Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- Latest filing
- Aug 6, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 23, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 281
- −5 vs. Q4 2023
- Portfolio value
- $408.6M
- −$6.51M (−1.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 199,729 | $35.0M | 8.6% | −6,777−3.3% | Reduced | History |
| AAPLApple Inc. | Stock | 129,327 | $22.2M | 5.4% | −7,732−5.6% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 138,563 | $16.1M | 3.9% | +807+0.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 29,599 | $15.5M | 3.8% | +1,196+4.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 30,824 | $13.0M | 3.2% | −8,347−21.3% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 59,936 | $10.9M | 2.7% | −2,350−3.8% | Reduced | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 215,139 | $10.3M | 2.5% | −18,836−8.1% | Reduced | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 541,222 | $9.82M | 2.4% | −6,834−1.2% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 53,466 | $9.64M | 2.4% | −1,543−2.8% | Reduced | History |
| Nuvei Corp67079A102 | COM | 260,100 | $8.22M | 2.0% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 26,544 | $7.41M | 1.8% | +213+0.8% | Added | History |
| NVDANVIDIA Corp | Stock | 8,122 | $7.34M | 1.8% | −1,996−19.7% | Reduced | History |
| AMEAmetek Inc | COM | 37,848 | $6.92M | 1.7% | −206−0.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 16,162 | $6.20M | 1.5% | −1,393−7.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 37,927 | $6.15M | 1.5% | −3,653−8.8% | Reduced | History |
| CVXChevron Corp | Stock | 35,100 | $5.54M | 1.4% | −3,888−10.0% | Reduced | History |
| WMTWalmart Inc. | Stock | 90,121 | $5.42M | 1.3% | −5,612−5.9% | ReducedConverted for a 3-for-1 split | History |
| JNJJohnson & Johnson | Stock | 32,140 | $5.08M | 1.2% | −4,634−12.6% | Reduced | History |
| NADNuveen Quality Municipal Income Fund | COM | 421,449 | $4.83M | 1.2% | +14,205+3.5% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,751 | $4.21M | 1.0% | −1,910−17.9% | Reduced | – |
| MOAltria Group, Inc. | Stock | 95,958 | $4.19M | 1.0% | −2,069−2.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 5,706 | $4.18M | 1.0% | −433−7.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 7,879 | $4.14M | 1.0% | +4,401+126.5% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 20,150 | $4.04M | 1.0% | −4,619−18.6% | Reduced | History |
| TSLATesla, Inc. | Stock | 22,036 | $3.87M | 0.9% | +250+1.1% | Added | History |
| MAMastercard Inc | Stock | 7,459 | $3.59M | 0.9% | +310+4.3% | Added | History |
| LLYEli Lilly & Co | Stock | 4,009 | $3.12M | 0.8% | +923+29.9% | Added | History |
| KOCoca Cola Co | Stock | 49,451 | $3.03M | 0.7% | +395+0.8% | Added | History |
| NEENextera Energy Inc | Stock | 47,307 | $3.02M | 0.7% | −8,703−15.5% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 16,912 | $2.95M | 0.7% | −89−0.5% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,940 | $2.84M | 0.7% | −653−5.6% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,160 | $2.74M | 0.7% | +191+3.2% | Added | – |
| GOOGLAlphabet Inc. | Stock | 17,953 | $2.71M | 0.7% | +405+2.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 14,464 | $2.63M | 0.6% | +318+2.2% | Added | History |
| MCDMcDonalds Corp | Stock | 9,325 | $2.63M | 0.6% | −2,248−19.4% | Reduced | History |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 230,497 | $2.51M | 0.6% | +68,650+42.4% | Added | History |
| CATCaterpillar Inc | Stock | 6,832 | $2.50M | 0.6% | +120+1.8% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,548 | $2.38M | 0.6% | −40,694−65.4% | Reduced | – |
| ITWIllinois Tool Works Inc | Stock | 8,599 | $2.31M | 0.6% | −2,749−24.2% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 9,184 | $2.26M | 0.6% | +8+0.1% | Added | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 50,284 | $2.23M | 0.5% | −2,078−4.0% | Reduced | – |
| SCCOSouthern Copper Corp | Stock | 19,375 | $2.06M | 0.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,828 | $2.03M | 0.5% | +90+1.9% | Added | History |
| LOWLowes Companies Inc | Stock | 7,647 | $1.95M | 0.5% | −2,830−27.0% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 3,805 | $1.88M | 0.5% | −1,090−22.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,772 | $1.83M | 0.4% | +935+33.0% | Added | History |
| PMPhilip Morris International Inc. | Stock | 19,643 | $1.80M | 0.4% | −396−2.0% | Reduced | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 157,950 | $1.75M | 0.4% | +10,762+7.3% | Added | History |
| NFLXNetflix Inc | Stock | 2,877 | $1.75M | 0.4% | +29+1.0% | Added | History |
| SOSouthern Co | Stock | 24,185 | $1.74M | 0.4% | +635+2.7% | Added | History |
| PSXPhillips 66 | Stock | 10,148 | $1.66M | 0.4% | −5,572−35.4% | Reduced | History |
| BLKBlackRock, Inc. | COM | 1,975 | $1.65M | 0.4% | −861−30.4% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 7,836 | $1.61M | 0.4% | −1,315−14.4% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 5,481 | $1.56M | 0.4% | +3,052+125.6% | Added | History |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 124,807 | $1.52M | 0.4% | +10,057+8.8% | Added | History |
| LMTLockheed Martin Corp | Stock | 3,326 | $1.51M | 0.4% | −811−19.6% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 11,317 | $1.49M | 0.4% | +4,621+69.0% | Added | – |
| GOOGAlphabet Inc. | Stock | 9,687 | $1.47M | 0.4% | +39+0.4% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 3,435 | $1.43M | 0.4% | −94−2.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,420 | $1.41M | 0.3% | +3+0.1% | Added | History |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 22,918 | $1.39M | 0.3% | 00.0% | Unchanged | – |
| AMGNAmgen Inc | Stock | 4,840 | $1.38M | 0.3% | −252−4.9% | Reduced | History |
| FANGDiamondback Energy, Inc. | Stock | 6,830 | $1.35M | 0.3% | +16+0.2% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 10,562 | $1.30M | 0.3% | −1,253−10.6% | Reduced | – |
| RTXRTX Corp | Stock | 12,780 | $1.25M | 0.3% | −1,330−9.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 9,442 | $1.25M | 0.3% | −3,726−28.3% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 5,687 | $1.20M | 0.3% | −216−3.7% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 32,621 | $1.17M | 0.3% | +6,795+26.3% | Added | – |
| ACNAccenture plc | Stock | 3,363 | $1.17M | 0.3% | −553−14.1% | Reduced | History |
| AFLAflac Inc | Stock | 13,549 | $1.16M | 0.3% | −4,645−25.5% | Reduced | History |
| TAT&T Inc. | Stock | 62,732 | $1.10M | 0.3% | +1,417+2.3% | Added | History |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 89,603 | $1.10M | 0.3% | +76+0.1% | Added | History |
| HONHoneywell International Inc | COM | 5,099 | $1.05M | 0.3% | −200−3.8% | Reduced | History |
| iShares Tips Bond ETF464287176 | ETF | 9,616 | $1.03M | 0.3% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 20,380 | $1.02M | 0.2% | −9,197−31.1% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 4,000 | $998.9K | 0.2% | −2,922−42.2% | Reduced | History |
| ABTAbbott Laboratories | Stock | 8,779 | $997.8K | 0.2% | −3,282−27.2% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 32,870 | $959.1K | 0.2% | +2,369+7.8% | Added | History |
| COPConocoPhillips | Stock | 7,516 | $956.6K | 0.2% | +7+0.1% | Added | History |
| ECLEcolab Inc. | Stock | 4,012 | $926.4K | 0.2% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 22,075 | $926.2K | 0.2% | −71−0.3% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 2,907 | $909.5K | 0.2% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,336 | $903.0K | 0.2% | +1,113+34.5% | Added | – |
| VLOValero Energy Corp | Stock | 5,202 | $887.9K | 0.2% | −10−0.2% | Reduced | History |
| PRUPrudential Financial Inc | Stock | 7,561 | $887.7K | 0.2% | −302−3.8% | Reduced | History |
| LINLinde PLC | Stock | 1,838 | $853.4K | 0.2% | −1,006−35.4% | Reduced | History |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 31,718 | $847.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,284 | $822.0K | 0.2% | −962−18.3% | Reduced | – |
| VGMInvesco Trust for Investment Grade Municipals | COM | 81,179 | $800.4K | 0.2% | +1,800+2.3% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 5,366 | $797.5K | 0.2% | −638−10.6% | Reduced | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 22,012 | $793.1K | 0.2% | −1,087−4.7% | Reduced | – |
| ULTAUlta Beauty, Inc. | Stock | 1,505 | $786.9K | 0.2% | +1,505 | New | History |
| iShares Tr464287556 | ISHARES BIOTECH | 5,731 | $786.5K | 0.2% | −171−2.9% | Reduced | – |
| BXBlackstone Inc. | COM | 5,851 | $768.6K | 0.2% | +4+0.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,470 | $743.9K | 0.2% | −86−3.4% | Reduced | History |
| NVONovo Nordisk A S | ADR | 5,779 | $742.0K | 0.2% | +5,779 | New | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 13,970 | $730.1K | 0.2% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 5,964 | $729.8K | 0.2% | −161−2.6% | Reduced | History |
| VKQInvesco Municipal Trust | COM | 75,119 | $728.7K | 0.2% | +100.0% | Added | History |
| NSCNorfolk Southern Corp | Stock | 2,851 | $726.6K | 0.2% | −1,312−31.5% | Reduced | History |
Sold out since Q4 2023 (20)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| BDXBecton Dickinson & Co | Stock | 1,883 | $459.1K | 0.1% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,157 | $454.3K | 0.1% | History |
| GILDGilead Sciences, Inc. | Stock | 5,181 | $419.7K | 0.1% | History |
| iShares Tr464287150 | CORE S&P TTL STK | 3,882 | $408.5K | 0.1% | – |
| DOVDOVER Corp | COM | 2,420 | $372.2K | 0.1% | History |
| GPCGenuine Parts Co | Stock | 2,655 | $367.7K | 0.1% | History |
| NKENIKE, Inc. | Stock | 3,257 | $353.7K | 0.1% | History |
| CLXClorox Co | Stock | 2,117 | $301.9K | 0.1% | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,980 | $295.8K | 0.1% | – |
| LSTRLandstar System Inc | COM | 1,498 | $290.1K | 0.1% | History |
| FDSFactset Research Systems Inc | Stock | 598 | $285.3K | 0.1% | History |
| HUMHumana Inc | Stock | 592 | $271.0K | 0.1% | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,660 | $257.4K | 0.1% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,944 | $227.8K | 0.1% | – |
| ESEversource Energy | Stock | 3,690 | $227.7K | 0.1% | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,855 | $227.7K | 0.1% | – |
| DLRDigital Realty Trust, Inc. | COM | 1,691 | $227.6K | 0.1% | History |
| OBKOrigin Bancorp, Inc. | COM | 6,361 | $226.3K | 0.1% | History |
| DGXQuest Diagnostics Inc | COM | 1,608 | $221.7K | 0.1% | History |
| CVSCVS Health Corp | Stock | 2,552 | $201.5K | <0.1% | History |