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Owen McCabe

@Tyche Wealth Partners Llc

Latest period2024 - Q3ReportedManaged Assets$441.658MTotal holdings288
Assets growth rate7.49%Assets growth rate (2-Q avg)4.03%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Tyche Wealth Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 288 positions.

Assets under management

The assets under management (AUM) of Tyche Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 441.658M in assets, with a quarterly growth rate of 7.49% and a 2-quarter average growth rate of 4.03%. The portfolio is managed by Owen McCabe, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc
Recent Activity
New Position
0.12%
$498,609
2,890 shares@ $172.53 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.08%
$331,500
5,753 shares@ $57.63 avg price
DHID R Horton Inc
Recent Activity
New Position
0.08%
$327,552
1,717 shares@ $190.77 avg price
KKellanova
Recent Activity
New Position
0.07%
$296,969
3,679 shares@ $80.73 avg price
MFICMidcap Financial Invstmnt Co
Recent Activity
New Position
0.07%
$284,249
21,228 shares@ $13.4 avg price
BEPBrookfield Renewable Partner
Recent Activity
New Position
0.07%
$276,868
9,825 shares@ $28.18 avg price
ARMArm Holdings Plc
Recent Activity
New Position
0.07%
$271,719
1,900 shares@ $143.01 avg price
SSOProshares Tr
Recent Activity
New Position
0.07%
$267,100
2,962 shares@ $90.18 avg price
FSKFs Kkr Cap Corp
Recent Activity
New Position
0.06%
$250,212
12,682 shares@ $19.73 avg price
XLRESelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$240,985
5,395 shares@ $44.67 avg price