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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
IVVIshares Tr
Recent Activity
Increased 3.15%
1.09%
$4.803M
8,326 shares@ $576.83 avg price
MOAltria Group Inc
Recent Activity
Decreased -2.15%
1.05%
$4.603M
90,177 shares@ $51.05 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.82%
1.04%
$4.588M
8,695 shares@ $527.68 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.26%
0.98%
$4.32M
26,654 shares@ $162.07 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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.31%
0.84%
$3.698M
17,539 shares@ $210.86 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