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