Tyler-Stone Wealth Management
data from 30/06/2025
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Tyler-Stone Wealth Management
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/06/30 | NVDA | NVIDIA CORPORATION | 7.76% | 48.173 M $ | 304913 | 2023/06/30 | 15.868 M $ | 45.77 % |
| 2025/06/30 | DGRW | WISDOMTREE TR | 4.24% | 26.335 M $ | 314479 | 2023/06/30 | 1.137 M $ | 4.86 % |
| 2025/06/30 | AAPL | APPLE INC | 3.67% | 22.799 M $ | 111121 | 2023/06/30 | -1.884 M $ | -7.64 % |
| 2025/06/30 | IVV | ISHARES TR | 3.60% | 22.359 M $ | 36010 | 2023/06/30 | 2.157 M $ | 10.50 % |
| 2025/06/30 | PH | PARKER-HANNIFIN CORP | 3.12% | 19.403 M $ | 27779 | 2023/06/30 | 2.483 M $ | 14.91 % |
| 2025/06/30 | PLTR | PALANTIR TECHNOLOGIES INC | 3.03% | 18.811 M $ | 137993 | 2023/06/30 | 8.937 M $ | 61.52 % |
| 2025/06/30 | JPST | J P MORGAN EXCHANGE TRADED F | 2.02% | 12.518 M $ | 246992 | 2023/06/30 | 12.123 K $ | 0.10 % |
| 2025/06/30 | JAVA | J P MORGAN EXCHANGE TRADED F | 1.95% | 12.087 M $ | 184536 | 2023/06/30 | 385.330 K $ | 3.08 % |
| 2025/06/30 | GOOG | ALPHABET INC | 1.94% | 12.034 M $ | 67838 | 2023/06/30 | 1.235 M $ | 13.54 % |
| 2025/06/30 | MSFT | MICROSOFT CORP | 1.88% | 11.688 M $ | 23497 | 2023/06/30 | 2.791 M $ | 32.50 % |
| 2025/06/30 | QQQI | NEOS ETF TRUST | 1.65% | 10.218 M $ | 196455 | 2024/09/30 | 768.180 K $ | 9.66 % |
| 2025/06/30 | AMZN | AMAZON COM INC | 1.60% | 9.945 M $ | 45332 | 2023/06/30 | 1.276 M $ | 15.31 % |
| 2025/06/30 | USMV | ISHARES TR | 1.53% | 9.483 M $ | 101023 | 2023/06/30 | 21.970 K $ | 0.22 % |
| 2025/06/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.45% | 9.026 M $ | 18581 | 2023/06/30 | -850.865 K $ | -8.79 % |
| 2025/06/30 | SPY | SPDR S&P 500 ETF TR | 1.37% | 8.517 M $ | 13786 | 2023/06/30 | 876.432 K $ | 10.45 % |
| 2025/06/30 | PM | PHILIP MORRIS INTL INC | 1.26% | 7.847 M $ | 43087 | 2023/06/30 | 1.001 M $ | 14.74 % |
| 2025/06/30 | XOM | EXXON MOBIL CORP | 1.23% | 7.664 M $ | 71091 | 2023/06/30 | -693.532 K $ | -9.36 % |
| 2025/06/30 | BX | BLACKSTONE INC | 1.17% | 7.243 M $ | 48420 | 2023/06/30 | 481.983 K $ | 7.01 % |
| 2025/06/30 | GOOGL | ALPHABET INC | 1.12% | 6.937 M $ | 39365 | 2023/06/30 | 771.993 K $ | 13.96 % |
| 2025/06/30 | VTI | VANGUARD INDEX FDS | 1.09% | 6.773 M $ | 22285 | 2023/06/30 | 670.960 K $ | 10.58 % |
| 2025/06/30 | BSJQ | INVESCO EXCH TRD SLF IDX FD | 1.07% | 6.627 M $ | 284051 | 2023/09/30 | 32.582 K $ | 0.60 % |
| 2025/06/30 | HELO | J P MORGAN EXCHANGE TRADED F | 1.04% | 6.484 M $ | 103617 | 2024/06/30 | 267.116 K $ | 4.86 % |
| 2025/06/30 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.04% | 6.473 M $ | 203548 | 2023/12/31 | 467.111 K $ | 7.11 % |
| 2025/06/30 | ITOT | ISHARES TR | 0.99% | 6.170 M $ | 45689 | 2023/06/30 | 603.275 K $ | 10.68 % |
| 2025/06/30 | V | VISA INC | 0.96% | 5.962 M $ | 16793 | 2023/06/30 | 76.368 K $ | 1.31 % |
| 2025/06/30 | NOBL | PROSHARES TR | 0.95% | 5.913 M $ | 58719 | 2023/06/30 | -86.651 K $ | -1.45 % |
| 2025/06/30 | JBND | J P MORGAN EXCHANGE TRADED F | 0.89% | 5.504 M $ | 102707 | 2024/06/30 | 7.047 K $ | 0.13 % |
| 2025/06/30 | QUAL | ISHARES TR | 0.83% | 5.173 M $ | 28294 | 2023/06/30 | 312.542 K $ | 6.98 % |
| 2025/06/30 | QQQ | INVESCO QQQ TR | 0.80% | 4.964 M $ | 8998 | 2023/06/30 | 813.551 K $ | 17.64 % |
| 2025/06/30 | GLD | SPDR GOLD TR | 0.78% | 4.854 M $ | 15925 | 2023/06/30 | 261.298 K $ | 5.79 % |
| 2025/06/30 | MO | ALTRIA GROUP INC | 0.74% | 4.581 M $ | 78130 | 2023/06/30 | -111.826 K $ | -2.32 % |
| 2025/06/30 | JGRO | J P MORGAN EXCHANGE TRADED F | 0.70% | 4.375 M $ | 50832 | 2024/06/30 | 624.757 K $ | 16.64 % |
| 2025/06/30 | UBER | UBER TECHNOLOGIES INC | 0.64% | 3.956 M $ | 42405 | 2023/06/30 | 977.747 K $ | 28.05 % |
| 2025/06/30 | SPYV | SPDR SERIES TRUST | 0.63% | 3.941 M $ | 75299 | 2023/06/30 | 97.160 K $ | 2.49 % |
| 2025/06/30 | META | META PLATFORMS INC | 0.61% | 3.808 M $ | 5159 | 2023/06/30 | 801.857 K $ | 28.06 % |
| 2025/06/30 | IVW | ISHARES TR | 0.61% | 3.776 M $ | 34297 | 2023/06/30 | 592.136 K $ | 18.60 % |
| 2025/06/30 | TDIV | FIRST TR EXCHANGE TRADED FD | 0.59% | 3.678 M $ | 40793 | 2023/06/30 | 716.501 K $ | 22.50 % |
| 2025/06/30 | BSJP | INVESCO EXCH TRD SLF IDX FD | 0.58% | 3.605 M $ | 156260 | 2023/06/30 | 3.369 K $ | 0.09 % |
| 2025/06/30 | BAC | BANK AMERICA CORP | 0.56% | 3.468 M $ | 73285 | 2023/06/30 | 372.277 K $ | 13.40 % |
| 2025/06/30 | COWZ | PACER FDS TR | 0.55% | 3.390 M $ | 61525 | 2023/06/30 | 22.171 K $ | 0.62 % |
| 2025/06/30 | TSLA | TESLA INC | 0.53% | 3.265 M $ | 10277 | 2023/06/30 | 618.930 K $ | 22.57 % |
| 2025/06/30 | JPM | JPMORGAN CHASE & CO. | 0.51% | 3.162 M $ | 10908 | 2023/06/30 | 503.200 K $ | 18.19 % |
| 2025/06/30 | BSJR | INVESCO EXCH TRD SLF IDX FD | 0.51% | 3.160 M $ | 139167 | 2023/12/31 | 38.537 K $ | 1.38 % |
| 2025/06/30 | KEY | KEYCORP | 0.51% | 3.153 M $ | 180984 | 2023/06/30 | 254.341 K $ | 8.94 % |
| 2025/06/30 | BUFD | FIRST TR EXCHNG TRADED FD VI | 0.50% | 3.118 M $ | 117378 | 2023/12/31 | 174.382 K $ | 6.45 % |
| 2025/06/30 | JEPQ | J P MORGAN EXCHANGE TRADED F | 0.50% | 3.097 M $ | 56925 | 2023/06/30 | 163.776 K $ | 5.06 % |
| 2025/06/30 | SCHD | SCHWAB STRATEGIC TR | 0.47% | 2.944 M $ | 111076 | 2023/06/30 | -148.747 K $ | -5.22 % |
| 2025/06/30 | XLU | SELECT SECTOR SPDR TR | 0.47% | 2.892 M $ | 35412 | 2023/06/30 | 90.496 K $ | 3.56 % |
| 2025/06/30 | IBHE | ISHARES TR | 0.45% | 2.803 M $ | 120522 | 2023/06/30 | 2.699 K $ | 0.09 % |
| 2025/06/30 | UPST | UPSTART HLDGS INC | 0.41% | 2.564 M $ | 39634 | 2023/06/30 | 1.023 M $ | 40.52 % |
| 2025/06/30 | CGGR | CAPITAL GROUP GROWTH ETF | 0.41% | 2.553 M $ | 62804 | 2024/09/30 | 336.627 K $ | 18.69 % |
| 2025/06/30 | SPTM | SPDR SERIES TRUST | 0.39% | 2.452 M $ | 32741 | 2023/06/30 | 209.661 K $ | 10.12 % |
| 2025/06/30 | JPEF | J P MORGAN EXCHANGE TRADED F | 0.38% | 2.357 M $ | 33602 | 2024/09/30 | 194.283 K $ | 10.18 % |
| 2025/06/30 | TMSL | T ROWE PRICE ETF INC | 0.36% | 2.206 M $ | 67259 | 2024/09/30 | 163.040 K $ | 7.61 % |
| 2025/06/30 | VOO | VANGUARD INDEX FDS | 0.35% | 2.198 M $ | 3869 | 2023/06/30 | 208.740 K $ | 10.53 % |
| 2025/06/30 | DGRS | WISDOMTREE TR | 0.35% | 2.166 M $ | 46520 | 2024/03/31 | 2.326 K $ | 0.11 % |
| 2025/06/30 | KMI | KINDER MORGAN INC DEL | 0.35% | 2.161 M $ | 73489 | 2023/06/30 | 91.277 K $ | 3.05 % |
| 2025/06/30 | FDLO | FIDELITY COVINGTON TRUST | 0.34% | 2.127 M $ | 33877 | 2023/06/30 | 74.466 K $ | 3.60 % |
| 2025/06/30 | GDX | VANECK ETF TRUST | 0.34% | 2.094 M $ | 40224 | 2023/06/30 | 248.386 K $ | 13.25 % |
| 2025/06/30 | XLE | SELECT SECTOR SPDR TR | 0.33% | 2.033 M $ | 23975 | 2023/06/30 | -207.256 K $ | -9.25 % |
| 2025/06/30 | ETN | EATON CORP PLC | 0.32% | 2.008 M $ | 5626 | 2023/06/30 | 451.603 K $ | 31.33 % |
| 2025/06/30 | IJH | ISHARES TR | 0.32% | 2.004 M $ | 32310 | 2023/06/30 | 118.071 K $ | 6.29 % |
| 2025/06/30 | AON | AON PLC | 0.32% | 1.959 M $ | 5491 | 2023/06/30 | -221.851 K $ | -10.61 % |
| 2025/06/30 | IRM | IRON MTN INC DEL | 0.31% | 1.909 M $ | 18607 | 2023/06/30 | 304.532 K $ | 19.21 % |
| 2025/06/30 | XLV | SELECT SECTOR SPDR TR | 0.30% | 1.882 M $ | 13966 | 2023/06/30 | -152.883 K $ | -7.68 % |
| 2025/06/30 | XLF | SELECT SECTOR SPDR TR | 0.30% | 1.857 M $ | 35454 | 2023/06/30 | 90.403 K $ | 5.14 % |
| 2025/06/30 | VUG | VANGUARD INDEX FDS | 0.29% | 1.819 M $ | 4148 | 2023/06/30 | 280.321 K $ | 18.22 % |
| 2025/06/30 | POET | POET TECHNOLOGIES INC | 0.29% | 1.790 M $ | 343600 | 2024/06/30 | 500.214 K $ | 37.83 % |
| 2025/06/30 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 0.28% | 1.768 M $ | 53238 | 2024/03/31 | 287.226 K $ | 11.19 % |
| 2025/06/30 | FLO | FLOWERS FOODS INC | 0.28% | 1.765 M $ | 110480 | 2023/06/30 | -208.161 K $ | -15.94 % |
| 2025/06/30 | MTUM | ISHARES TR | 0.28% | 1.762 M $ | 7330 | 2023/06/30 | 281.192 K $ | 18.89 % |
| 2025/06/30 | CNXC | CONCENTRIX CORP | 0.27% | 1.707 M $ | 32296 | 2025/03/31 | -93.369 K $ | -5.00 % |
| 2025/06/30 | SPYG | SPDR SERIES TRUST | 0.26% | 1.640 M $ | 17207 | 2023/06/30 | 250.158 K $ | 18.60 % |
| 2025/06/30 | KNG | FIRST TR EXCHANGE-TRADED FD | 0.26% | 1.616 M $ | 32911 | 2023/09/30 | -46.631 K $ | -2.81 % |
| 2025/06/30 | VYM | VANGUARD WHITEHALL FDS | 0.26% | 1.613 M $ | 12101 | 2023/06/30 | 52.378 K $ | 3.37 % |
| 2025/06/30 | CRWD | CROWDSTRIKE HLDGS INC | 0.26% | 1.590 M $ | 3122 | 2023/06/30 | 489.624 K $ | 44.45 % |
| 2025/06/30 | PFE | PFIZER INC | 0.25% | 1.570 M $ | 64772 | 2023/06/30 | -73.098 K $ | -4.34 % |
| 2025/06/30 | LLY | ELI LILLY & CO | 0.25% | 1.550 M $ | 1988 | 2023/06/30 | -91.925 K $ | -5.62 % |
| 2025/06/30 | SPHQ | INVESCO EXCHANGE TRADED FD T | 0.25% | 1.548 M $ | 21720 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | VTV | VANGUARD INDEX FDS | 0.25% | 1.537 M $ | 8699 | 2023/06/30 | 27.124 K $ | 2.32 % |
| 2025/06/30 | MA | MASTERCARD INCORPORATED | 0.25% | 1.535 M $ | 2732 | 2023/06/30 | 36.111 K $ | 2.52 % |
| 2025/06/30 | BSCP | INVESCO EXCH TRD SLF IDX FD | 0.24% | 1.482 M $ | 71656 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2025/06/30 | QQQM | INVESCO EXCH TRADED FD TR II | 0.24% | 1.481 M $ | 6521 | 2023/06/30 | 173.739 K $ | 17.65 % |
| 2025/06/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.24% | 1.473 M $ | 6503 | 2023/06/30 | 311.160 K $ | 36.44 % |
| 2025/06/30 | GSLC | GOLDMAN SACHS ETF TR | 0.24% | 1.472 M $ | 12125 | 2023/06/30 | 144.798 K $ | 10.27 % |
| 2025/06/30 | MCD | MCDONALDS CORP | 0.23% | 1.449 M $ | 4958 | 2023/06/30 | -100.232 K $ | -6.47 % |
| 2025/06/30 | SDVY | FIRST TR EXCHANGE-TRADED FD | 0.23% | 1.448 M $ | 41034 | 2023/06/30 | 67.987 K $ | 5.31 % |
| 2025/06/30 | SMMU | PIMCO ETF TR | 0.23% | 1.436 M $ | 28620 | 2023/06/30 | 4.349 K $ | 0.30 % |
| 2025/06/30 | AMD | ADVANCED MICRO DEVICES INC | 0.23% | 1.425 M $ | 10045 | 2023/06/30 | 452.963 K $ | 38.12 % |
| 2025/06/30 | PGR | PROGRESSIVE CORP | 0.23% | 1.415 M $ | 5301 | 2023/06/30 | -85.659 K $ | -5.71 % |
| 2025/06/30 | IGM | ISHARES TR | 0.23% | 1.412 M $ | 12572 | 2023/06/30 | 276.422 K $ | 23.90 % |
| 2025/06/30 | SPLV | INVESCO EXCH TRADED FD TR II | 0.22% | 1.375 M $ | 18885 | 2023/06/30 | -29.588 K $ | -2.54 % |
| 2025/06/30 | AIG | AMERICAN INTL GROUP INC | 0.22% | 1.350 M $ | 15770 | 2023/06/30 | -21.127 K $ | -1.55 % |
| 2025/06/30 | WINN | HARBOR ETF TRUST | 0.21% | 1.334 M $ | 45810 | 2023/06/30 | 208.859 K $ | 18.90 % |
| 2025/06/30 | T | AT&T INC | 0.21% | 1.315 M $ | 45447 | 2023/06/30 | 32.077 K $ | 2.33 % |
| 2025/06/30 | FE | FIRSTENERGY CORP | 0.21% | 1.305 M $ | 32427 | 2023/06/30 | -3.586 K $ | -0.40 % |
| 2025/06/30 | SNOW | SNOWFLAKE INC | 0.21% | 1.281 M $ | 5724 | 2023/06/30 | 438.806 K $ | 53.10 % |
| 2025/06/30 | NTR | NUTRIEN LTD | 0.20% | 1.239 M $ | 21270 | 2023/06/30 | 207.565 K $ | 17.25 % |
| 2025/06/30 | COST | COSTCO WHSL CORP NEW | 0.20% | 1.237 M $ | 1249 | 2023/06/30 | 53.654 K $ | 4.67 % |
| 2025/06/30 | IJR | ISHARES TR | 0.20% | 1.229 M $ | 11245 | 2023/06/30 | 54.077 K $ | 4.51 % |