $511K
JHML
John Hancock Multifactor Large

ETFs
-300
- 2.31%
$66.07 - $73.03 $19.8K - $21.9K
12.7K $856K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-501
- 3.99%
$126.11 - $135.06 $63.2K - $67.7K
12K $1.55M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-604
- 11.33%
$49.54 - $55.15 $29.9K - $33.3K
4.73K $238K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.95K
- 15.8%
$22.25 - $23.0 $43.5K - $44.9K
10.4K $239K
DD
Du Pont De Nemours, Inc.

Basic Materials
-432
- 7.64%
$72.7 - $84.32 $31.4K - $36.4K
5.22K $389K
ZTS
Zoetis Inc.

Healthcare
-273
- 11.35%
$156.48 - $175.67 $42.7K - $48K
2.13K $351K
UNH
Unitedhealth Group Inc

Healthcare
-119
- 8.72%
$461.52 - $548.18 $54.9K - $65.2K
1.25K $652K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.78K
- 2.31%
$20.64 - $20.73 $36.7K - $36.9K
75.1K $1.55M
UL
Unilever PLC

Consumer Defensive
-880
- 13.38%
$54.72 - $60.29 $48.2K - $53.1K
5.7K $339K
NTR
Nutrien Ltd.

Basic Materials
-3.42K
- 12.37%
$45.28 - $53.84 $155K - $184K
24.2K $1.2M
PG
Procter & Gamble CO

Consumer Defensive
-252
- 5.36%
$158.56 - $176.26 $40K - $44.4K
4.45K $758K
PLD
Prologis, Inc.

Real Estate
-383
- 14.66%
$103.59 - $124.04 $39.7K - $47.5K
2.23K $249K
HON
Honeywell International Inc

Industrials
-45
- 4.01%
$202.75 - $226.52 $9.12K - $10.2K
1.08K $227K
LOW
Lowes Companies Inc

Consumer Cyclical
-18
- 1.23%
$222.66 - $268.42 $4.01K - $4.83K
1.44K $336K
SU
Suncor Energy Inc

Energy
-2.98K
- 9.97%
$34.27 - $40.63 $102K - $121K
26.9K $1.04M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-306
- 2.17%
$78.12 - $83.7 $23.9K - $25.6K
13.8K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
-446
- 8.25%
$279.74 - $321.29 $125K - $143K
4.96K $1.55M
AMGN
Amgen Inc

Healthcare
-235
- 21.02%
$258.59 - $327.36 $60.8K - $76.9K
883 $275K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-812
- 5.09%
$11.22 - $11.8 $9.11K - $9.58K
15.1K $169K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-91
- 6.5%
$157.04 - $169.58 $14.3K - $15.4K
1.31K $205K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-232
- 16.81%
$208.48 - $244.03 $48.4K - $56.6K
1.15K $280K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-390
- 2.97%
$95.85 - $99.25 $37.4K - $38.7K
12.8K $1.26M
HSY
Hershey CO

Consumer Defensive
-59
- 2.79%
$144.74 - $186.36 $8.54K - $11K
2.06K $351K
XLI
Industrial Sector Spdr

ETFs
-2
- 0.03%
$128.78 - $141.67 $258 - $283
5.87K $769K
XLC
Select Sector Spdr Tr Communic

ETFs
-13
- 0.31%
$94.84 - $105.31 $1.23K - $1.37K
4.21K $405K
COST
Costco Wholesale Corp

Consumer Defensive
-43
- 3.42%
$890.62 - $1076.86 $38.3K - $46.3K
1.22K $1.15M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-150
- 0.51%
$49.75 - $50.27 $7.46K - $7.54K
29K $1.45M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-16
- 0.67%
$100.32 - $100.76 $1.61K - $1.61K
2.36K $237K
Kenvue Inc
-4.15K
- 8.46%
N/A
44.9K $0
ILCG
Ishares Morningstar Growth ETF
-250
- 3.81%
N/A
6.32K $0
Lam Research Corp
-3.72K
- 32.92%
N/A
7.58K $0
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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