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
$241,000 0.05% of portfolio
2,270
Q4 2024 Reduced 1.43%
$0
$265,000 0.05% of portfolio
5,828
Q4 2024 Added 0.71%
$37.4B
$274,000 0.05% of portfolio
27,739
Q4 2024 Added 2.53%
$0
$280,000 0.05% of portfolio
1,488
Q4 2024 Reduced 67.21%
$156B
$291,000 0.05% of portfolio
1,118
Q4 2024 Added 16.58%
$9.38B
$252,000 0.05% of portfolio
8,400
Q3 2024 Added 100.0%
$85.9B
$279,000 0.05% of portfolio
2,590
Q4 2024 Added 0.08%
$23B
$287,000 0.05% of portfolio
33,915
Q4 2024 Reduced 1.17%
$304B
$286,000 0.05% of portfolio
4,084
Q4 2024 Added 4.1%
$0
$260,000 0.05% of portfolio
5,753
Q4 2024 Added 1.71%
$0
$252,000 0.05% of portfolio
2,470
Q4 2024 Added 0.2%
$42.1B
$249,000 0.05% of portfolio
1,856
Q4 2024 Added 7.66%
$0
$269,000 0.05% of portfolio
5,293
Q4 2024 Added 0.8%
$0
$254,000 0.05% of portfolio
4,299
Q4 2024 Added 0.05%
$112B
$276,000 0.05% of portfolio
2,612
Q4 2024 Added 19.21%
$114B
$293,000 0.05% of portfolio
1,380
Q4 2024 Added 20.1%
$0
$288,000 0.05% of portfolio
4,882
Q3 2024 Added 100.0%
$0
$277,000 0.05% of portfolio
1,909
Q4 2024 Reduced 29.06%
$0
$283,000 0.05% of portfolio
5,329
Q4 2024 Added 15.32%
$35.6B
$205,000 0.04% of portfolio
1,878
Q4 2024 Reduced 0.05%
$0
$201,000 0.04% of portfolio
11,000
Q4 2024 New
$64.4B
$208,000 0.04% of portfolio
1,589
Q4 2024 New
$0
$219,000 0.04% of portfolio
1,399
Q4 2024 Reduced 4.96%
$330B
$220,000 0.04% of portfolio
2,598
Q4 2024 Reduced 8.78%
$232B
$224,000 0.04% of portfolio
756
Q4 2024 Reduced 0.26%
$30.5B
$239,000 0.04% of portfolio
4,261
Q4 2024 Added 0.19%
$107B
$210,000 0.04% of portfolio
4,200
Q3 2024 Added 100.0%
$0
$226,000 0.04% of portfolio
1,974
Q4 2024 Reduced 0.3%
$0
$224,000 0.04% of portfolio
4,704
Q4 2024 New
$53.3B
$213,000 0.04% of portfolio
2,868
Q4 2024 New
$0
$218,000 0.04% of portfolio
9,144
Q3 2024 Added 100.0%
$0
$202,000 0.04% of portfolio
1,268
Q4 2024 New
$0
$202,000 0.04% of portfolio
9,547
Q4 2024 New
$48.6B
$213,000 0.04% of portfolio
360
Q4 2024 New
$92.5B
$239,000 0.04% of portfolio
704
Q3 2024 Added 112.69%
$0
$232,000 0.04% of portfolio
2,764
Q4 2024 Added 0.04%
$38.9B
$206,000 0.04% of portfolio
830
Q4 2024 New
$1.37B
$195,000 0.04% of portfolio
13,900
Q4 2024 New
$229B
$201,000 0.04% of portfolio
1,779
Q4 2024 Added 1.08%
$0
$235,000 0.04% of portfolio
3,100
Q3 2024 Added 100.0%
$0
$217,000 0.04% of portfolio
3,072
Q3 2024 Added 122.45%
$0
$217,000 0.04% of portfolio
6,087
Q4 2024 New
$0
$205,000 0.04% of portfolio
2,330
Q4 2024 Added 0.09%
$0
$238,000 0.04% of portfolio
2,380
Q4 2024 Reduced 30.23%
$0
$231,000 0.04% of portfolio
4,600
Q4 2024 New
$0
$183,000 0.03% of portfolio
15,940
Q4 2024 Added 0.73%
$3.06B
$140,000 0.03% of portfolio
16,100
Q4 2024 New
$293M
$131,000 0.02% of portfolio
76,100
Q4 2024 Added 24.55%
$0
$104,000 0.02% of portfolio
10,648
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
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email