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Tyche Wealth Partners LLC Top Holdings and 13F Report (2025)

About Tyche Wealth Partners LLC

Investment Activity

  • Tyche Wealth Partners LLC has $462.01 million in total holdings as of March 31, 2025.
  • Tyche Wealth Partners LLC owns shares of 297 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
  • Approximately 9.16% of the portfolio was purchased this quarter.
  • About 9.76% of the portfolio was sold this quarter.
  • This quarter, Tyche Wealth Partners LLC has purchased 301 new stocks and bought additional shares in 121 stocks.
  • Tyche Wealth Partners LLC sold shares of 101 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

PepsiCo
$29,743,117
Apple
$28,178,921
Exxon Mobil
$19,612,153

Largest New Holdings this Quarter

46434V613 - iShares Core Total USD Bond Market ETF
$641,664 Holding
91913Y100 - Valero Energy
$566,316 Holding
45259A845 - TIDAL TRUST III
$561,951 Holding
19248A109 - Cohen & Steers Infrastructure Fund
$384,144 Holding
69349H107 - PNM Resources
$362,327 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
20,120 shares (about $11.25M)
Invesco QQQ
12,110 shares (about $5.68M)
Vanguard Dividend Appreciation ETF
27,893 shares (about $5.41M)
iShares U.S. Technology ETF
12,282 shares (about $1.72M)
SPDR Portfolio Developed World ex-US ETF
19,855 shares (about $722.92K)

Largest Sales this Quarter

Apple
11,493 shares (about $2.55M)
Eli Lilly and Company
2,220 shares (about $1.83M)
Nuveen Quality Municipal Income Fund
158,428 shares (about $1.83M)
Automatic Data Processing
3,643 shares (about $1.11M)
BLACKROCK INC
1,056 shares (about $999.38K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTyche Wealth Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$31,962,761$11,254,848 54.4%57,1396.9%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$29,743,117$213,364 -0.7%198,3676.4%Consumer Staples
Apple Inc. stock logo
AAPL
Apple
$28,178,921$2,552,936 -8.3%126,8586.1%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$19,612,153$215,382 1.1%164,9054.2%Energy
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$17,321,035$5,410,981 45.4%89,2883.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$12,106,474$46,549 -0.4%32,2502.6%Computer and Technology
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$11,994,026$224,425 1.9%233,1202.6%ETF
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$11,309,215$184,008 1.7%604,7712.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,591,001$466,517 4.6%55,6662.3%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,059,734$5,678,617 129.6%21,4532.2%Finance
Visa Inc. stock logo
V
Visa
$9,340,237$205,022 2.2%26,6512.0%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$8,176,198$484,676 6.3%75,4401.8%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$7,568,274$724,266 -8.7%86,2091.6%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$6,964,765$283,751 4.2%40,8681.5%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$6,591,983$284,760 -4.1%17,9871.4%Retail/Wholesale
AMETEK, Inc. stock logo
AME
AMETEK
$6,511,029$5,681 -0.1%37,8241.4%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$5,600,415$291,422 5.5%33,4771.2%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$5,593,709$40,947 -0.7%21,5841.2%Auto/Tires/Trucks
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,536,919$620,468 -10.1%5,8541.2%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,199,770$174,187 3.5%9,2541.1%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$5,084,386$225,614 -4.2%84,7121.1%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,721,924$112,590 -2.3%19,2501.0%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,466,556$119,745 2.8%8,6911.0%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$4,189,620$744,310 -15.1%7,6440.9%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,984,128$1,833,492 -31.5%4,8240.9%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$3,902,283$742,324 -16.0%18,6250.8%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,892,975$63,186 -1.6%23,4740.8%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,587,641$46,266 1.3%50,0930.8%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,362,877$20,416 -0.6%47,4380.7%Utilities
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$3,314,601$97,578 3.0%18,4450.7%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$3,140,445$722,923 29.9%86,2520.7%ETF
NUVEEN DYNAMIC MUN OPPORTUNI
$3,013,541$27,835 0.9%293,7170.7%COM SHS
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,975,730$310,023 11.6%10,8270.6%ETF
McDonald's Co. stock logo
MCD
McDonald's
$2,955,705$927,445 -23.9%9,4620.6%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$2,935,604$36,369 1.3%3,1480.6%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,921,300$202,284 7.4%5,0690.6%Computer and Technology
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$2,857,721$1,825,091 -39.0%248,0660.6%Financial Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,841,314$50,595 -1.7%5,3350.6%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,828,569$159,365 6.0%17,8200.6%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,689,480$264,278 -8.9%17,3920.6%Computer and Technology
The Southern Company stock logo
SO
Southern
$2,582,912$139,214 5.7%28,0900.6%Utilities
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,478,658$26,185 1.1%4,7330.5%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,443,563$56,727 2.4%7,4090.5%Industrials
RTX Co. stock logo
RTX
RTX
$2,248,016$72,589 3.3%16,9710.5%Aerospace
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$2,240,768$30,138 1.4%44,6100.5%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,099,140$34,958 1.7%3,8430.5%Finance
ProShares Ultra Technology stock logo
ROM
ProShares Ultra Technology
$2,068,902$301,023 17.0%38,7220.4%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$2,025,876$1,724,909 573.1%14,4250.4%Manufacturing
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,965,6910.0%6,8220.4%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$1,925,252$83,624 4.5%8,1500.4%Transportation
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,896,293$777,763 -29.1%7,6460.4%Industrials
Southern Copper Co. stock logo
SCCO
Southern Copper
$1,864,620$13,458 0.7%19,9510.4%Basic Materials
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$1,846,658$18,659 1.0%164,8800.4%Financial Services
AT&T Inc. stock logo
T
AT&T
$1,542,152$118,549 -7.1%54,5320.3%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,525,689$680,074 -30.8%11,5020.3%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,518,282$26,560 1.8%9,7180.3%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,506,840$191,035 14.5%11,1060.3%ETF
Nuveen AMT-Free Municipal Credit Income Fund stock logo
NVG
Nuveen AMT-Free Municipal Credit Income Fund
$1,485,728$4,927 0.3%120,0100.3%Financial Services
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,456,277$350,141 31.7%4,1300.3%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,397,865$30,350 2.2%10,4090.3%ETF
BLACKROCK INC
$1,385,508$999,383 -41.9%1,4640.3%COM
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,370,848$198,467 -12.6%5,8780.3%Retail/Wholesale
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,340,606$197,610 17.3%7,8560.3%Computer and Technology
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,312,550$47,802 -3.5%2,9380.3%Aerospace
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$1,286,759$34,180 2.7%2,4470.3%Aerospace
Honeywell International Inc. stock logo
HON
Honeywell International
$1,203,696$162,610 15.6%5,6850.3%Multi-Sector Conglomerates
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,176,411$13,436 1.2%2,3640.3%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,146,921$382,202 -25.0%10,9680.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,141,581$36,310 -3.1%5,7220.2%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,134,536$34,345 3.1%33,2320.2%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,070,396$54,924 5.4%5,1840.2%ETF
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,048,449$88,477 9.2%3,5550.2%Basic Materials
Aflac Incorporated stock logo
AFL
Aflac
$1,015,122$159,773 -13.6%9,1300.2%Finance
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$1,004,000$38,529 4.0%6,2800.2%Energy
Nuveen Municipal Credit Income Fund stock logo
NZF
Nuveen Municipal Credit Income Fund
$998,400$1,578 0.2%81,6350.2%Financial Services
Accenture plc stock logo
ACN
Accenture
$980,430$744,840 -43.2%3,1420.2%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$967,646$231,448 31.4%13,4790.2%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$944,321$572,118 153.7%8,9560.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$934,180$262,637 39.1%5,4670.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$921,152$563,399 157.5%16,1210.2%ETF
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$902,500$832,892 -48.0%3,3840.2%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$885,496$373,675 73.0%5,1920.2%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$875,769$269,184 -23.5%9,7570.2%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$851,909$640,848 -42.9%18,7810.2%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$842,726$120,213 -12.5%13,6560.2%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$837,985$42,493 5.3%5,9950.2%Finance
AutoZone, Inc. stock logo
AZO
AutoZone
$833,092$45,858 5.8%2180.2%Retail/Wholesale
NMCO
Nuveen Municipal Credit Opportunities Fund
$826,9070.0%77,2810.2%Financial Services
ConocoPhillips stock logo
COP
ConocoPhillips
$815,518$3,781 0.5%7,7650.2%Energy
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$798,3100.0%4,2850.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$793,628$74,254 10.3%14,4930.2%ETF
Atmos Energy Co. stock logo
ATO
Atmos Energy
$769,334$922,675 -54.5%4,9770.2%Utilities
PTMC
Pacer Trendpilot US Mid Cap ETF
$762,046$415 0.1%22,0240.2%ETF
Phillips 66 stock logo
PSX
Phillips 66
$745,232$158,308 -17.5%6,0350.2%Energy
Nuveen S&P 500 Dynamic Overwrite Fund stock logo
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
$729,6310.0%43,1730.2%Financial Services
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$727,460$1,113,035 -60.5%2,3810.2%Business Services
Ecolab Inc. stock logo
ECL
Ecolab
$722,276$8,113 -1.1%2,8490.2%Basic Materials
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$714,9850.0%13,9700.2%ETF
Invesco Trust for Investment Grade Municipals stock logo
VGM
Invesco Trust for Investment Grade Municipals
$703,156$32,211 4.8%70,5980.2%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$700,414$61,662 -8.1%2,8170.2%Computer and Technology

Showing largest 100 holdings. View all holdings.
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