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.

Portfolio value $535 Million
ETFs: $252 Million
Technology: $116 Million
Financial Services: $47.3 Million
Industrials: $24.7 Million
Communication Services: $22.9 Million
Consumer Cyclical: $20.2 Million
Consumer Defensive: $15.7 Million
Energy: $14.5 Million
Other: $21 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.03 Million 0.38% of portfolio
40,493
Q4 2024 Reduced 1.35%
$0
$2.05 Million 0.38% of portfolio
23,976
Q4 2024 Added 0.02%
$0
$1.97 Million 0.37% of portfolio
31,601
Q4 2024 Added 1.49%
$81.6B
$1.88 Million 0.35% of portfolio
5,241
Q3 2024 Added 100.11%
$0
$1.88 Million 0.35% of portfolio
8,918
Q4 2024 Reduced 7.59%
$0
$1.79 Million 0.33% of portfolio
17,519
Q4 2024 Added 10.7%
$109B
$1.74 Million 0.32% of portfolio
5,238
Q4 2024 Added 0.19%
$0
$1.72 Million 0.32% of portfolio
35,660
Q4 2024 Added 9.62%
$0
$1.7 Million 0.32% of portfolio
4,148
Q4 2024 Added 0.02%
$0
$1.69 Million 0.32% of portfolio
12,292
Q4 2024 Added 3.63%
$0
$1.63 Million 0.31% of portfolio
59,746
Q4 2024 Added 2,120.22%
$143M
$1.67 Million 0.31% of portfolio
281,800
Q4 2024 Added 3.99%
$123B
$1.64 Million 0.31% of portfolio
5,934
Q4 2024 Added 3.67%
$0
$1.59 Million 0.3% of portfolio
76,924
Q4 2024 Added 3.02%
$0
$1.62 Million 0.3% of portfolio
7,853
Q4 2024 Added 0.29%
$0
$1.6 Million 0.3% of portfolio
12,542
Q4 2024 Added 1.39%
$0
$1.53 Million 0.29% of portfolio
13,245
Q4 2024 Added 0.1%
$226B
$1.57 Million 0.29% of portfolio
5,408
Q4 2024 Added 3.98%
$167B
$1.5 Million 0.28% of portfolio
12,446
Q4 2024 Reduced 3.41%
$0
$1.51 Million 0.28% of portfolio
17,139
Q4 2024 Added 0.65%
$0
$1.45 Million 0.27% of portfolio
29,150
Q3 2024 Added 100.0%
$516B
$1.42 Million 0.27% of portfolio
2,704
Q4 2024 Reduced 25.1%
$0
$1.46 Million 0.27% of portfolio
39,354
Q4 2024 Added 39.5%
$0
$1.4 Million 0.26% of portfolio
41,158
Q4 2024 Added 1.73%
$0
$1.27 Million 0.24% of portfolio
13,152
Q4 2024 Reduced 3.66%
$0
$1.3 Million 0.24% of portfolio
36,274
Q4 2024 Added 14.01%
$857B
$1.22 Million 0.23% of portfolio
6,174
Q4 2024 Reduced 3.74%
$27B
$1.24 Million 0.23% of portfolio
27,640
Q4 2024 Added 24.67%
$163B
$1.25 Million 0.23% of portfolio
5,226
Q4 2024 Reduced 0.36%
$0
$1.22 Million 0.23% of portfolio
10,560
Q4 2024 Added 1.08%
$782B
$1.21 Million 0.23% of portfolio
1,564
Q4 2024 Added 39.02%
$411B
$1.15 Million 0.22% of portfolio
1,258
Q4 2024 Added 4.92%
$141B
$1.18 Million 0.22% of portfolio
44,469
Q4 2024 Added 42.73%
$367B
$1.1 Million 0.21% of portfolio
2,824
Q4 2024 Added 5.14%
$201B
$1.15 Million 0.21% of portfolio
50,320
Q4 2024 Added 10.96%
$63.6B
$1.1 Million 0.21% of portfolio
15,100
Q4 2024 Added 10.06%
$0
$1.14 Million 0.21% of portfolio
14,133
Q4 2024 Added 2.49%
$0
$1.05 Million 0.2% of portfolio
21,801
Q4 2024 Added 1.67%
$0
$1.07 Million 0.2% of portfolio
8,542
Q4 2024 Reduced 4.82%
$52.3B
$1.07 Million 0.2% of portfolio
29,872
Q4 2024 Reduced 2.28%
$76.7B
$1.07 Million 0.2% of portfolio
3,122
Q4 2024 Added 0.06%
$0
$1.05 Million 0.2% of portfolio
11,923
Q4 2024 Added 1.14%
$0
$1.1 Million 0.2% of portfolio
15,651
Q4 2024 Added 0.18%
$0
$1.05 Million 0.2% of portfolio
41,110
Q4 2024 Added 5.65%
$0
$1.04 Million 0.19% of portfolio
23,759
Q4 2024 Reduced 1.12%
$0
$1.02 Million 0.19% of portfolio
45,708
Q4 2024 Added 26.4%
$0
$1.02 Million 0.19% of portfolio
12,072
Q4 2024 Reduced 0.83%
$35.1B
$992,000 0.19% of portfolio
15,568
Q4 2024 Added 5.78%
$33.2B
$1.04 Million 0.19% of portfolio
17,454
Q3 2024 Added 100.0%

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
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