HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
$11,362 | ||
| AAPL | 58,606 | +550 | $11,283 |
| Call | 88 | +14 | $79 |
| NVIDIA CORPORATION |
$8,865 | ||
| NVDA | 17,872 | +376 | $8,851 |
| Call | 2 | +2 | $14 |
 ISHARES TR (IVV) |
14,001 | +933 | $6,687 |
| IVV | 14,001 | +933 | $6,687 |
| PARKER HANNIFIN CORP |
$6,189 | ||
| PH | 13,384 | +93 | $6,166 |
| Call | 8 | +2 | $23 |
| ISHARES TR (USMV) |
60,389 | -1,195 | $4,712 |
| USMV | 60,389 | -1,195 | $4,712 |
| WISDOMTREE TR |
60,011 | +7,915 | $4,218 |
| DGRW | 60,011 | +7,915 | $4,218 |
| MICROSOFT CORP |
$3,604 | ||
| MSFT | 9,473 | +547 | $3,562 |
| Call | 7 | UNCH | $42 |
| BLACKSTONE INC |
$3,596 | ||
| BX | 26,904 | +14 | $3,522 |
| Call | 47 | +3 | $74 |
| ALPHABET INC |
25,266 | +236 | $3,561 |
| GOOG | 25,266 | +236 | $3,561 |
| SPDR S&P 500 ETF TR (SPY) |
7,170 | +536 | $3,408 |
| SPY | 7,170 | +536 | $3,408 |
| BERKSHIRE HATHAWAY INC DEL |
$3,210 | ||
| BRK.B | 8,999 | -457 | $3,210 |
| PROSHARES TR (NOBL) |
30,445 | -2,749 | $2,898 |
| NOBL | 30,445 | -2,749 | $2,898 |
| EXXON MOBIL CORP |
$2,836 | ||
| XOM | 28,330 | +487 | $2,832 |
| Call | 17 | +3 | $4 |
| ISHARES TR (ITOT) |
24,969 | -420 | $2,628 |
| ITOT | 24,969 | -420 | $2,628 |
| AMAZON COM INC |
$2,583 | ||
| AMZN | 16,872 | -338 | $2,564 |
| Call | 5 | -1 | $19 |
| VISA INC |
$2,532 | ||
| V | 9,652 | -44 | $2,513 |
| Call | 24 | -2 | $19 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
45,403 | +8,948 | $2,281 |
| JPST | 45,403 | +8,948 | $2,281 |
| ISHARES TR (IBHE) |
95,727 | +1,273 | $2,211 |
| IBHE | 95,727 | +1,273 | $2,211 |
| ISHARES TR (QUAL) |
14,889 | -362 | $2,191 |
| QUAL | 14,889 | -362 | $2,191 |
| INVESCO EXCH TRD SLF IDX FD |
93,356 | +7,522 | $2,121 |
| BSJO | 93,356 | +7,522 | $2,121 |
| ISHARES TR (IBHD) |
87,354 | -6,161 | $2,027 |
| IBHD | 87,354 | -6,161 | $2,027 |
| VANGUARD INDEX FDS (VTI) |
8,452 | +358 | $2,005 |
| VTI | 8,452 | +358 | $2,005 |
| PHILIP MORRIS INTL INC |
$1,986 | ||
| PM | 21,062 | UNCH | $1,982 |
| Call | 19 | -1 | $4 |
| ALPHABET INC |
14,155 | +150 | $1,977 |
| GOOGL | 14,155 | +150 | $1,977 |
| INVESCO EXCH TRD SLF IDX FD |
83,013 | +30,990 | $1,887 |
| BSJP | 83,013 | +30,990 | $1,887 |
| SPDR SER TR (SPYV) |
38,344 | -398 | $1,788 |
| SPYV | 38,344 | -398 | $1,788 |
| PALANTIR TECHNOLOGIES INC |
$1,720 | ||
| PLTR | 100,160 | +575 | $1,720 |
| Call | 1 | UNCH | $0 |
| ALTRIA GROUP INC |
$1,687 | ||
| MO | 41,815 | -1,549 | $1,687 |
| Call | 13 | -2 | $0 |
| J P MORGAN EXCHANGE TRADED F (JAVA) |
30,161 | +25,852 | $1,678 |
| JAVA | 30,161 | +25,852 | $1,678 |
| INVESCO QQQ TR |
4,009 | +236 | $1,642 |
| QQQ | 4,009 | +236 | $1,642 |
| PACER FDS TR |
30,966 | -69 | $1,610 |
| COWZ | 30,966 | -69 | $1,610 |
| FIRST TR EXCHANGE TRADED FD (TDIV) |
22,013 | +1,938 | $1,411 |
| TDIV | 22,013 | +1,938 | $1,411 |
| SPDR GOLD TR (GLD) |
7,192 | -180 | $1,375 |
| GLD | 7,192 | -180 | $1,375 |
| FIRST TR EXCHANGE TRADED FD (KNG) |
26,047 | +24,693 | $1,346 |
| KNG | 26,047 | +24,693 | $1,346 |
| ISHARES TR (IVW) |
17,583 | +153 | $1,321 |
| IVW | 17,583 | +153 | $1,321 |
| KEYCORP |
$1,321 | ||
| KEY | 88,772 | +762 | $1,278 |
| Call | 421 | +413 | $43 |
| TESLA INC |
$1,206 | ||
| TSLA | 4,762 | -455 | $1,183 |
| Call | 7 | UNCH | $23 |
| UPSTART HLDGS INC |
27,927 | -800 | $1,141 |
| UPST | 27,927 | -800 | $1,141 |
| VANGUARD INDEX FDS (VOO) |
2,512 | -1,545 | $1,097 |
| VOO | 2,512 | -1,545 | $1,097 |
| IRON MTN INC DEL |
$1,091 | ||
| IRM | 15,125 | +50 | $1,058 |
| Call | 49 | +15 | $33 |
| BANK AMERICA CORP |
$1,078 | ||
| BAC | 31,869 | +2,407 | $1,073 |
| Call | 16 | +16 | $4 |
| BAC.PRL | 1 | -1 | $1 |
| INTEL CORP |
$1,036 | ||
| INTC | 19,065 | +32 | $958 |
| Call | 79 | +71 | $78 |
| UBER TECHNOLOGIES INC |
$1,018 | ||
| UBER | 16,264 | +4,180 | $1,001 |
| Call | 16 | +12 | $17 |
| SELECT SECTOR SPDR TR (XLE) |
11,888 | -57 | $997 |
| XLE | 11,888 | -57 | $997 |
| FIDELITY COVINGTON TRUST |
17,225 | +138 | $912 |
| FDLO | 17,225 | +138 | $912 |
| KINDER MORGAN INC DEL |
51,700 | -2,100 | $912 |
| KMI | 51,700 | -2,100 | $912 |
| MASTERCARD INCORPORATED |
2,040 | UNCH | $870 |
| MA | 2,040 | UNCH | $870 |
| AT&T INC |
$856 | ||
| T | 50,965 | -4,513 | $855 |
| Call | 5 | UNCH | $1 |
| FIRST TR EXCHANGE TRADED FD (FTSM) |
14,156 | +12,352 | $845 |
| FTSM | 14,156 | +12,352 | $845 |
| FIRST TR VALUE LINE DIVID IN (FVD) |
20,481 | -3,925 | $831 |
| FVD | 20,481 | -3,925 | $831 |
See Full List: All Stocks Held By Tyler Stone Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tyler Stone Wealth Management
|
Size ($ in 1000's)
At 12/31/2023: $199,686 At 09/30/2023: $175,863 Tyler Stone Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tyler Stone Wealth Management 13F filings. Link to 13F filings: SEC filings |
