Tyler Stone Wealth Management Portfolio Holdings

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024

Tyler Stone Wealth Management has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $535 Million distributed in 322 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $45M, Apple Inc. with a value of $29.5M, Wisdomtree Tr Us Quality Divid with a value of $22.9M, Ishares Core S&P 500 ETF with a value of $19.9M, and Parker Hannifin Corp with a value of $17.3M.

Examining the 13F form we can see an increase of $25M in the current position value, from $510M to 535M.

Tyler Stone Wealth Management is based out at Beachwood, OH

Below you can find more details about Tyler Stone Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $535 Million
ETFs: $252 Million
Technology: $116 Million
Financial Services: $47.3 Million
Industrials: $24.7 Million
Communication Services: $22.9 Million
Consumer Cyclical: $20.2 Million
Consumer Defensive: $15.7 Million
Energy: $14.5 Million
Other: $21 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$293B
$45 Million 8.41% of portfolio
335,130
Q4 2024 Reduced 3.54%
$3.51T
$29.5 Million 5.52% of portfolio
117,832
Q4 2024 Added 1.28%
$79.9B
$17.3 Million 3.23% of portfolio
27,161
Q4 2024 Reduced 3.36%
$179B
$14.2 Million 2.65% of portfolio
187,268
Q4 2024 Reduced 7.3%
$1.01T
$10.6 Million 1.98% of portfolio
55,513
Q4 2024 Added 0.18%
$2T
$9.53 Million 1.78% of portfolio
43,442
Q4 2024 Added 1.45%
$2.92T
$9.38 Million 1.75% of portfolio
22,257
Q4 2024 Added 3.62%
$105B
$8.73 Million 1.63% of portfolio
50,652
Q4 2024 Reduced 0.94%
$679B
$8.51 Million 1.59% of portfolio
18,765
Q4 2024 Reduced 0.89%
$481B
$6.69 Million 1.25% of portfolio
62,149
Q4 2024 Added 3.68%
$980B
$6.15 Million 1.15% of portfolio
32,509
Q4 2024 Added 5.7%
$549B
$6.17 Million 1.15% of portfolio
19,526
Q4 2024 Added 0.32%
$235B
$4.88 Million 0.91% of portfolio
40,528
Q4 2024 Added 9.02%
$103B
$4.13 Million 0.77% of portfolio
78,986
Q4 2024 Added 8.64%
$785B
$3.7 Million 0.69% of portfolio
9,164
Q4 2024 Reduced 2.77%
$4.23B
$3.38 Million 0.63% of portfolio
54,834
Q4 2024 Reduced 1.26%
$1.34T
$2.84 Million 0.53% of portfolio
4,816
Q4 2024 Added 12.71%
$62.8B
$2.75 Million 0.51% of portfolio
100,295
Q4 2024 Reduced 0.35%
$709B
$2.75 Million 0.51% of portfolio
11,460
Q4 2024 Added 13.98%
$150B
$2.44 Million 0.46% of portfolio
40,531
Q4 2024 Added 4.9%
$341B
$2.43 Million 0.45% of portfolio
55,343
Q4 2024 Reduced 2.18%
$25.4B
$2.17 Million 0.41% of portfolio
20,665
Q4 2024 Reduced 23.08%
$80.7B
$1.88 Million 0.35% of portfolio
5,241
Q3 2024 Added 100.11%
$118B
$1.74 Million 0.32% of portfolio
5,238
Q4 2024 Added 0.19%
$149M
$1.67 Million 0.31% of portfolio
281,800
Q4 2024 Added 3.99%
$121B
$1.64 Million 0.31% of portfolio
5,934
Q4 2024 Added 3.67%
$831M
$1.63 Million 0.3% of portfolio
33,440
Q4 2024 Added 31.71%
$225B
$1.57 Million 0.29% of portfolio
5,408
Q4 2024 Added 3.98%
$172B
$1.5 Million 0.28% of portfolio
12,446
Q4 2024 Reduced 3.41%
$511B
$1.42 Million 0.27% of portfolio
2,704
Q4 2024 Reduced 25.1%
$917B
$1.22 Million 0.23% of portfolio
6,174
Q4 2024 Reduced 3.74%
$28.3B
$1.24 Million 0.23% of portfolio
27,640
Q4 2024 Added 24.67%
$160B
$1.25 Million 0.23% of portfolio
5,226
Q4 2024 Reduced 0.36%
$796B
$1.21 Million 0.23% of portfolio
1,564
Q4 2024 Added 39.02%
$402B
$1.15 Million 0.22% of portfolio
1,258
Q4 2024 Added 4.92%
$147B
$1.18 Million 0.22% of portfolio
44,469
Q4 2024 Added 42.73%
$359B
$1.1 Million 0.21% of portfolio
2,824
Q4 2024 Added 5.14%
$193B
$1.15 Million 0.21% of portfolio
50,320
Q4 2024 Added 10.96%
$63.3B
$1.1 Million 0.21% of portfolio
15,100
Q4 2024 Added 10.06%
$51.1B
$1.07 Million 0.2% of portfolio
29,872
Q4 2024 Reduced 2.28%
$77.8B
$1.07 Million 0.2% of portfolio
3,122
Q4 2024 Added 0.06%
$34.8B
$992,000 0.19% of portfolio
15,568
Q4 2024 Added 5.78%
$32.9B
$1.04 Million 0.19% of portfolio
17,454
Q3 2024 Added 100.0%
$428B
$940,000 0.18% of portfolio
6,500
Q4 2024 Added 3.04%
$15.9B
$982,000 0.18% of portfolio
26,722
Q4 2024 Reduced 8.87%
$50.7B
$896,000 0.17% of portfolio
5,804
Q4 2024 New
$22.6B
$899,000 0.17% of portfolio
22,617
Q4 2024 Reduced 0.88%
$124B
$847,000 0.16% of portfolio
7,970
Q4 2024 Added 0.63%
$18.3B
$871,000 0.16% of portfolio
16,196
Q3 2024 Added 100.0%

Summary

  • Portfolio
  • No. of Stocks 322
  • Current Value $535 Million
  • Prior Value $510 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 176 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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