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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
KOCoca Cola Co
Recent Activity
Decreased -0.18%
0.78%
$3.436M
47,814 shares@ $71.87 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -2.32%
0.69%
$3.032M
10,706 shares@ $283.17 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -15.6%
0.68%
$2.992M
14,486 shares@ $206.58 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.25%
0.67%
$2.955M
17,817 shares@ $165.86 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -3.25%
0.63%
$2.77M
9,097 shares@ $304.52 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.78%
0.62%
$2.731M
6,983 shares@ $391.14 avg price
SOSouthern Co
Recent Activity
Decreased -2.08%
0.55%
$2.426M
26,904 shares@ $90.18 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -0.94%
0.47%
$2.046M
8,301 shares@ $246.49 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -2.51%
0.46%
$1.993M
7,605 shares@ $262.08 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -1%
0.41%
$1.782M
3,048 shares@ $584.61 avg price