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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 105.44%
1.71%
$9.021M
15,724 shares@ $573.75 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 112.31%
1.65%
$8.714M
18,933 shares@ $460.27 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 130.74%
1.51%
$7.978M
42,819 shares@ $186.33 avg price
BXBlackstone Inc
Recent Activity
Increased 94.42%
1.48%
$7.83M
51,131 shares@ $153.13 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 97.89%
1.42%
$7.515M
202,006 shares@ $37.21 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 103.87%
1.33%
$7.026M
59,943 shares@ $117.22 avg price
VTIVanguard Index Fds
Recent Activity
Increased 124.93%
1.23%
$6.509M
22,987 shares@ $283.16 avg price
ITOTIshares Tr
Recent Activity
Increased 96.34%
1.19%
$6.271M
49,922 shares@ $125.62 avg price
NOBLProshares Tr
Recent Activity
Increased 96.56%
1.17%
$6.165M
57,743 shares@ $106.77 avg price
VVisa Inc
Recent Activity
Increased 102.31%
1.02%
$5.352M
19,464 shares@ $274.95 avg price