Tyche Wealth Partners LLC Top Holdings and 13F Report (2025)

About Tyche Wealth Partners LLC

Investment Activity

Tyche Wealth Partners LLC has $497.92 million in total holdings as of June 30, 2025.
Tyche Wealth Partners LLC owns shares of 303 different stocks, but just 77 companies or ETFs make up 80% of its holdings.
Approximately 7.87% of the portfolio was purchased this quarter.
About 4.80% of the portfolio was sold this quarter.
This quarter, Tyche Wealth Partners LLC has purchased 297 new stocks and bought additional shares in 117 stocks.
Tyche Wealth Partners LLC sold shares of 108 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $36,158,604
PepsiCo: $26,191,858
Apple: $25,819,097
Exxon Mobil: $17,607,282
Microsoft: $14,384,453

Largest New Holdings this Quarter

09290C103 - iShares U.S. Equity Factor Rotation Active ETF: $1,453,999 Holding
921946406 - Vanguard High Dividend Yield ETF: $1,357,267 Holding
09290C806 - BlackRock Future U.S. Themes ETF: $1,267,460 Holding
464288653 - iShares 10-20 Year Treasury Bond ETF: $1,074,168 Holding
464287101 - iShares S&P 100 ETF: $685,463 Holding

Largest Purchases this Quarter

iShares National Muni Bond ETF: 34,752 shares (about $3.63M)
ProShares Ultra Technology: 39,675 shares (about $3.02M)
iShares MSCI USA Quality Factor ETF: 8,633 shares (about $1.58M)
iShares U.S. Equity Factor Rotation Active ETF: 26,698 shares (about $1.45M)
Vanguard High Dividend Yield ETF: 10,181 shares (about $1.36M)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF: 19,922 shares (about $4.08M)
Principal Spectrum Preferred Securities Active ETF: 196,623 shares (about $3.73M)
Microsoft: 3,331 shares (about $1.66M)
Invesco QQQ: 2,546 shares (about $1.40M)
Meta Platforms: 1,844 shares (about $1.36M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$36,158,604	$855,108 ▲	2.4%	58,523	7.3%	Finance
PEP PepsiCo	$26,191,858	$528 ▼	0.0%	198,363	5.3%	Consumer Staples
AAPL Apple	$25,819,097	$208,453 ▼	-0.8%	125,842	5.2%	Computer and Technology
XOM Exxon Mobil	$17,607,282	$169,461 ▼	-1.0%	163,333	3.5%	Energy
MSFT Microsoft	$14,384,453	$1,656,856 ▼	-10.3%	28,919	2.9%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$14,197,064	$4,077,414 ▼	-22.3%	69,366	2.9%	ETF
AMZN Amazon.com	$13,062,730	$850,138 ▲	7.0%	59,541	2.6%	Retail/Wholesale
NVDA NVIDIA	$12,931,302	$1,012,556 ▲	8.5%	81,849	2.6%	Computer and Technology
PTLC Pacer Trendpilot US Large Cap ETF	$12,608,773	$775,612 ▲	6.6%	248,400	2.5%	ETF
QQQ Invesco QQQ	$10,430,038	$1,404,500 ▼	-11.9%	18,907	2.1%	Finance
V Visa	$9,365,529	$96,929 ▼	-1.0%	26,378	1.9%	Business Services
WMT Walmart	$8,446,980	$17,503 ▲	0.2%	86,388	1.7%	Retail/Wholesale
PREF Principal Spectrum Preferred Securities Active ETF	$7,742,562	$3,729,936 ▼	-32.5%	408,148	1.6%	ETF
TSLA Tesla	$7,119,429	$263,024 ▲	3.8%	22,412	1.4%	Auto/Tires/Trucks
AME AMETEK	$6,843,002	$1,629 ▼	0.0%	37,815	1.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$6,512,490	$766,796 ▲	13.3%	10,489	1.3%	ETF
PG Procter & Gamble	$6,496,543	$14,498 ▼	-0.2%	40,777	1.3%	Consumer Staples
HD Home Depot	$6,428,605	$166,086 ▼	-2.5%	17,534	1.3%	Retail/Wholesale
ROM ProShares Ultra Technology	$5,966,798	$3,019,665 ▲	102.5%	78,397	1.2%	ETF
COST Costco Wholesale	$5,855,022	$60,381 ▲	1.0%	5,915	1.2%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$5,646,043	$65,230 ▲	1.2%	19,475	1.1%	Finance
MO Altria Group	$4,972,041	$5,394 ▲	0.1%	84,804	1.0%	Consumer Staples
VOO Vanguard S&P 500 ETF	$4,864,223	$72,711 ▼	-1.5%	8,563	1.0%	ETF
CVX Chevron	$4,826,427	$32,791 ▲	0.7%	33,706	1.0%	Energy
MUB iShares National Muni Bond ETF	$4,566,615	$3,630,891 ▲	388.0%	43,708	0.9%	ETF
NFLX Netflix	$4,116,753	$99,102 ▼	-2.4%	3,074	0.8%	Consumer Discretionary
MA Mastercard	$4,036,686	$259,072 ▼	-6.0%	7,183	0.8%	Business Services
TXN Texas Instruments	$4,022,525	$192,884 ▲	5.0%	19,374	0.8%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,714,335	$423,679 ▲	12.9%	12,221	0.7%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,686,885	$194,554 ▲	5.6%	91,057	0.7%	ETF
LLY Eli Lilly and Company	$3,659,700	$100,554 ▼	-2.7%	4,695	0.7%	Medical
IYW iShares U.S. Technology ETF	$3,541,483	$1,042,051 ▲	41.7%	20,439	0.7%	Manufacturing
ABBV AbbVie	$3,529,485	$72,390 ▲	2.1%	19,015	0.7%	Medical
JNJ Johnson & Johnson	$3,504,652	$80,956 ▼	-2.3%	22,944	0.7%	Medical
KO CocaCola	$3,494,044	$50,020 ▼	-1.4%	49,386	0.7%	Consumer Staples
NEE NextEra Energy	$3,370,471	$77,334 ▲	2.3%	48,552	0.7%	Utilities
PM Philip Morris International	$3,198,085	$47,537 ▼	-1.5%	17,559	0.6%	Consumer Staples
GOOGL Alphabet	$3,089,444	$24,496 ▲	0.8%	17,531	0.6%	Computer and Technology
NUVEEN DYNAMIC MUN OPPORTUNI	$2,942,280	$15,447 ▼	-0.5%	292,183	0.6%	COM SHS
CAT Caterpillar	$2,888,334	$12,035 ▲	0.4%	7,440	0.6%	Industrials
MCD McDonald's	$2,850,000	$85,602 ▲	3.1%	9,755	0.6%	Retail/Wholesale
NAD Nuveen Quality Municipal Income Fund	$2,734,263	$66,408 ▼	-2.4%	242,184	0.5%	Financial Services
GS The Goldman Sachs Group	$2,712,243	$7,786 ▼	-0.3%	3,832	0.5%	Finance
SO Southern	$2,582,385	$2,847 ▲	0.1%	28,121	0.5%	Utilities
QUAL iShares MSCI USA Quality Factor ETF	$2,577,790	$1,578,302 ▲	157.9%	14,100	0.5%	ETF
BRK.B Berkshire Hathaway	$2,534,262	$57,321 ▼	-2.2%	5,217	0.5%	Finance
RTX RTX	$2,456,747	$21,319 ▼	-0.9%	16,825	0.5%	Aerospace
META Meta Platforms	$2,380,290	$1,361,009 ▼	-36.4%	3,225	0.5%	Computer and Technology
GLD SPDR Gold Shares	$2,190,251	$110,656 ▲	5.3%	7,185	0.4%	Finance
PANW Palo Alto Networks	$2,061,408	$453,702 ▲	28.2%	10,073	0.4%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$2,054,665	$1,138,190 ▲	124.2%	36,142	0.4%	ETF
SCCO Southern Copper	$2,038,373	$19,930 ▲	1.0%	20,148	0.4%	Basic Materials
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$2,033,482	$88,177 ▼	-4.2%	42,756	0.4%	ETF
IUSB iShares Core Total USD Bond Market ETF	$1,983,325	$1,339,568 ▲	208.1%	42,901	0.4%	Manufacturing
ITW Illinois Tool Works	$1,797,600	$92,971 ▼	-4.9%	7,270	0.4%	Industrials
UNP Union Pacific	$1,786,891	$88,355 ▼	-4.7%	7,766	0.4%	Transportation
CRWD CrowdStrike	$1,773,084	$330,575 ▼	-15.7%	3,481	0.4%	Computer and Technology
NEA Nuveen AMT-Free Quality Municipal Income Fund	$1,736,456	$64,035 ▼	-3.6%	159,016	0.3%	Financial Services
GOOG Alphabet	$1,682,460	$41,330 ▼	-2.4%	9,485	0.3%	Computer and Technology
ABT Abbott Laboratories	$1,649,965	$85,552 ▲	5.5%	12,131	0.3%	Medical
UNH UnitedHealth Group	$1,599,440	$122,914 ▲	8.3%	5,127	0.3%	Medical
AVGO Broadcom	$1,591,812	$496,700 ▲	45.4%	5,775	0.3%	Computer and Technology
T AT&T	$1,577,417	$752 ▼	0.0%	54,506	0.3%	Computer and Technology
AXON Axon Enterprise	$1,574,364	$451,119 ▼	-22.3%	1,902	0.3%	Aerospace
BLACKROCK INC	$1,526,085	$10,496 ▼	-0.7%	1,454	0.3%	COM
DVY iShares Select Dividend ETF	$1,496,727	$114,346 ▲	8.3%	11,270	0.3%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$1,453,999	$1,453,999 ▲	New Holding	26,698	0.3%	ETF
NVG Nuveen AMT-Free Municipal Credit Income Fund	$1,434,732	$3,018 ▲	0.2%	120,263	0.3%	Financial Services
SDY SPDR S&P Dividend ETF	$1,428,768	$78,584 ▼	-5.2%	10,527	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,379,040	$66,344 ▲	5.1%	5,446	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$1,357,267	$1,357,267 ▲	New Holding	10,181	0.3%	ETF
HON Honeywell International	$1,357,053	$33,070 ▲	2.5%	5,827	0.3%	Multi-Sector Conglomerates
LOW Lowe's Companies	$1,282,216	$21,966 ▼	-1.7%	5,779	0.3%	Retail/Wholesale
TIDAL TRUST III	$1,276,256	$542,419 ▲	73.9%	45,378	0.3%	VISTASHARES ARTI
EPD Enterprise Products Partners	$1,274,596	$244,078 ▲	23.7%	41,103	0.3%	Energy
LMT Lockheed Martin	$1,267,915	$92,616 ▼	-6.8%	2,738	0.3%	Aerospace
BTHM BlackRock Future U.S. Themes ETF	$1,267,460	$1,267,460 ▲	New Holding	35,623	0.3%	ETF
WFC Wells Fargo & Company	$1,202,441	$122,503 ▲	11.3%	15,008	0.2%	Finance
IWM iShares Russell 2000 ETF	$1,201,161	$33,665 ▼	-2.7%	5,566	0.2%	Finance
OKE ONEOK	$1,153,840	$722,425 ▲	167.5%	14,135	0.2%	Energy
APD Air Products and Chemicals	$1,098,527	$95,892 ▲	9.6%	3,895	0.2%	Basic Materials
BA Boeing	$1,078,451	$9,429 ▼	-0.9%	5,147	0.2%	Aerospace
TLH iShares 10-20 Year Treasury Bond ETF	$1,074,168	$1,074,168 ▲	New Holding	10,573	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,052,969	$145,678 ▼	-12.2%	9,635	0.2%	ETF
AFL Aflac	$963,246	$422 ▲	0.0%	9,134	0.2%	Finance
TMO Thermo Fisher Scientific	$955,383	$3,244 ▼	-0.3%	2,356	0.2%	Medical
CSCO Cisco Systems	$946,267	$1,179 ▼	-0.1%	13,639	0.2%	Computer and Technology
ORCL Oracle	$929,239	$20,115 ▲	2.2%	4,250	0.2%	Computer and Technology
ACN Accenture	$926,463	$12,552 ▼	-1.3%	3,100	0.2%	Computer and Technology
NZF Nuveen Municipal Credit Income Fund	$918,777	$54,307 ▼	-5.6%	77,079	0.2%	Financial Services
USRT iShares Core U.S. REIT ETF	$914,123	$438,057 ▲	92.0%	16,162	0.2%	ETF
BX Blackstone	$897,505	$748 ▲	0.1%	6,000	0.2%	Finance
TMUS T-Mobile US	$857,401	$51,220 ▲	6.4%	3,599	0.2%	Computer and Technology
IBM International Business Machines	$842,179	$11,791 ▲	1.4%	2,857	0.2%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$837,628	$1,950 ▲	0.2%	4,295	0.2%	ETF
NMCO Nuveen Municipal Credit Opportunities Fund	$829,225		0.0%	77,281	0.2%	Financial Services
FANG Diamondback Energy	$810,306	$52,628 ▼	-6.1%	5,897	0.2%	Energy
BINC iShares Flexible Income Active ETF	$808,163	$563,838 ▲	230.8%	15,295	0.2%	ETF
GE GE Aerospace	$802,721	$11,067 ▲	1.4%	3,119	0.2%	Aerospace
SPXX Nuveen S&P 500 Dynamic Overwrite Fund	$792,649	$26,752 ▲	3.5%	44,681	0.2%	Financial Services

Showing largest 100 holdings. View all holdings.

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Tyche Wealth Partners LLC Top Holdings and 13F Report (2025)

About Tyche Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Tyche Wealth Partners LLC Top Holdings and 13F Report (2025)

About Tyche Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTyche Wealth Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools