Free Trial

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

About Tyche Wealth Partners LLC

Investment Activity

  • Tyche Wealth Partners LLC has $473.46 million in total holdings as of December 31, 2024.
  • Tyche Wealth Partners LLC owns shares of 301 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
  • Approximately 11.92% of the portfolio was purchased this quarter.
  • About 5.16% of the portfolio was sold this quarter.
  • This quarter, Tyche Wealth Partners LLC has purchased 288 new stocks and bought additional shares in 112 stocks.
  • Tyche Wealth Partners LLC sold shares of 90 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

Apple
$34,645,873
PepsiCo
$30,380,072
Exxon Mobil
$17,544,000
Microsoft
$13,645,714

Largest New Holdings this Quarter

BLACKROCK INC
$2,583,731 Holding
Motorola Solutions
$1,068,493 Holding
Sherwin-Williams
$947,171 Holding
Intuit
$932,412 Holding
WEC Energy Group
$894,979 Holding

Largest Purchases this Quarter

Apple
10,683 shares (about $2.68M)
BLACKROCK INC
2,520 shares (about $2.58M)
Exxon Mobil
21,380 shares (about $2.30M)
Eli Lilly and Company
2,427 shares (about $1.87M)
Meta Platforms
2,146 shares (about $1.26M)

Largest Sales this Quarter

Microsoft
1,301 shares (about $548.37K)
Johnson & Johnson
2,799 shares (about $404.79K)
Citigroup
5,207 shares (about $366.50K)
Amazon.com
1,521 shares (about $333.69K)
LINDE PLC
729 shares (about $305.04K)

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
Apple Inc. stock logo
AAPL
Apple
$34,645,873$2,675,238 8.4%138,3517.3%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$30,380,072$201,480 0.7%199,7906.4%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$21,696,134$698,609 3.3%37,0194.6%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$17,544,000$2,299,844 15.1%163,0943.7%Oils/Energy
Microsoft Co. stock logo
MSFT
Microsoft
$13,645,714$548,374 -3.9%32,3742.9%Computer and Technology
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$12,224,803$523,871 4.5%228,7582.6%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$12,023,050$138,257 -1.1%61,3952.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,674,660$333,693 -2.8%53,2142.5%Retail/Wholesale
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$11,071,665$166,876 -1.5%594,9312.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$9,530,306$210,836 -2.2%70,9682.0%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$8,780,289$25,442 -0.3%21,7421.9%Auto/Tires/Trucks
Walmart Inc. stock logo
WMT
Walmart
$8,534,394$813,785 10.5%94,4591.8%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$8,237,785$97,023 -1.2%26,0661.7%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$7,298,822$415,820 6.0%18,7641.5%Retail/Wholesale
AMETEK, Inc. stock logo
AME
AMETEK
$6,824,1050.0%37,8571.4%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$6,572,415$230,688 3.6%39,2031.4%Consumer Staples
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,965,037$775,180 14.9%6,5101.3%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,437,659$1,873,538 52.6%7,0441.1%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,265,309$363,815 7.4%8,9441.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,776,414$420,230 9.6%9,3431.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$4,739,998$804,568 20.4%9,0021.0%Business Services
NAD
Nuveen Quality Municipal Income Fund
$4,739,724$207,910 -4.2%406,4941.0%Financial Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,724,498$520,177 12.4%19,7091.0%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$4,626,123$89,206 -1.9%88,4711.0%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$4,596,447$297,788 -6.1%31,7351.0%Oils/Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,557,163$127,695 -2.7%8,4581.0%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$3,939,223$743,136 23.3%22,1680.8%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,615,729$243,055 7.2%19,1010.8%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$3,603,508$966,463 36.6%12,4310.8%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,449,930$404,794 -10.5%23,8550.7%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,421,508$78,931 2.4%47,7260.7%Utilities
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$3,356,723$640,519 23.6%17,9020.7%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,078,562$101,670 3.4%49,4470.7%Consumer Staples
NUVEEN DYNAMIC MUN OPPORTUNI
$2,915,859$131,643 4.7%291,0040.6%COM SHS
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,810,867$291,839 -9.4%9,6990.6%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$2,771,114$102,502 3.8%3,1090.6%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,762,373$1,256,476 83.4%4,7180.6%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$2,733,816$805,540 41.8%10,7820.6%Industrial Products
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,625,407$92,145 3.6%7,2370.6%Industrial Products
BLACKROCK INC
$2,583,731$2,583,731 New Holding2,5200.5%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,461,486$126,021 5.4%5,4300.5%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,368,782$160,853 7.3%4,6830.5%Medical
ProShares Ultra Technology stock logo
ROM
ProShares Ultra Technology
$2,307,2080.0%33,0880.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,266,139$356,421 18.7%66,3970.5%ETF
The Southern Company stock logo
SO
Southern
$2,187,736$27,001 -1.2%26,5760.5%Utilities
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,164,065$1,145 -0.1%3,7790.5%Finance
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$2,126,121$145,316 -6.4%44,0100.4%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,023,859$28,524 -1.4%16,8160.4%Consumer Staples
Accenture plc stock logo
ACN
Accenture
$1,945,050$948,427 95.2%5,5290.4%Computer and Technology
RTX Co. stock logo
RTX
RTX
$1,900,497$246,487 14.9%16,4230.4%Aerospace
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,880,931$713,168 61.1%16,6290.4%Medical
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$1,841,053$6,588 0.4%163,2140.4%Financial Services
Alphabet Inc. stock logo
GOOG
Alphabet
$1,818,314$30,280 -1.6%9,5480.4%Computer and Technology
Southern Copper Co. stock logo
SCCO
Southern Copper
$1,805,012$11,118 0.6%19,8070.4%Basic Materials
Union Pacific Co. stock logo
UNP
Union Pacific
$1,777,755$115,157 -6.1%7,7960.4%Transportation
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,763,434$918,894 108.8%6,0240.4%Business Services
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,684,916$46,781 -2.7%14,6230.4%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,660,595$123,884 8.1%6,7290.4%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,651,811$1,937 0.1%6,8220.3%Finance
Atmos Energy Co. stock logo
ATO
Atmos Energy
$1,524,449$825,871 118.2%10,9460.3%Utilities
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,479,659$1,458 -0.1%3,0450.3%Aerospace
Nuveen AMT-Free Municipal Credit Income Fund stock logo
NVG
Nuveen AMT-Free Municipal Credit Income Fund
$1,466,441$6,694 -0.5%119,6120.3%Financial Services
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,436,390$815,875 131.5%6,5070.3%Computer and Technology
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$1,415,399$118,841 -7.7%2,3820.3%Aerospace
AT&T Inc. stock logo
T
AT&T
$1,337,146$56,788 -4.1%58,7240.3%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,336,974$6,433 -0.5%10,1830.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,316,036$529,630 67.3%32,9090.3%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,304,475$3,314 0.3%5,9040.3%Finance
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,281,106$200,660 -13.5%9,6980.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,268,979$496,509 64.3%12,7560.3%Medical
S&P Global Inc. stock logo
SPGI
S&P Global
$1,244,313$941,454 310.9%2,4980.3%Business Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,218,830$367,396 43.2%6,6980.3%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,215,962$44,747 -3.5%2,3370.3%Medical
Stryker Co. stock logo
SYK
Stryker
$1,180,965$775,548 191.3%3,2800.2%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,143,433$78,120 -6.4%4,9180.2%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$1,110,646$4,292 -0.4%4,9170.2%Multi-Sector Conglomerates
Aflac Incorporated stock logo
AFL
Aflac
$1,093,072$53,066 -4.6%10,5670.2%Finance
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,073,474$103,001 -8.8%3,1370.2%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,068,493$1,068,493 New Holding2,3120.2%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,010,595$31,579 3.2%32,2260.2%Oils/Energy
Nuveen Municipal Credit Income Fund stock logo
NZF
Nuveen Municipal Credit Income Fund
$991,932$3,055 0.3%81,5060.2%Financial Services
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$989,430$73,564 -6.9%6,0390.2%Oils/Energy
Blackstone Inc. stock logo
BX
Blackstone
$981,233$6,552 -0.7%5,6910.2%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$964,967$508,079 111.2%16,1550.2%Consumer Staples
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$947,171$947,171 New Holding2,7860.2%Basic Materials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$944,147$85,278 9.9%3,2550.2%Basic Materials
Intuit Inc. stock logo
INTU
Intuit
$932,412$932,412 New Holding1,4840.2%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$923,775$11,011 1.2%15,6040.2%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$913,861$369,100 67.8%7,2470.2%Transportation
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$894,979$894,979 New Holding9,5170.2%Utilities
Snap-on Incorporated stock logo
SNA
Snap-on
$875,858$875,858 New Holding2,5800.2%Consumer Discretionary
American Water Works Company, Inc. stock logo
AWK
American Water Works
$870,683$602,532 224.7%6,9940.2%Utilities
Tractor Supply stock logo
TSCO
Tractor Supply
$858,882$858,882 New Holding16,1870.2%Retail/Wholesale
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$849,1920.0%4,2850.2%ETF
Phillips 66 stock logo
PSX
Phillips 66
$833,575$93,987 12.7%7,3170.2%Oils/Energy
NMCO
Nuveen Municipal Credit Opportunities Fund
$819,951$89,654 12.3%77,2810.2%Financial Services
Broadcom Inc. stock logo
AVGO
Broadcom
$817,820$147,894 22.1%3,5280.2%Computer and Technology
Invesco India ETF stock logo
PIN
Invesco India ETF
$817,3820.0%31,7180.2%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$817,270$817,270 New Holding5,3200.2%Computer and Technology
PTMC
Pacer Trendpilot US Mid Cap ETF
$812,0220.0%22,0120.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data