Tyler Stone Wealth Management Portfolio Holdings

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025

Tyler Stone Wealth Management has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $523 Million distributed in 318 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $34.7M, Apple Inc. with a value of $24.7M, Wisdomtree Tr Us Quality Divid with a value of $23.4M, Ishares Core S&P 500 ETF with a value of $20.5M, and Parker Hannifin Corp with a value of $16.7M.

Examining the 13F form we can see an decrease of $12M in the current position value, from $535M to 523M.

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 $523 Million
ETFs: $259 Million
Technology: $100 Million
Financial Services: $45.9 Million
Industrials: $23.3 Million
Communication Services: $21.2 Million
Consumer Defensive: $19.2 Million
Consumer Cyclical: $17.3 Million
Energy: $15.4 Million
Other: $21 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$34.7 Million 6.63% of portfolio
319,845
Q1 2025 Reduced 4.56%
$3.38T
$24.7 Million 4.72% of portfolio
111,100
Q1 2025 Reduced 5.71%
$92.9B
$16.7 Million 3.19% of portfolio
27,401
Q1 2025 Added 0.88%
$302B
$14.5 Million 2.78% of portfolio
172,130
Q1 2025 Reduced 8.08%
$631B
$9.68 Million 1.85% of portfolio
18,177
Q1 2025 Reduced 3.13%
$1.12T
$9.12 Million 1.74% of portfolio
58,361
Q1 2025 Added 5.13%
$3.81T
$8.59 Million 1.64% of portfolio
22,872
Q1 2025 Added 2.76%
$2.28T
$8.33 Million 1.59% of portfolio
43,790
Q1 2025 Added 0.8%
$465B
$7.41 Million 1.42% of portfolio
62,312
Q1 2025 Added 0.26%
$122B
$6.87 Million 1.31% of portfolio
49,182
Q1 2025 Reduced 2.9%
$278B
$6.79 Million 1.3% of portfolio
42,788
Q1 2025 Added 5.58%
$572B
$5.83 Million 1.12% of portfolio
16,638
Q1 2025 Reduced 14.79%
$1.07T
$5.53 Million 1.06% of portfolio
35,757
Q1 2025 Added 9.99%
$104B
$4.83 Million 0.92% of portfolio
80,451
Q1 2025 Added 1.85%
$179B
$3.49 Million 0.67% of portfolio
47,835
Q1 2025 Added 18.02%
$61.8B
$2.99 Million 0.57% of portfolio
104,917
Q1 2025 Added 4.61%
$17.1B
$2.84 Million 0.54% of portfolio
177,861
Q1 2025 Added 0.92%
$377B
$2.78 Million 0.53% of portfolio
66,597
Q1 2025 Added 20.34%
$850B
$2.77 Million 0.53% of portfolio
11,280
Q1 2025 Reduced 1.57%
$1.01T
$2.74 Million 0.52% of portfolio
10,580
Q1 2025 Added 15.45%
$6.31B
$2.52 Million 0.48% of portfolio
54,834
Q4 2024 Reduced 1.26%
$73.4B
$2.09 Million 0.4% of portfolio
5,241
Q3 2024 Added 100.11%
$2.97B
$1.87 Million 0.36% of portfolio
33,586
Q1 2025 New
$138B
$1.68 Million 0.32% of portfolio
66,453
Q1 2025 Added 49.44%
$724B
$1.64 Million 0.31% of portfolio
1,982
Q1 2025 Added 26.73%
$28.7B
$1.59 Million 0.3% of portfolio
18,423
Q1 2025 Reduced 10.85%
$221B
$1.55 Million 0.3% of portfolio
4,962
Q1 2025 Reduced 8.25%
$145B
$1.5 Million 0.29% of portfolio
5,304
Q1 2025 Added 1.49%
$152B
$1.44 Million 0.28% of portfolio
5,303
Q1 2025 Added 1.24%
$530B
$1.43 Million 0.27% of portfolio
2,613
Q1 2025 Reduced 3.37%
$192B
$1.37 Million 0.26% of portfolio
48,603
Q1 2025 Reduced 3.41%
$61.6B
$1.36 Million 0.26% of portfolio
15,650
Q1 2025 Added 3.64%
$3.29B
$1.31 Million 0.25% of portfolio
68,700
Q1 2025 Added 84.18%
$212M
$1.32 Million 0.25% of portfolio
349,800
Q1 2025 Added 24.13%
$831M
$1.3 Million 0.25% of portfolio
26,740
Q1 2025 Reduced 20.04%
$31.4B
$1.2 Million 0.23% of portfolio
24,220
Q1 2025 Reduced 12.37%
$259B
$1.19 Million 0.23% of portfolio
11,567
Q1 2025 Reduced 7.06%
$422B
$1.15 Million 0.22% of portfolio
1,215
Q1 2025 Reduced 3.42%
$29.8B
$1.09 Million 0.21% of portfolio
18,223
Q1 2025 Added 17.05%
$101B
$1.1 Million 0.21% of portfolio
3,124
Q1 2025 Added 0.06%
$426B
$1.08 Million 0.21% of portfolio
6,527
Q1 2025 Added 0.42%
$114B
$1.1 Million 0.21% of portfolio
3,658
Q1 2025 Reduced 38.36%
$53.3B
$1.04 Million 0.2% of portfolio
26,895
Q1 2025 Reduced 9.97%
$368B
$1.03 Million 0.2% of portfolio
2,807
Q1 2025 Reduced 0.6%
$36.5B
$999,000 0.19% of portfolio
17,454
Q3 2024 Added 100.0%
$296B
$972,000 0.19% of portfolio
5,814
Q1 2025 Added 8.07%
$338B
$1.02 Million 0.19% of portfolio
4,845
Q1 2025 Added 6.11%
$200B
$870,000 0.17% of portfolio
5,807
Q1 2025 Added 7.64%
$18.1B
$865,000 0.17% of portfolio
16,217
Q1 2025 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $523 Million
  • Prior Value $535 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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