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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 19.08%
4.66%
$20.556M
35,827 shares@ $573.77 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.7%
3.77%
$16.612M
141,714 shares@ $117.22 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10%
3.29%
$14.49M
33,675 shares@ $430.3 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 3.08%
2.79%
$12.3M
62,101 shares@ $198.06 avg price
PTLCPacer Fds Tr
Recent Activity
Increased 2.24%
2.61%
$11.506M
218,955 shares@ $52.55 avg price
PREFPrincipal Exchange Traded Fd
Recent Activity
Increased 2.73%
2.58%
$11.359M
603,898 shares@ $18.82 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.08%
2.31%
$10.199M
54,735 shares@ $186.34 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.54%
2%
$8.809M
72,538 shares@ $121.45 avg price
VVisa Inc
Recent Activity
Increased 0.52%
1.65%
$7.251M
26,373 shares@ $274.96 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.21%
1.49%
$6.552M
37,827 shares@ $173.21 avg price