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