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.
Stock Holdings Table Market Cap. of Under $50 Millions
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