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Home > Institutional Investor > Tyler-stone Wealth Management > Profile

Instuitional Investor - Tyler-stone Wealth Management

Fund Profile
Filing Period:
Fund Name: Tyler-stone Wealth Management
Portfolio Value $557,338,194
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 319,845 $34,664,772 6.22%
2.
Apple Inc.
 AAPL 111,100 $24,678,711 4.43%
3.
Wisdomtree Tr
 293,033 $23,401,609 4.2%
4.
Ishares Trust
 IEF 36,559 $20,542,685 3.69%
5.
Parker-Hannifin Corp
 PH 27,401 $16,655,570 2.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)