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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
AMEAmetek Inc
Recent Activity
Increased 0.03%
1.48%
$6.5M
37,857 shares@ $171.71 avg price
NADNuveen Quality Muncp Income
Recent Activity
Increased 3.4%
1.19%
$5.253M
424,325 shares@ $12.38 avg price
CVXChevron Corp New
Recent Activity
Increased 0.3%
1.13%
$4.976M
33,791 shares@ $147.28 avg price
IVVIshares Tr
Recent Activity
Increased 3.15%
1.09%
$4.803M
8,326 shares@ $576.83 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 20.21%
0.95%
$4.159M
8,521 shares@ $488.08 avg price
LLYEli Lilly & Co
Recent Activity
Increased 3.66%
0.93%
$4.09M
4,617 shares@ $885.94 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.57%
0.9%
$3.941M
46,625 shares@ $84.54 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.11%
0.84%
$3.691M
7,474 shares@ $493.82 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.19%
0.81%
$3.552M
17,986 shares@ $197.48 avg price
NDMONuveen Dynamic Mun Opportuni
Recent Activity
Increased 3.02%
0.71%
$3.115M
277,866 shares@ $11.21 avg price