Tyler-Stone Wealth Management
CIK: 0001912584SEC EDGAR →
Portfolio Value
$621.0M
Holdings
330
As of
Q2 2025
New Positions
23
Closed Positions
11
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 304,913 | $48.2M | 7.76% |
| 2 | WISDOMTREE TR | 314,479 | $26.3M | 4.24% |
| 3 | APPLE INC | 111,121 | $22.8M | 3.67% |
| 4 | ISHARES TR | 36,010 | $22.4M | 3.60% |
| 5 | PARKER-HANNIFIN CORP | 27,779 | $19.4M | 3.12% |
| 6 | PALANTIR TECHNOLOGIES INC | 137,993 | $18.8M | 3.03% |
| 7 | J P MORGAN EXCHANGE TRADED F | 246,992 | $12.5M | 2.02% |
| 8 | J P MORGAN EXCHANGE TRADED F | 184,536 | $12.1M | 1.95% |
| 9 | ALPHABET INC | 67,838 | $12.0M | 1.94% |
| 10 | MICROSOFT CORP | 23,497 | $11.7M | 1.88% |
Quarterly Changes
Top Buys
New Positions (23)
$1.5M · 22K shares
$1.1M · 31K shares
$872K · 5K shares
$479K · 240 shares
$369K · 11K shares
$357K · 15K shares
$351K · 438 shares
$350K · 1K shares
$298K · 360 shares
$279K · 4K shares
$249K · 1K shares
$243K · 4K shares
$236K · 1K shares
$225K · 86 shares
$223K · 4K shares
$220K · 1K shares
$216K · 2K shares
$215K · 2K shares
$205K · 3K shares
$202K · 2K shares
$200K · 6K shares
$195K · 12K shares
$185K · 36K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 183 | $329.1M | 53.0% |
| Technology | 33 | $125.5M | 20.2% |
| Unknown | 20 | $43.0M | 6.9% |
| Industrials | 14 | $27.4M | 4.4% |
| Communication Services | 8 | $26.1M | 4.2% |
| Consumer Cyclical | 15 | $19.6M | 3.2% |
| Energy | 8 | $14.5M | 2.3% |
| Consumer Defensive | 12 | $13.0M | 2.1% |
| Healthcare | 18 | $10.1M | 1.6% |
| Utilities | 7 | $4.6M | 0.7% |
| Real Estate | 5 | $4.1M | 0.7% |
| Basic Materials | 7 | $4.0M | 0.6% |