Tyler Stone Wealth Management Portfolio Holdings

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$359B
$34.7 Million 6.63% of portfolio
319,845
Q1 2025 Reduced 4.56%
$3.26T
$24.7 Million 4.72% of portfolio
111,100
Q1 2025 Reduced 5.71%
$0
$23.4 Million 4.48% of portfolio
293,033
Q1 2025 Added 3.58%
$0
$20.5 Million 3.93% of portfolio
36,559
Q1 2025 Added 8.23%
$86.2B
$16.7 Million 3.19% of portfolio
27,401
Q1 2025 Added 0.88%
$261B
$14.5 Million 2.78% of portfolio
172,130
Q1 2025 Reduced 8.08%
$0
$12.5 Million 2.39% of portfolio
196,597
Q1 2025 Added 7.18%
$0
$12.3 Million 2.35% of portfolio
242,475
Q1 2025 Added 10.17%
$0
$9.8 Million 1.87% of portfolio
104,620
Q1 2025 Reduced 1.93%
$648B
$9.68 Million 1.85% of portfolio
18,177
Q1 2025 Reduced 3.13%
$1.1T
$9.12 Million 1.74% of portfolio
58,361
Q1 2025 Added 5.13%
$3.51T
$8.59 Million 1.64% of portfolio
22,872
Q1 2025 Added 2.76%
$0
$8.39 Million 1.6% of portfolio
14,992
Q1 2025 Reduced 5.13%
$2.22T
$8.33 Million 1.59% of portfolio
43,790
Q1 2025 Added 0.8%
$447B
$7.41 Million 1.42% of portfolio
62,312
Q1 2025 Added 0.26%
$101B
$6.87 Million 1.31% of portfolio
49,182
Q1 2025 Reduced 2.9%
$0
$6.57 Million 1.26% of portfolio
221,380
Q1 2025 Added 5.39%
$0
$6.34 Million 1.21% of portfolio
23,065
Q1 2025 Added 4.14%
$0
$5.98 Million 1.14% of portfolio
58,548
Q1 2025 Reduced 1.16%
$606B
$5.83 Million 1.12% of portfolio
16,638
Q1 2025 Reduced 14.79%
$0
$5.65 Million 1.08% of portfolio
46,299
Q1 2025 Reduced 1.47%
$993B
$5.53 Million 1.06% of portfolio
35,757
Q1 2025 Added 9.99%
$0
$5.4 Million 1.03% of portfolio
232,735
Q1 2025 Added 90.64%
$105B
$4.83 Million 0.92% of portfolio
80,451
Q1 2025 Added 1.85%
$0
$4.61 Million 0.88% of portfolio
9,835
Q1 2025 Reduced 3.93%
$106B
$4.51 Million 0.86% of portfolio
15,656
Q1 2025 Added 5.07%
$0
$4.48 Million 0.86% of portfolio
26,198
Q1 2025 Reduced 3.01%
$0
$3.91 Million 0.75% of portfolio
76,504
Q1 2025 Added 0.76%
$0
$3.88 Million 0.74% of portfolio
168,485
Q1 2025 Added 10.02%
$0
$3.57 Million 0.68% of portfolio
65,211
Q1 2025 Reduced 4.29%
$171B
$3.49 Million 0.67% of portfolio
47,835
Q1 2025 Added 18.02%
$0
$3.24 Million 0.62% of portfolio
62,510
Q1 2025 Reduced 12.51%
$0
$3.18 Million 0.61% of portfolio
43,267
Q1 2025 Reduced 9.48%
$0
$3.18 Million 0.61% of portfolio
34,287
Q1 2025 Added 0.03%
$0
$3.14 Million 0.6% of portfolio
134,994
Q1 2025 Reduced 7.1%
$61.5B
$2.99 Million 0.57% of portfolio
104,917
Q1 2025 Added 4.61%
$1.5T
$2.86 Million 0.55% of portfolio
4,958
Q1 2025 Added 2.95%
$0
$2.85 Million 0.54% of portfolio
101,882
Q1 2025 Added 70.53%
$15.3B
$2.84 Million 0.54% of portfolio
177,861
Q1 2025 Added 0.92%
$362B
$2.78 Million 0.53% of portfolio
66,597
Q1 2025 Added 20.34%
$788B
$2.77 Million 0.53% of portfolio
11,280
Q1 2025 Reduced 1.57%
$0
$2.78 Million 0.53% of portfolio
124,315
Q1 2025 Added 171.98%
$0
$2.7 Million 0.52% of portfolio
108,312
Q1 2025 Reduced 14.32%
$1.03T
$2.74 Million 0.52% of portfolio
10,580
Q1 2025 Added 15.45%
$0
$2.54 Million 0.49% of portfolio
32,205
Q1 2025 Added 5.64%
$0
$2.57 Million 0.49% of portfolio
85,996
Q1 2025 Added 10.76%
$4.67B
$2.52 Million 0.48% of portfolio
54,834
Q4 2024 Reduced 1.26%
$0
$2.24 Million 0.43% of portfolio
23,988
Q1 2025 Added 0.05%
$0
$2.16 Million 0.41% of portfolio
46,533
Q1 2025 Added 148.6%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $523 Million
  • Prior Value $535 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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