13FBOX
Tyler-Stone Wealth Management · 13F Holdings
Options Calculator Rankings

Tyler-Stone Wealth Management

No.3714 Data as of Q3 2025
Latest AUM (Q3 2025)
$621.8M
QoQ Change Q2 2025
+$795,008+0.1%
Holdings
330
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
330
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2025 ValueQ3 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NVIDIA CORPORATIONNVDA
7.75%7.76%$48.2M304,913$48.2M304,91300.00%Unchanged
WWISDOMTREE TRDGRW
4.24%4.24%$26.3M314,479$26.3M314,47900.00%Unchanged
APPLE INCAAPL
3.67%3.67%$22.8M111,121$22.8M111,12100.00%Unchanged
IISHARES TRIVV
3.6%3.6%$22.4M36,010$22.4M36,01000.00%Unchanged
PARKER-HANNIFIN CORPPH
3.12%3.12%$19.4M27,779$19.4M27,77900.00%Unchanged
PALANTIR TECHNOLOGIES INCPLTR
3.03%3.03%$18.8M137,993$18.8M137,99300.00%Unchanged
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
2.01%2.02%$12.5M246,992$12.5M246,99200.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
1.94%1.95%$12.1M184,536$12.1M184,53600.00%Unchanged
AAlphabet Inc Class CGOOG
1.94%1.94%$12.0M67,838$12.0M67,83800.00%Unchanged
MICROSOFT CORPMSFT
1.88%1.88%$11.7M23,497$11.7M23,49700.00%Unchanged
NNEOS ETF TRUSTQQQI
1.64%1.65%$10.2M196,455$10.2M196,45500.00%Unchanged
AMAZON COM INCAMZN
1.6%1.6%$9.9M45,332$9.9M45,33200.00%Unchanged
IISHARES TRUSMV
1.53%1.53%$9.5M101,023$9.5M101,02300.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
1.45%1.45%$9.0M18,581$9.0M18,58100.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
1.37%1.37%$8.5M13,786$8.5M13,78600.00%Unchanged
PHILIP MORRIS INTL INCPM
1.26%1.26%$7.8M43,087$7.8M43,08700.00%Unchanged
EXXON MOBIL CORPXOM
1.23%1.23%$7.7M71,091$7.7M71,09100.00%Unchanged
BLACKSTONE INCBX
1.16%1.17%$7.2M48,420$7.2M48,42000.00%Unchanged
ALPHABET INCGOOGL
1.12%1.12%$6.9M39,365$6.9M39,36500.00%Unchanged
GGENERAL DYNAMICS CORPVTI
1.09%1.09%$6.8M22,285$6.8M22,28500.00%Unchanged
IINVESCO EXCH TRD SLF IDX FDBSJQ
1.07%1.07%$6.6M284,051$6.6M284,05100.00%Unchanged
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
1.04%1.04%$6.5M103,617$6.5M103,61700.00%Unchanged
FIRST INTST BANCSYSTEM INCFIBK
1.04%1.04%$6.5M203,548$6.5M203,54800.00%Unchanged
IISHARES TRITOT
0.99%0.99%$6.2M45,689$6.2M45,68900.00%Unchanged
VISA INCV
0.96%0.96%$6.0M16,793$6.0M16,79300.00%Unchanged
PPROSHARES TRNOBL
0.95%0.95%$5.9M58,719$5.9M58,71900.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJBND
0.89%0.89%$5.5M102,707$5.5M102,70700.00%Unchanged
IISHARES MSCIQUAL
0.83%0.83%$5.2M28,294$5.2M28,29400.00%Unchanged
IINVESCO QQQ TRVOO
0.8%0.8%$5.0M8,998$5.0M8,99800.00%Unchanged
SSPDR GOLD TRGLD
0.78%0.78%$4.9M15,925$4.9M15,92500.00%Unchanged
ALTRIA GROUP INCMO
0.74%0.74%$4.6M78,130$4.6M78,13000.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJGRO
0.7%0.7%$4.4M50,832$4.4M50,83200.00%Unchanged
UBER TECHNOLOGIES INCUBER
0.64%0.64%$4.0M42,405$4.0M42,40500.00%Unchanged
SSTATE STREETSPYV
0.63%0.63%$3.9M75,299$3.9M75,29900.00%Unchanged
META PLATFORMS INCMETA
0.61%0.61%$3.8M5,159$3.8M5,15900.00%Unchanged
IISHARES TRIVW
0.61%0.61%$3.8M34,297$3.8M34,29700.00%Unchanged
FFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDTDIV
0.59%0.59%$3.7M40,793$3.7M40,79300.00%Unchanged
IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ
0.58%0.58%$3.6M156,260$3.6M156,26000.00%Unchanged
BBANK OF AMER CORPBAC
0.56%0.56%$3.5M73,285$3.5M73,28500.00%Unchanged
PPACER FDS TRCOWZ
0.55%0.55%$3.4M61,525$3.4M61,52500.00%Unchanged
TESLA INCTSLA
0.53%0.53%$3.3M10,277$3.3M10,27700.00%Unchanged
JPMORGAN CHASE & COJPM
0.51%0.51%$3.2M10,908$3.2M10,90800.00%Unchanged
IINVESCO EXCH TRD SLF IDX FDBSJR
0.51%0.51%$3.2M139,167$3.2M139,16700.00%Unchanged
KEYCORPKEY
0.51%0.51%$3.2M180,984$3.2M180,98400.00%Unchanged
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
0.5%0.5%$3.1M117,378$3.1M117,37800.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJEPQ
0.5%0.5%$3.1M56,925$3.1M56,92500.00%Unchanged
SSCHWAB STRATEGIC TRSCHD
0.47%0.47%$2.9M111,076$2.9M111,07600.00%Unchanged
SSELECT SECTOR SPDR TRXLU
0.47%0.47%$2.9M35,412$2.9M35,41200.00%Unchanged
IISHARES TR
0.45%0.45%$2.8M120,522$2.8M120,52200.00%Unchanged
UUpstart Holdings INC CORP COMMONUPST
0.41%0.41%$2.6M39,634$2.6M39,63400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow