Tyler-Stone Wealth Management

Beachwood, OH · CIK 1912584 · 13F filing filed 2025-08-18

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBeachwood, OH

$621.0m reported value +11.4% vs Q1 2025

330positions

33.2%in top 10

23 new 149 added 112 reduced 11 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	304,913	$48.2m7.76%	7.76%	Reduced -14.9k	-14,932 -4.7%
2	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	314,479	$26.3m4.24%	4.24%	Added +21.4k	+21,446 7.3%
3	APPLE INC COM AAPL	AAPL	111,121	$22.8m3.67%	3.67%	Added +21	+21 0.0%
4	ISHARES TR CORE S&P500 ETF IVV	IVV	36,010	$22.4m3.60%	3.60%	Reduced -549	-549 -1.5%
5	PARKER-HANNIFIN CORP COM PH	PH	27,779	$19.4m3.12%	3.12%	Added +378	+378 1.4%
6	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	137,993	$18.8m3.03%	3.03%	Reduced -34.1k	-34,137 -19.8%
7	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	246,992	$12.5m2.02%	2.02%	Added +4.5k	+4,517 1.9%
8	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	184,536	$12.1m1.95%	1.95%	Reduced -12.1k	-12,061 -6.1%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	67,838	$12.0m1.94%	1.94%	Added +9.5k	+9,477 16.2%
10	MICROSOFT CORP COM MSFT	MSFT	23,497	$11.7m1.88%	1.88%	Added +625	+625 2.7%
11	NEOS ETF TRUST NASDAQ 100 HIGH QQQI	QQQI	196,455	$10.2m1.65%	1.65%	Added +28.7k	+28,730 17.1%
12	AMAZON COM INC COM AMZN	AMZN	45,332	$9.9m1.60%	1.60%	Added +1.5k	+1,542 3.5%
13	ISHARES TR MSCI USA MIN VOL USMV	USMV	101,023	$9.5m1.53%	1.53%	Reduced -3.6k	-3,597 -3.4%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	18,581	$9.0m1.45%	1.45%	Added +404	+404 2.2%
15	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	13,786	$8.5m1.37%	1.37%	Reduced -1.2k	-1,206 -8.0%
16	PHILIP MORRIS INTL INC COM PM	PM	43,087	$7.8m1.26%	1.26%	Added +299	+299 0.7%
17	EXXON MOBIL CORP COM XOM	XOM	71,091	$7.7m1.23%	1.23%	Added +8.8k	+8,779 14.1%
18	BLACKSTONE INC COM BX	BX	48,420	$7.2m1.17%	1.17%	Reduced -762	-762 -1.6%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	39,365	$6.9m1.12%	1.12%	Added +3.6k	+3,608 10.1%
20	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	22,285	$6.8m1.09%	1.09%	Reduced -780	-780 -3.4%
21	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	284,051	$6.6m1.07%	1.07%	Added +51.3k	+51,316 22.1%
22	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	103,617	$6.5m1.04%	1.04%	Added +11.5k	+11,508 12.5%
23	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	203,548	$6.5m1.04%	1.04%	Reduced -17.8k	-17,832 -8.1%
24	ISHARES TR CORE S&P TTL STK ITOT	ITOT	45,689	$6.2m0.99%	0.99%	Reduced -610	-610 -1.3%
25	VISA INC COM CL A V	V	16,793	$6.0m0.96%	0.96%	Added +155	+155 0.9%
26	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	58,719	$5.9m0.95%	0.95%	Added +171	+171 0.3%
27	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	102,707	$5.5m0.89%	0.89%	Added +2.0k	+2,030 2.0%
28	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	28,294	$5.2m0.83%	0.83%	Added +2.1k	+2,096 8.0%
29	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	8,998	$5.0m0.80%	0.80%	Reduced -837	-837 -8.5%
30	SPDR GOLD TR GOLD SHS GLD	GLD	15,925	$4.9m0.78%	0.78%	Added +269	+269 1.7%
31	ALTRIA GROUP INC COM MO	MO	78,130	$4.6m0.74%	0.74%	Reduced -2.3k	-2,321 -2.9%
32	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	50,832	$4.4m0.70%	0.70%	Reduced -44	-44 -0.1%
33	UBER TECHNOLOGIES INC COM UBER	UBER	42,405	$4.0m0.64%	0.64%	Reduced -5.4k	-5,430 -11.3%
34	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	75,299	$3.9m0.63%	0.63%	Reduced -1.2k	-1,205 -1.6%
35	META PLATFORMS INC CL A META	META	5,159	$3.8m0.61%	0.61%	Added +201	+201 4.0%
36	ISHARES TR S&P 500 GRWT ETF IVW	IVW	34,297	$3.8m0.61%	0.61%	Added +10	+10 0.0%
37	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	40,793	$3.7m0.59%	0.59%	Reduced -2.5k	-2,474 -5.7%
38	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY BSJP	BSJP	156,260	$3.6m0.58%	0.58%	Reduced -12.2k	-12,225 -7.3%
39	BANK AMERICA CORP COM BAC	BAC	73,285	$3.5m0.56%	0.56%	Added +6.7k	+6,688 10.0%
40	PACER FDS TR US CASH COWS 100 COWZ	COWZ	61,525	$3.4m0.55%	0.55%	Reduced -3.7k	-3,686 -5.7%
41	TESLA INC COM TSLA	TSLA	10,277	$3.3m0.53%	0.53%	Reduced -303	-303 -2.9%
42	JPMORGAN CHASE & CO COM JPM	JPM	10,908	$3.2m0.51%	0.51%	Reduced -372	-372 -3.3%
43	INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR	BSJR	139,167	$3.2m0.51%	0.51%	Added +14.9k	+14,852 11.9%
44	KEYCORP COM KEY	KEY	180,984	$3.2m0.51%	0.51%	Added +3.1k	+3,123 1.8%
45	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFD	BUFD	117,378	$3.1m0.50%	0.50%	Added +9.1k	+9,066 8.4%
46	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	56,925	$3.1m0.50%	0.50%	Reduced -5.6k	-5,585 -8.9%
47	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	111,076	$2.9m0.47%	0.47%	Added +9.2k	+9,194 9.0%
48	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	35,412	$2.9m0.47%	0.47%	Added +3.2k	+3,207 10.0%
49	ISHARES TR IBONDS 25 TRM HG IBHE	IBHE	120,522	$2.8m0.45%	0.45%	Reduced -14.5k	-14,472 -10.7%
50	UPSTART HLDGS INC COM UPST	UPST	39,634	$2.6m0.41%	0.41%	Reduced -15.2k	-15,200 -27.7%
51	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	62,804	$2.6m0.41%	0.41%	Added +10.2k	+10,206 19.4%
52	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	32,741	$2.5m0.39%	0.39%	Added +2.3k	+2,267 7.4%
53	J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF JPEF	JPEF	33,602	$2.4m0.38%	0.38%	Added +3.6k	+3,620 12.1%
54	T ROWE PRICE ETF INC SMALL MID CAP TMSL	TMSL	67,259	$2.2m0.36%	0.36%	Reduced -3.0k	-3,017 -4.3%
55	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,869	$2.2m0.35%	0.35%	Added +12	+12 0.3%
56	WISDOMTREE TR US S CAP QTY DIV DGRS	DGRS	46,520	$2.2m0.35%	0.35%	Reduced -13	-13 -0.0%
57	KINDER MORGAN INC DEL COM KMI	KMI	73,489	$2.2m0.35%	0.35%	Reduced -31.4k	-31,428 -30.0%
58	FIDELITY COVINGTON TRUST LOW VOLITY ETF FDLO	FDLO	33,877	$2.1m0.34%	0.34%	Reduced -282	-282 -0.8%
59	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	40,224	$2.1m0.34%	0.34%	Reduced -562	-562 -1.4%
60	SELECT SECTOR SPDR TR ENERGY XLE	XLE	23,975	$2.0m0.33%	0.33%	Reduced -13	-13 -0.1%
61	EATON CORP PLC SHS ETN	ETN	5,626	$2.0m0.32%	0.32%	Added +323	+323 6.1%
62	ISHARES TR CORE S&P MCP ETF IJH	IJH	32,310	$2.0m0.32%	0.32%	Added +138	+138 0.4%
63	AON PLC SHS CL A AON	AON	5,491	$2.0m0.32%	0.32%	Added +250	+250 4.8%
64	IRON MTN INC DEL COM IRM	IRM	18,607	$1.9m0.31%	0.31%	Added +184	+184 1.0%
65	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	13,966	$1.9m0.30%	0.30%	Added +340	+340 2.5%
66	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	35,454	$1.9m0.30%	0.30%	Added +140	+140 0.4%
67	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,148	$1.8m0.29%	0.29%	Unchanged
68	POET TECHNOLOGIES INC COM NEW POET	POET	343,600	$1.8m0.29%	0.29%	Reduced -6.2k	-6,200 -1.8%
69	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFQ	BUFQ	53,238	$1.8m0.28%	0.28%	Reduced -32.8k	-32,758 -38.1%
70	FLOWERS FOODS INC COM FLO	FLO	110,480	$1.8m0.28%	0.28%	Added +41.8k	+41,780 60.8%
71	ISHARES TR MSCI USA MMENTM MTUM	MTUM	7,330	$1.8m0.28%	0.28%	Reduced -33	-33 -0.5%
72	CONCENTRIX CORP COM CNXC	CNXC	32,296	$1.7m0.27%	0.27%	Reduced -1.3k	-1,290 -3.8%
73	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	17,207	$1.6m0.26%	0.26%	Added +474	+474 2.8%
74	FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 KNG	KNG	32,911	$1.6m0.26%	0.26%	Added +72	+72 0.2%
75	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	12,101	$1.6m0.26%	0.26%	Added +60	+60 0.5%
76	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,122	$1.6m0.26%	0.26%	Reduced -2	-2 -0.1%
77	PFIZER INC COM PFE	PFE	64,772	$1.6m0.25%	0.25%	Reduced -1.7k	-1,681 -2.5%
78	ELI LILLY & CO COM LLY	LLY	1,988	$1.5m0.25%	0.25%	Added +6	+6 0.3%
79	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	21,720	$1.5m0.25%	0.25%	New
80	VANGUARD INDEX FDS VALUE ETF VTV	VTV	8,699	$1.5m0.25%	0.25%	Added +1.9k	+1,918 28.3%
81	MASTERCARD INCORPORATED CL A MA	MA	2,732	$1.5m0.25%	0.25%	Added +119	+119 4.5%
82	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	71,656	$1.5m0.24%	0.24%	Reduced -3.5k	-3,489 -4.6%
83	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	6,521	$1.5m0.24%	0.24%	Added +1.4k	+1,423 27.9%
84	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,503	$1.5m0.24%	0.24%	Added +1.4k	+1,359 26.4%
85	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	12,125	$1.5m0.24%	0.24%	Reduced -689	-689 -5.4%
86	MCDONALDS CORP COM MCD	MCD	4,958	$1.4m0.23%	0.23%	Reduced -4	-4 -0.1%
87	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	41,034	$1.4m0.23%	0.23%	Added +2.8k	+2,839 7.4%
88	PIMCO ETF TR SHTRM MUN BD ACT SMMU	SMMU	28,620	$1.4m0.23%	0.23%	Reduced -380	-380 -1.3%
89	ADVANCED MICRO DEVICES INC COM AMD	AMD	10,045	$1.4m0.23%	0.23%	Reduced -1.5k	-1,522 -13.2%
90	PROGRESSIVE CORP COM PGR	PGR	5,301	$1.4m0.23%	0.23%	Reduced -3	-3 -0.1%
91	ISHARES TR EXPND TEC SC ETF IGM	IGM	12,572	$1.4m0.23%	0.23%	Reduced -184	-184 -1.4%
92	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	18,885	$1.4m0.22%	0.22%	Added +3.3k	+3,312 21.3%
93	AMERICAN INTL GROUP INC COM NEW AIG	AIG	15,770	$1.3m0.22%	0.22%	Added +120	+120 0.8%
94	HARBOR ETF TRUST LONG TERM GROWER WINN	WINN	45,810	$1.3m0.21%	0.21%	Added +700	+700 1.6%
95	AT&T INC COM T	T	45,447	$1.3m0.21%	0.21%	Reduced -3.2k	-3,156 -6.5%
96	FIRSTENERGY CORP COM FE	FE	32,427	$1.3m0.21%	0.21%	Added +10.0k	+10,010 44.6%
97	SNOWFLAKE INC CL A SNOW	SNOW	5,724	$1.3m0.21%	0.21%	Added +70	+70 1.2%
98	NUTRIEN LTD COM NTR	NTR	21,270	$1.2m0.20%	0.20%	Reduced -3.0k	-2,950 -12.2%
99	COSTCO WHSL CORP NEW COM COST	COST	1,249	$1.2m0.20%	0.20%	Added +34	+34 2.8%
100	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,245	$1.2m0.20%	0.20%	Reduced -212	-212 -1.9%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
SUPER MICRO COMPUTER INC SMCI	SMCI	27,400	$938.2k27.4k shares
ISHARES TR IWN	IWN	2,362	$356.6k2.4k shares
PAYPAL HLDGS INC PYPL	PYPL	3,909	$255.1k3.9k shares
GRAYSCALE BITCOIN TRUST ETF GBTC	GBTC	3,768	$245.6k3.8k shares
DBX ETF TR SNPE	SNPE	4,725	$238.3k4.7k shares
T-MOBILE US INC TMUS	TMUS	812	$216.6k812 shares
VANGUARD INTL EQUITY INDEX F VGK	VGK	3,050	$214.1k3.0k shares
FIDELITY COMWLTH TR ONEQ	ONEQ	3,100	$211.0k3.1k shares
BOEING CO BA	BA	1,237	$210.9k1.2k shares
INVESCO EXCHANGE TRADED FD T PEY	PEY	9,646	$207.1k9.6k shares
AMERICAN ELEC PWR CO INC AEP	AEP	1,866	$203.9k1.9k shares