Tyler Stone Wealth Management Incresed Positions in Q4 2024

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
127K
+ 152.44%
$29.73 - $30.81 $3.77M - $3.91M
210K $6.4M
AAPL
Apple Inc.

Technology
1.49K
+ 1.28%
$221.69 - $259.02 $330K - $385K
118K $29.5M
AMZN
Amazon Com Inc

Consumer Cyclical
623
+ 1.45%
$180.88 - $232.93 $113K - $145K
43.4K $9.53M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
24.2K
+ 15.22%
$63.01 - $68.55 $1.53M - $1.66M
183K $11.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
57.1K
+ 2120.22%
$26.93 - $84.95 $1.54M - $4.85M
59.7K $1.63M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
53.4K
+ 73.07%
$24.94 - $25.74 $1.33M - $1.37M
126K $3.23M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
24K
+ 9.26%
$80.93 - $85.66 $1.94M - $2.05M
283K $22.9M
GOOG
Alphabet Inc.

Communication Services
101
+ 0.18%
$163.08 - $198.16 $16.5K - $20K
55.5K $10.6M
GOOGL
Alphabet Inc.

Communication Services
1.75K
+ 5.7%
$161.86 - $196.66 $284K - $345K
32.5K $6.15M
V
Visa Inc.

Financial Services
62
+ 0.32%
$273.87 - $320.91 $17K - $19.9K
19.5K $6.17M
JPM
Jpmorgan Chase & CO

Financial Services
1.41K
+ 13.98%
$205.18 - $250.29 $288K - $352K
11.5K $2.75M
GLD
Spdr Gold Trust

ETFs
2.17K
+ 17.03%
$236.59 - $257.5 $513K - $558K
14.9K $3.61M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
14K
+ 22.03%
$30.04 - $32.01 $421K - $449K
77.6K $2.44M
XLU
Utilities Sector Spdr

ETFs
8.06K
+ 35.95%
$74.89 - $82.93 $604K - $668K
30.5K $2.31M
CGGR
Capital Group Growth ETF Shs C

ETFs
11.1K
+ 39.5%
$34.49 - $39.24 $384K - $437K
39.4K $1.46M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.98K
+ 124.0%
$73.49 - $86.09 $439K - $515K
10.8K $831K
POET
Poet Technologies Inc.

Technology
10.8K
+ 3.99%
$3.6 - $7.59 $38.9K - $82K
282K $1.67M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
6.39K
+ 103.06%
$67.57 - $76.22 $432K - $487K
12.6K $870K
MO
Altria Group, Inc.

Consumer Defensive
6.28K
+ 8.64%
$49.06 - $57.74 $308K - $363K
79K $4.13M
META
Meta Platforms, Inc.

Communication Services
543
+ 12.71%
$554.08 - $632.68 $301K - $344K
4.82K $2.84M
LPI
Laredo Petroleum, Inc.

Energy
8.05K
+ 31.71%
N/A
33.4K $1.63M
ADP
Automatic Data Processing Inc

Industrials
1.22K
+ 123.14%
$280.08 - $307.97 $343K - $377K
2.22K $649K
PM
Philip Morris International Inc.

Consumer Defensive
3.35K
+ 9.02%
$118.38 - $133.06 $397K - $446K
40.5K $4.88M
AVGO
Broadcom Inc.

Technology
983
+ 45.49%
$159.67 - $250.0 $157K - $246K
3.14K $728K
PFE
Pfizer Inc

Healthcare
13.3K
+ 42.73%
$24.8 - $30.19 $330K - $402K
44.5K $1.18M
IGM
Ishares Expanded Tech Sector E

ETFs
1.69K
+ 10.7%
$94.19 - $106.95 $159K - $181K
17.5K $1.79M
XLF
Financial Sector Spdr

ETFs
3.13K
+ 9.62%
$44.89 - $51.34 $140K - $161K
35.7K $1.72M
ET
Energy Transfer LP

Energy
7.66K
+ 28.73%
$16.05 - $19.86 $123K - $152K
34.3K $672K
KEY
Keycorp

Financial Services
10.5K
+ 6.33%
$16.21 - $19.97 $170K - $209K
176K $3.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
78
+ 0.5%
$567.81 - $607.81 $44.3K - $47.4K
15.8K $9.26M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.08K
+ 31.43%
$48.48 - $49.47 $246K - $251K
21.3K $1.03M
GEO
Geo Group Inc

Real Estate
1.03K
+ 8.38%
$12.83 - $29.2 $13.2K - $30.1K
13.3K $372K
SHOP
Shopify Inc.

Technology
50
+ 0.63%
$78.14 - $119.49 $3.91K - $5.97K
7.97K $847K
LLY
Eli Lilly & CO

Healthcare
439
+ 39.02%
$727.2 - $932.06 $319K - $409K
1.56K $1.21M
BSJR
Invesco Indx Tr

ETFs
9.55K
+ 26.4%
$22.37 - $22.7 $214K - $217K
45.7K $1.02M
MRVL
Marvell Technology, Inc.

Technology
568
+ 15.62%
$70.31 - $124.78 $39.9K - $70.9K
4.21K $464K
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 0.06%
$275.15 - $388.2 $550 - $776
3.12K $1.07M
GS
Goldman Sachs Group Inc

Financial Services
148
+ 12.79%
$486.1 - $608.57 $71.9K - $90.1K
1.31K $747K
NTR
Nutrien Ltd.

Basic Materials
5.47K
+ 24.67%
$44.04 - $50.78 $241K - $278K
27.6K $1.24M
CVX
Chevron Corp

Energy
1.21K
+ 28.99%
$141.15 - $162.53 $171K - $196K
5.38K $779K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.56K
+ 5.85%
$69.3 - $74.3 $108K - $116K
28.2K $2.01M
T
At&T Inc.

Communication Services
4.97K
+ 10.96%
$21.22 - $23.88 $105K - $119K
50.3K $1.15M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.46K
+ 14.01%
$35.45 - $40.33 $158K - $180K
36.3K $1.3M
CGDV
Capital Group Divid Value ETF

ETFs
4.49K
+ 30.35%
$35.16 - $37.12 $158K - $166K
19.3K $679K
MSFT
Microsoft Corp

Technology
778
+ 3.62%
$406.35 - $454.46 $316K - $354K
22.3K $9.38M
OHI
Omega Healthcare Investors Inc

Real Estate
4.5K
+ 31.25%
$37.51 - $42.56 $169K - $192K
18.9K $715K
IBM
International Business Machines Corp

Technology
584
+ 24.05%
$204.9 - $238.04 $120K - $139K
3.01K $662K
LPLA
Lpl Financial Holdings Inc.

Financial Services
38
+ 3.66%
$229.85 - $335.91 $8.73K - $12.8K
1.08K $351K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.02%
$378.79 - $428.11 $379 - $428
4.15K $1.7M
Activity Summary
Buys All Purchases 196 New Holdings 20 Increased Positions 176 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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