Tyler-Stone Wealth Management
CIK 1912584 · View on SEC EDGAR ↗
- Portfolio value
- $621.0M
- Positions
- 330
- As of
- June 30, 2025 Data as of Q2 2025
#3,300 of 9,443 by 13F value · top 34.9%
Portfolio value QoQ: +11.4% 13F does not disclose cash
- Top 10 holdings weight
- 33.20%
- Top 25 holdings weight
- 51.78%
- Positions above 1%
- 23
- Effective number of positions
- 56.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 4.02% Est. buys $28,764,848 · sells $23,714,428
- New positions
- 23
- Increased
- 149
- Decreased
- 112
- Closed
- 11
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
19.1%
Industrials
5.5%
Communication Services
3.9%
Financial Services
3.2%
Financials
3.0%
Consumer Staples
2.7%
Retail
2.4%
Energy
2.4%
Healthcare
1.6%
Consumer Discretionary
1.1%
Real Estate
0.7%
Utilities
0.7%
Materials
0.6%
Telecommunication
0.5%
Consumer products
0.3%
Packaging
0.1%
Communications
0.1%
Other/Unmapped
52.3%
Full portfolio 330 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $48,173,273 | 7.76% | 304,913 | $13,508,501 | Down ×2 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $26,334,530 | 4.24% | 314,479 | $2,932,921 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $22,798,712 | 3.67% | 111,121 | $-1,879,999 | Up ×1 | ||
| IVV | $22,358,713 | 3.60% | 36,010 | $1,816,028 | Down ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $19,402,973 | 3.12% | 27,779 | $2,747,403 | Up ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $18,811,204 | 3.03% | 137,993 | $4,283,428 | Down ×2 | ||
| JPST | $12,517,537 | 2.02% | 246,992 | $241,017 | Up ×2 | ||
| JAVA | $12,087,119 | 1.95% | 184,536 | $-404,641 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $12,033,826 | 1.94% | 67,838 | $2,916,040 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $11,687,559 | 1.88% | 23,497 | $3,101,653 | Up ×2 | ||
| QQQI NEOS Nasdaq 100 High Income ETF | $10,217,624 | 1.65% | 196,455 | $2,262,414 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9,945,328 | 1.60% | 45,332 | $1,613,904 | Up ×2 | ||
| USMV | $9,483,010 | 1.53% | 101,023 | $-315,728 | Down ×2 | ||
| BRKB | $9,025,933 | 1.45% | 18,581 | $-654,607 | Up ×1 | ||
| SPY SPY | $8,517,419 | 1.37% | 13,786 | $130,986 | Down ×2 | ||
| PM Philip Morris International Inc Common Stock | $7,847,371 | 1.26% | 43,087 | $1,055,552 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $7,663,632 | 1.23% | 71,091 | $252,803 | Up ×2 | ||
| BX Blackstone Inc. Common Stock | $7,242,714 | 1.17% | 48,420 | $368,126 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6,937,355 | 1.12% | 39,365 | $1,407,902 | Up ×2 | ||
| VTI | $6,773,208 | 1.09% | 22,285 | $433,910 | Down ×1 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $6,626,910 | 1.07% | 284,051 | $1,229,788 | Up ×2 | ||
| HELO | $6,484,390 | 1.04% | 103,617 | $987,326 | Up ×2 | ||
| BUFR | $6,472,826 | 1.04% | 203,548 | $-99,960 | Down ×1 | ||
| ITOT | $6,169,894 | 0.99% | 45,689 | $520,901 | Down ×2 | ||
| V Visa Inc. | $5,962,333 | 0.96% | 16,793 | $131,317 | Up ×1 | ||
| NOBL | $5,913,026 | 0.95% | 58,719 | $-69,368 | Up ×1 | ||
| JBND JPMorgan Active Bond ETF | $5,504,103 | 0.89% | 102,707 | $115,887 | Up ×2 | ||
| QUAL | $5,172,749 | 0.83% | 28,294 | $695,835 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4,963,782 | 0.80% | 8,998 | $351,980 | Down ×2 | ||
| GLD | $4,854,473 | 0.78% | 15,925 | $343,320 | Up ×2 | ||
| MO Altria Group, Inc. | $4,580,802 | 0.74% | 78,130 | $-247,886 | Down ×1 | ||
| JGRO | $4,375,065 | 0.70% | 50,832 | $620,908 | Down ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $3,956,402 | 0.64% | 42,405 | $471,132 | Down ×1 | ||
| SPYV | $3,941,154 | 0.63% | 75,299 | $34,097 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,807,671 | 0.61% | 5,159 | $950,054 | Up ×2 | ||
| IVW | $3,776,136 | 0.61% | 34,297 | $593,280 | Up ×2 | ||
| TDIV First Trust NASDAQ Technology Dividend Index Fund | $3,678,290 | 0.59% | 40,793 | $493,396 | Down ×2 | ||
| BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $3,604,926 | 0.58% | 156,260 | $-278,662 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $3,467,856 | 0.56% | 73,285 | $688,753 | Up ×2 | ||
| COWZ | $3,390,026 | 0.55% | 61,525 | $-180,924 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $3,264,598 | 0.53% | 10,277 | $522,679 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,162,394 | 0.51% | 10,908 | $395,327 | Down ×2 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $3,159,794 | 0.51% | 139,167 | $374,532 | Up ×2 | ||
| KEY KeyCorp Common Stock | $3,152,746 | 0.51% | 180,984 | $308,734 | Up ×2 | ||
| BUFD | $3,117,562 | 0.50% | 117,378 | $415,156 | Up ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $3,096,744 | 0.50% | 56,925 | $-140,048 | Down ×2 | ||
| SCHD | $2,943,501 | 0.47% | 111,076 | $94,875 | Up ×2 | ||
| XLU XLU | $2,891,730 | 0.47% | 35,412 | $352,393 | Up ×2 | ||
| IBHE | $2,802,728 | 0.45% | 120,522 | $-334,522 | Down ×2 | ||
| UPST Upstart Holdings, Inc. - Common stock | $2,563,526 | 0.41% | 39,634 | $39,508 | Down ×1 | ||
| CGGR | $2,552,978 | 0.41% | 62,804 | $751,490 | Up ×2 | ||
| SPTM | $2,451,970 | 0.39% | 32,741 | $379,412 | Up ×2 | ||
| JPEF JPMorgan Equity Focus ETF | $2,356,862 | 0.38% | 33,602 | $448,198 | Up ×2 | ||
| TMSL | $2,206,080 | 0.36% | 67,259 | $64,075 | Down ×1 | ||
| VOO | $2,197,642 | 0.35% | 3,869 | $215,554 | Up ×1 | ||
| DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | $2,165,502 | 0.35% | 46,520 | $1,702 | Down ×1 | ||
| KMI Kinder Morgan, Inc. Common Stock | $2,160,590 | 0.35% | 73,489 | $-832,702 | Down ×1 | ||
| FDLO | $2,127,486 | 0.34% | 33,877 | $56,754 | Down ×1 | ||
| GDX GDX | $2,094,054 | 0.34% | 40,224 | $219,126 | Down ×2 | ||
| XLE XLE | $2,033,328 | 0.33% | 23,975 | $-208,328 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2,008,401 | 0.32% | 5,626 | $567,021 | Up ×2 | ||
| IJH | $2,003,871 | 0.32% | 32,310 | $126,634 | Up ×2 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $1,958,970 | 0.32% | 5,491 | $-132,661 | Up ×1 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $1,908,523 | 0.31% | 18,607 | $323,408 | Up ×1 | ||
| XLV XLV | $1,882,490 | 0.30% | 13,966 | $-107,112 | Up ×2 | ||
| XLF XLF | $1,856,727 | 0.30% | 35,454 | $97,734 | Up ×1 | ||
| VUG | $1,818,582 | 0.29% | 4,148 | $280,336 | |||
| POET POET Technologies Inc. - Common Shares | $1,790,156 | 0.29% | 343,600 | $467,912 | Down ×1 | ||
| BUFQ | $1,767,504 | 0.28% | 53,238 | $-800,340 | Down ×1 | ||
| FLO Flowers Foods, Inc. Common Stock | $1,765,470 | 0.28% | 110,480 | $459,474 | Up ×2 | ||
| MTUM | $1,761,546 | 0.28% | 7,330 | $273,330 | Down ×2 | ||
| CNXC Concentrix Corporation - Common Stock | $1,707,026 | 0.27% | 32,296 | $-161,696 | Down ×1 | ||
| SPYG | $1,640,168 | 0.26% | 17,207 | $295,336 | Up ×1 | ||
| KNG | $1,615,914 | 0.26% | 32,911 | $-43,118 | Up ×1 | ||
| VYM | $1,613,160 | 0.26% | 12,101 | $60,412 | Up ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1,590,066 | 0.26% | 3,122 | $488,605 | Down ×1 | ||
| PFE Pfizer, Inc. Common Stock | $1,570,076 | 0.25% | 64,772 | $-113,842 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1,549,946 | 0.25% | 1,988 | $-86,923 | Up ×2 | ||
| SPHQ | $1,547,772 | 0.25% | 21,720 | Up ×1 | |||
| VTV | $1,537,370 | 0.25% | 8,699 | $366,108 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $1,534,935 | 0.25% | 2,732 | $102,616 | Up ×1 | ||
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | $1,481,846 | 0.24% | 71,656 | $-72,150 | Down ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $1,480,846 | 0.24% | 6,521 | $496,740 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,472,868 | 0.24% | 6,503 | $618,964 | Up ×1 | ||
| GSLC | $1,471,764 | 0.24% | 12,125 | $61,208 | Down ×2 | ||
| MCD McDonald's Corporation Common Stock | $1,448,508 | 0.23% | 4,958 | $-101,396 | Down ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1,447,673 | 0.23% | 41,034 | $168,119 | Up ×2 | ||
| SMMU | $1,435,862 | 0.23% | 28,620 | $-14,720 | Down ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,425,323 | 0.23% | 10,045 | $236,976 | Down ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $1,414,580 | 0.23% | 5,301 | $-86,455 | Down ×1 | ||
| IGM | $1,412,294 | 0.23% | 12,572 | $255,718 | Down ×2 | ||
| SPLV | $1,375,190 | 0.22% | 18,885 | $211,610 | Up ×1 | ||
| AIG American International Group, Inc. New Common Stock | $1,349,759 | 0.22% | 15,770 | $-10,856 | Up ×2 | ||
| WINN Harbor Long-Term Growers ETF | $1,334,226 | 0.21% | 45,810 | $229,024 | Up ×2 | ||
| T AT&T Inc. | $1,315,226 | 0.21% | 45,447 | $-59,277 | Down ×2 | ||
| FE FirstEnergy Corp. Common Stock | $1,305,497 | 0.21% | 32,427 | $399,417 | Up ×1 | ||
| SNOW Snowflake Inc. Common Stock | $1,280,864 | 0.21% | 5,724 | $454,474 | Up ×1 | ||
| NTR Nutrien Ltd. Common Shares | $1,238,764 | 0.20% | 21,270 | $35,756 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,236,826 | 0.20% | 1,249 | $87,784 | Up ×1 | ||
| IJR | $1,228,974 | 0.20% | 11,245 | $30,884 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SPHQ | $1,547,772 | 21,720 | 0.25% |
| KGS | $1,068,132 | 31,168 | 0.17% |
| AMAT | $872,236 | 4,765 | 0.14% |
| MKL | $479,368 | 240 | 0.08% |
| TOUS | $368,696 | 11,390 | 0.06% |
| SCHX | $356,678 | 14,594 | 0.06% |
| ASML | $351,011 | 438 | 0.06% |
| COIN | $350,492 | 1,000 | 0.06% |
| AXON | $298,058 | 360 | 0.05% |
| CCJ | $279,408 | 3,764 | 0.04% |
| XAR | $248,934 | 1,180 | 0.04% |
| KBE | $243,004 | 4,358 | 0.04% |
| PNC | $236,160 | 1,267 | 0.04% |
| MELI | $224,772 | 86 | 0.04% |
| IBIT | $223,294 | 3,648 | 0.04% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| NVDA | Trimmed | -15K | +$13.5M |
| PLTR | Trimmed | -34K | +$4.3M |
| MSFT | Bought more | +625 | +$3.1M |
| DGRW | Bought more | +21K | +$2.9M |
| GOOG | Bought more | +9K | +$2.9M |
| PH | Bought more | +378 | +$2.7M |
| QQQI | Bought more | +29K | +$2.3M |
| AAPL | Bought more | +21 | -$1.9M |
| IVV | Trimmed | -549 | +$1.8M |
| AMZN | Bought more | +2K | +$1.6M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| NI | March 31, 2025 | 26,722 | $982,302 | 3.6% |
| SMCI | June 30, 2025 | 27,400 | $938,178 | -24.1% |
| TTD | March 31, 2025 | 5,356 | $629,490 | -75.8% |
| GEO | March 31, 2025 | 13,314 | $372,526 | 9.4% |
| IWN | June 30, 2025 | 2,362 | $356,616 | No longer tracked |
| ARKQ | March 31, 2025 | 3,770 | $291,234 | No longer tracked |
| PYPL | June 30, 2025 | 3,909 | $255,082 | -16.3% |
| ARKF | March 31, 2025 | 6,650 | $246,388 | No longer tracked |
| GBTC | June 30, 2025 | 3,768 | $245,562 | No longer tracked |
| CMCSA | March 31, 2025 | 6,447 | $241,972 | -28.3% |
| SNPE | June 30, 2025 | 4,725 | $238,280 | No longer tracked |
| GSST | March 31, 2025 | 4,600 | $230,966 | No longer tracked |
| TMUS | June 30, 2025 | 812 | $216,628 | -23.2% |
| VGK | June 30, 2025 | 3,050 | $214,140 | No longer tracked |
| AXON | March 31, 2025 | 360 | $213,956 | 15.8% |
| TEL | March 31, 2025 | 1,490 | $213,028 | 43.5% |
| ONEQ | June 30, 2025 | 3,100 | $211,004 | |
| BA | June 30, 2025 | 1,237 | $210,888 | 2.4% |
| ABNB | March 31, 2025 | 1,589 | $208,813 | 54.8% |
| PEY | June 30, 2025 | 9,646 | $207,094 | |
| COIN | March 31, 2025 | 830 | $206,094 | 8.8% |
| IWR | March 31, 2025 | 2,330 | $205,940 | No longer tracked |
| AEP | June 30, 2025 | 1,866 | $203,917 | 19.0% |
| IYW | March 31, 2025 | 1,268 | $202,272 | No longer tracked |
| KSS | March 31, 2025 | 13,900 | $195,156 | 115.5% |
| PTON | March 31, 2025 | 16,100 | $140,070 | -13.5% |
| ZOMDF | March 31, 2025 | 79,840 | $9,580 | No longer tracked |
| BNKK | March 31, 2025 | 10,200 | $7,344 | 202.7% |