Tyler Stone Wealth Management Reduced Holdings in Q4 2024

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NI
Nisource Inc.

Utilities
-2.6K
- 8.87%
$33.74 - $38.25 $87.7K - $99.5K
26.7K $982K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-990
- 0.64%
$23.02 - $23.23 $22.8K - $23K
153K $3.53M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-57
- 0.17%
$60.24 - $63.08 $3.43K - $3.6K
34.1K $2.07M
AOR
Ishares Tr Core Growth Allocat

ETFs
-158
- 1.89%
$57.32 - $59.66 $9.06K - $9.43K
8.21K $470K
PAVE
Global X Fds Us Infrastructure

ETFs
-380
- 4.2%
$40.41 - $45.95 $15.4K - $17.5K
8.67K $350K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1
- 0.05%
$107.06 - $123.74 $107 - $124
1.88K $205K
ILCV
Ishares Morningstar Value ETF

ETFs
-72
- 1.06%
$80.23 - $85.43 $5.78K - $6.15K
6.7K $542K
TIP
Ishares Tr Tips Bd ETF

ETFs
-33
- 1.43%
$106.33 - $110.69 $3.51K - $3.65K
2.27K $241K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-750
- 2.09%
$15.9 - $17.05 $11.9K - $12.8K
35.1K $584K
IWM
Ishares Russell 2000 ETF

ETFs
-19
- 0.61%
$216.13 - $242.4 $4.11K - $4.61K
3.09K $682K
Te Connectivity PLC
-530
- 26.24%
N/A
1.49K $0
XLK
Technology Sector Spdr

ETFs
-71
- 2.94%
$220.26 - $241.44 $15.6K - $17.1K
2.35K $545K
ILCG
Ishares Morningstar Growth ETF
-402
- 5.77%
N/A
6.57K $0
HON
Honeywell International Inc

Industrials
-103
- 8.42%
$202.84 - $236.0 $20.9K - $24.3K
1.12K $253K
IWY
Ishares Tr Russell 200 Growth

ETFs
-123
- 5.23%
$216.72 - $244.71 $26.7K - $30.1K
2.23K $524K
EPD
Enterprise Products Partners L.P.

Energy
-107
- 1.1%
$28.66 - $34.43 $3.07K - $3.68K
9.65K $302K
IXN
Ishares Global Information Tec

ETFs
-101
- 0.83%
$80.67 - $87.84 $8.15K - $8.87K
12.1K $1.02M
AXP
American Express CO

Financial Services
-2
- 0.26%
$267.35 - $305.57 $535 - $611
756 $224K
XLC
Select Sector Spdr Tr Communic

ETFs
-13
- 0.31%
$89.66 - $102.16 $1.17K - $1.33K
4.22K $408K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-470
- 6.6%
$29.11 - $41.59 $13.7K - $19.5K
6.65K $246K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-672
- 7.6%
$45.39 - $62.98 $30.5K - $42.3K
8.17K $463K
NFLX
Netflix Inc

Communication Services
-113
- 13.97%
$687.65 - $936.56 $77.7K - $106K
696 $620K
CRM
Salesforce, Inc.

Technology
-55
- 3.61%
$270.87 - $367.87 $14.9K - $20.2K
1.47K $490K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-240
- 3.74%
$172.07 - $207.36 $41.3K - $49.8K
6.17K $1.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-190
- 1.82%
$481.22 - $538.17 $91.4K - $102K
10.2K $5.23M
BAC
Bank Of America Corp

Financial Services
-1.24K
- 2.18%
$39.22 - $47.77 $48.5K - $59K
55.3K $2.43M
IVW
Ishares S&P 500 Growth ETF

ETFs
-47
- 0.14%
$94.43 - $105.47 $4.44K - $4.96K
34.3K $3.48M
IVV
Ishares Core S&P 500 ETF

ETFs
-39
- 0.12%
$570.51 - $610.59 $22.2K - $23.8K
33.8K $19.9M
KMI
Kinder Morgan, Inc.

Energy
-348
- 0.35%
$22.59 - $28.54 $7.86K - $9.93K
100K $2.75M
BX
Blackstone Inc.

Financial Services
-479
- 0.94%
$148.45 - $199.05 $71.1K - $95.3K
50.7K $8.73M
UPST
Upstart Holdings, Inc.

Financial Services
-700
- 1.26%
$37.78 - $84.46 $26.4K - $59.1K
54.8K $3.38M
TSLA
Tesla, Inc.

Consumer Cyclical
-261
- 2.77%
$213.65 - $479.86 $55.8K - $125K
9.16K $3.7M
NVDA
Nvidia Corp

Technology
-12.3K
- 3.54%
$117.0 - $148.88 $1.44M - $1.83M
335K $45M
PLTR
Palantir Technologies Inc.

Technology
-14.7K
- 7.3%
$36.46 - $82.38 $537K - $1.21M
187K $14.2M
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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