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
$0
$2.07 Million 0.4% of portfolio
30,474
Q1 2025 Added 8.05%
$0
$2.07 Million 0.4% of portfolio
34,159
Q1 2025 Added 0.15%
$72.8B
$2.09 Million 0.4% of portfolio
5,241
Q3 2024 Added 100.11%
$0
$1.99 Million 0.38% of portfolio
13,626
Q1 2025 Added 10.85%
$0
$1.98 Million 0.38% of portfolio
3,857
Q1 2025 Reduced 1.03%
$0
$1.87 Million 0.36% of portfolio
40,786
Q1 2025 Reduced 0.9%
$0
$1.88 Million 0.36% of portfolio
32,172
Q1 2025 Added 1.81%
$2.93B
$1.87 Million 0.36% of portfolio
33,586
Q1 2025 New
$0
$1.76 Million 0.34% of portfolio
35,314
Q1 2025 Reduced 0.97%
$0
$1.8 Million 0.34% of portfolio
52,598
Q1 2025 Added 33.65%
$0
$1.66 Million 0.32% of portfolio
32,839
Q1 2025 Reduced 18.9%
$136B
$1.68 Million 0.32% of portfolio
66,453
Q1 2025 Added 49.44%
$767B
$1.64 Million 0.31% of portfolio
1,982
Q1 2025 Added 26.73%
$29.4B
$1.59 Million 0.3% of portfolio
18,423
Q1 2025 Reduced 10.85%
$0
$1.55 Million 0.3% of portfolio
75,145
Q1 2025 Reduced 2.31%
$221B
$1.55 Million 0.3% of portfolio
4,962
Q1 2025 Reduced 8.25%
$0
$1.54 Million 0.29% of portfolio
4,148
Q4 2024 Added 0.02%
$155B
$1.5 Million 0.29% of portfolio
5,304
Q1 2025 Added 1.49%
$129B
$1.44 Million 0.28% of portfolio
5,303
Q1 2025 Added 1.24%
$0
$1.49 Million 0.28% of portfolio
7,363
Q1 2025 Reduced 6.24%
$0
$1.45 Million 0.28% of portfolio
29,000
Q1 2025 Reduced 0.51%
$0
$1.41 Million 0.27% of portfolio
12,814
Q1 2025 Reduced 3.25%
$562B
$1.43 Million 0.27% of portfolio
2,613
Q1 2025 Reduced 3.37%
$203B
$1.37 Million 0.26% of portfolio
48,603
Q1 2025 Reduced 3.41%
$64.1B
$1.36 Million 0.26% of portfolio
15,650
Q1 2025 Added 3.64%
$0
$1.34 Million 0.26% of portfolio
16,733
Q1 2025 Reduced 2.37%
$3.55B
$1.31 Million 0.25% of portfolio
68,700
Q1 2025 Added 84.18%
$159M
$1.32 Million 0.25% of portfolio
349,800
Q1 2025 Added 24.13%
$831M
$1.3 Million 0.25% of portfolio
26,740
Q1 2025 Reduced 20.04%
$0
$1.28 Million 0.24% of portfolio
38,195
Q1 2025 Added 5.3%
$0
$1.26 Million 0.24% of portfolio
12,762
Q1 2025 Reduced 2.97%
$32.2B
$1.2 Million 0.23% of portfolio
24,220
Q1 2025 Reduced 12.37%
$0
$1.2 Million 0.23% of portfolio
11,457
Q1 2025 Added 8.49%
$199B
$1.19 Million 0.23% of portfolio
11,567
Q1 2025 Reduced 7.06%
$446B
$1.15 Million 0.22% of portfolio
1,215
Q1 2025 Reduced 3.42%
$0
$1.17 Million 0.22% of portfolio
6,781
Q1 2025 Added 20.87%
$0
$1.15 Million 0.22% of portfolio
22,148
Q1 2025 Added 1.59%
$0
$1.15 Million 0.22% of portfolio
45,110
Q1 2025 Added 9.73%
$0
$1.16 Million 0.22% of portfolio
12,756
Q1 2025 Reduced 27.19%
$0
$1.16 Million 0.22% of portfolio
15,573
Q1 2025 Reduced 0.5%
$32.3B
$1.09 Million 0.21% of portfolio
18,223
Q1 2025 Added 17.05%
$0
$1.12 Million 0.21% of portfolio
13,827
Q1 2025 Reduced 2.17%
$100B
$1.1 Million 0.21% of portfolio
3,124
Q1 2025 Added 0.06%
$0
$1.08 Million 0.21% of portfolio
8,347
Q1 2025 Added 15.05%
$409B
$1.08 Million 0.21% of portfolio
6,527
Q1 2025 Added 0.42%
$119B
$1.1 Million 0.21% of portfolio
3,658
Q1 2025 Reduced 38.36%
$51.3B
$1.04 Million 0.2% of portfolio
26,895
Q1 2025 Reduced 9.97%
$377B
$1.03 Million 0.2% of portfolio
2,807
Q1 2025 Reduced 0.6%
$0
$1.04 Million 0.2% of portfolio
21,151
Q1 2025 Reduced 0.47%

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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