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Size ($ in 1000's)
At 03/31/2024: $408,572
At 12/31/2023: $415,060
Tyche Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tyche Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Tyche Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Tyche Wealth Partners LLC.
In the Tyche Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Tyche Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Tyche Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| PEPSICO INC |
199,729 |
-6,777 |
$34,955 | | PEP | 199,729 | -6,777 | $34,955 | | APPLE INC |
129,327 |
-7,732 |
$22,177 | | AAPL | 129,327 | -7,732 | $22,177 | | EXXON MOBIL CORP |
138,563 |
+807 |
$16,107 | | XOM | 138,563 | +807 | $16,107 | | SPDR S&P 500 ETF TR (SPY) |
29,599 |
+1,196 |
$15,482 | | SPY | 29,599 | +1,196 | $15,482 | | MICROSOFT CORP |
30,824 |
-8,347 |
$12,968 | | MSFT | 30,824 | -8,347 | $12,968 | | VANGUARD SPECIALIZED FUNDS (VIG) |
59,936 |
-2,350 |
$10,945 | | VIG | 59,936 | -2,350 | $10,945 | | PACER FDS TR |
215,139 |
-18,836 |
$10,266 | | PTLC | 215,139 | -18,836 | $10,266 | | PRINCIPAL EXCHANGE TRADED FD (PREF) |
541,222 |
-6,834 |
$9,823 | | PREF | 541,222 | -6,834 | $9,823 | | AMAZON COM INC |
53,466 |
-1,543 |
$9,644 | | AMZN | 53,466 | -1,543 | $9,644 | | NUVEI CORPORATION |
260,100 |
UNCH |
$8,224 | | NVEI | 260,100 | UNCH | $8,224 | | VISA INC |
26,544 |
+213 |
$7,408 | | V | 26,544 | +213 | $7,408 | | NVIDIA CORPORATION |
8,122 |
-1,996 |
$7,339 | | NVDA | 8,122 | -1,996 | $7,339 | | AMETEK INC |
37,848 |
-206 |
$6,922 | | AME | 37,848 | -206 | $6,922 | | HOME DEPOT INC |
16,162 |
-1,393 |
$6,200 | | HD | 16,162 | -1,393 | $6,200 | | PROCTER AND GAMBLE CO |
37,927 |
-3,653 |
$6,154 | | PG | 37,927 | -3,653 | $6,154 | | CHEVRON CORP NEW |
35,100 |
-3,888 |
$5,537 | | CVX | 35,100 | -3,888 | $5,537 | | WALMART INC |
90,121 |
+58,210 |
$5,423 | | WMT | 90,121 | +58,210 | $5,423 | | JOHNSON & JOHNSON |
32,140 |
-4,634 |
$5,084 | | JNJ | 32,140 | -4,634 | $5,084 | | NUVEEN QUALITY MUNCP INCOME |
421,449 |
+14,205 |
$4,830 | | NAD | 421,449 | +14,205 | $4,830 | | VANGUARD INDEX FDS (VOO) |
8,751 |
-1,910 |
$4,207 | | VOO | 8,751 | -1,910 | $4,207 | | ALTRIA GROUP INC |
95,958 |
-2,069 |
$4,186 | | MO | 95,958 | -2,069 | $4,186 | | COSTCO WHSL CORP NEW |
5,706 |
-433 |
$4,180 | | COST | 5,706 | -433 | $4,180 | | ISHARES TR (IVV) |
7,879 |
+4,401 |
$4,142 | | IVV | 7,879 | +4,401 | $4,142 | | JPMORGAN CHASE & CO |
20,150 |
-4,619 |
$4,036 | | JPM | 20,150 | -4,619 | $4,036 | | TESLA INC |
22,036 |
+250 |
$3,874 | | TSLA | 22,036 | +250 | $3,874 | | MASTERCARD INCORPORATED |
7,459 |
+310 |
$3,592 | | MA | 7,459 | +310 | $3,592 | | ELI LILLY & CO |
4,009 |
+923 |
$3,118 | | LLY | 4,009 | +923 | $3,118 | | COCA COLA CO |
49,451 |
+395 |
$3,025 | | KO | 49,451 | +395 | $3,025 | | NEXTERA ENERGY INC |
47,307 |
-8,703 |
$3,023 | | NEE | 47,307 | -8,703 | $3,023 | | TEXAS INSTRS INC |
16,912 |
-89 |
$2,946 | | TXN | 16,912 | -89 | $2,946 | | VANGUARD INDEX FDS (VTI) |
10,940 |
-653 |
$2,843 | | VTI | 10,940 | -653 | $2,843 | | INVESCO QQQ TR |
6,160 |
+191 |
$2,735 | | QQQ | 6,160 | +191 | $2,735 | | ALPHABET INC |
17,953 |
+405 |
$2,710 | | GOOGL | 17,953 | +405 | $2,710 | | ABBVIE INC |
14,464 |
+318 |
$2,634 | | ABBV | 14,464 | +318 | $2,634 | | MCDONALDS CORP |
9,325 |
-2,248 |
$2,629 | | MCD | 9,325 | -2,248 | $2,629 | | NUVEEN DYNAMIC MUN OPPORTUNI |
230,497 |
+68,650 |
$2,510 | | NDMO | 230,497 | +68,650 | $2,510 | | CATERPILLAR INC |
6,832 |
+120 |
$2,504 | | CAT | 6,832 | +120 | $2,504 | | ISHARES TR (IJR) |
21,548 |
-40,694 |
$2,381 | | IJR | 21,548 | -40,694 | $2,381 | | ILLINOIS TOOL WKS INC |
8,599 |
-2,749 |
$2,307 | | ITW | 8,599 | -2,749 | $2,307 | | UNION PAC CORP |
9,184 |
+8 |
$2,259 | | UNP | 9,184 | +8 | $2,259 | | INVESCO EXCH TRADED FD TR II (SPHD) |
50,284 |
-2,078 |
$2,233 | | SPHD | 50,284 | -2,078 | $2,233 | | SOUTHERN COPPER CORP |
19,375 |
UNCH |
$2,064 | | SCCO | 19,375 | UNCH | $2,064 |  BERKSHIRE HATHAWAY INC DEL |
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$2,030 | | BRK.B | 4,828 | +90 | $2,030 | | LOWES COS INC |
7,647 |
-2,830 |
$1,948 | | LOW | 7,647 | -2,830 | $1,948 | | UNITEDHEALTH GROUP INC |
3,805 |
-1,090 |
$1,882 | | UNH | 3,805 | -1,090 | $1,882 | | META PLATFORMS INC |
3,772 |
+935 |
$1,832 | | META | 3,772 | +935 | $1,832 | | PHILIP MORRIS INTL INC |
19,643 |
-396 |
$1,800 | | PM | 19,643 | -396 | $1,800 | | NUVEEN AMT FREE QLTY MUN INC |
157,950 |
+10,762 |
$1,749 | | NEA | 157,950 | +10,762 | $1,749 | | NETFLIX INC |
2,877 |
+29 |
$1,747 | | NFLX | 2,877 | +29 | $1,747 | | SOUTHERN CO |
24,185 |
+635 |
$1,735 | | SO | 24,185 | +635 | $1,735 |
See Full List: All Stocks Held By Tyche Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tyche Wealth Partners LLC
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