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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ARKQArk Etf Tr
| 0.07% | $357,600 5,870 shares@ $60.92 avg price | Decreased -6.23% |