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Tyche Wealth Partners LLC

13F
Tyche Wealth Partners LLC
Last update 2024-10-25 288 Stocks (18 new)
Value $442.00 Mil Turnover 3 %
Countries:
Portfolio Report
Tyche Wealth Partners LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IJR
iShares Core S&P Small-Cap ETF2024-03-31Reduce
-1.06%
102.35 ($106.18) 110.52
$113.08
6.50%
Reduce -65.38%
21,548
-40,694
MSFT
Microsoft Corp2024-03-31Reduce
-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 ETF2024-09-30Add
+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 ETF2024-03-31Add
+0.56%
469.56 ($500.36) 525.73
$583.33
16.58%
Add 126.54%
7,879
4,401
VWO
Vanguard FTSE Emerging Markets ETF2024-03-31Reduce
-0.38%
39.04 ($40.81) 42.23
$42.29
3.62%
Reduce -81.1%
8,962
-38,461
AAPL
Apple Inc2024-03-31Reduce
-0.36%
169 ($181.83) 195.18
$236.85
30.26%
Reduce -5.64%
129,327
-7,732
MSFT
Microsoft Corp2024-09-30Add
+0.30%
395.15 ($427.47) 467.56
$418.95
-1.99%
Add 10%
33,675
3,060
PEP
PepsiCo Inc2024-03-31Reduce
-0.28%
162.04 ($168.35) 175.01
$142.64
-15.27%
Reduce -3.28%
199,729
-6,777
NVDA
NVIDIA Corp2024-03-31Reduce
-0.24%
47.57 ($72.48) 95
$135.91
87.51%
Reduce -19.73%
81,220
-1,996
META
Meta Platforms Inc2024-09-30Reduce
-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)

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Tyche Wealth Partners LLC's Asset Allocation

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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 %

Tyche Wealth Partners LLC's Holdings Heat Map

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