Tyche Wealth Partners LLC Top Holdings and 13F Report (2024)

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About Tyche Wealth Partners LLC

Investment Activity

Tyche Wealth Partners LLC has $408.57 million in total holdings as of March 31, 2024.
Tyche Wealth Partners LLC owns shares of 281 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
Approximately 4.34% of the portfolio was purchased this quarter.
About 11.94% of the portfolio was sold this quarter.
This quarter, Tyche Wealth Partners LLC has purchased 286 new stocks and bought additional shares in 69 stocks.
Tyche Wealth Partners LLC sold shares of 136 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

PepsiCo: $34,954,572
Apple: $22,177,000
Exxon Mobil: $16,106,547
SPDR S&P 500 ETF Trust: $15,482,336
Microsoft: $12,968,129

Largest New Holdings this Quarter

Ulta Beauty: $786,934 Holding
Novo Nordisk A/S: $742,024 Holding
QUALCOMM: $302,236 Holding
SPDR Portfolio S&P 400 Mid Cap ETF: $297,491 Holding
Dell Technologies: $290,182 Holding

Largest Purchases this Quarter

Walmart: 58,210 shares (about $3.50M)
iShares Core S&P 500 ETF: 4,401 shares (about $2.31M)
Palo Alto Networks: 3,052 shares (about $867.22K)
Ulta Beauty: 1,505 shares (about $786.93K)
NUVEEN DYNAMIC MUN OPPORTUNI: 68,650 shares (about $747.60K)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 40,694 shares (about $4.50M)
Microsoft: 8,347 shares (about $3.51M)
NVIDIA: 1,996 shares (about $1.80M)
Vanguard FTSE Emerging Markets ETF: 38,461 shares (about $1.61M)
Apple: 7,732 shares (about $1.33M)

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
PEP PepsiCo	$34,954,572	$1,186,043 ▼	-3.3%	199,729	8.6%	Consumer Staples
AAPL Apple	$22,177,000	$1,325,884 ▼	-5.6%	129,327	5.4%	Computer and Technology
XOM Exxon Mobil	$16,106,547	$93,806 ▲	0.6%	138,563	3.9%	Oils/Energy
SPY SPDR S&P 500 ETF Trust	$15,482,336	$625,591 ▲	4.2%	29,599	3.8%	Finance
MSFT Microsoft	$12,968,129	$3,511,711 ▼	-21.3%	30,824	3.2%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$10,944,839	$429,131 ▼	-3.8%	59,936	2.7%	ETF
PTLC Pacer Trendpilot US Large Cap ETF	$10,266,443	$898,855 ▼	-8.1%	215,139	2.5%	ETF
PREF Principal Spectrum Preferred Securities Active ETF	$9,823,179	$124,037 ▼	-1.2%	541,222	2.4%	ETF
AMZN Amazon.com	$9,644,205	$278,327 ▼	-2.8%	53,466	2.4%	Retail/Wholesale
NVEI Nuvei	$8,224,362		0.0%	260,100	2.0%	Business Services
V Visa	$7,407,851	$59,444 ▲	0.8%	26,544	1.8%	Business Services
NVDA NVIDIA	$7,338,956	$1,803,565 ▼	-19.7%	8,122	1.8%	Computer and Technology
AME AMETEK	$6,922,399	$37,677 ▼	-0.5%	37,848	1.7%	Computer and Technology
HD Home Depot	$6,199,906	$534,369 ▼	-7.9%	16,162	1.5%	Retail/Wholesale
PG Procter & Gamble	$6,153,716	$592,705 ▼	-8.8%	37,927	1.5%	Consumer Staples
CVX Chevron	$5,536,657	$613,291 ▼	-10.0%	35,100	1.4%	Oils/Energy
WMT Walmart	$5,422,554	$3,502,479 ▲	182.4%	90,121	1.3%	Retail/Wholesale
JNJ Johnson & Johnson	$5,084,306	$733,064 ▼	-12.6%	32,140	1.2%	Medical
NAD Nuveen Quality Municipal Income Fund	$4,829,811	$162,789 ▲	3.5%	421,449	1.2%	Financial Services
VOO Vanguard S&P 500 ETF	$4,206,842	$918,189 ▼	-17.9%	8,751	1.0%	ETF
MO Altria Group	$4,185,706	$90,250 ▼	-2.1%	95,958	1.0%	Consumer Staples
COST Costco Wholesale	$4,180,242	$317,218 ▼	-7.1%	5,706	1.0%	Consumer Defensive
IVV iShares Core S&P 500 ETF	$4,142,241	$2,313,746 ▲	126.5%	7,879	1.0%	ETF
JPM JPMorgan Chase & Co.	$4,035,948	$925,163 ▼	-18.6%	20,150	1.0%	Finance
TSLA Tesla	$3,873,708	$43,947 ▲	1.1%	22,036	0.9%	Auto/Tires/Trucks
MA Mastercard	$3,592,067	$149,288 ▲	4.3%	7,459	0.9%	Business Services
LLY Eli Lilly and Company	$3,118,483	$717,975 ▲	29.9%	4,009	0.8%	Medical
KO Coca-Cola	$3,025,412	$24,166 ▲	0.8%	49,451	0.7%	Consumer Staples
NEE NextEra Energy	$3,023,371	$556,205 ▼	-15.5%	47,307	0.7%	Utilities
TXN Texas Instruments	$2,946,233	$15,505 ▼	-0.5%	16,912	0.7%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,843,306	$169,715 ▼	-5.6%	10,940	0.7%	ETF
QQQ Invesco QQQ	$2,735,122	$84,807 ▲	3.2%	6,160	0.7%	Finance
GOOGL Alphabet	$2,709,651	$61,127 ▲	2.3%	17,953	0.7%	Computer and Technology
ABBV AbbVie	$2,633,881	$57,908 ▲	2.2%	14,464	0.6%	Medical
MCD McDonald's	$2,629,273	$633,845 ▼	-19.4%	9,325	0.6%	Retail/Wholesale
NUVEEN DYNAMIC MUN OPPORTUNI	$2,510,112	$747,598 ▲	42.4%	230,497	0.6%	COM SHS
CAT Caterpillar	$2,503,604	$43,974 ▲	1.8%	6,832	0.6%	Industrial Products
IJR iShares Core S&P Small-Cap ETF	$2,381,474	$4,497,480 ▼	-65.4%	21,548	0.6%	ETF
ITW Illinois Tool Works	$2,307,284	$737,612 ▼	-24.2%	8,599	0.6%	Industrial Products
UNP Union Pacific	$2,258,514	$1,967 ▲	0.1%	9,184	0.6%	Transportation
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$2,232,599	$92,263 ▼	-4.0%	50,284	0.5%	ETF
SCCO Southern Copper	$2,063,825		0.0%	19,375	0.5%	Basic Materials
BRK.B Berkshire Hathaway	$2,030,433	$37,850 ▲	1.9%	4,828	0.5%	Finance
LOW Lowe's Companies	$1,947,891	$720,875 ▼	-27.0%	7,647	0.5%	Retail/Wholesale
UNH UnitedHealth Group	$1,882,186	$539,181 ▼	-22.3%	3,805	0.5%	Medical
META Meta Platforms	$1,831,661	$454,030 ▲	33.0%	3,772	0.4%	Computer and Technology
PM Philip Morris International	$1,799,664	$36,281 ▼	-2.0%	19,643	0.4%	Consumer Staples
NEA Nuveen AMT-Free Quality Municipal Income Fund	$1,748,506	$119,135 ▲	7.3%	157,950	0.4%	Financial Services
NFLX Netflix	$1,747,288	$17,613 ▲	1.0%	2,877	0.4%	Consumer Discretionary
SO Southern	$1,735,029	$45,555 ▲	2.7%	24,185	0.4%	Utilities
PSX Phillips 66	$1,657,574	$910,130 ▼	-35.4%	10,148	0.4%	Oils/Energy
BLK BlackRock	$1,646,610	$717,839 ▼	-30.4%	1,975	0.4%	Finance
GLD SPDR Gold Shares	$1,612,022	$270,522 ▼	-14.4%	7,836	0.4%	Finance
PANW Palo Alto Networks	$1,557,413	$867,218 ▲	125.6%	5,481	0.4%	Computer and Technology
NVG Nuveen AMT-Free Municipal Credit Income Fund	$1,516,407	$122,193 ▲	8.8%	124,807	0.4%	Financial Services
LMT Lockheed Martin	$1,512,898	$368,900 ▼	-19.6%	3,326	0.4%	Aerospace
SDY SPDR S&P Dividend ETF	$1,485,184	$606,436 ▲	69.0%	11,317	0.4%	ETF
GOOG Alphabet	$1,474,943	$5,938 ▲	0.4%	9,687	0.4%	Computer and Technology
GS The Goldman Sachs Group	$1,434,870	$39,266 ▼	-2.7%	3,435	0.4%	Finance
TMO Thermo Fisher Scientific	$1,406,341	$1,743 ▲	0.1%	2,420	0.3%	Medical
ROM ProShares Ultra Technology	$1,392,039		0.0%	22,918	0.3%	ETF
AMGN Amgen	$1,376,043	$71,645 ▼	-4.9%	4,840	0.3%	Medical
FANG Diamondback Energy	$1,353,492	$3,171 ▲	0.2%	6,830	0.3%	Oils/Energy
DVY iShares Select Dividend ETF	$1,301,005	$154,342 ▼	-10.6%	10,562	0.3%	ETF
RTX RTX	$1,246,418	$129,713 ▼	-9.4%	12,780	0.3%	Aerospace
MRK Merck & Co., Inc.	$1,245,918	$491,664 ▼	-28.3%	9,442	0.3%	Medical
IWM iShares Russell 2000 ETF	$1,195,940	$45,423 ▼	-3.7%	5,687	0.3%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$1,169,125	$243,530 ▲	26.3%	32,621	0.3%	ETF
ACN Accenture	$1,165,649	$191,675 ▼	-14.1%	3,363	0.3%	Business Services
AFL Aflac	$1,163,326	$398,823 ▼	-25.5%	13,549	0.3%	Finance
T AT&T	$1,104,079	$24,939 ▲	2.3%	62,732	0.3%	Computer and Technology
NZF Nuveen Municipal Credit Income Fund	$1,096,745	$930 ▲	0.1%	89,603	0.3%	Financial Services
HON Honeywell International	$1,046,581	$41,050 ▼	-3.8%	5,099	0.3%	Multi-Sector Conglomerates
TIP iShares TIPS Bond ETF	$1,032,855		0.0%	9,616	0.3%	ETF
CSCO Cisco Systems	$1,017,169	$459,024 ▼	-31.1%	20,380	0.2%	Computer and Technology
ADP Automatic Data Processing	$998,883	$729,684 ▼	-42.2%	4,000	0.2%	Business Services
ABT Abbott Laboratories	$997,809	$373,028 ▼	-27.2%	8,779	0.2%	Medical
EPD Enterprise Products Partners	$959,147	$69,127 ▲	7.8%	32,870	0.2%	Oils/Energy
COP ConocoPhillips	$956,614	$891 ▲	0.1%	7,516	0.2%	Energy
ECL Ecolab	$926,422		0.0%	4,012	0.2%	Basic Materials
VZ Verizon Communications	$926,249	$2,979 ▼	-0.3%	22,075	0.2%	Computer and Technology
AXON Axon Enterprise	$909,542		0.0%	2,907	0.2%	Industrial Products
XLK Technology Select Sector SPDR Fund	$902,967	$231,781 ▲	34.5%	4,336	0.2%	ETF
VLO Valero Energy	$887,929	$1,707 ▼	-0.2%	5,202	0.2%	Oils/Energy
PRU Prudential Financial	$887,674	$35,455 ▼	-3.8%	7,561	0.2%	Finance
LINDE PLC	$853,420	$467,106 ▼	-35.4%	1,838	0.2%	SHS
PIN Invesco India ETF	$847,832		0.0%	31,718	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$822,042	$184,595 ▼	-18.3%	4,284	0.2%	ETF
VGM Invesco Trust for Investment Grade Municipals	$800,425	$17,748 ▲	2.3%	81,179	0.2%	Finance
UPS United Parcel Service	$797,511	$94,821 ▼	-10.6%	5,366	0.2%	Transportation
PTMC Pacer Trendpilot US Mid Cap ETF	$793,092	$39,165 ▼	-4.7%	22,012	0.2%	ETF
ULTA Ulta Beauty	$786,934	$786,934 ▲	New Holding	1,505	0.2%	Retail/Wholesale
IBB iShares Biotechnology ETF	$786,458	$23,466 ▼	-2.9%	5,731	0.2%	Finance
BX Blackstone	$768,582	$525 ▲	0.1%	5,851	0.2%	Finance
CRM Salesforce	$743,915	$25,901 ▼	-3.4%	2,470	0.2%	Computer and Technology
NVO Novo Nordisk A/S	$742,024	$742,024 ▲	New Holding	5,779	0.2%	Medical
HYD VanEck High Yield Muni ETF	$730,072		0.0%	13,970	0.2%	ETF
DIS Walt Disney	$729,806	$19,701 ▼	-2.6%	5,964	0.2%	Consumer Discretionary
VKQ Invesco Municipal Trust	$728,651	$97 ▲	0.0%	75,119	0.2%	Finance
NSC Norfolk Southern	$726,634	$334,389 ▼	-31.5%	2,851	0.2%	Transportation

Showing largest 100 holdings. View all holdings.

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Tyche Wealth Partners LLC Top Holdings and 13F Report (2024)

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 (2024)

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