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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 $198,600,699
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 58,606 $11,283,347 5.64%
2.
Nvidia Corp
 NVDA 17,872 $8,850,576 4.43%
3.
Ishares Trust
 IEF 14,001 $6,687,264 3.34%
4.
Parker Hannifin Corp
 PH 13,384 $6,166,067 3.08%
5.
Ishares Tr
 60,389 $4,712,115 2.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)