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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
BNDVanguard Bd Index Fds
Recent Activity
Exited
0%
$434,534
6,031 shares@ $72.06 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$273,032
1,815 shares@ $150.44 avg price
VXUSVanguard Star Fds
Recent Activity
Exited
0%
$247,532
4,105 shares@ $60.31 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$240,071
293 shares@ $819.36 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Exited
0%
$202,954
4,170 shares@ $48.68 avg price
6706⤦Nvidia Corporation
Recent Activity
Exited
0%
$149,165↑ Call
26 shares@ $5737.12 avg price
BPBp Plc
Recent Activity
Exited
0%
$145,419
4,028 shares@ $36.11 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$117,514
775 shares@ $151.64 avg price
4628⤦Iron Mtn Inc Del
Recent Activity
Exited
0%
$111,580↑ Call
79 shares@ $1412.41 avg price
PINSPinterest Inc
Recent Activity
Exited
0%
$104,975
2,382 shares@ $44.08 avg price