Tyche Wealth Partners LLC
- SEC CIK
- 0002004818
- Latest filing
- Aug 6, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 23, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 303
- +6 vs. Q1 2025
- Portfolio value
- $497.9M
- +$35.9M (+7.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 58,523 | $36.2M | 7.3% | +1,384+2.4% | Added | History |
| PEPPepsiCo Inc | Stock | 198,363 | $26.2M | 5.3% | −40.0% | Reduced | History |
| AAPLApple Inc. | Stock | 125,842 | $25.8M | 5.2% | −1,016−0.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 163,333 | $17.6M | 3.5% | −1,572−1.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 28,919 | $14.4M | 2.9% | −3,331−10.3% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 69,366 | $14.2M | 2.9% | −19,922−22.3% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 59,541 | $13.1M | 2.6% | +3,875+7.0% | Added | History |
| NVDANVIDIA Corp | Stock | 81,849 | $12.9M | 2.6% | +6,409+8.5% | Added | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 248,400 | $12.6M | 2.5% | +15,280+6.6% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,907 | $10.4M | 2.1% | −2,546−11.9% | Reduced | – |
| VVisa Inc. | Stock | 26,378 | $9.37M | 1.9% | −273−1.0% | Reduced | History |
| WMTWalmart Inc. | Stock | 86,388 | $8.45M | 1.7% | +179+0.2% | Added | History |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 408,148 | $7.74M | 1.6% | −196,623−32.5% | Reduced | – |
| TSLATesla, Inc. | Stock | 22,412 | $7.12M | 1.4% | +828+3.8% | Added | History |
| AMEAmetek Inc | COM | 37,815 | $6.84M | 1.4% | −90.0% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 10,489 | $6.51M | 1.3% | +1,235+13.3% | Added | – |
| PGProcter & Gamble Co | Stock | 40,777 | $6.50M | 1.3% | −91−0.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 17,534 | $6.43M | 1.3% | −453−2.5% | Reduced | History |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 78,397 | $5.97M | 1.2% | +39,675+102.5% | Added | – |
| COSTCostco Wholesale Corp | Stock | 5,915 | $5.86M | 1.2% | +61+1.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 19,475 | $5.65M | 1.1% | +225+1.2% | Added | History |
| MOAltria Group, Inc. | Stock | 84,804 | $4.97M | 1.0% | +92+0.1% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 8,563 | $4.86M | 1.0% | −128−1.5% | Reduced | – |
| CVXChevron Corp | Stock | 33,706 | $4.83M | 1.0% | +229+0.7% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 43,708 | $4.57M | 0.9% | +34,752+388.0% | Added | – |
| NFLXNetflix Inc | Stock | 3,074 | $4.12M | 0.8% | −74−2.4% | Reduced | History |
| MAMastercard Inc | Stock | 7,183 | $4.04M | 0.8% | −461−6.0% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 19,374 | $4.02M | 0.8% | +929+5.0% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,221 | $3.71M | 0.7% | +1,394+12.9% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 91,057 | $3.69M | 0.7% | +4,805+5.6% | Added | – |
| LLYEli Lilly & Co | Stock | 4,695 | $3.66M | 0.7% | −129−2.7% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 20,439 | $3.54M | 0.7% | +6,014+41.7% | Added | – |
| ABBVAbbVie Inc. | Stock | 19,015 | $3.53M | 0.7% | +390+2.1% | Added | History |
| JNJJohnson & Johnson | Stock | 22,944 | $3.50M | 0.7% | −530−2.3% | Reduced | History |
| KOCoca Cola Co | Stock | 49,386 | $3.49M | 0.7% | −707−1.4% | Reduced | History |
| NEENextera Energy Inc | Stock | 48,552 | $3.37M | 0.7% | +1,114+2.3% | Added | History |
| PMPhilip Morris International Inc. | Stock | 17,559 | $3.20M | 0.6% | −261−1.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 17,531 | $3.09M | 0.6% | +139+0.8% | Added | History |
| NDMONuveen Dynamic Municipal Opportunities Fund | COM SHS | 292,183 | $2.94M | 0.6% | −1,534−0.5% | Reduced | History |
| CATCaterpillar Inc | Stock | 7,440 | $2.89M | 0.6% | +31+0.4% | Added | History |
| MCDMcDonalds Corp | Stock | 9,755 | $2.85M | 0.6% | +293+3.1% | Added | History |
| NADNuveen Quality Municipal Income Fund | COM | 242,184 | $2.73M | 0.5% | −5,882−2.4% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 3,832 | $2.71M | 0.5% | −11−0.3% | Reduced | History |
| SOSouthern Co | Stock | 28,121 | $2.58M | 0.5% | +31+0.1% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 14,100 | $2.58M | 0.5% | +8,633+157.9% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,217 | $2.53M | 0.5% | −118−2.2% | Reduced | History |
| RTXRTX Corp | Stock | 16,825 | $2.46M | 0.5% | −146−0.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,225 | $2.38M | 0.5% | −1,844−36.4% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 7,185 | $2.19M | 0.4% | +363+5.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 10,073 | $2.06M | 0.4% | +2,217+28.2% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 36,142 | $2.05M | 0.4% | +20,021+124.2% | Added | – |
| SCCOSouthern Copper Corp | Stock | 20,148 | $2.04M | 0.4% | +197+1.0% | Added | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 42,756 | $2.03M | 0.4% | −1,854−4.2% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 42,901 | $1.98M | 0.4% | +28,976+208.1% | Added | – |
| ITWIllinois Tool Works Inc | Stock | 7,270 | $1.80M | 0.4% | −376−4.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 7,766 | $1.79M | 0.4% | −384−4.7% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,481 | $1.77M | 0.4% | −649−15.7% | Reduced | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 159,016 | $1.74M | 0.3% | −5,864−3.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 9,485 | $1.68M | 0.3% | −233−2.4% | Reduced | History |
| ABTAbbott Laboratories | Stock | 12,131 | $1.65M | 0.3% | +629+5.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 5,127 | $1.60M | 0.3% | +394+8.3% | Added | History |
| AVGOBroadcom Inc. | Stock | 5,775 | $1.59M | 0.3% | +1,802+45.4% | Added | History |
| TAT&T Inc. | Stock | 54,506 | $1.58M | 0.3% | −260.0% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 1,902 | $1.57M | 0.3% | −545−22.3% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 1,454 | $1.53M | 0.3% | −10−0.7% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 11,270 | $1.50M | 0.3% | +861+8.3% | Added | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 26,698 | $1.45M | 0.3% | +26,698 | New | – |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 120,263 | $1.43M | 0.3% | +253+0.2% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 10,527 | $1.43M | 0.3% | −579−5.2% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,446 | $1.38M | 0.3% | +262+5.1% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 10,181 | $1.36M | 0.3% | +10,181 | New | – |
| HONHoneywell International Inc | COM | 5,827 | $1.36M | 0.3% | +142+2.5% | Added | History |
| LOWLowes Companies Inc | Stock | 5,779 | $1.28M | 0.3% | −99−1.7% | Reduced | History |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 45,378 | $1.28M | 0.3% | +19,286+73.9% | Added | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,103 | $1.27M | 0.3% | +7,871+23.7% | Added | History |
| LMTLockheed Martin Corp | Stock | 2,738 | $1.27M | 0.3% | −200−6.8% | Reduced | History |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 35,623 | $1.27M | 0.3% | +35,623 | New | – |
| WFCWells Fargo & Company | Stock | 15,008 | $1.20M | 0.2% | +1,529+11.3% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 5,566 | $1.20M | 0.2% | −156−2.7% | Reduced | – |
| OKEONEOK Inc | COM | 14,135 | $1.15M | 0.2% | +8,850+167.5% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 3,895 | $1.10M | 0.2% | +340+9.6% | Added | History |
| BABoeing Co | Stock | 5,147 | $1.08M | 0.2% | −45−0.9% | Reduced | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 10,573 | $1.07M | 0.2% | +10,573 | New | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,635 | $1.05M | 0.2% | −1,333−12.2% | Reduced | – |
| AFLAflac Inc | Stock | 9,134 | $963.2K | 0.2% | +40.0% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,356 | $955.4K | 0.2% | −8−0.3% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 13,639 | $946.3K | 0.2% | −17−0.1% | Reduced | History |
| ORCLOracle Corp | Stock | 4,250 | $929.2K | 0.2% | +92+2.2% | Added | History |
| ACNAccenture plc | Stock | 3,100 | $926.5K | 0.2% | −42−1.3% | Reduced | History |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 77,079 | $918.8K | 0.2% | −4,556−5.6% | Reduced | History |
| iShares Tr464288521 | CRE U S REIT ETF | 16,162 | $914.1K | 0.2% | +7,745+92.0% | Added | – |
| BXBlackstone Inc. | COM | 6,000 | $897.5K | 0.2% | +5+0.1% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 3,599 | $857.4K | 0.2% | +215+6.4% | Added | History |
| IBMInternational Business Machines Corp | Stock | 2,857 | $842.2K | 0.2% | +40+1.4% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,295 | $837.6K | 0.2% | +10+0.2% | Added | – |
| NMCONuveen Municipal Credit Opportunities Fund | COM | 77,281 | $829.2K | 0.2% | 00.0% | Unchanged | History |
| FANGDiamondback Energy, Inc. | Stock | 5,897 | $810.3K | 0.2% | −383−6.1% | Reduced | History |
| iShares Flexible Income Active ETF092528603 | ETF | 15,295 | $808.2K | 0.2% | +10,671+230.8% | Added | – |
| GEGeneral Electric Co | Stock | 3,119 | $802.7K | 0.2% | +43+1.4% | Added | History |
| SPXXNuveen S&P 500 Dynamic Overwrite Fund | COM | 44,681 | $792.6K | 0.2% | +1,508+3.5% | Added | History |
Sold out since Q1 2025 (21)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| LRCXLam Research Corp | Stock | 8,912 | $647.9K | 0.1% | History |
| Invesco India Exchange-Trade46137R109 | INDIA ETF | 23,702 | $592.8K | 0.1% | – |
| VLOValero Energy Corp | Stock | 4,288 | $566.3K | 0.1% | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 3,550 | $442.0K | 0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 15,799 | $327.0K | 0.1% | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,502 | $266.8K | 0.1% | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,971 | $259.6K | 0.1% | – |
| OXYOccidental Petroleum Corp | Stock | 5,130 | $253.2K | 0.1% | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 3,587 | $252.5K | 0.1% | History |
| ANETArista Networks, Inc. | Stock | 3,257 | $252.3K | 0.1% | History |
| EXRExtra Space Storage Inc. | COM | 1,677 | $249.0K | 0.1% | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,918 | $237.7K | 0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,181 | $237.1K | 0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 7,294 | $224.2K | <0.1% | – |
| AONAon plc | CL A | 555 | $221.7K | <0.1% | History |
| TRGPTarga Resources Corp. | COM | 1,078 | $216.1K | <0.1% | History |
| RGLSRegulus Therapeutics Inc. | COM | 121,589 | $212.8K | <0.1% | History |
| BLDQXO Insulation, LLC | Stock | 697 | $212.5K | <0.1% | History |
| KIMKimco Realty Corp | COM | 9,891 | $210.1K | <0.1% | History |
| FFord Motor Co | Stock | 10,391 | $104.2K | <0.1% | History |
| BMBLBumble Inc. | COM CL A | 12,096 | $85.3K | <0.1% | History |