Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- Latest filing
- Aug 6, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 25, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 288
- +12 vs. Q2 2024
- Portfolio value
- $441.7M
- +$30.8M (+7.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEPPepsiCo Inc | Stock | 198,465 | $33.7M | 7.6% | −264−0.1% | Reduced | History |
| AAPLApple Inc. | Stock | 127,668 | $29.7M | 6.7% | −1,728−1.3% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 35,827 | $20.6M | 4.7% | +5,739+19.1% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 141,714 | $16.6M | 3.8% | +976+0.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 33,675 | $14.5M | 3.3% | +3,060+10.0% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,101 | $12.3M | 2.8% | +1,850+3.1% | Added | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 218,955 | $11.5M | 2.6% | +4,793+2.2% | Added | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 603,898 | $11.4M | 2.6% | +16,035+2.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 54,735 | $10.2M | 2.3% | +43+0.1% | Added | History |
| NVDANVIDIA Corp | Stock | 72,538 | $8.81M | 2.0% | +388+0.5% | Added | History |
| Nuvei Corp67079A102 | COM | 260,100 | $8.67M | 2.0% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 26,373 | $7.25M | 1.6% | +135+0.5% | Added | History |
| HDHome Depot, Inc. | Stock | 17,695 | $7.17M | 1.6% | −131−0.7% | Reduced | History |
| WMTWalmart Inc. | Stock | 85,452 | $6.90M | 1.6% | −528−0.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 37,827 | $6.55M | 1.5% | +77+0.2% | Added | History |
| AMEAmetek Inc | COM | 37,857 | $6.50M | 1.5% | +90.0% | Added | History |
| TSLATesla, Inc. | Stock | 21,805 | $5.70M | 1.3% | −261−1.2% | Reduced | History |
| NADNuveen Quality Municipal Income Fund | COM | 424,325 | $5.25M | 1.2% | +13,921+3.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 5,664 | $5.02M | 1.1% | −67−1.2% | Reduced | History |
| CVXChevron Corp | Stock | 33,791 | $4.98M | 1.1% | +99+0.3% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 8,326 | $4.80M | 1.1% | +254+3.1% | Added | – |
| MOAltria Group, Inc. | Stock | 90,177 | $4.60M | 1.0% | −1,990−2.2% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,695 | $4.59M | 1.0% | −253−2.8% | Reduced | – |
| JNJJohnson & Johnson | Stock | 26,654 | $4.32M | 1.0% | −1,188−4.3% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,521 | $4.16M | 0.9% | +1,432+20.2% | Added | – |
| LLYEli Lilly & Co | Stock | 4,617 | $4.09M | 0.9% | +163+3.7% | Added | History |
| NEENextera Energy Inc | Stock | 46,625 | $3.94M | 0.9% | +263+0.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 17,539 | $3.70M | 0.8% | −416−2.3% | Reduced | History |
| MAMastercard Inc | Stock | 7,474 | $3.69M | 0.8% | +8+0.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 17,986 | $3.55M | 0.8% | +34+0.2% | Added | History |
| KOCoca Cola Co | Stock | 47,814 | $3.44M | 0.8% | −88−0.2% | Reduced | History |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 277,866 | $3.11M | 0.7% | +8,143+3.0% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,706 | $3.03M | 0.7% | −255−2.3% | Reduced | – |
| TXNTexas Instruments Inc | Stock | 14,486 | $2.99M | 0.7% | −2,678−15.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 17,817 | $2.96M | 0.7% | −226−1.3% | Reduced | History |
| MCDMcDonalds Corp | Stock | 9,097 | $2.77M | 0.6% | −306−3.3% | Reduced | History |
| CATCaterpillar Inc | Stock | 6,983 | $2.73M | 0.6% | −55−0.8% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 4,365 | $2.55M | 0.6% | +90+2.1% | Added | History |
| SOSouthern Co | Stock | 26,904 | $2.43M | 0.5% | −572−2.1% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 47,018 | $2.38M | 0.5% | +210.0% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,152 | $2.37M | 0.5% | +99+2.0% | Added | History |
| SCCOSouthern Copper Corp | Stock | 19,685 | $2.28M | 0.5% | +109+0.6% | Added | History |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 33,088 | $2.22M | 0.5% | +10,170+44.4% | Added | – |
| NFLXNetflix Inc | Stock | 2,994 | $2.12M | 0.5% | +32+1.1% | Added | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 55,954 | $2.10M | 0.5% | +5,626+11.2% | Added | – |
| PMPhilip Morris International Inc. | Stock | 17,053 | $2.07M | 0.5% | +141+0.8% | Added | History |
| UNPUnion Pacific Corp | Stock | 8,301 | $2.05M | 0.5% | −79−0.9% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 7,605 | $1.99M | 0.5% | −196−2.5% | Reduced | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 162,630 | $1.95M | 0.4% | +1,737+1.1% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 3,781 | $1.87M | 0.4% | +33+0.9% | Added | History |
| LMTLockheed Martin Corp | Stock | 3,048 | $1.78M | 0.4% | −31−1.0% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,029 | $1.76M | 0.4% | −345−2.2% | Reduced | – |
| RTXRTX Corp | Stock | 14,293 | $1.73M | 0.4% | +71+0.5% | Added | History |
| LOWLowes Companies Inc | Stock | 6,227 | $1.69M | 0.4% | −106−1.7% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 6,814 | $1.66M | 0.4% | +30.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 9,707 | $1.62M | 0.4% | +20+0.2% | Added | History |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 120,158 | $1.61M | 0.4% | −6,373−5.0% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 4,679 | $1.60M | 0.4% | +158+3.5% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 11,217 | $1.59M | 0.4% | +46+0.4% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,423 | $1.50M | 0.3% | +3+0.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,572 | $1.47M | 0.3% | −1,893−42.4% | Reduced | History |
| BLKBlackRock, Inc. | COM | 1,512 | $1.44M | 0.3% | −45−2.9% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 10,232 | $1.38M | 0.3% | −24−0.2% | Reduced | – |
| TAT&T Inc. | Stock | 61,218 | $1.35M | 0.3% | −1,993−3.2% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 5,889 | $1.30M | 0.3% | +202+3.6% | Added | – |
| AFLAflac Inc | Stock | 11,080 | $1.24M | 0.3% | −183−1.6% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,254 | $1.19M | 0.3% | +315+6.4% | Added | – |
| ABTAbbott Laboratories | Stock | 10,324 | $1.18M | 0.3% | +50.0% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 6,488 | $1.12M | 0.3% | −173−2.6% | Reduced | History |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 81,255 | $1.06M | 0.2% | −6,006−6.9% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 2,582 | $1.03M | 0.2% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 4,936 | $1.02M | 0.2% | −113−2.2% | Reduced | History |
| ACNAccenture plc | Stock | 2,833 | $1.00M | 0.2% | −81−2.8% | Reduced | History |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 31,718 | $974.1K | 0.2% | 00.0% | Unchanged | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,438 | $964.4K | 0.2% | +1,772+106.4% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 31,219 | $908.8K | 0.2% | +407+1.3% | Added | History |
| VZVerizon Communications Inc | Stock | 19,665 | $883.1K | 0.2% | +154+0.8% | Added | History |
| MRKMerck & Co., Inc. | Stock | 7,765 | $881.8K | 0.2% | −68−0.9% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,961 | $881.7K | 0.2% | +131+4.6% | Added | History |
| BXBlackstone Inc. | COM | 5,729 | $877.3K | 0.2% | −125−2.1% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,285 | $860.3K | 0.2% | +10.0% | Added | – |
| PSXPhillips 66 | Stock | 6,492 | $853.4K | 0.2% | −199−3.0% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 15,418 | $820.5K | 0.2% | −2,074−11.9% | Reduced | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 22,012 | $817.1K | 0.2% | 00.0% | Unchanged | – |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 68,831 | $803.3K | 0.2% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 7,619 | $802.1K | 0.2% | −76−1.0% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 2,885 | $798.4K | 0.2% | −73−2.5% | Reduced | History |
| ECLEcolab Inc. | Stock | 2,961 | $755.9K | 0.2% | −101−3.3% | Reduced | History |
| VGMInvesco Trust for Investment Grade Municipals | COM | 71,544 | $755.5K | 0.2% | −9,635−11.9% | Reduced | History |
| SPXXNuveen S&P 500 Dynamic Overwrite Fund | COM | 44,681 | $749.8K | 0.2% | +2,772+6.6% | Added | History |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 30,981 | $748.2K | 0.2% | +60+0.2% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 13,970 | $741.4K | 0.2% | 00.0% | Unchanged | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 12,396 | $716.8K | 0.2% | +727+6.2% | Added | – |
| PRUPrudential Financial Inc | Stock | 5,882 | $712.3K | 0.2% | −543−8.5% | Reduced | History |
| VKQInvesco Municipal Trust | COM | 69,321 | $711.2K | 0.2% | −5,810−7.7% | Reduced | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,905 | $700.3K | 0.2% | +201+5.4% | Added | – |
| ORCLOracle Corp | Stock | 4,096 | $698.0K | 0.2% | −137−3.2% | Reduced | History |
| ATOAtmos Energy Corp | COM | 5,016 | $695.8K | 0.2% | −414−7.6% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,531 | $689.2K | 0.2% | +26+0.3% | Added | – |
| AMGNAmgen Inc | Stock | 2,137 | $688.6K | 0.2% | −809−27.5% | Reduced | History |
Sold out since Q2 2024 (6)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| ANETArista Networks, Inc. | COM | 2,310 | $809.7K | 0.2% | History |
| AIFApollo Tactical Income Fund Inc. | COM | 22,487 | $329.2K | 0.1% | History |
| QCOMQualcomm Inc | Stock | 1,435 | $285.9K | 0.1% | History |
| ASMLASML Holding NV | ADR | 227 | $231.9K | 0.1% | History |
| iShares Tr464287515 | EXPANDED TECH | 2,525 | $219.4K | 0.1% | – |
| ADIAnalog Devices Inc | Stock | 905 | $206.6K | 0.1% | History |