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Tyche Wealth Partners LLC Top Holdings and 13F Report (2026)

About Tyche Wealth Partners LLC

Investment Activity

  • Tyche Wealth Partners LLC has $648.47 million in total holdings as of March 31, 2026.
  • Tyche Wealth Partners LLC owns shares of 347 different stocks, but just 91 companies or ETFs make up 80% of its holdings.
  • Approximately 9.98% of the portfolio was purchased this quarter.
  • About 6.86% of the portfolio was sold this quarter.
  • This quarter, Tyche Wealth Partners LLC has purchased 336 new stocks and bought additional shares in 160 stocks.
  • Tyche Wealth Partners LLC sold shares of 107 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

Apple
$33,381,659
PepsiCo
$30,452,721
ExxonMobil
$27,814,811
FIDELITY COVINGTON TRUST
$19,303,855

Largest New Holdings this Quarter

31609A503 - FIDELITY COVINGTON TRUST
$19,303,855 Holding
46438G448 - ISHARES TR
$6,387,495 Holding
09290C764 - BLACKROCK ETF TRUST
$5,555,908 Holding
46429B267 - iShares U.S. Treasury Bond ETF
$1,472,242 Holding
007903107 - Advanced Micro Devices
$772,627 Holding

Largest Purchases this Quarter

FIDELITY COVINGTON TRUST
536,815 shares (about $19.30M)
ISHARES TR
127,929 shares (about $6.39M)
BLACKROCK ETF TRUST
172,796 shares (about $5.56M)
Invesco QQQ
6,059 shares (about $3.50M)
SPDR S&P 500 ETF Trust
2,486 shares (about $1.62M)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF
54,291 shares (about $11.68M)
iShares 10-20 Year Treasury Bond ETF
35,766 shares (about $3.60M)
iShares Gold Trust
33,586 shares (about $2.96M)
iShares S&P 100 ETF
4,924 shares (about $1.57M)
Nuveen Quality Municipal Income Fund
88,943 shares (about $1.02M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTyche Wealth Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$43,742,378$1,616,740 3.8%67,2616.7%Finance
Apple Inc. stock logo
AAPL
Apple
$33,381,659$58,879 0.2%131,5335.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$30,452,721$106,684 -0.3%196,1024.7%Consumer Staples
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$27,814,811$147,096 -0.5%163,9444.3%Energy
FIDELITY COVINGTON TRUST
$19,303,855$19,303,855 New Holding536,8153.0%ENHANCED MID
Invesco QQQ stock logo
QQQ
Invesco QQQ
$14,962,247$3,497,136 30.5%25,9232.3%Finance
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$14,881,283$374,197 2.6%283,6692.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$14,756,987$434,080 3.0%84,6162.3%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$12,739,960$297,983 -2.3%34,4172.0%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$12,410,991$1,275,927 11.5%116,9191.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,186,281$91,639 0.8%58,5121.9%Retail/Wholesale
WALMART INC
$11,590,585$79,539 0.7%93,2621.8%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$10,412,179$24,822 0.2%15,9401.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$8,841,916$686,151 8.4%59,7021.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$8,776,908$360,593 4.3%23,6101.4%Auto/Tires/Trucks
Visa Inc. stock logo
V
Visa
$7,627,254$59,541 -0.8%25,2361.2%Business Services
Chevron Corporation stock logo
CVX
Chevron
$7,390,461$32,483 -0.4%35,7201.1%Energy
ISHARES TR
$6,387,495$6,387,495 New Holding127,9291.0%LONG TERM MUNI
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$6,359,134$44,839 -0.7%6,3821.0%Retail/Wholesale
ProShares Ultra Technology stock logo
ROM
ProShares Ultra Technology
$6,095,156$1,490 0.0%77,7440.9%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$5,988,644$28,888 0.5%41,4610.9%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,922,732$54,421 0.9%20,1340.9%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$5,909,093$729,718 14.1%129,4430.9%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$5,712,154$221,594 4.0%86,5610.9%Consumer Staples
TIDAL TRUST III
$5,712,107$1,205,160 26.7%136,2950.9%VISTASHARES ARTI
BLACKROCK ETF TRUST
$5,555,908$5,555,908 New Holding172,7960.9%ISHARES INTL CTR
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,495,440$150,678 2.8%19,1110.8%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$5,476,338$1,467 0.0%22,4040.8%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$5,421,939$145,198 2.8%9,0740.8%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$5,404,082$53,610 -1.0%16,4310.8%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$5,350,551$154,731 3.0%27,5600.8%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,216,431$12,044 -0.2%7,3630.8%Industrials
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,455,465$16,161 -0.4%47,9700.7%Utilities
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$4,211,117$342,389 8.9%72,3810.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$4,160,481$68,943 -1.6%19,1300.6%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$4,046,111$6,495 0.2%8,0980.6%Business Services
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,040,232$816,337 25.3%4,7760.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,819,837$8,983 0.2%11,9070.6%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$3,766,369$85,739 2.3%19,6360.6%ETF
iShares U.S. Small Cap Equity Factor ETF stock logo
SMLF
iShares U.S. Small Cap Equity Factor ETF
$3,721,246$1,014,425 37.5%49,2950.6%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$3,690,850$578,783 18.6%126,7030.6%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$3,615,217$63,714 -1.7%11,6320.6%Retail/Wholesale
CocaCola Company (The) stock logo
KO
CocaCola
$3,519,358$10,647 -0.3%46,2770.5%Consumer Staples
RTX Corporation stock logo
RTX
RTX
$3,394,760$24,305 0.7%17,5990.5%Aerospace
BTHM
BlackRock Future U.S. Themes ETF
$3,207,089$286,608 9.8%88,5450.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$3,088,323$11,676,055 -79.1%14,3600.5%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$3,054,898$47,402 1.6%31,7720.5%Consumer Discretionary
NUVEEN DYNAMIC MUN OPPORTUNI
$3,020,045$2,521 0.1%293,4930.5%COM SHS
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,954,431$118,762 -3.9%6,8660.5%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$2,902,463$53,880 1.9%15,9990.4%Manufacturing
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,841,147$11,037 -0.4%3,0890.4%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,807,700$27,116 1.0%16,9810.4%Consumer Staples
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,762,615$287,308 11.6%48,7410.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,712,529$9,753 0.4%9,4560.4%Computer and Technology
Southern Company (The) stock logo
SO
Southern
$2,681,694$2,027 0.1%27,7840.4%Utilities
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$2,680,685$474,186 21.5%42,9250.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,654,808$79,069 3.1%5,5400.4%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$2,393,668$29,192 -1.2%51,8220.4%Manufacturing
BLACKROCK ETF TRUST
$2,231,999$229,035 11.4%67,7390.3%ISHARES A I INNO
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$2,220,969$200,936 -8.3%8,5330.3%Industrials
AMETEK, Inc. stock logo
AME
AMETEK
$2,152,219$1,715 0.1%10,0400.3%Computer and Technology
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$2,077,022$1,339 0.1%41,8670.3%ETF
GLOBAL X FDS
$2,054,628$136,153 7.1%29,0040.3%DEFENSE TECH ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$2,010,100$175,731 9.6%56,5750.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,959,236$133,401 -6.4%6,3300.3%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,900,896$12,088 0.6%3,1450.3%Aerospace
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,899,791$116,483 -5.8%27,2370.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,878,291$4,005 0.2%3,2830.3%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,832,365$5,581 -0.3%7,5520.3%Transportation
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$1,829,120$10,478 0.6%162,8780.3%Financial Services
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$1,757,130$1,022,844 -36.8%152,7940.3%Financial Services
Atmos Energy Corporation stock logo
ATO
Atmos Energy
$1,728,831$7,758 -0.4%9,3590.3%Utilities
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$1,664,950$373,651 28.9%20,6620.3%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$1,633,609$48,554 -2.9%31,4580.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,612,981$862,726 115.0%8,4040.2%ETF
AT&T Inc. stock logo
T
AT&T
$1,612,843$83,521 5.5%55,6340.2%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,576,907$21,197 -1.3%10,4150.2%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,574,867$4,670 -0.3%10,7910.2%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$1,554,961$11,579 0.8%41,0930.2%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,554,725$4,652 0.3%11,6980.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,531,190$88,602 -5.5%14,9140.2%Medical
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,521,890$921,869 -37.7%32,4430.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,521,829$162,248 11.9%30,3150.2%Computer and Technology
Nuveen AMT-Free Municipal Credit Income Fund stock logo
NVG
Nuveen AMT-Free Municipal Credit Income Fund
$1,508,605$22,354 -1.5%122,3520.2%Financial Services
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,491,287$45,407 3.1%14,4180.2%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$1,472,242$1,472,242 New Holding64,2620.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,463,893$88,212 -5.7%5,4100.2%Medical
CrowdStrike stock logo
CRWD
CrowdStrike
$1,457,145$96,050 7.1%3,7320.2%Computer and Technology
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,434,561$102,160 7.7%24,2370.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,430,324$48,326 3.5%17,2850.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,376,232$377,950 -21.5%11,4410.2%Medical
BLACKROCK INC
$1,367,919$120,246 -8.1%1,4220.2%COM
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,367,770$14,176 1.0%5,7890.2%Retail/Wholesale
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,336,630$165,504 14.1%6,3640.2%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$1,313,167$5,198 0.4%5,8100.2%Multi-Sector Conglomerates
Cipher Mining Inc. stock logo
CIFR
Cipher Mining
$1,287,000$193,050 -13.0%100,0000.2%Business Services
ONEOK, Inc. stock logo
OKE
ONEOK
$1,281,4590.0%14,1770.2%Energy
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$1,274,252$58,490 4.8%13,4200.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$1,255,663$175,097 16.2%26,1320.2%ETF
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$1,201,725$196,527 19.6%1,6510.2%Retail/Wholesale

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