EdgeMarket › What Tyler-Stone Wealth Management reported owning
What Tyler-Stone Wealth Management reported owning
As filed on Form 13F for the quarter ending 2025-06-30, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
621.0MPositions
330Quarter
2025-06-30Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 48.2M | 7.8% | 304.9K | 214.72 | +22.4% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 26.3M | 4.2% | 314.5K | 99.29 | +14.2% |
| AAPL Apple Inc. | 22.8M | 3.7% | 111.1K | 309.35 | +36.9% |
| IVV iShares Core S&P 500 ETF | 22.4M | 3.6% | 36.0K | 769.31 | +20.0% |
| PH Parker-Hannifin Corp | 19.4M | 3.1% | 27.8K | 1,001.74 | +34.8% |
| PLTR Palantir Technologies Inc. | 18.8M | 3.0% | 138.0K | 179.94 | +15.3% |
| JPST JPMorgan Ultra-Short Income ETF | 12.5M | 2.0% | 247.0K | 50.53 | -0.3% |
| JAVA JPMorgan Active Value ETF | 12.1M | 1.9% | 184.5K | 83.00 | +24.0% |
| GOOG Alphabet Inc. | 12.0M | 1.9% | 67.8K | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 11.7M | 1.9% | 23.5K | 483.24 | -4.4% |
| QQQI NEOS Nasdaq 100 High Income ETF | 10.2M | 1.6% | 196.5K | 54.24 | +3.7% |
| AMZN AMAZON COM INC | 9.9M | 1.6% | 45.3K | 258.63 | +15.6% |
| USMV iShares MSCI USA Min Vol Factor ETF | 9.5M | 1.5% | 101.0K | 101.23 | +7.0% |
| unmapped CUSIP 084670702 | 9.0M | 1.5% | 18.6K | — | — |
| SPY SPDR S&P 500 ETF TRUST | 8.5M | 1.4% | 13.8K | 765.72 | +20.0% |
| PM Philip Morris International Inc. | 7.8M | 1.3% | 43.1K | 188.23 | +8.9% |
| XOM ExxonMobil Holdings Corp | 7.7M | 1.2% | 71.1K | 165.11 | +52.1% |
| BX Blackstone Inc. | 7.2M | 1.2% | 48.4K | 143.38 | -12.8% |
| GOOGL Alphabet Inc. | 6.9M | 1.1% | 39.4K | 344.82 | +73.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 6.8M | 1.1% | 22.3K | 378.24 | +20.5% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate | 6.6M | 1.1% | 284.1K | 22.95 | -1.5% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 6.5M | 1.0% | 103.6K | 69.41 | +8.7% |
| BUFR FT Vest Laddered Buffer ETF | 6.5M | 1.0% | 203.5K | 37.30 | +14.5% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 6.2M | 1.0% | 45.7K | 167.97 | +20.5% |
| V VISA INC. | 6.0M | 1.0% | 16.8K | 371.04 | +7.9% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 5.9M | 1.0% | 58.7K | 58.75 | +11.9% |
| JBND JPMorgan Active Bond ETF | 5.5M | 0.9% | 102.7K | 52.65 | -1.7% |
| QUAL iShares MSCI USA Quality Factor ETF | 5.2M | 0.8% | 28.3K | 223.22 | +19.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.0M | 0.8% | 9.0K | 713.44 | +26.1% |
| GLD SPDR GOLD TRUST | 4.9M | 0.8% | 15.9K | 423.36 | +37.3% |
| MO ALTRIA GROUP, INC. | 4.6M | 0.7% | 78.1K | 66.09 | -2.2% |
| JGRO JPMorgan Active Growth ETF | 4.4M | 0.7% | 50.8K | 94.21 | +7.0% |
| UBER Uber Technologies, Inc | 4.0M | 0.6% | 42.4K | 78.80 | -15.9% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 3.9M | 0.6% | 75.3K | 63.51 | +17.5% |
| META Meta Platforms, Inc. | 3.8M | 0.6% | 5.2K | 549.90 | -26.5% |
| IVW iShares S&P 500 Growth ETF | 3.8M | 0.6% | 34.3K | 138.83 | +22.2% |
| TDIV First Trust NASDAQ Technology Dividend Index F | 3.7M | 0.6% | 40.8K | 114.62 | +25.9% |
| unmapped CUSIP 46138J817 | 3.6M | 0.6% | 156.3K | — | — |
| BAC BANK OF AMERICA CORP /DE/ | 3.5M | 0.6% | 73.3K | 61.69 | +27.6% |
| COWZ Pacer US Cash Cows 100 ETF | 3.4M | 0.5% | 61.5K | 72.02 | +26.3% |
| TSLA Tesla, Inc. | 3.3M | 0.5% | 10.3K | 362.86 | +12.0% |
| JPM JPMORGAN CHASE & CO | 3.2M | 0.5% | 10.9K | 351.58 | +20.3% |
| BSJR Invesco BulletShares 2027 High Yield Corporate | 3.2M | 0.5% | 139.2K | 22.43 | -1.0% |
| KEY KEYCORP /NEW/ | 3.2M | 0.5% | 181.0K | 21.87 | +20.0% |
| BUFD FT Vest Laddered Deep Buffer ETF | 3.1M | 0.5% | 117.4K | 30.24 | +11.7% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 3.1M | 0.5% | 56.9K | 59.84 | +8.5% |
| SCHD Schwab US Dividend Equity ETF | 2.9M | 0.5% | 111.1K | 35.11 | +27.6% |
| XLU State Street Utilities Select Sector SPDR ETF | 2.9M | 0.5% | 35.4K | 42.77 | -0.7% |
| unmapped CUSIP 46435U168 | 2.8M | 0.5% | 120.5K | — | — |
| UPST Upstart Holdings, Inc. | 2.6M | 0.4% | 39.6K | 30.30 | -52.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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