Asset Manager
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Tyche Wealth Partners LLC
5700 GRANITE PARKWAY 330, PLANO, TX 75024 • 9724641658
Market Value
$627M
+10.4%
Holdings
352
+26
New Purchases
41
Added To
153
Closed
21
Reduced
90
Top 10 Concentration
34.5%
Turnover
17.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VYM | 1.26% | 0.92% | +0.34% | $8M |
| SCHG | 0.56% | 0.29% | +0.27% | $3M |
| IVV | 1.74% | 1.51% | +0.23% | $11M |
| SMLF | 0.43% | 0.21% | +0.22% | $3M |
| GOOGL | 0.93% | 0.72% | +0.20% | $6M |
| SYSB | 0.17% | 0.00% | +0.17% | $1M |
| DFAT | 0.34% | 0.17% | +0.17% | $2M |
| APH | 0.16% | 0.00% | +0.16% | $1M |
| CIFR | 0.27% | 0.12% | +0.15% | $2M |
| DFIC | 0.28% | 0.14% | +0.14% | $2M |
| NVBW | 0.13% | 0.00% | +0.13% | $835K |
| SPEM | 0.39% | 0.26% | +0.13% | $2M |
| MRK | 0.24% | 0.12% | +0.13% | $2M |
| CASY | 0.12% | 0.00% | +0.12% | $763K |
| CTVA | 0.11% | 0.00% | +0.11% | $677K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| PEP | 4.50% | 4.92% | -0.42% | $28M |
| HD | 0.91% | 1.32% | -0.41% | $6M |
| AME | 0.33% | 0.73% | -0.40% | $2M |
| NVDA | 2.44% | 2.81% | -0.37% | $15M |
| VIG | 2.40% | 2.68% | -0.27% | $15M |
| MO | 0.76% | 0.99% | -0.22% | $5M |
| PREF | 1.17% | 1.35% | -0.19% | $7M |
| NFLX | 0.47% | 0.65% | -0.18% | $3M |
| LLY | 0.53% | 0.69% | -0.16% | $3M |
| PG | 0.94% | 1.09% | -0.14% | $6M |
| TSLA | 1.62% | 1.76% | -0.14% | $10M |
| YLD | 0.00% | 0.13% | -0.13% | $0 |
| MSFT | 2.71% | 2.84% | -0.12% | $17M |
| V | 1.42% | 1.55% | -0.12% | $9M |
| CVX | 0.87% | 0.99% | -0.12% | $5M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 48.7% |
| Technology | 12.7% |
| Consumer Defensive | 10.8% |
| Energy | 7.3% |
| Consumer Cyclical | 5.3% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 66 | $316M | 50.3% |
| Large Cap | 193 | $228M | 36.4% |
| Mid Cap | 43 | $47M | 7.5% |
| Small Cap | 37 | $29M | 4.7% |
| Micro Cap | 13 | $7M | 1.1% |
Portfolio Analytics
Avg Market Cap
$212.3B
Median Market Cap
$52.0B
Avg P/E
30.7
Median P/E
21.1
Avg Dividend Yield
0.03%
Avg Beta
0.87
# Stocks
215
# ETFs / Funds
138
Top Holdings (352 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | 7.04% | 64,775 | $44M | $681.92 | $4M | +4,528 | +7.5% | |
| 2 | AAPL | 5.69% | 131,301 | $36M | $271.86 | $4M | +5,830 | +4.7% | |
| 3 | PEP | 4.50% | 196,789 | $28M | $143.52 | $310K | -2,107 | -1.1% | |
| 4 | XONA.DE | 3.16% | 164,811 | $20M | $120.34 | $2M | +3,775 | +2.3% | |
| 5 | MSFT | 2.71% | 35,222 | $17M | $483.63 | $903K | +4,078 | +13.1% | |
| 6 | PTLC | 2.45% | 276,536 | $15M | $55.58 | $851K | +11,393 | +4.3% | |
| 7 | NVDA | 2.44% | 82,127 | $15M | $186.50 | -$657K | -3,487 | -4.1% | |
| 8 | VIG | 2.40% | 68,651 | $15M | $219.78 | -$113K | -1,793 | -2.5% | |
| 9 | AMZN | 2.14% | 58,072 | $13M | $230.82 | $1M | +1,609 | +2.9% | |
| 10 | QQQ | 1.94% | 19,864 | $12M | $614.31 | $978K | +1,168 | +6.2% | |
| 11 | MUB | 1.79% | 104,899 | $11M | $107.11 | $1M | +9,160 | +9.6% | |
| 12 | IVV | 1.74% | 15,902 | $11M | $684.96 | $2M | +3,081 | +24.0% | |
| 13 | WMT | 1.64% | 92,622 | $10M | $111.41 | $1M | +5,282 | +6.0% | |
| 14 | TSLA | 1.62% | 22,640 | $10M | $449.73 | $189K | +170 | +0.8% | |
| 15 | V | 1.42% | 25,433 | $9M | $350.71 | $140K | -284 | -1.1% | |
| 16 | VYM | 1.26% | 55,069 | $8M | $143.52 | $3M | +18,126 | +49.1% | |
| 17 | ROM | 1.17% | 77,725 | $7M | $94.30 | $109K | -207 | -0.3% | |
| 18 | PREF | 1.17% | 384,025 | $7M | $19.07 | -$365K | -17,676 | -4.4% | |
| 19 | JPM | 1.02% | 19,949 | $6M | $322.22 | $120K | -50 | -0.2% | |
| 20 | PG | 0.94% | 41,261 | $6M | $143.31 | -$263K | +1,063 | +2.6% | |
| 21 | GOOGL | 0.93% | 18,587 | $6M | $313.00 | $2M | +1,657 | +9.8% | |
| 22 | HD | 0.91% | 16,594 | $6M | $344.10 | -$2M | -1,869 | -10.1% | |
| 23 | COST | 0.88% | 6,427 | $6M | $862.32 | $78K | +524 | +8.9% | |
| 24 | VOO | 0.88% | 8,831 | $6M | $627.13 | $597K | +763 | +9.5% | |
| 25 | CVX | 0.87% | 35,877 | $5M | $152.41 | -$174K | -456 | -1.3% | |
| 26 | SPDW | 0.80% | 113,458 | $5M | $44.41 | $656K | +11,028 | +10.8% | |
| 27 | MO | 0.76% | 83,203 | $5M | $57.66 | -$801K | -1,542 | -1.8% | |
| 28 | TXN | 0.74% | 26,763 | $5M | $173.49 | $747K | +5,557 | +26.2% | |
| 29 | JNJ | 0.74% | 22,398 | $5M | $206.95 | $422K | -325 | -1.4% | |
| 30 | MA | 0.74% | 8,085 | $5M | $570.88 | $530K | +902 | +12.6% | |
| 31 | ABBV | 0.71% | 19,447 | $4M | $228.48 | $512K | +2,470 | +14.6% | |
| 32 | CAT | 0.67% | 7,380 | $4M | $572.90 | $695K | -23 | -0.3% | |
| 33 | AIS | 0.65% | 107,539 | $4M | $37.77 | $821K | +15,286 | +16.6% | |
| 34 | DYNF | 0.64% | 66,496 | $4M | $60.81 | $874K | +12,954 | +24.2% | |
| 35 | TLH | 0.64% | 39,409 | $4M | $101.67 | $569K | +6,026 | +18.1% | |
| 36 | VTI | 0.63% | 11,879 | $4M | $335.28 | $112K | +85 | +0.7% | |
| 37 | NEE | 0.62% | 48,144 | $4M | $80.28 | $240K | +119 | +0.2% | |
| 38 | QUAL | 0.61% | 19,189 | $4M | $198.62 | -$117K | -1,006 | -5.0% | |
| 39 | MCD | 0.58% | 11,837 | $4M | $305.63 | $553K | +1,752 | +17.4% | |
| 40 | SCHG | 0.56% | 106,834 | $3M | $32.62 | $2M | +55,250 | +107.1% | |
| 41 | GS | 0.53% | 3,811 | $3M | $879.11 | $299K | -21 | -0.6% | |
| 42 | LLY | 0.53% | 3,101 | $3M | $1,074.77 | -$570K | -2,015 | -39.4% | |
| 43 | KO | 0.52% | 46,417 | $3M | $69.91 | $155K | -180 | -0.4% | |
| 44 | RTX | 0.51% | 17,473 | $3M | $183.40 | $288K | +43 | +0.2% | |
| 45 | IYW | 0.50% | 15,702 | $3M | $199.68 | -$114K | -889 | -5.4% | |
| 46 | THRO | 0.50% | 80,632 | $3M | $38.56 | $615K | +14,764 | +22.4% | |
| 47 | GOOG | 0.47% | 9,422 | $3M | $313.81 | $660K | -9 | -0.1% | |
| 48 | NDMO | 0.47% | 293,248 | $3M | $10.08 | -$115K | -2,320 | -0.8% | |
| 49 | IAU | 0.47% | 36,385 | $3M | $81.17 | $643K | +4,641 | +14.6% | |
| 50 | SCCO | 0.47% | 20,523 | $3M | $143.47 | $475K | +172 | +0.8% | |
| 51 | NFLX | 0.47% | 31,279 | $3M | $93.76 | -$741K | +28,215 | +920.9% | |
| 52 | NAD | 0.46% | 241,737 | $3M | $12.02 | $85K | +489 | +0.2% | |
| 53 | GLD | 0.45% | 7,142 | $3M | $396.33 | $168K | -348 | -4.7% | |
| 54 | BRK-B | 0.43% | 5,375 | $3M | $502.65 | -$41K | -80 | -1.5% | |
| 55 | PM | 0.43% | 16,817 | $3M | $160.40 | -$144K | -703 | -4.0% | |
| 56 | SMLF | 0.43% | 35,857 | $3M | $74.88 | $2M | +19,988 | +126.0% | |
| 57 | JEPI | 0.40% | 43,672 | $2M | $57.24 | $298K | +5,119 | +13.3% | |
| 58 | IUSB | 0.39% | 52,454 | $2M | $46.54 | -$35K | -557 | -1.1% | |
| 59 | SPEM | 0.39% | 52,095 | $2M | $46.81 | $971K | +20,749 | +66.2% | |
| 60 | SO | 0.39% | 27,763 | $2M | $87.20 | -$233K | -240 | -0.9% | |
| 61 | HIMU | 0.38% | 48,437 | $2M | $48.68 | $322K | +7,054 | +17.1% | |
| 62 | AVGO | 0.37% | 6,761 | $2M | $346.08 | $613K | +1,526 | +29.1% | |
| 63 | ITW | 0.37% | 9,305 | $2M | $246.30 | $400K | +2,051 | +28.3% | |
| 64 | META | 0.34% | 3,276 | $2M | $660.01 | -$210K | +46 | +1.4% | |
| 65 | OEF | 0.34% | 6,245 | $2M | $342.97 | $437K | +1,123 | +21.9% | |
| 66 | DFAT | 0.34% | 35,332 | $2M | $59.54 | $1M | +19,106 | +117.8% | |
| 67 | AME | 0.33% | 10,032 | $2M | $205.32 | -$2M | -11,908 | -54.3% | |
| 68 | BAI | 0.32% | 60,788 | $2M | $33.30 | $464K | +15,107 | +33.1% | |
| 69 | SPHD | 0.32% | 41,840 | $2M | $48.00 | -$68K | -143 | -0.3% | |
| 70 | ABT | 0.32% | 15,777 | $2M | $125.29 | $352K | +3,645 | +30.0% | |
| 71 | IEMG | 0.31% | 28,907 | $2M | $67.22 | $236K | +3,003 | +11.6% | |
| 72 | UNH | 0.30% | 5,736 | $2M | $330.13 | -$246K | -461 | -7.4% | |
| 73 | NEA | 0.30% | 161,945 | $2M | $11.63 | $30K | -760 | -0.5% | |
| 74 | DFIC | 0.28% | 51,629 | $2M | $34.46 | $959K | +26,612 | +106.4% | |
| 75 | SHLD | 0.28% | 27,082 | $2M | $64.79 | $338K | +6,911 | +34.3% | |
| 76 | UNP | 0.28% | 7,575 | $2M | $231.32 | -$64K | -109 | -1.4% | |
| 77 | BINC | 0.27% | 32,393 | $2M | $52.77 | $393K | +7,668 | +31.0% | |
| 78 | CIFR | 0.27% | 115,000 | $2M | $14.76 | $1M | +62,500 | +119.0% | |
| 79 | XLK | 0.27% | 11,663 | $2M | $143.98 | $152K | +6,244 | +115.2% | |
| 80 | BLK | 0.26% | 1,547 | $2M | $1,070.64 | -$30K | +100 | +6.9% | |
| 81 | CRWD | 0.26% | 3,486 | $2M | $468.81 | -$70K | +11 | +0.3% | |
| 82 | ATO | 0.25% | 9,401 | $2M | $167.64 | $725K | +4,416 | +88.6% | |
| 83 | NVG | 0.25% | 124,165 | $2M | $12.66 | $52K | +484 | +0.4% | |
| 84 | MRK | 0.24% | 14,583 | $2M | $105.26 | $861K | +6,549 | +81.5% | |
| 85 | PANW | 0.24% | 8,231 | $2M | $184.21 | $242K | +1,974 | +31.6% | |
| 86 | LMT | 0.24% | 3,125 | $2M | $483.65 | -$56K | -15 | -0.5% | |
| 87 | SDY | 0.24% | 10,823 | $2M | $139.16 | $37K | +331 | +3.1% | |
| 88 | DVY | 0.24% | 10,555 | $1M | $141.15 | -$57K | -330 | -3.0% | |
| 89 | IBM | 0.23% | 4,897 | $1M | $296.21 | $637K | +2,014 | +69.9% | |
| 90 | STIP | 0.23% | 13,979 | $1M | $102.39 | $131K | +1,401 | +11.1% | |
| 91 | VCIT | 0.22% | 16,701 | $1M | $83.75 | $619K | +7,435 | +80.2% | |
| 92 | LOW | 0.22% | 5,729 | $1M | $241.15 | -$71K | -52 | -0.9% | |
| 93 | TMO | 0.22% | 2,358 | $1M | $579.55 | $223K | +1 | +0.0% | |
| 94 | T | 0.21% | 52,753 | $1M | $24.84 | -$225K | -1,610 | -3.0% | |
| 95 | EPD | 0.21% | 40,787 | $1M | $32.06 | $22K | -323 | -0.8% | |
| 96 | USRT | 0.20% | 22,511 | $1M | $56.96 | $46K | +1,453 | +6.9% | |
| 97 | AVEM | 0.20% | 16,025 | $1M | $77.02 | $570K | +7,181 | +81.2% | |
| 98 | MBB | 0.19% | 12,804 | $1M | $95.22 | $329K | +3,446 | +36.8% | |
| 99 | ADP | 0.18% | 4,484 | $1M | $257.25 | $469K | +2,152 | +92.3% | |
| 100 | BA | 0.18% | 5,267 | $1M | $217.12 | $33K | +120 | +2.3% |