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 Market Cap. of $200 Billions or more
