SEC Form 13F

Tyler-Stone Wealth Management 13F Holdings

Report period2025-06-30
Publicly available2025-08-19
Reported value$621,020,499
Positions330

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$48,173,273304,913
WISDOMTREE TRDGRWUS QTLY DIV GRT$26,334,530314,479
APPLE INCAAPLCOM$22,798,712111,121
ISHARES TRIVVCORE S&P500 ETF$22,358,71336,010
PARKER-HANNIFIN CORPPHCOM$19,402,97327,779
PALANTIR TECHNOLOGIES INCPLTRCL A$18,811,204137,993
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$12,517,537246,992
J P MORGAN EXCHANGE TRADED FJAVAACTIVE VALUE ETF$12,087,119184,536
ALPHABET INCGOOGCAP STK CL C$12,033,82667,838
MICROSOFT CORPMSFTCOM$11,687,55923,497

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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