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Marc H. Stone

@Tyler-stone Wealth Management

Latest period2024 - Q3ReportedManaged Assets$529.598MTotal holdings319
Assets growth rate117.62%Assets growth rate (2-Q avg)62.67%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tyler-stone Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 319 positions.

Assets under management

The assets under management (AUM) of Tyler-stone Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 529.598M in assets, with a quarterly growth rate of 117.62% and a 2-quarter average growth rate of 62.67%. The portfolio is managed by Marc H. Stone, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Increased 102.58%
7.97%
$42.193M
347,440 shares@ $121.45 avg price
AAPLApple Inc
Recent Activity
Increased 107.03%
5.12%
$27.108M
116,344 shares@ $233.01 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 120.39%
4.07%
$21.545M
258,928 shares@ $83.22 avg price
IVVIshares Tr
Recent Activity
Increased 112.47%
3.69%
$19.507M
33,818 shares@ $576.82 avg price
PHParker-hannifin Corp
Recent Activity
Increased 104.7%
3.36%
$17.758M
28,105 shares@ $631.83 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 411.16%
2.18%
$11.493M
226,499 shares@ $50.74 avg price
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 148.97%
1.93%
$10.2M
159,193 shares@ $64.08 avg price
USMVIshares Tr
Recent Activity
Increased 93.82%
1.86%
$9.825M
107,602 shares@ $91.32 avg price
GOOGAlphabet Inc
Recent Activity
Increased 106.29%
1.75%
$9.264M
55,412 shares@ $167.2 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 118.27%
1.75%
$9.242M
21,479 shares@ $430.3 avg price