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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$831M
$1.23 Million 0.24% of portfolio
25,390
Q3 2024 Added 127.82%
$742M
$667,000 0.13% of portfolio
96,850
Q3 2024 Added 87.02%
$1.71B
$457,000 0.09% of portfolio
7,943
Q3 2024 Added 111.81%
$868M
$336,000 0.07% of portfolio
13,890
Q3 2024 Added 100.0%
$1.23B
$240,000 0.05% of portfolio
4,494
Q3 2024 Added 100.0%
$405M
$81,000 0.02% of portfolio
61,100
Q3 2024 Added 113.26%
$1.31B
$33,000 0.01% of portfolio
37,000
Q3 2024 Added 70.51%

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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