 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| ULTA |
+1,505 | +$787 | | NVO |
+5,779 | +$742 | | QCOM |
+1,785 | +$302 | | SPMD |
+5,577 | +$297 | | DELL |
+2,543 | +$290 | | XLY |
+1,463 | +$269 | | KR |
+4,590 | +$262 | | XLE |
+2,578 | +$243 | | DE |
+584 | +$240 | | ASML |
+227 | +$220 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| BDX |
-1,883 | -$459 | | LHX |
-2,157 | -$454 | | GILD |
-5,181 | -$420 | | ITOT |
-3,882 | -$409 | | DOV |
-2,420 | -$372 | | GPC |
-2,655 | -$368 | | NKE |
-3,257 | -$354 | | CLX |
-2,117 | -$302 | | AGG |
-2,980 | -$296 | | LSTR |
-1,498 | -$290 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| NDMO |
+68,650 | +$906 | | WMT |
+58,210 | +$392 | | NMCO |
+20,000 | +$238 | | NAD |
+14,205 | +$167 | | NEA |
+10,762 | +$130 | | NVG |
+10,057 | +$160 | | IJH |
+8,132 | +$185 | | SPDW |
+6,795 | +$291 | | SDY |
+4,621 | +$648 | | IVV |
+4,401 | +$2,481 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| IJR |
-40,694 | -$4,357 | | VWO |
-38,461 | -$1,575 | | PTLC |
-18,836 | +$142 | | TLSI |
-16,664 | -$127 | | ARCC |
-14,615 | -$281 | | ETB |
-11,139 | -$124 | | CMCSA |
-10,661 | -$473 | | USB |
-9,373 | -$395 | | CSCO |
-9,197 | -$477 |
Size ($ in 1000's)
At 03/31/2024: $408,572
At 12/31/2023: $415,060
Tyche Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tyche Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, we find all stocks held by Tyche Wealth Partners LLC to be as follows, presented in the
table below with each row detailing each Tyche Wealth Partners LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Tyche Wealth Partners LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Tyche Wealth Partners LLC as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 |
|
|
$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 | | PHILLIPS 66 |
10,148 |
-5,572 |
$1,658 | | PSX | 10,148 | -5,572 | $1,658 | | BLACKROCK INC |
1,975 |
-861 |
$1,647 | | BLK | 1,975 | -861 | $1,647 | | SPDR GOLD TR (GLD) |
7,836 |
-1,315 |
$1,612 | | GLD | 7,836 | -1,315 | $1,612 | | PALO ALTO NETWORKS INC |
5,481 |
+3,052 |
$1,557 | | PANW | 5,481 | +3,052 | $1,557 | | NUVEEN AMT FREE MUN CR INC F |
124,807 |
+10,057 |
$1,516 | | NVG | 124,807 | +10,057 | $1,516 | | LOCKHEED MARTIN CORP |
3,326 |
-811 |
$1,513 | | LMT | 3,326 | -811 | $1,513 | | SPDR SER TR (SDY) |
11,317 |
+4,621 |
$1,485 | | SDY | 11,317 | +4,621 | $1,485 | | ALPHABET INC |
9,687 |
+39 |
$1,475 | | GOOG | 9,687 | +39 | $1,475 | | GOLDMAN SACHS GROUP INC |
3,435 |
-94 |
$1,435 | | GS | 3,435 | -94 | $1,435 | | THERMO FISHER SCIENTIFIC INC |
2,420 |
+3 |
$1,406 | | TMO | 2,420 | +3 | $1,406 | | PROSHARES TR (ROM) |
22,918 |
UNCH |
$1,392 | | ROM | 22,918 | UNCH | $1,392 | | AMGEN INC |
4,840 |
-252 |
$1,376 | | AMGN | 4,840 | -252 | $1,376 | | DIAMONDBACK ENERGY INC |
6,830 |
+16 |
$1,353 | | FANG | 6,830 | +16 | $1,353 | | ISHARES TR (DVY) |
10,562 |
-1,253 |
$1,301 | | DVY | 10,562 | -1,253 | $1,301 | | MERCK & CO INC |
9,442 |
-3,726 |
$1,246 | | MRK | 9,442 | -3,726 | $1,246 | | RTX CORPORATION |
12,780 |
-1,330 |
$1,246 | | RTX | 12,780 | -1,330 | $1,246 | | ISHARES TR (IWM) |
5,687 |
-216 |
$1,196 | | IWM | 5,687 | -216 | $1,196 | | SPDR INDEX SHS FDS (SPDW) |
32,621 |
+6,795 |
$1,169 | | SPDW | 32,621 | +6,795 | $1,169 | | ACCENTURE PLC IRELAND |
3,363 |
-553 |
$1,166 | | ACN | 3,363 | -553 | $1,166 | | AFLAC INC |
13,549 |
-4,645 |
$1,163 | | AFL | 13,549 | -4,645 | $1,163 | | AT&T INC |
62,732 |
+1,417 |
$1,104 | | T | 62,732 | +1,417 | $1,104 | | NUVEEN MUNICIPAL CREDIT INC |
89,603 |
+76 |
$1,097 | | NZF | 89,603 | +76 | $1,097 | | HONEYWELL INTL INC |
5,099 |
-200 |
$1,047 | | HON | 5,099 | -200 | $1,047 | | ISHARES TR (TIP) |
9,616 |
UNCH |
$1,033 | | TIP | 9,616 | UNCH | $1,033 | | CISCO SYS INC |
20,380 |
-9,197 |
$1,017 | | CSCO | 20,380 | -9,197 | $1,017 | | AUTOMATIC DATA PROCESSING IN |
4,000 |
-2,922 |
$999 | | ADP | 4,000 | -2,922 | $999 | | ABBOTT LABS |
8,779 |
-3,282 |
$998 | | ABT | 8,779 | -3,282 | $998 | | ENTERPRISE PRODS PARTNERS L |
32,870 |
+2,369 |
$959 | | EPD | 32,870 | +2,369 | $959 | | CONOCOPHILLIPS |
7,516 |
+7 |
$957 | | COP | 7,516 | +7 | $957 | | ECOLAB INC |
4,012 |
UNCH |
$926 | | ECL | 4,012 | UNCH | $926 | | VERIZON COMMUNICATIONS INC |
22,075 |
-71 |
$926 | | VZ | 22,075 | -71 | $926 | | AXON ENTERPRISE INC |
2,907 |
UNCH |
$910 | | AXON | 2,907 | UNCH | $910 | | SELECT SECTOR SPDR TR (XLK) |
4,336 |
+1,113 |
$903 | | XLK | 4,336 | +1,113 | $903 | | PRUDENTIAL FINL INC |
7,561 |
-302 |
$888 | | PRU | 7,561 | -302 | $888 | | VALERO ENERGY CORP |
5,202 |
-10 |
$888 | | VLO | 5,202 | -10 | $888 | | LINDE PLC |
1,838 |
-1,006 |
$853 | | LIN | 1,838 | -1,006 | $853 | | INVESCO INDIA EXCHANGE TRADE (PIN) |
31,718 |
UNCH |
$848 | | PIN | 31,718 | UNCH | $848 | | VANGUARD INDEX FDS (VBR) |
4,284 |
-962 |
$822 | | VBR | 4,284 | -962 | $822 | | INVESCO TR INVT GRADE MUNS |
81,179 |
+1,800 |
$800 | | VGM | 81,179 | +1,800 | $800 | | UNITED PARCEL SERVICE INC |
5,366 |
-638 |
$798 | | UPS | 5,366 | -638 | $798 | | PACER FDS TR |
22,012 |
-1,087 |
$793 | | PTMC | 22,012 | -1,087 | $793 | | ULTA BEAUTY INC |
1,505 |
+1,505 |
$787 | | ULTA | 1,505 | +1,505 | $787 | | ISHARES TR (IBB) |
5,731 |
-171 |
$786 | | IBB | 5,731 | -171 | $786 | | BLACKSTONE INC |
5,851 |
+4 |
$769 | | BX | 5,851 | +4 | $769 | | SALESFORCE INC |
2,470 |
-86 |
$744 | | CRM | 2,470 | -86 | $744 | | NOVO NORDISK A S |
5,779 |
+5,779 |
$742 | | NVO | 5,779 | +5,779 | $742 | | DISNEY WALT CO |
5,964 |
-161 |
$730 | | DIS | 5,964 | -161 | $730 | | VANECK ETF TRUST (HYD) |
13,970 |
UNCH |
$730 | | HYD | 13,970 | UNCH | $730 | | INVESCO MUNICIPAL TRUST |
75,119 |
+10 |
$729 | | VKQ | 75,119 | +10 | $729 | | NORFOLK SOUTHN CORP |
2,851 |
-1,312 |
$727 | | NSC | 2,851 | -1,312 | $727 | | WELLS FARGO CO NEW |
12,534 |
+2,282 |
$726 | | WFC | 12,534 | +2,282 | $726 | | INVESCO EXCH TRADED FD TR II (PZA) |
30,282 |
+233 |
$722 | | PZA | 30,282 | +233 | $722 | | PACER FDS TR |
11,730 |
-5,209 |
$682 | | COWZ | 11,730 | -5,209 | $682 | | FEDEX CORP |
2,346 |
+57 |
$680 | | FDX | 2,346 | +57 | $680 | | NUVEEN MUN CR OPPORTUNITIES |
64,145 |
+20,000 |
$678 | | NMCO | 64,145 | +20,000 | $678 | | COLGATE PALMOLIVE CO |
7,424 |
-1,917 |
$669 | | CL | 7,424 | -1,917 | $669 | | NUVEEN S&P 500 DYNAMIC OVERW |
41,858 |
-2,741 |
$656 | | SPXX | 41,858 | -2,741 | $656 | | GENERAL DYNAMICS CORP |
2,302 |
-2,374 |
$650 | | GD | 2,302 | -2,374 | $650 | | BANK AMERICA CORP |
17,103 |
-5,092 |
$649 | | BAC | 17,103 | -5,092 | $649 | | ATMOS ENERGY CORP |
5,430 |
UNCH |
$645 | | ATO | 5,430 | UNCH | $645 | | SELECT SECTOR SPDR TR (XLU) |
9,796 |
+145 |
$643 | | XLU | 9,796 | +145 | $643 | | WASTE MGMT INC DEL |
2,984 |
-1,624 |
$636 | | WM | 2,984 | -1,624 | $636 | | 3M CO |
5,848 |
-768 |
$620 | | MMM | 5,848 | -768 | $620 | | INTERNATIONAL BUSINESS MACHS |
3,203 |
-854 |
$612 | | IBM | 3,203 | -854 | $612 | | ISHARES TR (QUAL) |
3,704 |
-3,306 |
$609 | | QUAL | 3,704 | -3,306 | $609 | | AUTOZONE INC |
189 |
UNCH |
$596 | | AZO | 189 | UNCH | $596 | | ISHARES TR (IJH) |
9,562 |
+8,132 |
$581 | | IJH | 9,562 | +8,132 | $581 | | ISHARES TR (USRT) |
10,703 |
-1,216 |
$576 | | USRT | 10,703 | -1,216 | $576 | | STARBUCKS CORP |
6,267 |
-1,999 |
$573 | | SBUX | 6,267 | -1,999 | $573 | | CITIGROUP INC |
9,018 |
+52 |
$570 | | C | 9,018 | +52 | $570 | | MONDELEZ INTL INC |
8,121 |
-108 |
$568 | | MDLZ | 8,121 | -108 | $568 | | PFIZER INC |
20,193 |
-1,286 |
$560 | | PFE | 20,193 | -1,286 | $560 | | INTEL CORP |
12,424 |
+1,077 |
$549 | | INTC | 12,424 | +1,077 | $549 | | PAYCHEX INC |
4,427 |
-2,646 |
$544 | | PAYX | 4,427 | -2,646 | $544 | | VANGUARD INDEX FDS (VOT) |
2,309 |
UNCH |
$544 | | VOT | 2,309 | UNCH | $544 | | GENERAL ELECTRIC CO |
3,094 |
-326 |
$543 | | GE | 3,094 | -326 | $543 | | EATON VANCE ENHANCED EQUITY |
26,828 |
-3,897 |
$541 | | EOS | 26,828 | -3,897 | $541 | | CHUBB LIMITED |
2,085 |
-1,495 |
$540 | | CB | 2,085 | -1,495 | $540 | | ISHARES U S ETF TR (NEAR) |
10,667 |
-750 |
$538 | | NEAR | 10,667 | -750 | $538 | | KIMBERLY CLARK CORP |
4,120 |
-1,021 |
$533 | | KMB | 4,120 | -1,021 | $533 | | PIONEER MUNICIPAL HIGH INCOM |
60,287 |
UNCH |
$533 | | MHI | 60,287 | UNCH | $533 | | AIR PRODS & CHEMS INC |
2,161 |
-725 |
$524 | | APD | 2,161 | -725 | $524 | | COHERUS BIOSCIENCES INC |
215,902 |
UNCH |
$516 | | CHRS | 215,902 | UNCH | $516 | | MFS MUN INCOME TR |
95,776 |
UNCH |
$514 | | MFM | 95,776 | UNCH | $514 | | ISHARES TR (MTUM) |
2,744 |
-322 |
$514 | | MTUM | 2,744 | -322 | $514 | | STRYKER CORPORATION |
1,391 |
UNCH |
$498 | | SYK | 1,391 | UNCH | $498 | | SSGA ACTIVE ETF TR (SRLN) |
11,675 |
-38 |
$492 | | SRLN | 11,675 | -38 | $492 | | ORACLE CORP |
3,912 |
+2 |
$491 | | ORCL | 3,912 | +2 | $491 | | COHEN & STEERS INFRASTRUCTUR |
20,670 |
UNCH |
$487 | | UTF | 20,670 | UNCH | $487 | | INVESCO VALUE MUN INCOME TR |
40,325 |
UNCH |
$484 | | IIM | 40,325 | UNCH | $484 | | COMCAST CORP NEW |
11,121 |
-10,661 |
$482 | | CMCSA | 11,121 | -10,661 | $482 | | SELECT SECTOR SPDR TR (XLI) |
3,814 |
+417 |
$480 | | XLI | 3,814 | +417 | $480 | | BOEING CO |
2,459 |
+234 |
$475 | | BA | 2,459 | +234 | $475 | | BLACKROCK MUN INCOME QUALITY |
40,964 |
UNCH |
$475 | | BYM | 40,964 | UNCH | $475 | | CELANESE CORP DEL |
2,731 |
UNCH |
$469 | | CE | 2,731 | UNCH | $469 | | EMERSON ELEC CO |
4,138 |
-2,215 |
$469 | | EMR | 4,138 | -2,215 | $469 | | DUKE ENERGY CORP NEW |
4,837 |
UNCH |
$468 | | DUK | 4,837 | UNCH | $468 | | TARGET CORP |
2,638 |
-2,485 |
$467 | | TGT | 2,638 | -2,485 | $467 | | ISHARES TR (IJT) |
3,544 |
+1 |
$463 | | IJT | 3,544 | +1 | $463 | | ALLIANT ENERGY CORP |
9,107 |
UNCH |
$459 | | LNT | 9,107 | UNCH | $459 | | VANGUARD SCOTTSDALE FDS (VCSH) |
5,859 |
-5,099 |
$453 | | VCSH | 5,859 | -5,099 | $453 | | NEUBERGER BERMAN MUN FD INC |
42,261 |
+23 |
$442 | | NBH | 42,261 | +23 | $442 | | UNITED CMNTY BKS BLAIRSVLE G |
16,776 |
UNCH |
$442 | | UCBI | 16,776 | UNCH | $442 | | NUCOR CORP |
2,208 |
UNCH |
$437 | | NUE | 2,208 | UNCH | $437 | | ISHARES TR (IWF) |
1,247 |
UNCH |
$420 | | IWF | 1,247 | UNCH | $420 | | BLACKROCK ENHANCD CAP & INM |
21,427 |
-4,470 |
$418 | | CII | 21,427 | -4,470 | $418 | | EATON VANCE TAX MNGED BUY WR |
30,514 |
-11,139 |
$417 | | ETB | 30,514 | -11,139 | $417 | | GENERAL MLS INC |
5,922 |
-39 |
$414 | | GIS | 5,922 | -39 | $414 | | WESTLAKE CORPORATION |
2,683 |
UNCH |
$410 | | WLK | 2,683 | UNCH | $410 | | PIMCO ETF TR (STPZ) |
7,903 |
-1,460 |
$407 | | STPZ | 7,903 | -1,460 | $407 | | HESS CORP |
2,663 |
UNCH |
$406 | | HES | 2,663 | UNCH | $406 | | SYSCO CORP |
4,932 |
UNCH |
$400 | | SYY | 4,932 | UNCH | $400 | | BLACKROCK LONG TERM MUN ADVA |
39,904 |
UNCH |
$399 | | BTA | 39,904 | UNCH | $399 | | ISHARES TR (SUB) |
3,730 |
UNCH |
$391 | | SUB | 3,730 | UNCH | $391 | | MGM RESORTS INTERNATIONAL |
8,198 |
+118 |
$387 | | MGM | 8,198 | +118 | $387 | | ISHARES TR (STIP) |
3,837 |
-525 |
$382 | | STIP | 3,837 | -525 | $382 | | ISHARES TR (MUB) |
3,530 |
UNCH |
$380 | | MUB | 3,530 | UNCH | $380 | | VANGUARD INDEX FDS (VOE) |
2,420 |
UNCH |
$377 | | VOE | 2,420 | UNCH | $377 | | VANGUARD INDEX FDS (VUG) |
1,094 |
-188 |
$377 | | VUG | 1,094 | -188 | $377 | | VANGUARD INTL EQUITY INDEX F (VWO) |
8,962 |
-38,461 |
$374 | | VWO | 8,962 | -38,461 | $374 | | NUVEEN S&P 500 BUY WRITE INC |
27,942 |
-2,933 |
$370 | | BXMX | 27,942 | -2,933 | $370 | | MARSH & MCLENNAN COS INC |
1,797 |
-1,313 |
$370 | | MMC | 1,797 | -1,313 | $370 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
6,301 |
-82 |
$365 | | JEPI | 6,301 | -82 | $365 | | CROWDSTRIKE HLDGS INC |
1,130 |
+279 |
$362 | | CRWD | 1,130 | +279 | $362 | | AMERICAN WTR WKS CO INC NEW |
2,954 |
+191 |
$361 | | AWK | 2,954 | +191 | $361 | | BRISTOL MYERS SQUIBB CO |
6,643 |
-154 |
$360 | | BMY | 6,643 | -154 | $360 | | FREEPORT MCMORAN INC |
7,606 |
-26 |
$358 | | FCX | 7,606 | -26 | $358 | | ENERGY TRANSFER L P |
22,443 |
-6,946 |
$353 | | ET | 22,443 | -6,946 | $353 | | SELECT SECTOR SPDR TR (XLV) |
2,379 |
+565 |
$352 | | XLV | 2,379 | +565 | $352 | | ROCKWELL AUTOMATION INC |
1,200 |
UNCH |
$350 | | ROK | 1,200 | UNCH | $350 | | ANALOG DEVICES INC |
1,759 |
-2,392 |
$348 | | ADI | 1,759 | -2,392 | $348 | | NORTHROP GRUMMAN CORP |
724 |
+66 |
$347 | | NOC | 724 | +66 | $347 | | KRAFT HEINZ CO |
9,363 |
-23 |
$345 | | KHC | 9,363 | -23 | $345 | | KINDER MORGAN INC DEL |
18,607 |
-104 |
$341 | | KMI | 18,607 | -104 | $341 | | ONEOK INC NEW |
4,251 |
+99 |
$341 | | OKE | 4,251 | +99 | $341 | | INVESCO EXCH TRADED FD TR II (BKLN) |
15,799 |
UNCH |
$334 | | BKLN | 15,799 | UNCH | $334 | | US BANCORP DEL |
7,444 |
-9,373 |
$333 | | USB | 7,444 | -9,373 | $333 | | ALPS ETF TR (SDOG) |
6,157 |
UNCH |
$332 | | SDOG | 6,157 | UNCH | $332 | | CRANE COMPANY |
2,435 |
-10 |
$329 | | CR | 2,435 | -10 | $329 | | INVESCO DB MULTI SECTOR COMM |
13,281 |
-400 |
$329 | | DBA | 13,281 | -400 | $329 | | CARRIER GLOBAL CORPORATION |
5,608 |
-124 |
$326 | | CARR | 5,608 | -124 | $326 | | SABINE RTY TR |
5,083 |
UNCH |
$323 | | SBR | 5,083 | UNCH | $323 | | SELECT SECTOR SPDR TR (XLB) |
3,466 |
+522 |
$322 | | XLB | 3,466 | +522 | $322 | | ADOBE INC |
626 |
-932 |
$316 | | ADBE | 626 | -932 | $316 | | OCCIDENTAL PETE CORP |
4,832 |
+121 |
$314 | | OXY | 4,832 | +121 | $314 | | DOLLAR TREE INC |
2,341 |
-14 |
$312 | | DLTR | 2,341 | -14 | $312 | | INVESCO EXCHANGE TRADED FD T (RSP) |
1,811 |
-2,139 |
$307 | | RSP | 1,811 | -2,139 | $307 | | LYONDELLBASELL INDUSTRIES N |
2,996 |
+76 |
$306 | | LYB | 2,996 | +76 | $306 | | CSX CORP |
8,198 |
-12 |
$304 | | CSX | 8,198 | -12 | $304 | | AMERICAN EXPRESS CO |
1,329 |
-50 |
$303 | | AXP | 1,329 | -50 | $303 | | QUALCOMM INC |
1,785 |
+1,785 |
$302 | | QCOM | 1,785 | +1,785 | $302 | | ARES CAPITAL CORP |
14,458 |
-14,615 |
$301 | | ARCC | 14,458 | -14,615 | $301 | | ISHARES TR (SHYG) |
7,061 |
+23 |
$300 | | SHYG | 7,061 | +23 | $300 | | SPDR SER TR (SPMD) |
5,577 |
+5,577 |
$297 | | SPMD | 5,577 | +5,577 | $297 | | NUVEEN AMT FREE MUN VALUE FD |
21,800 |
UNCH |
$294 | | NUW | 21,800 | UNCH | $294 | | XCEL ENERGY INC |
5,448 |
-3,081 |
$293 | | XEL | 5,448 | -3,081 | $293 | | DELL TECHNOLOGIES INC |
2,543 |
+2,543 |
$290 | | DELL | 2,543 | +2,543 | $290 | | ISHARES TR (IHI) |
4,935 |
-114 |
$289 | | IHI | 4,935 | -114 | $289 | | METLIFE INC |
3,863 |
-8 |
$286 | | MET | 3,863 | -8 | $286 | | REALTY INCOME CORP |
5,287 |
+104 |
$286 | | O | 5,287 | +104 | $286 | | AMERICAN ELEC PWR CO INC |
3,247 |
-1,953 |
$280 | | AEP | 3,247 | -1,953 | $280 | | EXTRA SPACE STORAGE INC |
1,858 |
UNCH |
$273 | | EXR | 1,858 | UNCH | $273 | | ISHARES TR (PFF) |
8,421 |
-3,923 |
$271 | | PFF | 8,421 | -3,923 | $271 | | ISHARES TR (VLUE) |
2,502 |
-2,775 |
$271 | | VLUE | 2,502 | -2,775 | $271 | | CIPHER MINING INC |
52,500 |
UNCH |
$270 | | CIFR | 52,500 | UNCH | $270 | | SELECT SECTOR SPDR TR (XLY) |
1,463 |
+1,463 |
$269 | | XLY | 1,463 | +1,463 | $269 | | HENRY JACK & ASSOC INC |
1,535 |
+1 |
$267 | | JKHY | 1,535 | +1 | $267 | | SPDR SER TR (XOP) |
1,721 |
+34 |
$267 | | XOP | 1,721 | +34 | $267 | | SHOPIFY INC |
3,420 |
-340 |
$264 | | SHOP | 3,420 | -340 | $264 | | VANGUARD SCOTTSDALE FDS (VCIT) |
3,267 |
-1,645 |
$263 | | VCIT | 3,267 | -1,645 | $263 | | VANGUARD INDEX FDS (VO) |
1,053 |
-526 |
$263 | | VO | 1,053 | -526 | $263 | | KROGER CO |
4,590 |
+4,590 |
$262 | | KR | 4,590 | +4,590 | $262 | | DIMENSIONAL ETF TRUST (DFUS) |
4,538 |
UNCH |
$259 | | DFUS | 4,538 | UNCH | $259 | | S&P GLOBAL INC |
601 |
-1 |
$256 | | SPGI | 601 | -1 | $256 | | SHELL PLC |
3,749 |
UNCH |
$251 | | SHEL | 3,749 | UNCH | $251 | | PARKER HANNIFIN CORP |
444 |
UNCH |
$247 | | PH | 444 | UNCH | $247 | | VANGUARD WORLD FD (VPU) |
1,725 |
UNCH |
$246 | | VPU | 1,725 | UNCH | $246 | | INVESCO EXCH TRADED FD TR II (SPLV) |
3,720 |
UNCH |
$245 | | SPLV | 3,720 | UNCH | $245 | | SELECT SECTOR SPDR TR (XLE) |
2,578 |
+2,578 |
$243 | | XLE | 2,578 | +2,578 | $243 | | ISHARES TR (IDU) |
2,859 |
UNCH |
$242 | | IDU | 2,859 | UNCH | $242 | | BLACKROCK MUN TARGET TERM TR |
11,442 |
+15 |
$241 | | BTT | 11,442 | +15 | $241 | | PUTNAM MUN OPPORTUNITIES TR |
23,698 |
+13 |
$241 | | PMO | 23,698 | +13 | $241 | | VANGUARD INDEX FDS (VTV) |
1,482 |
-157 |
$241 | | VTV | 1,482 | -157 | $241 | | DEERE & CO |
584 |
+584 |
$240 | | DE | 584 | +584 | $240 | | PUTNAM MANAGED MUN INCOME TR |
39,722 |
UNCH |
$238 | | PMM | 39,722 | UNCH | $238 | | ISHARES TR (IGV) |
2,775 |
+2,220 |
$237 | | IGV | 2,775 | +2,220 | $237 | | AMERICAN TOWER CORP NEW |
1,187 |
-914 |
$234 | | AMT | 1,187 | -914 | $234 | | SOUTHWEST AIRLS CO |
7,899 |
-315 |
$231 | | LUV | 7,899 | -315 | $231 | | OGE ENERGY CORP |
6,732 |
UNCH |
$231 | | OGE | 6,732 | UNCH | $231 | | VANGUARD INTL EQUITY INDEX F (VEU) |
3,918 |
-415 |
$230 | | VEU | 3,918 | -415 | $230 | | SMUCKER J M CO |
1,817 |
+1 |
$229 | | SJM | 1,817 | +1 | $229 | | MOODYS CORP |
576 |
UNCH |
$227 | | MCO | 576 | UNCH | $227 | | KIMCO RLTY CORP |
11,532 |
UNCH |
$226 | | KIM | 11,532 | UNCH | $226 | | VANGUARD BD INDEX FDS (BND) |
3,092 |
-1,028 |
$225 | | BND | 3,092 | -1,028 | $225 | | PPG INDS INC |
1,550 |
-1,011 |
$225 | | PPG | 1,550 | -1,011 | $225 | | ISHARES TR (IJJ) |
1,898 |
-48 |
$224 | | IJJ | 1,898 | -48 | $224 | | SUNOCO LP SUNOCO FIN CORP |
3,675 |
-102 |
$222 | | SUN | 3,675 | -102 | $222 | | ASML HOLDING N V |
227 |
+227 |
$220 | | ASML | 227 | +227 | $220 | | WEC ENERGY GROUP INC |
2,674 |
-2,443 |
$220 | | WEC | 2,674 | -2,443 | $220 | | OTIS WORLDWIDE CORP |
2,205 |
-50 |
$219 | | OTIS | 2,205 | -50 | $219 | | GRAINGER W W INC |
214 |
-288 |
$218 | | GWW | 214 | -288 | $218 | | BANK NEW YORK MELLON CORP |
3,764 |
-4,465 |
$217 | | BK | 3,764 | -4,465 | $217 | | SPDR DOW JONES INDL AVERAGE (DIA) |
546 |
-121 |
$217 | | DIA | 546 | -121 | $217 | | SELECT SECTOR SPDR TR (XLP) |
2,847 |
+2,847 |
$217 | | XLP | 2,847 | +2,847 | $217 | | NOVARTIS AG |
2,237 |
+100 |
$216 | | NVS | 2,237 | +100 | $216 | | ISHARES TR (SHY) |
2,646 |
-290 |
$216 | | SHY | 2,646 | -290 | $216 | | EOG RES INC |
1,673 |
-1,951 |
$214 | | EOG | 1,673 | -1,951 | $214 | | MEDTRONIC PLC |
2,392 |
-2,927 |
$208 | | MDT | 2,392 | -2,927 | $208 | | BLACKROCK MUNIYILD QULT FD I |
16,729 |
UNCH |
$205 | | MQY | 16,729 | UNCH | $205 | | ADVANCED MICRO DEVICES INC |
1,128 |
-1,425 |
$204 | | AMD | 1,128 | -1,425 | $204 | | INTUIT |
310 |
-486 |
$202 | | INTU | 310 | -486 | $202 | | INVESCO QUALITY MUN INCOME T |
20,715 |
+20,715 |
$201 | | IQI | 20,715 | +20,715 | $201 | | SHERWIN WILLIAMS CO |
579 |
+579 |
$201 | | SHW | 579 | +579 | $201 | | VANGUARD MALVERN FDS (VTIP) |
4,205 |
+4,205 |
$201 | | VTIP | 4,205 | +4,205 | $201 | | BLACKROCK MUNICIPAL INCOME |
16,520 |
UNCH |
$199 | | MUI | 16,520 | UNCH | $199 | | BLACKROCK MUNIHOLDINGS QUALI |
16,828 |
UNCH |
$171 | | MUE | 16,828 | UNCH | $171 | | FORD MTR CO DEL |
12,820 |
-273 |
$170 | | F | 12,820 | -273 | $170 | | FRANKLIN BSP RLTY TR INC |
11,968 |
UNCH |
$160 | | FBRT | 11,968 | UNCH | $160 | | QUAD GRAPHICS INC |
30,000 |
UNCH |
$159 | | QUAD | 30,000 | UNCH | $159 | | CUSHMAN WAKEFIELD PLC |
14,850 |
+14,850 |
$155 | | CWK | 14,850 | +14,850 | $155 | | BLACKROCK MUN INCOME TR |
14,403 |
UNCH |
$149 | | BFK | 14,403 | UNCH | $149 | | NUVEEN SELECT TAX FREE INCOM |
10,196 |
UNCH |
$147 | | NXP | 10,196 | UNCH | $147 | | BLACKROCK CR ALLOCATION INCO |
11,000 |
UNCH |
$118 | | BTZ | 11,000 | UNCH | $118 | | NUVEEN PFD & INCOME OPPORTUN |
15,726 |
UNCH |
$113 | | JPC | 15,726 | UNCH | $113 | | READY CAPITAL CORP |
11,588 |
UNCH |
$106 | | RC | 11,588 | UNCH | $106 | | EATON VANCE TAX MANAGED GLOB |
12,099 |
+14 |
$99 | | ETW | 12,099 | +14 | $99 | | TRISALUS LIFE SCIENCES INC |
10,000 |
-16,664 |
$98 | | TLSI | 10,000 | -16,664 | $98 | | NUVEEN N Y MUN VALUE FD |
11,393 |
UNCH |
$95 | | NNY | 11,393 | UNCH | $95 | | FS CREDIT OPPORTUNITIES CORP |
12,096 |
UNCH |
$72 | | FSCO | 12,096 | UNCH | $72 | | SAFETY SHOT INC |
15,500 |
+15,500 |
$37 | | SHOT | 15,500 | +15,500 | $37 | | LUCID GROUP INC |
10,110 |
+0 |
$29 | | LCID | 10,110 | UNCH | $29 | | ISHARES TR |
|
|
$0 (exited) | | AGG | 0 | -2,980 | $0 | | BECTON DICKINSON & CO |
|
|
$0 (exited) | | BDX | 0 | -1,883 | $0 | | CLOROX CO DEL |
|
|
$0 (exited) | | CLX | 0 | -2,117 | $0 | | CVS HEALTH CORP |
|
|
$0 (exited) | | CVS | 0 | -2,552 | $0 | | QUEST DIAGNOSTICS INC |
|
|
$0 (exited) | | DGX | 0 | -1,608 | $0 | | DIGITAL RLTY TR INC |
|
|
$0 (exited) | | DLR | 0 | -1,691 | $0 | | DOVER CORP |
|
|
$0 (exited) | | DOV | 0 | -2,420 | $0 | | EVERSOURCE ENERGY |
|
|
$0 (exited) | | ES | 0 | -3,690 | $0 | | FACTSET RESH SYS INC |
|
|
$0 (exited) | | FDS | 0 | -598 | $0 | | GILEAD SCIENCES INC |
|
|
$0 (exited) | | GILD | 0 | -5,181 | $0 | | GENUINE PARTS CO |
|
|
$0 (exited) | | GPC | 0 | -2,655 | $0 | | HUMANA INC |
|
|
$0 (exited) | | HUM | 0 | -592 | $0 | | ISHARES TR |
|
|
$0 (exited) | | HYG | 0 | -2,944 | $0 | | ISHARES TR |
|
|
$0 (exited) | | IEFA | 0 | -3,660 | $0 | | ISHARES TR |
|
|
$0 (exited) | | ITOT | 0 | -3,882 | $0 | | ISHARES TR |
|
|
$0 (exited) | | IYW | 0 | -1,855 | $0 | | SAFETY SHOT INC |
|
|
$0 (exited) | | JUPW | 0 | -10,500 | $0 | | L3HARRIS TECHNOLOGIES INC |
|
|
$0 (exited) | | LHX | 0 | -2,157 | $0 | | LANDSTAR SYS INC |
|
|
$0 (exited) | | LSTR | 0 | -1,498 | $0 | | NIKE INC |
|
|
$0 (exited) | | NKE | 0 | -3,257 | $0 | | ORIGIN BANCORP INC |
0 |
-6,361 |
$0 (exited) | | OBK | 0 | -6,361 | $0 |
See Summary: Tyche Wealth Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Tyche Wealth Partners LLC
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