$131 Million is the total value of Tyler-Stone Wealth Management's 909 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 26.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Sell | ISHARES TRmsci usa min vol | $4,883,000 | -6.0% | 73,875 | -0.2% | 3.72% | +7.5% |
| NVDA | Sell | NVIDIA CORPORATION | $2,590,000 | -23.5% | 21,335 | -4.5% | 1.98% | -12.5% |
| MO | Sell | ALTRIA GROUP INC | $1,826,000 | -5.0% | 45,224 | -1.7% | 1.39% | +8.7% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $1,819,000 | -8.8% | 17,498 | -1.9% | 1.39% | +4.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,815,000 | -20.7% | 21,862 | -5.7% | 1.38% | -9.2% |
| PFE | Sell | PFIZER INC | $1,551,000 | -44.8% | 35,438 | -33.9% | 1.18% | -36.8% |
| GLD | Sell | SPDR GOLD TR | $1,276,000 | -32.2% | 8,248 | -26.2% | 0.97% | -22.4% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $1,066,000 | -8.7% | 29,781 | -1.1% | 0.81% | +4.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,023,000 | -15.7% | 3,827 | -11.5% | 0.78% | -3.6% |
| KEY | Sell | KEYCORP | $955,000 | -12.4% | 59,597 | -5.8% | 0.73% | +0.1% |
| T | Sell | AT&T INC | $852,000 | -32.4% | 55,537 | -7.6% | 0.65% | -22.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $776,000 | -32.3% | 13,407 | -29.4% | 0.59% | -22.5% |
| AON | Sell | AON PLC | $702,000 | -28.3% | 2,619 | -27.9% | 0.54% | -18.1% |
| BAC | Sell | BK OF AMERICA CORP | $698,000 | -12.1% | 23,099 | -9.5% | 0.53% | +0.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $689,000 | -7.3% | 5,692 | -1.7% | 0.52% | +6.1% |
| TTD | Sell | THE TRADE DESK INC | $660,000 | -33.0% | 11,045 | -53.0% | 0.50% | -23.4% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $631,000 | -32.0% | 4,812 | -29.3% | 0.48% | -22.3% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $607,000 | -9.5% | 6,399 | -3.0% | 0.46% | +3.6% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $548,000 | -17.3% | 13,993 | -13.2% | 0.42% | -5.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $524,000 | -26.1% | 3,209 | -19.7% | 0.40% | -15.4% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $466,000 | -15.1% | 10,950 | -11.8% | 0.36% | -3.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $458,000 | -8.8% | 4,381 | -1.8% | 0.35% | +4.2% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $424,000 | -10.7% | 4,289 | -10.4% | 0.32% | +1.9% |
| DIS | Sell | DISNEY WALT CO | $401,000 | -3.4% | 4,254 | -3.3% | 0.31% | +10.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $395,000 | -32.8% | 10,402 | -10.2% | 0.30% | -23.2% |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $379,000 | -11.7% | 4,525 | -7.9% | 0.29% | +1.0% |
| D | Sell | DOMINION ENERGY INC | $378,000 | -27.7% | 5,472 | -16.5% | 0.29% | -17.5% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $372,000 | -8.6% | 5,606 | -3.8% | 0.28% | +4.8% |
| IXN | Sell | ISHARES TRglobal tech etf | $349,000 | -12.1% | 8,283 | -4.6% | 0.27% | +0.4% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $317,000 | -13.2% | 1,419 | -8.3% | 0.24% | -0.4% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $317,000 | -6.8% | 3,823 | -1.8% | 0.24% | +6.6% |
| JHML | Sell | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $309,000 | -19.5% | 6,794 | -15.5% | 0.24% | -7.8% |
| NEE | Sell | NEXTERA ENERGY INC | $296,000 | -34.4% | 3,774 | -35.2% | 0.23% | -24.9% |
| NSC | Sell | NORFOLK SOUTHN CORP | $296,000 | -11.1% | 1,413 | -3.5% | 0.23% | +1.8% |
| MOO | Sell | VANECK ETF TRUSTagribusiness etf | $288,000 | -9.4% | 3,570 | -2.8% | 0.22% | +3.8% |
| CVS | Sell | CVS HEALTH CORP | $283,000 | -0.4% | 2,965 | -3.2% | 0.22% | +14.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $277,000 | -13.2% | 2,049 | -7.9% | 0.21% | -0.9% |
| FCVT | Sell | FIRST TR EXCHANGE-TRADED FDssi strg etf | $275,000 | -30.2% | 8,823 | -29.3% | 0.21% | -20.2% |
| BDJ | Sell | BLACKROCK ENHANCED EQUITY DI | $238,000 | -9.5% | 29,353 | -1.6% | 0.18% | +3.4% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $231,000 | -84.6% | 3,248 | -83.4% | 0.18% | -82.4% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $221,000 | -6.4% | 1,544 | -1.8% | 0.17% | +7.6% |
| PFF | Sell | ISHARES TRpfd and incm sec | $195,000 | -5.3% | 6,166 | -1.4% | 0.15% | +8.8% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $189,000 | -12.9% | 5,408 | -0.1% | 0.14% | -0.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $184,000 | -12.8% | 1,547 | -6.8% | 0.14% | -0.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $168,000 | -6.7% | 1,235 | -0.7% | 0.13% | +6.7% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $163,000 | -30.9% | 567 | -26.1% | 0.12% | -21.0% |
| FB | Sell | META PLATFORMS INCcl a | $162,000 | -18.6% | 1,194 | -3.2% | 0.12% | -6.8% |
| TIP | Sell | ISHARES TRtips bd etf | $161,000 | -36.6% | 1,530 | -31.5% | 0.12% | -27.2% |
| CAT | Sell | CATERPILLAR INC | $160,000 | -43.1% | 976 | -38.0% | 0.12% | -34.8% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $159,000 | -56.2% | 6,272 | -53.8% | 0.12% | -50.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $143,000 | -22.3% | 2,259 | -6.0% | 0.11% | -11.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $142,000 | -17.4% | 368 | -7.8% | 0.11% | -6.1% |
| KO | Sell | COCA COLA CO | $142,000 | -72.3% | 2,538 | -68.9% | 0.11% | -68.4% |
| XLC | Sell | SELECT SECTOR SPDR TR | $132,000 | -12.0% | 2,747 | -0.4% | 0.10% | +1.0% |
| MRK | Sell | MERCK & CO INC | $132,000 | -96.6% | 1,533 | -96.4% | 0.10% | -96.1% |
| Sell | DRAFTKINGS INC NEW | $130,000 | +23.8% | 8,566 | -5.1% | 0.10% | +41.4% | |
| WPM | Sell | WHEATON PRECIOUS METALS CORP | $126,000 | -22.7% | 3,891 | -14.0% | 0.10% | -11.9% |
| Sell | WARNER BROS DISCOVERY INC | $117,000 | -22.5% | 10,216 | -9.5% | 0.09% | -11.9% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $117,000 | -16.4% | 1,881 | -13.0% | 0.09% | -4.3% |
| DUK | Sell | DUKE ENERGY CORP NEW | $114,000 | -55.5% | 1,230 | -48.4% | 0.09% | -49.1% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $113,000 | -30.2% | 2,500 | -16.7% | 0.09% | -20.4% |
| HON | Sell | HONEYWELL INTL INC | $112,000 | -8.2% | 668 | -4.8% | 0.08% | +4.9% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $106,000 | -6.2% | 1,432 | -3.4% | 0.08% | +8.0% |
| TJX | Sell | TJX COS INC NEW | $98,000 | -9.3% | 1,570 | -19.2% | 0.08% | +4.2% |
| LLY | Sell | LILLY ELI & CO | $98,000 | -94.4% | 302 | -94.4% | 0.08% | -93.6% |
| ABNB | Sell | AIRBNB INC | $91,000 | -1.1% | 862 | -16.9% | 0.07% | +13.1% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $83,000 | -50.3% | 640 | -47.7% | 0.06% | -43.2% |
| WFC | Sell | WELLS FARGO CO NEW | $80,000 | -3.6% | 1,998 | -6.1% | 0.06% | +10.9% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $75,000 | -13.8% | 464 | -2.3% | 0.06% | -1.7% |
| AMGN | Sell | AMGEN INC | $74,000 | -21.3% | 330 | -14.9% | 0.06% | -11.1% |
| NFLX | Sell | NETFLIX INC | $71,000 | +24.6% | 301 | -7.7% | 0.05% | +42.1% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $70,000 | -12.5% | 808 | -3.0% | 0.05% | 0.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $70,000 | -50.4% | 2,394 | -33.5% | 0.05% | -43.6% |
| PINS | Sell | PINTEREST INCcl a | $58,000 | +26.1% | 2,492 | -2.0% | 0.04% | +41.9% |
| KHC | Sell | KRAFT HEINZ CO | $57,000 | -25.0% | 1,695 | -14.9% | 0.04% | -15.7% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $56,000 | -25.3% | 247 | -22.1% | 0.04% | -14.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $54,000 | -62.0% | 452 | -55.0% | 0.04% | -56.8% |
| ETV | Sell | EATON VANCE TAX-MANAGED BUY- | $54,000 | -43.8% | 4,100 | -42.6% | 0.04% | -35.9% |
| DOW | Sell | DOW INC | $53,000 | -28.4% | 1,200 | -16.6% | 0.04% | -18.4% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $50,000 | -75.8% | 521 | -74.5% | 0.04% | -72.5% |
| AUY | Sell | YAMANA GOLD INC | $47,000 | -36.5% | 10,478 | -34.4% | 0.04% | -26.5% |
| CI | Sell | CIGNA CORP NEW | $46,000 | -87.2% | 166 | -87.8% | 0.04% | -85.4% |
| Sell | LAREDO PETROLEUM INCcall | $45,000 | -33.8% | 42 | -2.3% | 0.03% | -24.4% | |
| PENN | Sell | PENN ENTERTAINMENT INC | $40,000 | -76.3% | 1,471 | -73.6% | 0.03% | -72.6% |
| C | Sell | CITIGROUP INC | $39,000 | -22.0% | 937 | -14.2% | 0.03% | -9.1% |
| Sell | GENERAL ELECTRIC CO | $34,000 | -19.0% | 552 | -16.5% | 0.03% | -7.1% | |
| SYY | Sell | SYSCO CORP | $31,000 | -31.1% | 437 | -18.6% | 0.02% | -20.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $29,000 | -19.4% | 138 | -15.9% | 0.02% | -8.3% |
| ARKK | Sell | ARK ETF TRinnovation etf | $28,000 | -12.5% | 732 | -10.0% | 0.02% | 0.0% |
| CTVA | Sell | CORTEVA INC | $26,000 | -31.6% | 461 | -34.0% | 0.02% | -20.0% |
| ENB | Sell | ENBRIDGE INC | $26,000 | -56.7% | 700 | -50.9% | 0.02% | -50.0% |
| TDOC | Sell | TELADOC HEALTH INC | $24,000 | -22.6% | 933 | -1.1% | 0.02% | -14.3% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $22,000 | -26.7% | 800 | -22.0% | 0.02% | -15.0% |
| EPP | Sell | ISHARES INCmsci pac jp etf | $22,000 | -82.8% | 597 | -80.6% | 0.02% | -80.0% |
| MDT | Sell | MEDTRONIC PLC | $22,000 | -91.9% | 272 | -91.0% | 0.02% | -90.7% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $20,000 | -85.9% | 200 | -84.5% | 0.02% | -84.2% |
| CCL | Sell | CARNIVAL CORP | $20,000 | -41.2% | 2,824 | -28.9% | 0.02% | -34.8% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $18,000 | -35.7% | 600 | -39.0% | 0.01% | -26.3% |
| MBB | Sell | ISHARES TRmbs etf | $18,000 | -41.9% | 198 | -37.3% | 0.01% | -33.3% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $17,000 | -92.4% | 214 | -92.4% | 0.01% | -91.3% |
| PSQ | Sell | PROSHARES TRshort qqq new | $14,000 | -6.7% | 962 | -5.9% | 0.01% | +10.0% |
| PAYX | Sell | PAYCHEX INC | $15,000 | -16.7% | 130 | -18.8% | 0.01% | -8.3% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $15,000 | -79.5% | 272 | -76.9% | 0.01% | -77.6% |
| LIN | Sell | LINDE PLC | $13,000 | -35.0% | 48 | -30.4% | 0.01% | -23.1% |
| TWTR | Sell | TWITTER INC | $12,000 | 0.0% | 285 | -9.5% | 0.01% | +12.5% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $11,000 | -26.7% | 145 | -19.0% | 0.01% | -20.0% |
| L | Sell | LOEWS CORP | $9,000 | -30.8% | 175 | -19.7% | 0.01% | -22.2% |
| Sell | APPLE INCcall | $7,000 | +40.0% | 17 | -15.0% | 0.01% | +66.7% | |
| CC | Sell | CHEMOURS CO | $5,000 | -50.0% | 200 | -35.5% | 0.00% | -42.9% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $5,000 | -50.0% | 135 | -50.9% | 0.00% | -42.9% |
| AVY | Sell | AVERY DENNISON CORP | $4,000 | 0.0% | 22 | -4.3% | 0.00% | 0.0% |
| WKHS | Sell | WORKHORSE GROUP INC | $4,000 | 0.0% | 1,308 | -18.7% | 0.00% | 0.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $4,000 | -20.0% | 14 | -6.7% | 0.00% | 0.0% |
| SNAP | Sell | SNAP INCcl a | $4,000 | -33.3% | 410 | -10.9% | 0.00% | -25.0% |
| IWB | Sell | ISHARES TRrus 1000 etf | $4,000 | -66.7% | 20 | -66.7% | 0.00% | -62.5% |
| CLOV | Sell | CLOVER HEALTH INVESTMENTS CO | $2,000 | -33.3% | 1,000 | -16.7% | 0.00% | 0.0% |
| GOLD | Sell | BARRICK GOLD CORP | $2,000 | -77.8% | 100 | -80.0% | 0.00% | -66.7% |
| Sell | HYZON MOTORS INC | $1,000 | -66.7% | 700 | -22.2% | 0.00% | -50.0% | |
| Sell | WARNER BROS DISCOVERY INCcall | $1,000 | -50.0% | 6 | -14.3% | 0.00% | 0.0% | |
| MMM | Sell | 3M CO | $1,000 | -98.5% | 11 | -97.9% | 0.00% | -97.8% |
| Sell | KYNDRYL HLDGS INC | $1,000 | -50.0% | 90 | -55.0% | 0.00% | 0.0% | |
| Sell | ROBINHOOD MKTS INC | $1,000 | 0.0% | 50 | -66.7% | 0.00% | 0.0% | |
| Sell | BLACKSTONE INCcall | $1,000 | 0.0% | 3 | -57.1% | 0.00% | 0.0% | |
| WTRH | Exit | WAITR HLDGS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| UP | Exit | WHEELS UP EXPERIENCE INC | $0 | – | -120 | -100.0% | 0.00% | – |
| VFF | Exit | VILLAGE FARMS INTL INC | $0 | – | -150 | -100.0% | 0.00% | – |
| Exit | ABBOTT LABScall | $0 | – | -1 | -100.0% | 0.00% | – | |
| GNLN | Exit | GREENLANE HLDGS INCcl a | $0 | – | -754 | -100.0% | 0.00% | – |
| Exit | NEWMONT CORPcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| Sell | PFIZER INCcall | $0 | -100.0% | 4 | -50.0% | 0.00% | -100.0% | |
| Exit | GRAHAM CORPcall | $0 | – | -8 | -100.0% | 0.00% | – | |
| ACB | Sell | AURORA CANNABIS INC | $0 | -100.0% | 163 | -57.4% | 0.00% | -100.0% |
| Exit | AT&T INCcall | $0 | – | -5 | -100.0% | 0.00% | – | |
| Exit | CVS HEALTH CORPcall | $0 | – | -5 | -100.0% | 0.00% | – | |
| Sell | GEO GROUP INC NEWcall | $0 | – | 3 | -57.1% | 0.00% | – | |
| Exit | BARRICK GOLD CORPcall | $0 | – | -1 | -100.0% | 0.00% | – | |
| PSFE | Exit | PAYSAFE LIMITEDord | $0 | – | -460 | -100.0% | -0.00% | – |
| LJPC | Exit | LA JOLLA PHARMACEUTICAL CO | $0 | – | -500 | -100.0% | -0.00% | – |
| NIU | Exit | NIU TECHNOLOGIESads | $0 | – | -200 | -100.0% | -0.00% | – |
| QS | Exit | QUANTUMSCAPE CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| Exit | DEERE & COcall | $0 | – | -2 | -100.0% | -0.00% | – | |
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -75 | -100.0% | -0.00% | – |
| DAR | Exit | DARLING INGREDIENTS INC | $0 | – | -50 | -100.0% | -0.00% | – |
| Exit | ZIMVIE INC | $0 | – | -210 | -100.0% | -0.00% | – | |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -5 | -100.0% | -0.00% | – |
| BUZZ | Exit | VANECK ETF TRUSTsocial sentiment | $0 | – | -200 | -100.0% | -0.00% | – |
| Exit | MARATHON DIGITAL HOLDINGS INcall | $0 | – | -12 | -100.0% | -0.00% | – | |
| AB | Exit | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $0 | – | -140 | -100.0% | -0.00% | – |
| IIVI | Exit | II-VI INC | $0 | – | -114 | -100.0% | -0.00% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -285 | -100.0% | -0.01% | – |
| AFRM | Exit | AFFIRM HLDGS INC | $0 | – | -600 | -100.0% | -0.01% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -70 | -100.0% | -0.01% | – |
| EDOW | Exit | FIRST TR EXCHANGE TRADED FDdow 30 eql wgt | $0 | – | -600 | -100.0% | -0.01% | – |
| IZRL | Exit | ARK ETF TRisrael inovate | $0 | – | -1,021 | -100.0% | -0.01% | – |
| HAS | Exit | HASBRO INC | $0 | – | -314 | -100.0% | -0.02% | – |
| GRID | Exit | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $0 | – | -350 | -100.0% | -0.02% | – |
| Exit | MANDIANT INC | $0 | – | -1,250 | -100.0% | -0.02% | – | |
| CCMP | Exit | CMC MATERIALS INC | $0 | – | -450 | -100.0% | -0.05% | – |
| IBKR | Exit | INTERACTIVE BROKERS GROUP IN | $0 | – | -1,650 | -100.0% | -0.06% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -535 | -100.0% | -0.07% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -2,377 | -100.0% | -0.13% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -2,100 | -100.0% | -0.15% | – |
| CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -10,600 | -100.0% | -0.17% | – |
| EZM | Exit | WISDOMTREE TRus midcap fund | $0 | – | -6,429 | -100.0% | -0.20% | – |
| NLY | Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -81,750 | -100.0% | -0.32% | – |
| CAPE | Exit | BARCLAYS BANK PLCipath shilr cape | $0 | – | -41,740 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 7 | Q3 2023 | 6.4% |
| NVIDIA CORPORATION | 7 | Q3 2023 | 4.7% |
| ISHARES TR | 7 | Q3 2023 | 3.7% |
| ISHARES TR | 7 | Q3 2023 | 3.2% |
| PARKER-HANNIFIN CORP | 7 | Q3 2023 | 3.0% |
| PROSHARES TR | 7 | Q3 2023 | 2.3% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q3 2023 | 1.9% |
| BLACKSTONE INC | 7 | Q3 2023 | 1.9% |
| ALPHABET INC | 7 | Q3 2023 | 1.9% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 1.9% |
View Tyler-Stone Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-22 |
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.