| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 10 | Q2 2024 | 6.4% |
| NVIDIA CORPORATION | 10 | Q2 2024 | 8.7% |
| ISHARES TR | 10 | Q2 2024 | 3.6% |
| ISHARES TR | 10 | Q2 2024 | 3.7% |
| PARKER-HANNIFIN CORP | 10 | Q2 2024 | 3.2% |
| BERKSHIRE HATHAWAY INC DEL | 10 | Q2 2024 | 1.9% |
| PROSHARES TR | 10 | Q2 2024 | 2.3% |
| ALPHABET INC | 10 | Q2 2024 | 2.0% |
| SPDR S&P 500 ETF TR | 10 | Q2 2024 | 1.9% |
| WISDOMTREE TR | 10 | Q2 2024 | 3.8% |
View Tyler-Stone Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
View Tyler-Stone Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.