Tyler Stone Wealth Management Sells in Q4 2024

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
-8.52K
- 73.87%
$108.86 - $149.04 $927K - $1.27M
3.01K $328K
IRM
Iron Mountain Inc

Real Estate
-6.2K
- 23.08%
$101.62 - $128.14 $630K - $794K
20.7K $2.17M
AMD
Advanced Micro Devices Inc

Technology
-439
- 3.41%
$118.88 - $172.8 $52.2K - $75.9K
12.4K $1.5M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-3.05K
- 67.21%
$185.87 - $204.12 $567K - $623K
1.49K $280K
PH
Parker Hannifin Corp

Industrials
-944
- 3.36%
$621.74 - $709.46 $587K - $670K
27.2K $17.3M
MU
Micron Technology Inc

Technology
-2.68K
- 23.93%
$84.16 - $113.41 $226K - $304K
8.53K $717K
INTC
Intel Corp

Technology
-14.5K
- 35.13%
$19.07 - $26.23 $277K - $380K
26.8K $536K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.42K
- 2.83%
$50.37 - $50.6 $323K - $325K
220K $11.1M
MA
Mastercard Inc

Financial Services
-906
- 25.1%
$491.3 - $536.15 $445K - $486K
2.7K $1.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-924
- 0.86%
$88.59 - $94.57 $81.9K - $87.4K
107K $9.47M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.93K
- 5.87%
$124.26 - $134.12 $364K - $393K
47K $6.04M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.85K
- 7.57%
$53.94 - $58.15 $316K - $340K
71.4K $4.03M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.06K
- 2.93%
$56.06 - $61.35 $115K - $126K
68.1K $3.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-168
- 0.89%
$442.29 - $483.08 $74.3K - $81.2K
18.8K $8.51M
CVS
Cvs Health Corp

Healthcare
-495
- 4.87%
$43.78 - $67.46 $21.7K - $33.4K
9.67K $434K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-553
- 1.35%
$50.06 - $55.0 $27.7K - $30.4K
40.5K $2.03M
NEE
Nextera Energy Inc

Utilities
-1.24K
- 16.48%
$69.77 - $85.43 $86.4K - $106K
6.28K $450K
ARDX
Ardelyx, Inc.

Healthcare
-600
- 0.62%
$4.49 - $6.85 $2.69K - $4.11K
96.3K $497K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-667
- 0.87%
$51.09 - $55.27 $34.1K - $36.9K
75.9K $3.88M
MDB
Mongo Db, Inc.

Technology
-120
- 3.28%
$232.81 - $350.13 $27.9K - $42K
3.54K $823K
PEP
Pepsico Inc

Consumer Defensive
-394
- 6.81%
$151.29 - $176.1 $59.6K - $69.4K
5.4K $820K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-5K
- 3.33%
$23.08 - $23.28 $115K - $116K
145K $3.37M
LOW
Lowes Companies Inc

Consumer Cyclical
-336
- 18.72%
$244.52 - $284.07 $82.2K - $95.4K
1.46K $360K
ITA
Ishares Tr

ETFs
-782
- 29.06%
$144.31 - $157.31 $113K - $123K
1.91K $277K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-465
- 15.16%
$238.25 - $261.28 $111K - $121K
2.6K $630K
FE
Firstenergy Corp

Utilities
-200
- 0.88%
$39.14 - $44.52 $7.83K - $8.9K
22.6K $899K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-500
- 3.66%
$96.64 - $101.23 $48.3K - $50.6K
13.2K $1.27M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.03K
- 30.23%
$100.22 - $100.73 $103K - $104K
2.38K $238K
DD
Du Pont De Nemours, Inc.

Basic Materials
-187
- 3.2%
$75.95 - $88.05 $14.2K - $16.5K
5.65K $430K
VTI
Vanguard Total Stock Market Et

ETFs
-839
- 3.65%
$280.04 - $302.45 $235K - $254K
22.1K $6.42M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-291
- 1.07%
$176.42 - $186.91 $51.3K - $54.4K
27K $4.81M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.4K
- 11.65%
$59.74 - $60.03 $83.6K - $84K
10.6K $634K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-323
- 5.69%
$64.29 - $75.41 $20.8K - $24.4K
5.36K $345K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-250
- 8.78%
$82.28 - $117.52 $20.6K - $29.4K
2.6K $220K
LMT
Lockheed Martin Corp

Industrials
-29
- 4.2%
$479.66 - $614.62 $13.9K - $17.8K
662 $321K
VIG
Vanguard Dividend Appreciation

ETFs
-434
- 18.56%
N/A
1.9K $346K
PGR
Progressive Corp

Financial Services
-19
- 0.36%
$239.6 - $268.88 $4.55K - $5.11K
5.23K $1.25M
IVE
Ishares S&P 500 Value ETF

ETFs
-270
- 6.53%
$189.5 - $206.17 $51.2K - $55.7K
3.87K $738K
JUPW
Jupiter Wellness, Inc.

Healthcare
-24K
- 70.18%
N/A
10.2K $29K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-2.1K
- 35.78%
$60.57 - $82.2 $127K - $173K
3.77K $291K
SU
Suncor Energy Inc

Energy
-698
- 2.28%
$34.5 - $41.53 $24.1K - $29K
29.9K $1.07M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-732
- 7.59%
$198.04 - $221.51 $145K - $162K
8.92K $1.88M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-433
- 4.82%
$123.69 - $133.68 $53.6K - $57.9K
8.54K $1.07M
FVD
First Tr Value Line Divid Inde

ETFs
-269
- 1.12%
$43.4 - $46.7 $11.7K - $12.6K
23.8K $1.04M
VOD
Vodafone Group Public LTD CO

Communication Services
-400
- 1.17%
$8.37 - $9.95 $3.35K - $3.98K
33.9K $287K
FTC
First Tr Lge Cap Growth

ETFs
-722
- 9.73%
$130.13 - $149.09 $94K - $108K
6.7K $922K
DKNG
Draft Kings Inc.

Consumer Cyclical
-780
- 6.86%
$35.32 - $44.84 $27.5K - $35K
10.6K $394K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-660
- 15.77%
$75.22 - $82.17 $49.6K - $54.2K
3.53K $268K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
-73
- 4.96%
$156.32 - $178.25 $11.4K - $13K
1.4K $219K
Activity Summary
Buys All Purchases 196 New Holdings 20 Increased Positions 176 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email