Tyche Wealth Partners

PLANO, TXfiles as Tyche Wealth Partners LLC

$712m in 339 US stocks at the end of 30 June 2026. The top 10 are 34.0% of the money. It changed about 10.3% of the portfolio this quarter.

Value
$712m
Stocks
339
Top 10 share
34.0%
Turnover
10.3%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

  • State STR Spdr S&P 500 ETF TSPY
    7.4% of the fund
    +5%
  • Pacer FDS TRPTLC
    2.4% of the fund
    +3%
  • Ishares TRIVV
    2.2% of the fund
    +32%
  • Ishares TRMUB
    2.0% of the fund
    +15%
  • Tidal Trust IIIAIS
    1.7% of the fund
    +5%
  • Ishares TRLMUB
    1.1% of the fund
    +21%
  • Blackrock ETF TrustCORO
    1.1% of the fund
    +20%
  • Spdr Index SHS FDSSPDW
    1.0% of the fund
    +9%
  • ChevronCVX
    0.9% of the fund
    +3%
  • Home DepotHD
    0.9% of the fund
    +5%
  • Eli LillyLLY
    0.8% of the fund
    +51%
  • Blackrock ETF TrustDYNF
    0.8% of the fund
    +10%
  • RTXRTX
    0.6% of the fund
    +19%
  • Blackrock ETF TrustTHRO
    0.6% of the fund
    +4%
  • Wells Fargo & CompanyWFC
    0.6% of the fund
    +347%
  • Coca-ColaKO
    0.5% of the fund
    +3%
  • AlphabetGOOG
    0.5% of the fund
    +8%
  • BroadcomAVGO
    0.4% of the fund
    +23%
  • J P Morgan Exchange Traded FJEPI
    0.4% of the fund
    +5%
  • Berkshire HathawayBRK-B
    0.4% of the fund
    +3%
  • Spdr Gold TRGLD
    0.4% of the fund
    +10%
  • Palo Alto NetworksPANW
    0.4% of the fund
    +32%
  • IsharesIEMG
    0.4% of the fund
    +11%
  • Invesco Exchange Traded FD TRSP
    0.3% of the fund
    +34%
  • Global X FDSSHLD
    0.3% of the fund
    +25%

Cut

Sold some of their stake.

Holdings

  • State STR Spdr S&P 500 ETF TSPY
    Share
    7.4%
    Value
    $53m
    Shares
    70,359

    +5%

  • AppleAAPL
    Share
    5.2%
    Value
    $37m
    Shares
    127,353

    -3%

  • PepsiCoPEP
    Share
    3.7%
    Value
    $27m
    Shares
    196,170

    Held

  • ExxonMobil HoldingsXOM
    Share
    3.0%
    Value
    $22m
    Shares
    158,826

    -3%

  • Fidelity Covington TrustFMDE
    Share
    3.0%
    Value
    $22m
    Shares
    532,786

    Held

  • Invesco QQQ TRQQQ
    Share
    2.7%
    Value
    $19m
    Shares
    25,690

    Held

  • Pacer FDS TRPTLC
    Share
    2.4%
    Value
    $17m
    Shares
    292,286

    +3%

  • NvidiaNVDA
    Share
    2.4%
    Value
    $17m
    Shares
    84,467

    Held

  • Ishares TRIVV
    Share
    2.2%
    Value
    $16m
    Shares
    20,963

    +32%

  • Ishares TRMUB
    Share
    2.0%
    Value
    $14m
    Shares
    134,608

    +15%

  • Amazon.comAMZN
    Share
    1.9%
    Value
    $14m
    Shares
    57,308

    -2%

  • Tidal Trust IIIAIS
    Share
    1.7%
    Value
    $12m
    Shares
    143,420

    +5%

  • MicrosoftMSFT
    Share
    1.7%
    Value
    $12m
    Shares
    32,378

    -6%

  • Proshares TRROM
    Share
    1.7%
    Value
    $12m
    Shares
    77,467

    Held

  • WalmartWMT
    Share
    1.5%
    Value
    $10m
    Shares
    91,712

    Held

  • TeslaTSLA
    Share
    1.4%
    Value
    $10m
    Shares
    23,637

    Held

  • Vanguard Whitehall FDSVYM
    Share
    1.3%
    Value
    $9m
    Shares
    58,163

    -3%

  • VisaV
    Share
    1.2%
    Value
    $9m
    Shares
    25,208

    Held

  • Texas InstrumentsTXN
    Share
    1.1%
    Value
    $8m
    Shares
    27,090

    Held

  • Ishares TRLMUB
    Share
    1.1%
    Value
    $8m
    Shares
    154,916

    +21%

  • CaterpillarCAT
    Share
    1.1%
    Value
    $8m
    Shares
    7,284

    Held

  • Blackrock ETF TrustCORO
    Share
    1.1%
    Value
    $8m
    Shares
    207,752

    +20%

  • Spdr Index SHS FDSSPDW
    Share
    1.0%
    Value
    $7m
    Shares
    140,760

    +9%

  • AlphabetGOOGL
    Share
    1.0%
    Value
    $7m
    Shares
    19,443

    Held

  • JPMorgan ChaseJPM
    Share
    0.9%
    Value
    $7m
    Shares
    20,119

    Held

  • Altria GroupMO
    Share
    0.9%
    Value
    $6m
    Shares
    87,728

    Held

  • Vanguard Index FDSVOO
    Share
    0.9%
    Value
    $6m
    Shares
    9,054

    Held

  • ChevronCVX
    Share
    0.9%
    Value
    $6m
    Shares
    36,793

    +3%

  • Home DepotHD
    Share
    0.9%
    Value
    $6m
    Shares
    17,234

    +5%

  • Johnson & JohnsonJNJ
    Share
    0.8%
    Value
    $6m
    Shares
    22,399

    Held

  • Eli LillyLLY
    Share
    0.8%
    Value
    $6m
    Shares
    4,653

    +51%

  • Procter & GamblePG
    Share
    0.8%
    Value
    $6m
    Shares
    37,918

    -9%

  • Costco WholesaleCOST
    Share
    0.8%
    Value
    $5m
    Shares
    5,828

    -9%

  • Blackrock ETF TrustDYNF
    Share
    0.8%
    Value
    $5m
    Shares
    79,856

    +10%

  • Ishares TRSMLF
    Share
    0.6%
    Value
    $4m
    Shares
    49,288

    Held

  • AbbVieABBV
    Share
    0.6%
    Value
    $4m
    Shares
    17,400

    -9%

  • Vanguard Index FDSVTI
    Share
    0.6%
    Value
    $4m
    Shares
    11,653

    -2%

  • Schwab Strategic TRSCHG
    Share
    0.6%
    Value
    $4m
    Shares
    126,703

    Held

  • NextEra EnergyNEE
    Share
    0.6%
    Value
    $4m
    Shares
    46,868

    -2%

  • Ishares TRIYW
    Share
    0.6%
    Value
    $4m
    Shares
    16,055

    Held

  • RTXRTX
    Share
    0.6%
    Value
    $4m
    Shares
    20,899

    +19%

  • Blackrock ETF TrustTHRO
    Share
    0.6%
    Value
    $4m
    Shares
    91,829

    +4%

  • Wells Fargo & CompanyWFC
    Share
    0.6%
    Value
    $4m
    Shares
    47,585

    +347%

  • Coca-ColaKO
    Share
    0.5%
    Value
    $4m
    Shares
    47,613

    +3%

  • Goldman Sachs GroupGS
    Share
    0.5%
    Value
    $4m
    Shares
    3,812

    -20%

  • MastercardMA
    Share
    0.5%
    Value
    $4m
    Shares
    7,173

    -11%

  • AlphabetGOOG
    Share
    0.5%
    Value
    $4m
    Shares
    10,177

    +8%

  • Ishares TRQUAL
    Share
    0.5%
    Value
    $3m
    Shares
    15,837

    -19%

  • Blackrock ETF TrustBAI
    Share
    0.5%
    Value
    $3m
    Shares
    64,680

    -5%

  • Vanguard Specialized FundsVIG
    Share
    0.5%
    Value
    $3m
    Shares
    14,101

    Held

  • Blackrock ETF TrustIALT
    Share
    0.4%
    Value
    $3m
    Shares
    110,205

    New

  • Nuveen Dynamic Municipal Opportunities FundNDMO
    Share
    0.4%
    Value
    $3m
    Shares
    293,874

    Held

  • Philip Morris InternationalPM
    Share
    0.4%
    Value
    $3m
    Shares
    16,729

    Held

  • Dimensional ETF TrustDFAT
    Share
    0.4%
    Value
    $3m
    Shares
    42,925

    Held

  • BroadcomAVGO
    Share
    0.4%
    Value
    $3m
    Shares
    7,790

    +23%

  • J P Morgan Exchange Traded FJEPI
    Share
    0.4%
    Value
    $3m
    Shares
    51,010

    +5%

  • CrowdStrike HoldingsCRWD
    Share
    0.4%
    Value
    $3m
    Shares
    3,740

    Held

  • Berkshire HathawayBRK-B
    Share
    0.4%
    Value
    $3m
    Shares
    5,683

    +3%

  • McDonald'sMCD
    Share
    0.4%
    Value
    $3m
    Shares
    10,428

    -10%

  • Spdr Gold TRGLD
    Share
    0.4%
    Value
    $3m
    Shares
    7,575

    +10%

  • Southern CompanySO
    Share
    0.4%
    Value
    $3m
    Shares
    28,092

    Held

  • Palo Alto NetworksPANW
    Share
    0.4%
    Value
    $3m
    Shares
    7,736

    +32%

  • IsharesIEMG
    Share
    0.4%
    Value
    $3m
    Shares
    30,354

    +11%

  • Cipher DigitalCIFR
    Share
    0.3%
    Value
    $2m
    Shares
    100,000

    Held

  • AmetekAME
    Share
    0.3%
    Value
    $2m
    Shares
    10,047

    Held

  • Invesco Exchange Traded FD TRSP
    Share
    0.3%
    Value
    $2m
    Shares
    11,271

    +34%

  • NetflixNFLX
    Share
    0.3%
    Value
    $2m
    Shares
    31,935

    Held

  • Select Sector Spdr TRXLK
    Share
    0.3%
    Value
    $2m
    Shares
    11,550

    Held

  • Global X FDSSHLD
    Share
    0.3%
    Value
    $2m
    Shares
    36,133

    +25%

  • UnitedHealth GroupUNH
    Share
    0.3%
    Value
    $2m
    Shares
    5,150

    -5%

  • Dimensional ETF TrustDFIC
    Share
    0.3%
    Value
    $2m
    Shares
    56,575

    Held

  • Invesco Exch Traded FD TR IISPHD
    Share
    0.3%
    Value
    $2m
    Shares
    41,395

    Held

  • Vanguard Charlotte FDSBNDX
    Share
    0.3%
    Value
    $2m
    Shares
    43,296

    +66%

  • Union PacificUNP
    Share
    0.3%
    Value
    $2m
    Shares
    7,493

    Held

  • Spdr Series TrustSDY
    Share
    0.3%
    Value
    $2m
    Shares
    13,366

    +24%

  • Meta PlatformsMETA
    Share
    0.3%
    Value
    $2m
    Shares
    3,516

    +7%

  • Ishares TRSTIP
    Share
    0.3%
    Value
    $2m
    Shares
    19,099

    +32%

  • American Centy ETF TRAVEM
    Share
    0.3%
    Value
    $2m
    Shares
    20,175

    -2%

  • Illinois Tool WorksITW
    Share
    0.3%
    Value
    $2m
    Shares
    7,119

    -17%

  • Ishares TRGOVT
    Share
    0.3%
    Value
    $2m
    Shares
    83,089

    +29%

  • Nuveen AMT Free Qlty MUNXNEAX
    Share
    0.3%
    Value
    $2m
    Shares
    156,574

    -4%

  • Spdr Index SHS FDSSPEM
    Share
    0.2%
    Value
    $2m
    Shares
    32,943

    Held

  • Lockheed MartinLMT
    Share
    0.2%
    Value
    $2m
    Shares
    3,190

    Held

  • Nuveen Quality Municipal Income FundNAD
    Share
    0.2%
    Value
    $2m
    Shares
    133,581

    -13%

  • Ishares TRDVY
    Share
    0.2%
    Value
    $2m
    Shares
    10,158

    -2%

  • Ishares TRMBB
    Share
    0.2%
    Value
    $2m
    Shares
    16,692

    +24%

  • Cisco SystemsCSCO
    Share
    0.2%
    Value
    $2m
    Shares
    13,414

    +4%

  • Nuveen AMT-Free Municipal Credit Income FundNVG
    Share
    0.2%
    Value
    $2m
    Shares
    118,423

    -3%

  • Enterprise Products Partners L.P.EPD
    Share
    0.2%
    Value
    $2m
    Shares
    41,099

    Held

  • Blackrock ETF Trust IIBINC
    Share
    0.2%
    Value
    $1m
    Shares
    27,855

    -11%

  • Vanguard Scottsdale FDSVCIT
    Share
    0.2%
    Value
    $1m
    Shares
    17,285

    Held

  • Ishares TRSYSB
    Share
    0.2%
    Value
    $1m
    Shares
    15,594

    +25%

  • BlackRockBLK
    Share
    0.2%
    Value
    $1m
    Shares
    1,426

    Held

  • Ishares TRUSRT
    Share
    0.2%
    Value
    $1m
    Shares
    19,790

    -18%

  • Ishares TRIWF
    Share
    0.2%
    Value
    $1m
    Shares
    10,459

    +13%

  • Nebius GroupNBIS
    Share
    0.2%
    Value
    $1m
    Shares
    4,700

    +7%

  • Lowe's CompaniesLOW
    Share
    0.2%
    Value
    $1m
    Shares
    5,776

    Held

  • Vanguard Index FDSVOT
    Share
    0.2%
    Value
    $1m
    Shares
    4,095

    Held

  • OneokOKE
    Share
    0.2%
    Value
    $1m
    Shares
    14,177

    Held

  • American Centy ETF TRAVUV
    Share
    0.2%
    Value
    $1m
    Shares
    9,754

    +5%

Showing the largest 100 of 339.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 43.1% since 30 June 2025.

Where the money is

Technology13.2%
Everyday goods8.9%
Financial services5.8%
Industrials5.0%
Retail & consumer4.9%
Energy4.8%
Health care3.5%
Media & telecom2.6%
Utilities1.7%
Materials0.5%
Real estate0.3%
Other48.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.