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
$347B
$45 Million 8.41% of portfolio
335,130
Q4 2024 Reduced 3.54%
$3.94T
$29.5 Million 5.52% of portfolio
117,832
Q4 2024 Added 1.28%
$0
$22.9 Million 4.28% of portfolio
282,916
Q4 2024 Added 9.26%
$0
$19.9 Million 3.72% of portfolio
33,779
Q4 2024 Reduced 0.12%
$90.1B
$17.3 Million 3.23% of portfolio
27,161
Q4 2024 Reduced 3.36%
$220B
$14.2 Million 2.65% of portfolio
187,268
Q4 2024 Reduced 7.3%
$0
$11.6 Million 2.17% of portfolio
183,420
Q4 2024 Added 15.22%
$0
$11.1 Million 2.07% of portfolio
220,083
Q4 2024 Reduced 2.83%
$1.14T
$10.6 Million 1.98% of portfolio
55,513
Q4 2024 Added 0.18%
$2.31T
$9.53 Million 1.78% of portfolio
43,442
Q4 2024 Added 1.45%
$0
$9.47 Million 1.77% of portfolio
106,678
Q4 2024 Reduced 0.86%
$3.09T
$9.38 Million 1.75% of portfolio
22,257
Q4 2024 Added 3.62%
$0
$9.26 Million 1.73% of portfolio
15,802
Q4 2024 Added 0.5%
$118B
$8.73 Million 1.63% of portfolio
50,652
Q4 2024 Reduced 0.94%
$628B
$8.51 Million 1.59% of portfolio
18,765
Q4 2024 Reduced 0.89%
$460B
$6.69 Million 1.25% of portfolio
62,149
Q4 2024 Added 3.68%
$0
$6.42 Million 1.2% of portfolio
22,148
Q4 2024 Reduced 3.65%
$1.1T
$6.15 Million 1.15% of portfolio
32,509
Q4 2024 Added 5.7%
$581B
$6.17 Million 1.15% of portfolio
19,526
Q4 2024 Added 0.32%
$0
$6.04 Million 1.13% of portfolio
46,991
Q4 2024 Reduced 5.87%
$0
$5.9 Million 1.1% of portfolio
59,237
Q4 2024 Added 2.59%
$0
$5.23 Million 0.98% of portfolio
10,237
Q4 2024 Reduced 1.82%
$232B
$4.88 Million 0.91% of portfolio
40,528
Q4 2024 Added 9.02%
$0
$4.81 Million 0.9% of portfolio
27,010
Q4 2024 Reduced 1.07%
$95.6B
$4.13 Million 0.77% of portfolio
78,986
Q4 2024 Added 8.64%
$0
$4.03 Million 0.75% of portfolio
71,446
Q4 2024 Reduced 7.57%
$0
$3.88 Million 0.73% of portfolio
75,926
Q4 2024 Reduced 0.87%
$0
$3.85 Million 0.72% of portfolio
68,134
Q4 2024 Reduced 2.93%
$0
$3.75 Million 0.7% of portfolio
47,797
Q4 2024 Reduced 5.17%
$1.14T
$3.7 Million 0.69% of portfolio
9,164
Q4 2024 Reduced 2.77%
$93.5B
$3.61 Million 0.67% of portfolio
14,900
Q4 2024 Added 17.03%
$0
$3.53 Million 0.66% of portfolio
153,144
Q4 2024 Reduced 0.64%
$0
$3.48 Million 0.65% of portfolio
34,276
Q4 2024 Reduced 0.14%
$6.76B
$3.38 Million 0.63% of portfolio
54,834
Q4 2024 Reduced 1.26%
$0
$3.37 Million 0.63% of portfolio
145,313
Q4 2024 Reduced 3.33%
$0
$3.23 Million 0.6% of portfolio
126,416
Q4 2024 Added 73.07%
$16.8B
$3.02 Million 0.56% of portfolio
176,237
Q4 2024 Added 6.33%
$1.61T
$2.84 Million 0.53% of portfolio
4,816
Q4 2024 Added 12.71%
$0
$2.84 Million 0.53% of portfolio
122,080
Q4 2024 Added 2.6%
$60.4B
$2.75 Million 0.51% of portfolio
100,295
Q4 2024 Reduced 0.35%
$819B
$2.75 Million 0.51% of portfolio
11,460
Q4 2024 Added 13.98%
$161B
$2.44 Million 0.46% of portfolio
40,531
Q4 2024 Added 4.9%
$0
$2.44 Million 0.46% of portfolio
77,642
Q4 2024 Added 22.03%
$369B
$2.43 Million 0.45% of portfolio
55,343
Q4 2024 Reduced 2.18%
$0
$2.31 Million 0.43% of portfolio
30,486
Q4 2024 Added 35.95%
$27B
$2.17 Million 0.41% of portfolio
20,665
Q4 2024 Reduced 23.08%
$0
$2.1 Million 0.39% of portfolio
3,897
Q4 2024 Added 2.99%
$0
$2.07 Million 0.39% of portfolio
34,108
Q4 2024 Reduced 0.17%
$0
$2.01 Million 0.38% of portfolio
28,204
Q4 2024 Added 5.85%

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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