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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 | -3.78% | -0.76% | 225980.312 | Beverages - Non-Alcoholic | |
AAPL | Apple Inc | 127,668 | 29746.570 | -1.34% | 6.740 | -0.09% | 0.000 | +7.59% | +16.11% | 3366293.782 | Hardware | |
SPY | S&P 500 ETF TRUST ETF | 35,827 | 20556.260 | +19.07% | 4.650 | +0.74% | 0.000 | +13.19% | +24.35% | 611302.102 | ||
XOM | Exxon Mobil Corp | 141,714 | 16611.700 | +0.69% | 3.760 | +0.03% | 0.000 | +6.84% | +24.13% | 531806.439 | Oil & Gas | |
MSFT | Microsoft Corp | 33,675 | 14490.190 | +10.00% | 3.280 | +0.30% | 0.000 | +5.34% | +12.35% | 3123988.204 | Software | |
VIG | Vanguard Dividend Appreciation FTF | 62,101 | 12299.640 | +3.07% | 2.780 | +0.08% | 0.020 | +10.01% | +18.17% | 84777.723 | ||
PTLC | Pacer Trendpilot US Large Cap ETF | 218,955 | 11506.080 | +2.24% | 2.610 | +0.06% | 0.360 | +13.61% | +25.17% | 3279.388 | ||
PREF | Principal Spectrum Preferred Securities Active ETF | 603,898 | 11359.330 | +2.73% | 2.570 | +0.07% | 1.130 | +2.50% | +6.48% | 1001.237 | ||
AMZN | Amazon.com Inc | 54,735 | 10198.810 | +0.08% | 2.310 | 0% | 0.000 | +27.89% | +36.30% | 2177658.780 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 72,538 | 8809.050 | +0.54% | 1.990 | +0.01% | 0.000 | +39.69% | +194.09% | 3571813.300 | 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 |
---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 2024-09-30 | Add | +0.74% | 517.38 ($552.93) 573.76 | $591.04 | 6.89% | Add 19.07% | 35,827 | 5,739 | |
MSFT | Microsoft Corp | 2024-09-30 | Add | +0.30% | 395.15 ($427.47) 467.56 | $420.18 | -1.71% | Add 10% | 33,675 | 3,060 | |
META | Meta Platforms Inc | 2024-09-30 | Reduce | -0.23% | 453.41 ($514.55) 572.44 | $572.04 | 11.17% | Reduce -42.4% | 2,572 | -1,893 | |
ANET | Arista Networks Inc | 2024-09-30 | Sold Out | -0.20% | 311.42 ($348.45) 388.21 | $423.12 | 21.43% | Sold Out | 0 | -2,310 | |
QQQ | INVESCO QQQ Trust | 2024-09-30 | Add | +0.16% | 434.77 ($473.23) 502.96 | $505.58 | 6.84% | Add 20.2% | 8,521 | 1,432 | |
ROM | ProShares Ultra Technology 2x Shares | 2024-09-30 | Add | +0.15% | 52.25 ($64.7) 77.16 | $70.94 | 9.64% | Add 44.38% | 33,088 | 10,170 | |
TXN | Texas Instruments Inc | 2024-09-30 | Reduce | -0.13% | 181.19 ($200.96) 214.34 | $215.03 | 7.00% | Reduce -15.6% | 14,486 | -2,678 | |
AVGO | Broadcom Inc | 2024-09-30 | New Buy | +0.11% | 136.27 ($160.32) 178.09 | $179.55 | 11.99% | New holding | 2,890 | 2,890 | |
CRWD | CrowdStrike Holdings Inc | 2024-09-30 | Add | +0.11% | 217.89 ($284.07) 392.15 | $320.04 | 12.66% | Add 106.36% | 3,438 | 1,772 | |
NVO | Novo Nordisk AS | 2024-09-30 | Reduce | -0.10% | 119.07 ($133.36) 145.42 | $105.36 | -21.00% | Reduce -47.31% | 3,365 | -3,021 |
Tyche Wealth Partners LLC Total Holding History ($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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