Tyler-Stone Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$530M
Signature - Title
Marc H. Stone - Chief Compliance Officer
Location
Beachwood, OH
Summary
This page shows a list of all the recent 13F filings made by Tyler-Stone Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tyler-Stone Wealth Management reported 319 stock holdings with total value $530M as of Q3 2024. Top holdings included NVDA, AAPL, DGRW, IVV, and PH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 319 $530M +$285M -$13.2M +$272M NVDA, AAPL, DGRW, IVV, PH 13F-HR 11/4/2024, 06:12 AM
Q2 2024 921 $243M +$34.5M -$6.35M +$28.1M NVDA, AAPL, DGRW, IVV, PH 13F-HR 8/14/2024, 02:25 PM
Q1 2024 903 $225M +$16.4M -$8.95M +$7.43M NVDA, AAPL, IVV, PH, DGRW 13F-HR 5/15/2024, 03:39 PM
Q4 2023 897 $199M +$13.1M -$5.97M +$7.12M AAPL, NVDA, IVV, PH, USMV 13F-HR 2/14/2024, 01:32 PM
Q3 2023 860 $175M +$7.25M -$4.57M +$2.68M AAPL, NVDA, IVV, PH, USMV 13F-HR 11/14/2023, 04:03 PM
Q2 2023 842 $177M +$13.2M -$7.13M +$6.11M AAPL, NVDA, IVV, PH, USMV 13F-HR 8/14/2023, 05:45 PM
Q4 2022 818 $147M +$10.7M -$4.17M +$6.56M AAPL, USMV, IVV, PH, NOBL 13F-HR 2/14/2023, 02:44 PM
Q3 2022 826 $131M +$10.1M -$16.3M -$6.28M AAPL, USMV, IVV, PH, NOBL 13F-HR 11/14/2022, 02:51 PM
Q2 2022 830 $150M +$7.3M -$8.63M -$1.33M AAPL, USMV, MRK, IVV, NVDA 13F-HR 8/11/2022, 02:39 PM
Q1 2022 799 $181M +$9.33M -$10.3M -$944K AAPL, NVDA, USMV, IVV, PH 13F-HR 5/12/2022, 04:36 PM
Q4 2021 873 $188M $0 $0 AAPL, NVDA, USMV, IVV, PH 13F-HR 2/22/2022, 12:07 PM