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
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 120.08%
Annaly Capital Management In
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 5.08%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 10.28%
Pacer Fds Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
Neos ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 37.17%
Goldman Sachs ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.3%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.94%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q3 2024 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 7.02%
-
$0 0.0% of portfolio
-
Q1 2025 Added 19.53%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q1 2025 Added 56.91%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.81%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 8.46%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 32.92%
Capital Group International
-
$0 0.0% of portfolio
-
Q1 2025 Added 276.93%
-
$0 0.0% of portfolio
-
Q3 2024 Added 85.02%
Capital Group Core Balanced
-
$0 0.0% of portfolio
-
Q1 2025 Added 39.94%

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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