Tyler Stone Wealth Management Portfolio Holdings by Sector
Tyler Stone Wealth Management
- $580 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DGRW IVV JPST JAVA USMV SPY BSJQ BUFR 151 stocks |
$268,123
46.3% of portfolio
|
78
|
49
|
7
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA POET TSM AMD MU AVGO MRVL INTC 9 stocks |
$55,266
9.54% of portfolio
|
1
|
8
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR MSFT CRWD ORCL PANW MDB SQ DBX 8 stocks |
$35,074
6.06% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$22,798
3.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$22,777
3.93% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ETN ITW GE 4 stocks |
$22,315
3.85% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$12,427
2.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG SLF HIG 4 stocks |
$11,772
2.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA MELI 3 stocks |
$10,463
1.81% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V UPST MA AXP 4 stocks |
$10,299
1.78% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SU CVX 3 stocks |
$9,506
1.64% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX BDJ BCX ARCC GAM HYT 6 stocks |
$8,848
1.53% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM C WFC 4 stocks |
$7,347
1.27% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER SNOW SHOP CRM COIN SOUN 6 stocks |
$7,335
1.27% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,773
1.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE LLY JNJ ABBV GILD BMY MRK AMGN 9 stocks |
$6,601
1.14% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$3,591
0.62% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
KEY PNC 2 stocks |
$3,388
0.59% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ET EPD 3 stocks |
$3,298
0.57% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
FE EXC WEC SO NEE DUK 6 stocks |
$3,055
0.53% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ VOD 3 stocks |
$2,964
0.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB MKL 3 stocks |
$2,953
0.51% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
FLO GIS 2 stocks |
$2,717
0.47% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CNXC IBM 2 stocks |
$2,600
0.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG YUM SBUX 4 stocks |
$2,351
0.41% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$2,321
0.4% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON MMC 2 stocks |
$2,196
0.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX NOC LMT AXON BWXT 5 stocks |
$2,029
0.35% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$1,908
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
LPI COP 2 stocks |
$1,860
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1,470
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,375
0.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM WPM 2 stocks |
$1,242
0.21% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$1,238
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS LPLA 2 stocks |
$1,225
0.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT ASML 2 stocks |
$1,223
0.21% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,187
0.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL 2 stocks |
$1,124
0.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1,084
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1,052
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$937
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$901
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI 1 stocks |
$885
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CMC 1 stocks |
$783
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$758
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$684
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS VTRS 2 stocks |
$645
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$605
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$587
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$525
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD SHW 2 stocks |
$515
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
BXMT 1 stocks |
$474
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ARDX ANIX 2 stocks |
$470
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$412
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$364
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$341
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$338
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$315
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$279
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$274
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$268
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$233
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
TROX 1 stocks |
$184
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
UA 1 stocks |
$85
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
EAF 1 stocks |
$64
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|