Tyler Stone Wealth Management Portfolio Holdings

Tyler Stone Wealth Management

  • $510 Million
  • Q3 2024

Tyler Stone Wealth Management has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $510 Million distributed in 319 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $42.2M, Apple Inc. with a value of $27.1M, Wisdomtree Tr Us Quality Divid with a value of $21.5M, Ishares Core S&P 500 ETF with a value of $19.5M, and Parker Hannifin Corp with a value of $17.8M.

Examining the 13F form we can see an increase of $272M in the current position value, from $237M to 510M.

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 $510 Million
ETFs: $247 Million
Technology: $104 Million
Financial Services: $43.4 Million
Industrials: $24.6 Million
Communication Services: $20 Million
Consumer Cyclical: $18.8 Million
Consumer Defensive: $15 Million
Energy: $13.5 Million
Other: $23.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$299B
$42.2 Million 8.28% of portfolio
347,440
Q3 2024 Added 102.58%
$3.79T
$27.1 Million 5.31% of portfolio
116,344
Q3 2024 Added 107.02%
$90.8B
$17.8 Million 3.48% of portfolio
28,105
Q3 2024 Added 104.7%
$1.25T
$9.26 Million 1.82% of portfolio
55,412
Q3 2024 Added 106.28%
$3.09T
$9.24 Million 1.81% of portfolio
21,479
Q3 2024 Added 118.26%
$610B
$8.71 Million 1.71% of portfolio
18,933
Q3 2024 Added 112.3%
$2.42T
$7.98 Million 1.56% of portfolio
42,819
Q3 2024 Added 130.73%
$126B
$7.83 Million 1.54% of portfolio
51,131
Q3 2024 Added 94.41%
$162B
$7.51 Million 1.47% of portfolio
202,006
Q3 2024 Added 97.88%
$445B
$7.03 Million 1.38% of portfolio
59,943
Q3 2024 Added 103.86%
$559B
$5.35 Million 1.05% of portfolio
19,464
Q3 2024 Added 102.31%
$1.22T
$5.1 Million 1.0% of portfolio
30,755
Q3 2024 Added 117.47%
$202B
$4.51 Million 0.89% of portfolio
37,176
Q3 2024 Added 86.14%
$93.6B
$3.71 Million 0.73% of portfolio
72,704
Q3 2024 Added 94.17%
$29.5B
$3.19 Million 0.63% of portfolio
26,865
Q3 2024 Added 105.08%
$132B
$2.9 Million 0.57% of portfolio
38,636
Q3 2024 Added 106.66%
$1.28T
$2.47 Million 0.48% of portfolio
9,425
Q3 2024 Added 109.96%
$1.55T
$2.45 Million 0.48% of portfolio
4,273
Q3 2024 Added 160.71%
$5.27B
$2.22 Million 0.44% of portfolio
55,534
Q3 2024 Added 94.06%
$61.8B
$2.22 Million 0.44% of portfolio
100,643
Q3 2024 Added 106.24%
$372B
$2.25 Million 0.44% of portfolio
56,579
Q3 2024 Added 104.89%
$784B
$2.12 Million 0.42% of portfolio
10,054
Q3 2024 Added 155.31%
$187B
$2.11 Million 0.41% of portfolio
12,885
Q3 2024 Added 140.8%
$76.7B
$1.81 Million 0.36% of portfolio
5,241
Q3 2024 Added 100.11%
$530B
$1.78 Million 0.35% of portfolio
3,610
Q3 2024 Added 101.23%
$130B
$1.73 Million 0.34% of portfolio
5,228
Q3 2024 Added 100.08%
$113B
$1.65 Million 0.32% of portfolio
5,724
Q3 2024 Added 100.0%
$25.9B
$1.66 Million 0.32% of portfolio
11,534
Q3 2024 Added 115.59%
$212B
$1.58 Million 0.31% of portfolio
5,201
Q3 2024 Added 108.54%
$144B
$1.33 Million 0.26% of portfolio
5,245
Q3 2024 Added 100.04%
$831M
$1.23 Million 0.24% of portfolio
25,390
Q3 2024 Added 127.82%
$175M
$1.2 Million 0.24% of portfolio
271,000
Q3 2024 Added 234.57%
$99.2B
$1.16 Million 0.23% of portfolio
11,208
Q3 2024 Added 106.56%
$1.09T
$1.11 Million 0.22% of portfolio
6,414
Q3 2024 Added 119.28%
$51.3B
$1.13 Million 0.22% of portfolio
30,570
Q3 2024 Added 93.07%
$27.8B
$1.07 Million 0.21% of portfolio
22,170
Q3 2024 Added 128.91%
$422B
$1.09 Million 0.21% of portfolio
2,686
Q3 2024 Added 109.35%
$35.7B
$1.09 Million 0.21% of portfolio
14,717
Q3 2024 Added 100.01%
$434B
$1.06 Million 0.21% of portfolio
1,199
Q3 2024 Added 81.39%
$22.8B
$1.01 Million 0.2% of portfolio
22,817
Q3 2024 Added 94.52%
$771B
$996,000 0.2% of portfolio
1,125
Q3 2024 Added 258.28%
$56B
$1 Million 0.2% of portfolio
13,720
Q3 2024 Added 96.84%
$33.8B
$1.01 Million 0.2% of portfolio
17,454
Q3 2024 Added 100.0%
$169B
$997,000 0.2% of portfolio
45,349
Q3 2024 Added 100.43%
$11.1B
$1.03 Million 0.2% of portfolio
1,262
Q3 2024 Added 100.0%
$398B
$1.02 Million 0.2% of portfolio
6,308
Q3 2024 Added 104.27%
$15.1B
$1.02 Million 0.2% of portfolio
29,322
Q3 2024 Added 99.32%
$208B
$984,000 0.19% of portfolio
5,789
Q3 2024 Added 103.05%
$18.8B
$987,000 0.19% of portfolio
3,656
Q3 2024 Added 100.0%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $510 Million
  • Prior Value $237 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 306 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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