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Tyche Wealth Partners LLC13F | |
Tyche Wealth Partners LLC | |
Last update 2024-10-25 | 288 Stocks (18 new) |
Value $442.00 Mil | Turnover 3 % |
Portfolio Report |
Tyche Wealth Partners LLC Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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PEP | PepsiCo Inc | 198,465 | 33748.980 | -0.13% | 7.640 | -0.01% | 0.010 | -16.84% | -6.19% | 195700.515 | Beverages - Non-Alcoholic | |
AAPL | Apple Inc | 127,668 | 29746.570 | -1.34% | 6.740 | -0.09% | 0.000 | +3.52% | -5.42% | 3580182.678 | Hardware | |
SPY | S&P 500 ETF TRUST ETF | 35,827 | 20556.260 | +19.07% | 4.650 | +0.74% | 0.000 | +1.10% | -0.95% | 620334.519 | ||
XOM | Exxon Mobil Corp | 141,714 | 16611.700 | +0.69% | 3.760 | +0.03% | 0.000 | -12.77% | -0.96% | 468253.372 | Oil & Gas | |
MSFT | Microsoft Corp | 33,675 | 14490.190 | +10.00% | 3.280 | +0.30% | 0.000 | +0.95% | -0.60% | 3114843.301 | Software | |
VIG | Vanguard Dividend Appreciation FTF | 62,101 | 12299.640 | +3.07% | 2.780 | +0.08% | 0.020 | -2.25% | -1.53% | 83392.491 | ||
PTLC | Pacer Trendpilot US Large Cap ETF | 218,955 | 11506.080 | +2.24% | 2.610 | +0.06% | 0.360 | +1.03% | -0.84% | 3314.525 | ||
PREF | Principal Spectrum Preferred Securities Active ETF | 603,898 | 11359.330 | +2.73% | 2.570 | +0.07% | 1.130 | +0.48% | -0.16% | 1057.202 | ||
AMZN | Amazon.com Inc | 54,735 | 10198.810 | +0.08% | 2.310 | 0% | 0.000 | +17.30% | -0.21% | 2302156.510 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 72,538 | 8809.050 | +0.54% | 1.990 | +0.01% | 0.000 | +0.82% | +1.21% | 3328435.900 | Semiconductors |
Tyche Wealth Partners LLC's Historical Top Holdings Breakdowns
Tyche Wealth Partners LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF | 2024-03-31 | Reduce | -1.06% | 102.35 ($106.18) 110.52 | $113.08 | 6.50% | Reduce -65.38% | 21,548 | -40,694 | |
MSFT | Microsoft Corp | 2024-03-31 | Reduce | -0.76% | 367.75 ($404.82) 429.37 | $418.95 | 3.49% | Reduce -21.31% | 30,824 | -8,347 | |
SPY | S&P 500 ETF TRUST ETF | 2024-09-30 | Add | +0.74% | 517.38 ($552.93) 573.76 | $580.58 | 5.00% | Add 19.07% | 35,827 | 5,739 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | Add | +0.56% | 469.56 ($500.36) 525.73 | $583.33 | 16.58% | Add 126.54% | 7,879 | 4,401 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2024-03-31 | Reduce | -0.38% | 39.04 ($40.81) 42.23 | $42.29 | 3.62% | Reduce -81.1% | 8,962 | -38,461 | |
AAPL | Apple Inc | 2024-03-31 | Reduce | -0.36% | 169 ($181.83) 195.18 | $236.85 | 30.26% | Reduce -5.64% | 129,327 | -7,732 | |
MSFT | Microsoft Corp | 2024-09-30 | Add | +0.30% | 395.15 ($427.47) 467.56 | $418.95 | -1.99% | Add 10% | 33,675 | 3,060 | |
PEP | PepsiCo Inc | 2024-03-31 | Reduce | -0.28% | 162.04 ($168.35) 175.01 | $142.64 | -15.27% | Reduce -3.28% | 199,729 | -6,777 | |
NVDA | NVIDIA Corp | 2024-03-31 | Reduce | -0.24% | 47.57 ($72.48) 95 | $135.91 | 87.51% | Reduce -19.73% | 81,220 | -1,996 | |
META | Meta Platforms Inc | 2024-09-30 | Reduce | -0.23% | 453.41 ($514.55) 572.44 | $615.86 | 19.69% | Reduce -42.4% | 2,572 | -1,893 |
Tyche Wealth Partners LLC Total Holding History ($B)
Tyche Wealth Partners LLC's Asset Allocation
Tyche Wealth Partners LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Tyche Wealth Partners LLC's Hypothetical Growth since 2024-09-30
Tyche Wealth Partners LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Tyche Wealth Partners LLC's Holdings Heat Map
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Tyche Wealth Partners LLC's Holdings Bubble Chart
Tyche Wealth Partners LLC News
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