Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 27, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 301
- +13 vs. Q3 2024
- Portfolio value
- $473.5M
- +$31.8M (+7.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 138,351 | $34.6M | 7.3% | +10,683+8.4% | Added | History |
| PEPPepsiCo Inc | Stock | 199,790 | $30.4M | 6.4% | +1,325+0.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,019 | $21.7M | 4.6% | +1,192+3.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 163,094 | $17.5M | 3.7% | +21,380+15.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 32,374 | $13.6M | 2.9% | −1,301−3.9% | Reduced | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 228,758 | $12.2M | 2.6% | +9,803+4.5% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 61,395 | $12.0M | 2.5% | −706−1.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 53,214 | $11.7M | 2.5% | −1,521−2.8% | Reduced | History |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 594,931 | $11.1M | 2.3% | −8,967−1.5% | Reduced | – |
| NVDANVIDIA Corp | Stock | 70,968 | $9.53M | 2.0% | −1,570−2.2% | Reduced | History |
| TSLATesla, Inc. | Stock | 21,742 | $8.78M | 1.9% | −63−0.3% | Reduced | History |
| WMTWalmart Inc. | Stock | 94,459 | $8.53M | 1.8% | +9,007+10.5% | Added | History |
| VVisa Inc. | Stock | 26,066 | $8.24M | 1.7% | −307−1.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 18,764 | $7.30M | 1.5% | +1,069+6.0% | Added | History |
| AMEAmetek Inc | COM | 37,857 | $6.82M | 1.4% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 39,203 | $6.57M | 1.4% | +1,376+3.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 6,510 | $5.97M | 1.3% | +846+14.9% | Added | History |
| LLYEli Lilly & Co | Stock | 7,044 | $5.44M | 1.1% | +2,427+52.6% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 8,944 | $5.27M | 1.1% | +618+7.4% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,343 | $4.78M | 1.0% | +822+9.6% | Added | – |
| MAMastercard Inc | Stock | 9,002 | $4.74M | 1.0% | +1,528+20.4% | Added | History |
| NADNuveen Quality Municipal Income Fund | COM | 406,494 | $4.74M | 1.0% | −17,831−4.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 19,709 | $4.72M | 1.0% | +2,170+12.4% | Added | History |
| MOAltria Group, Inc. | Stock | 88,471 | $4.63M | 1.0% | −1,706−1.9% | Reduced | History |
| CVXChevron Corp | Stock | 31,735 | $4.60M | 1.0% | −2,056−6.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,458 | $4.56M | 1.0% | −237−2.7% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 22,168 | $3.94M | 0.8% | +4,182+23.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 19,101 | $3.62M | 0.8% | +1,284+7.2% | Added | History |
| MCDMcDonalds Corp | Stock | 12,431 | $3.60M | 0.8% | +3,334+36.6% | Added | History |
| JNJJohnson & Johnson | Stock | 23,855 | $3.45M | 0.7% | −2,799−10.5% | Reduced | History |
| NEENextera Energy Inc | Stock | 47,726 | $3.42M | 0.7% | +1,101+2.4% | Added | History |
| TXNTexas Instruments Inc | Stock | 17,902 | $3.36M | 0.7% | +3,416+23.6% | Added | History |
| KOCoca Cola Co | Stock | 49,447 | $3.08M | 0.7% | +1,633+3.4% | Added | History |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 291,004 | $2.92M | 0.6% | +13,138+4.7% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,699 | $2.81M | 0.6% | −1,007−9.4% | Reduced | – |
| NFLXNetflix Inc | Stock | 3,109 | $2.77M | 0.6% | +115+3.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 4,718 | $2.76M | 0.6% | +2,146+83.4% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 10,782 | $2.73M | 0.6% | +3,177+41.8% | Added | History |
| CATCaterpillar Inc | Stock | 7,237 | $2.63M | 0.6% | +254+3.6% | Added | History |
| BLKBlackRock, Inc. | Stock | 2,520 | $2.58M | 0.5% | +1,008+66.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,430 | $2.46M | 0.5% | +278+5.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 4,683 | $2.37M | 0.5% | +318+7.3% | Added | History |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 33,088 | $2.31M | 0.5% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 66,397 | $2.27M | 0.5% | +10,443+18.7% | Added | – |
| SOSouthern Co | Stock | 26,576 | $2.19M | 0.5% | −328−1.2% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 3,779 | $2.16M | 0.5% | −2−0.1% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 44,010 | $2.13M | 0.4% | −3,008−6.4% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 16,816 | $2.02M | 0.4% | −237−1.4% | Reduced | History |
| ACNAccenture plc | Stock | 5,529 | $1.95M | 0.4% | +2,696+95.2% | Added | History |
| RTXRTX Corp | Stock | 16,423 | $1.90M | 0.4% | +2,130+14.9% | Added | History |
| ABTAbbott Laboratories | Stock | 16,629 | $1.88M | 0.4% | +6,305+61.1% | Added | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 163,214 | $1.84M | 0.4% | +584+0.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 9,548 | $1.82M | 0.4% | −159−1.6% | Reduced | History |
| SCCOSouthern Copper Corp | Stock | 19,807 | $1.81M | 0.4% | +122+0.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 7,796 | $1.78M | 0.4% | −505−6.1% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 6,024 | $1.76M | 0.4% | +3,139+108.8% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,623 | $1.68M | 0.4% | −406−2.7% | Reduced | – |
| LOWLowes Companies Inc | Stock | 6,729 | $1.66M | 0.4% | +502+8.1% | Added | History |
| GLDSPDR Gold Trust | ETF | 6,822 | $1.65M | 0.3% | +8+0.1% | Added | History |
| ATOAtmos Energy Corp | COM | 10,946 | $1.52M | 0.3% | +5,930+118.2% | Added | History |
| LMTLockheed Martin Corp | Stock | 3,045 | $1.48M | 0.3% | −3−0.1% | Reduced | History |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 119,612 | $1.47M | 0.3% | −546−0.5% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 6,507 | $1.44M | 0.3% | +3,696+131.5% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 2,382 | $1.42M | 0.3% | −200−7.7% | Reduced | History |
| TAT&T Inc. | Stock | 58,724 | $1.34M | 0.3% | −2,494−4.1% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 10,183 | $1.34M | 0.3% | −49−0.5% | Reduced | – |
| VZVerizon Communications Inc | Stock | 32,909 | $1.32M | 0.3% | +13,244+67.3% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 5,904 | $1.30M | 0.3% | +15+0.3% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,698 | $1.28M | 0.3% | −1,519−13.5% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 12,756 | $1.27M | 0.3% | +4,991+64.3% | Added | History |
| SPGIS&P Global Inc. | Stock | 2,498 | $1.24M | 0.3% | +1,890+310.9% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 6,698 | $1.22M | 0.3% | −2,660−28.4% | ReducedConverted for a 2-for-1 split | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,337 | $1.22M | 0.3% | −86−3.5% | Reduced | History |
| SYKStryker Corp | Stock | 3,280 | $1.18M | 0.2% | +2,154+191.3% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,918 | $1.14M | 0.2% | −336−6.4% | Reduced | – |
| HONHoneywell International Inc | COM | 4,917 | $1.11M | 0.2% | −19−0.4% | Reduced | History |
| AFLAflac Inc | Stock | 10,567 | $1.09M | 0.2% | −513−4.6% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,137 | $1.07M | 0.2% | −301−8.8% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 2,312 | $1.07M | 0.2% | +2,312 | New | History |
| EPDEnterprise Products Partners L.P. | Stock | 32,226 | $1.01M | 0.2% | +1,007+3.2% | Added | History |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 81,506 | $991.9K | 0.2% | +251+0.3% | Added | History |
| FANGDiamondback Energy, Inc. | Stock | 6,039 | $989.4K | 0.2% | −449−6.9% | Reduced | History |
| BXBlackstone Inc. | COM | 5,691 | $981.2K | 0.2% | −38−0.7% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 16,155 | $965.0K | 0.2% | +8,506+111.2% | Added | History |
| SHWSherwin Williams Co | COM | 2,786 | $947.2K | 0.2% | +2,786 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 3,255 | $944.1K | 0.2% | +294+9.9% | Added | History |
| INTUIntuit Inc. | Stock | 1,484 | $932.4K | 0.2% | +1,484 | New | History |
| CSCOCisco Systems, Inc. | Stock | 15,604 | $923.8K | 0.2% | +186+1.2% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 7,247 | $913.9K | 0.2% | +2,927+67.8% | Added | History |
| WECWec Energy Group, Inc. | Stock | 9,517 | $895.0K | 0.2% | +9,517 | New | History |
| SNASnap-on Inc | COM | 2,580 | $875.9K | 0.2% | +2,580 | New | History |
| AWKAmerican Water Works Company, Inc. | Stock | 6,994 | $870.7K | 0.2% | +4,840+224.7% | Added | History |
| TSCOTractor Supply Co | COM | 16,187 | $858.9K | 0.2% | +16,187 | New | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,285 | $849.2K | 0.2% | 00.0% | Unchanged | – |
| PSXPhillips 66 | Stock | 7,317 | $833.6K | 0.2% | +825+12.7% | Added | History |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 77,281 | $820.0K | 0.2% | +8,450+12.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 3,528 | $817.8K | 0.2% | +638+22.1% | Added | History |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 31,718 | $817.4K | 0.2% | 00.0% | Unchanged | – |
| QCOMQualcomm Inc | Stock | 5,320 | $817.3K | 0.2% | +5,320 | New | History |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 22,012 | $812.0K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q3 2024 (28)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Nuvei Corp67079A102 | COM | 260,100 | $8.67M | 2.0% | – |
| VLOValero Energy Corp | Stock | 4,404 | $594.6K | 0.1% | History |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 20,670 | $538.0K | 0.1% | History |
| NVONovo Nordisk A S | ADR | 3,365 | $400.7K | 0.1% | History |
| EXRExtra Space Storage Inc. | COM | 1,858 | $334.9K | 0.1% | History |
| CMGChipotle Mexican Grill Inc | COM | 5,753 | $331.5K | 0.1% | History |
| DHIHorton D R Inc | COM | 1,717 | $327.6K | 0.1% | History |
| ARMArm Holdings PLC | ADR | 1,900 | $271.7K | 0.1% | History |
| TGTTarget Corp | Stock | 1,655 | $257.9K | 0.1% | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 2,502 | $253.5K | 0.1% | – |
| KIMKimco Realty Corp | COM | 10,824 | $251.3K | 0.1% | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,186 | $248.2K | 0.1% | – |
| CECelanese Corp | Stock | 1,822 | $247.8K | 0.1% | History |
| KHCKraft Heinz Co | Stock | 6,976 | $244.9K | 0.1% | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,352 | $241.3K | 0.1% | History |
| PPLPPL Corp | COM | 6,914 | $228.7K | 0.1% | History |
| ADBEAdobe Inc. | Stock | 427 | $221.1K | 0.1% | History |
| IRMIron Mountain Inc | COM | 1,855 | $220.4K | <0.1% | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 499 | $211.3K | <0.1% | History |
| SUNSunoco LP | COM UT REP LP | 3,905 | $209.6K | <0.1% | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 16,520 | $207.8K | <0.1% | History |
| OBKOrigin Bancorp, Inc. | COM | 6,361 | $204.6K | <0.1% | History |
| WPCW. P. Carey Inc. | COM | 3,258 | $203.0K | <0.1% | History |
| DOCUDocuSign, Inc. | Stock | 3,250 | $201.8K | <0.1% | History |
| QUADQuad/Graphics, Inc. | COM CL A | 30,000 | $136.2K | <0.1% | History |
| FFord Motor Co | Stock | 11,943 | $126.1K | <0.1% | History |
| RCReady Capital Corp | COM | 11,588 | $88.4K | <0.1% | History |
| LCIDLucid Group, Inc. | COM | 11,285 | $39.8K | <0.1% | History |