Tyler-Stone Wealth Management
CIK 1912584 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $621.0M
- Posisi
- 330
- Per tanggal
- 30 Juni 2025 Data per Q2 2025
#3.300 dari 9.443 berdasarkan nilai 13F · top 34.9%
Nilai portofolio QoQ: +11.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 33,20%
- Bobot 25 kepemilikan teratas
- 51,78%
- Posisi di atas 1%
- 23
- Jumlah posisi efektif
- 56,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2025: 4,02% Perkiraan pembelian $28.764.848 · penjualan $23.714.428
- Posisi baru
- 23
- Meningkat
- 149
- Menurun
- 112
- Tertutup
- 11
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
52,3%
Portofolio lengkap 330 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $48.173.273 | 7,76% | 304.913 | $13.508.501 | Turun ×2 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $26.334.530 | 4,24% | 314.479 | $2.932.921 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $22.798.712 | 3,67% | 111.121 | $-1.879.999 | Naik ×1 | ||
| IVV | $22.358.713 | 3,60% | 36.010 | $1.816.028 | Turun ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $19.402.973 | 3,12% | 27.779 | $2.747.403 | Naik ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $18.811.204 | 3,03% | 137.993 | $4.283.428 | Turun ×2 | ||
| JPST | $12.517.537 | 2,02% | 246.992 | $241.017 | Naik ×2 | ||
| JAVA | $12.087.119 | 1,95% | 184.536 | $-404.641 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $12.033.826 | 1,94% | 67.838 | $2.916.040 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $11.687.559 | 1,88% | 23.497 | $3.101.653 | Naik ×2 | ||
| QQQI NEOS Nasdaq 100 High Income ETF | $10.217.624 | 1,65% | 196.455 | $2.262.414 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9.945.328 | 1,60% | 45.332 | $1.613.904 | Naik ×2 | ||
| USMV | $9.483.010 | 1,53% | 101.023 | $-315.728 | Turun ×2 | ||
| BRKB | $9.025.933 | 1,45% | 18.581 | $-654.607 | Naik ×1 | ||
| SPY SPY | $8.517.419 | 1,37% | 13.786 | $130.986 | Turun ×2 | ||
| PM Philip Morris International Inc Common Stock | $7.847.371 | 1,26% | 43.087 | $1.055.552 | Naik ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $7.663.632 | 1,23% | 71.091 | $252.803 | Naik ×2 | ||
| BX Blackstone Inc. Common Stock | $7.242.714 | 1,17% | 48.420 | $368.126 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6.937.355 | 1,12% | 39.365 | $1.407.902 | Naik ×2 | ||
| VTI | $6.773.208 | 1,09% | 22.285 | $433.910 | Turun ×1 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $6.626.910 | 1,07% | 284.051 | $1.229.788 | Naik ×2 | ||
| HELO | $6.484.390 | 1,04% | 103.617 | $987.326 | Naik ×2 | ||
| BUFR | $6.472.826 | 1,04% | 203.548 | $-99.960 | Turun ×1 | ||
| ITOT | $6.169.894 | 0,99% | 45.689 | $520.901 | Turun ×2 | ||
| V Visa Inc. | $5.962.333 | 0,96% | 16.793 | $131.317 | Naik ×1 | ||
| NOBL | $5.913.026 | 0,95% | 58.719 | $-69.368 | Naik ×1 | ||
| JBND JPMorgan Active Bond ETF | $5.504.103 | 0,89% | 102.707 | $115.887 | Naik ×2 | ||
| QUAL | $5.172.749 | 0,83% | 28.294 | $695.835 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4.963.782 | 0,80% | 8.998 | $351.980 | Turun ×2 | ||
| GLD | $4.854.473 | 0,78% | 15.925 | $343.320 | Naik ×2 | ||
| MO Altria Group, Inc. | $4.580.802 | 0,74% | 78.130 | $-247.886 | Turun ×1 | ||
| JGRO | $4.375.065 | 0,70% | 50.832 | $620.908 | Turun ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $3.956.402 | 0,64% | 42.405 | $471.132 | Turun ×1 | ||
| SPYV | $3.941.154 | 0,63% | 75.299 | $34.097 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3.807.671 | 0,61% | 5.159 | $950.054 | Naik ×2 | ||
| IVW | $3.776.136 | 0,61% | 34.297 | $593.280 | Naik ×2 | ||
| TDIV First Trust NASDAQ Technology Dividend Index Fund | $3.678.290 | 0,59% | 40.793 | $493.396 | Turun ×2 | ||
| BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | $3.604.926 | 0,58% | 156.260 | $-278.662 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $3.467.856 | 0,56% | 73.285 | $688.753 | Naik ×2 | ||
| COWZ | $3.390.026 | 0,55% | 61.525 | $-180.924 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $3.264.598 | 0,53% | 10.277 | $522.679 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3.162.394 | 0,51% | 10.908 | $395.327 | Turun ×2 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $3.159.794 | 0,51% | 139.167 | $374.532 | Naik ×2 | ||
| KEY KeyCorp Common Stock | $3.152.746 | 0,51% | 180.984 | $308.734 | Naik ×2 | ||
| BUFD | $3.117.562 | 0,50% | 117.378 | $415.156 | Naik ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $3.096.744 | 0,50% | 56.925 | $-140.048 | Turun ×2 | ||
| SCHD | $2.943.501 | 0,47% | 111.076 | $94.875 | Naik ×2 | ||
| XLU XLU | $2.891.730 | 0,47% | 35.412 | $352.393 | Naik ×2 | ||
| IBHE | $2.802.728 | 0,45% | 120.522 | $-334.522 | Turun ×2 | ||
| UPST Upstart Holdings, Inc. - Common stock | $2.563.526 | 0,41% | 39.634 | $39.508 | Turun ×1 | ||
| CGGR | $2.552.978 | 0,41% | 62.804 | $751.490 | Naik ×2 | ||
| SPTM | $2.451.970 | 0,39% | 32.741 | $379.412 | Naik ×2 | ||
| JPEF JPMorgan Equity Focus ETF | $2.356.862 | 0,38% | 33.602 | $448.198 | Naik ×2 | ||
| TMSL | $2.206.080 | 0,36% | 67.259 | $64.075 | Turun ×1 | ||
| VOO | $2.197.642 | 0,35% | 3.869 | $215.554 | Naik ×1 | ||
| DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | $2.165.502 | 0,35% | 46.520 | $1.702 | Turun ×1 | ||
| KMI Kinder Morgan, Inc. Common Stock | $2.160.590 | 0,35% | 73.489 | $-832.702 | Turun ×1 | ||
| FDLO | $2.127.486 | 0,34% | 33.877 | $56.754 | Turun ×1 | ||
| GDX GDX | $2.094.054 | 0,34% | 40.224 | $219.126 | Turun ×2 | ||
| XLE XLE | $2.033.328 | 0,33% | 23.975 | $-208.328 | Turun ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2.008.401 | 0,32% | 5.626 | $567.021 | Naik ×2 | ||
| IJH | $2.003.871 | 0,32% | 32.310 | $126.634 | Naik ×2 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $1.958.970 | 0,32% | 5.491 | $-132.661 | Naik ×1 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $1.908.523 | 0,31% | 18.607 | $323.408 | Naik ×1 | ||
| XLV XLV | $1.882.490 | 0,30% | 13.966 | $-107.112 | Naik ×2 | ||
| XLF XLF | $1.856.727 | 0,30% | 35.454 | $97.734 | Naik ×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 | Turun ×1 | ||
| BUFQ | $1.767.504 | 0,28% | 53.238 | $-800.340 | Turun ×1 | ||
| FLO Flowers Foods, Inc. Common Stock | $1.765.470 | 0,28% | 110.480 | $459.474 | Naik ×2 | ||
| MTUM | $1.761.546 | 0,28% | 7.330 | $273.330 | Turun ×2 | ||
| CNXC Concentrix Corporation - Common Stock | $1.707.026 | 0,27% | 32.296 | $-161.696 | Turun ×1 | ||
| SPYG | $1.640.168 | 0,26% | 17.207 | $295.336 | Naik ×1 | ||
| KNG | $1.615.914 | 0,26% | 32.911 | $-43.118 | Naik ×1 | ||
| VYM | $1.613.160 | 0,26% | 12.101 | $60.412 | Naik ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1.590.066 | 0,26% | 3.122 | $488.605 | Turun ×1 | ||
| PFE Pfizer, Inc. Common Stock | $1.570.076 | 0,25% | 64.772 | $-113.842 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1.549.946 | 0,25% | 1.988 | $-86.923 | Naik ×2 | ||
| SPHQ | $1.547.772 | 0,25% | 21.720 | Naik ×1 | |||
| VTV | $1.537.370 | 0,25% | 8.699 | $366.108 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $1.534.935 | 0,25% | 2.732 | $102.616 | Naik ×1 | ||
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | $1.481.846 | 0,24% | 71.656 | $-72.150 | Turun ×2 | ||
| QQQM Invesco NASDAQ 100 ETF | $1.480.846 | 0,24% | 6.521 | $496.740 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.472.868 | 0,24% | 6.503 | $618.964 | Naik ×1 | ||
| GSLC | $1.471.764 | 0,24% | 12.125 | $61.208 | Turun ×2 | ||
| MCD McDonald's Corporation Common Stock | $1.448.508 | 0,23% | 4.958 | $-101.396 | Turun ×2 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1.447.673 | 0,23% | 41.034 | $168.119 | Naik ×2 | ||
| SMMU | $1.435.862 | 0,23% | 28.620 | $-14.720 | Turun ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.425.323 | 0,23% | 10.045 | $236.976 | Turun ×2 | ||
| PGR Progressive Corporation (The) Common Stock | $1.414.580 | 0,23% | 5.301 | $-86.455 | Turun ×1 | ||
| IGM | $1.412.294 | 0,23% | 12.572 | $255.718 | Turun ×2 | ||
| SPLV | $1.375.190 | 0,22% | 18.885 | $211.610 | Naik ×1 | ||
| AIG American International Group, Inc. New Common Stock | $1.349.759 | 0,22% | 15.770 | $-10.856 | Naik ×2 | ||
| WINN Harbor Long-Term Growers ETF | $1.334.226 | 0,21% | 45.810 | $229.024 | Naik ×2 | ||
| T AT&T Inc. | $1.315.226 | 0,21% | 45.447 | $-59.277 | Turun ×2 | ||
| FE FirstEnergy Corp. Common Stock | $1.305.497 | 0,21% | 32.427 | $399.417 | Naik ×1 | ||
| SNOW Snowflake Inc. Common Stock | $1.280.864 | 0,21% | 5.724 | $454.474 | Naik ×1 | ||
| NTR Nutrien Ltd. Common Shares | $1.238.764 | 0,20% | 21.270 | $35.756 | Turun ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.236.826 | 0,20% | 1.249 | $87.784 | Naik ×1 | ||
| IJR | $1.228.974 | 0,20% | 11.245 | $30.884 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| NVDA | Dipangkas | -15K | +$13.5M |
| PLTR | Dipangkas | -34K | +$4.3M |
| MSFT | Beli lebih banyak | +625 | +$3.1M |
| DGRW | Beli lebih banyak | +21K | +$2.9M |
| GOOG | Beli lebih banyak | +9K | +$2.9M |
| PH | Beli lebih banyak | +378 | +$2.7M |
| QQQI | Beli lebih banyak | +29K | +$2.3M |
| AAPL | Beli lebih banyak | +21 | -$1.9M |
| IVV | Dipangkas | -549 | +$1.8M |
| AMZN | Beli lebih banyak | +2K | +$1.6M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| NI | 31 Maret 2025 | 26.722 | $982.302 | 4,5% |
| SMCI | 30 Juni 2025 | 27.400 | $938.178 | -23,9% |
| TTD | 31 Maret 2025 | 5.356 | $629.490 | -75,4% |
| GEO | 31 Maret 2025 | 13.314 | $372.526 | 5,5% |
| IWN | 30 Juni 2025 | 2.362 | $356.616 | Tidak lagi dilacak |
| ARKQ | 31 Maret 2025 | 3.770 | $291.234 | Tidak lagi dilacak |
| PYPL | 30 Juni 2025 | 3.909 | $255.082 | -17,0% |
| ARKF | 31 Maret 2025 | 6.650 | $246.388 | Tidak lagi dilacak |
| GBTC | 30 Juni 2025 | 3.768 | $245.562 | Tidak lagi dilacak |
| CMCSA | 31 Maret 2025 | 6.447 | $241.972 | -27,8% |
| SNPE | 30 Juni 2025 | 4.725 | $238.280 | Tidak lagi dilacak |
| GSST | 31 Maret 2025 | 4.600 | $230.966 | Tidak lagi dilacak |
| TMUS | 30 Juni 2025 | 812 | $216.628 | -23,4% |
| VGK | 30 Juni 2025 | 3.050 | $214.140 | Tidak lagi dilacak |
| AXON | 31 Maret 2025 | 360 | $213.956 | 20,4% |
| TEL | 31 Maret 2025 | 1.490 | $213.028 | 42,1% |
| ONEQ | 30 Juni 2025 | 3.100 | $211.004 | |
| BA | 30 Juni 2025 | 1.237 | $210.888 | 4,6% |
| ABNB | 31 Maret 2025 | 1.589 | $208.813 | 55,9% |
| PEY | 30 Juni 2025 | 9.646 | $207.094 | |
| COIN | 31 Maret 2025 | 830 | $206.094 | -1,0% |
| IWR | 31 Maret 2025 | 2.330 | $205.940 | Tidak lagi dilacak |
| AEP | 30 Juni 2025 | 1.866 | $203.917 | 22,5% |
| IYW | 31 Maret 2025 | 1.268 | $202.272 | Tidak lagi dilacak |
| KSS | 31 Maret 2025 | 13.900 | $195.156 | 117,5% |
| PTON | 31 Maret 2025 | 16.100 | $140.070 | -12,6% |
| ZOMDF | 31 Maret 2025 | 79.840 | $9.580 | Tidak lagi dilacak |
| BNKK | 31 Maret 2025 | 10.200 | $7.344 | 191,2% |