AI Portfolio Summary
In 2025 Q4, Tyche Wealth Partners LLC maintained a portfolio of 359 distinct positions. They heavily accumulated shares in SPDR S&P 500 ETF TR, increasing their position by 7.5%. Conversely, Tyche Wealth Partners LLC completely exited their position in PRINCIPAL EXCHANGE T.
Total Positions
359
Quarter
2025 Q4
Top Holding
SPY (7.0%)
Top 10 Concentration
34.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 359
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
SPDR S&P 500 ET...
|
ETF | 7.01% | 7.04% |
#1
Prev: #1
|
4.8 | 4,528 | 7.5% |
P
S
|
64,775 | $44,171,372 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 5.67% | 5.61% |
#2
Prev: #2
|
4.3 | 5,830 | 4.6% |
P
S
|
131,301 | $35,695,577 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 4.48% | 4.90% |
#3
Prev: #3
|
1.8 | -2,107 | -1.1% |
P
S
|
196,789 | $28,243,129 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 3.15% | 3.19% |
#4
Prev: #4
|
3.3 | 3,775 | 2.3% |
P
S
|
164,811 | $19,833,379 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.70% | 2.83% |
#5
Prev: #5
|
3.1 | 4,078 | 13.1% |
P
S
|
35,222 | $17,034,291 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PTLC
PACER FDS TR
|
Unknown | 2.44% | 2.55% |
#6
2
Prev: #8
|
3.0 | 11,393 | 4.3% |
P
S
|
276,536 | $15,369,882 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.43% | 2.80% |
#7
1
Prev: #6
|
1.0 | -3,487 | -4.1% |
P
S
|
82,127 | $15,316,683 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 2.40% | 2.67% |
#8
1
Prev: #7
|
1.0 | -1,793 | -2.5% |
P
S
|
68,651 | $15,088,108 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.13% | 2.18% |
#9
Prev: #9
|
2.9 | 1,609 | 2.8% |
P
S
|
58,072 | $13,404,164 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.94% | 1.97% |
#10
Prev: #10
|
2.8 | 1,168 | 6.2% |
P
S
|
19,864 | $12,202,590 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 1.78% | 1.79% |
#11
Prev: #11
|
2.7 | 9,160 | 9.6% |
P
S
|
104,899 | $11,235,689 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.73% | 1.51% |
#12
3
Prev: #15
|
2.8 | 3,081 | 24.0% |
P
S
|
15,902 | $10,892,230 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.64% | 1.58% |
#13
Prev: #13
|
2.7 | 5,282 | 6.0% |
P
S
|
92,622 | $10,319,029 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.62% | 1.75% |
#14
2
Prev: #12
|
2.6 | 170 | 0.8% |
P
S
|
22,640 | $10,181,814 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 1.42% | 1.54% |
#15
1
Prev: #14
|
0.6 | -284 | -1.1% |
P
S
|
25,433 | $8,919,610 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.26% | 0.91% |
#16
8
Prev: #24
|
2.6 | 18,126 | 49.1% |
P
S
|
55,069 | $7,903,485 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ROM
PROSHARES TR
|
ETF | 1.16% | 1.27% |
#17
1
Prev: #18
|
0.5 | -207 | -0.3% |
P
S
|
77,725 | $7,329,465 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PREF
PRINCIPAL EXCHA...
|
Preferred | 1.16% | 1.35% |
#18
2
Prev: #16
|
0.5 | -17,676 | -4.4% |
P
S
|
384,025 | $7,323,361 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.02% | 1.11% |
#19
Prev: #19
|
0.4 | -50 | -0.3% |
P
S
|
19,949 | $6,428,011 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.94% | 1.08% |
#20
Prev: #20
|
2.4 | 1,063 | 2.6% |
P
S
|
41,261 | $5,913,119 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.92% | 0.72% |
#21
8
Prev: #29
|
2.4 | 1,657 | 9.8% |
P
S
|
18,587 | $5,817,805 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.91% | 1.31% |
#22
5
Prev: #17
|
0.4 | -1,869 | -10.1% |
P
S
|
16,594 | $5,710,043 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.88% | 0.96% |
#23
Prev: #23
|
2.4 | 524 | 8.9% |
P
S
|
6,427 | $5,542,102 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.88% | 0.87% |
#24
1
Prev: #25
|
2.4 | 763 | 9.5% |
P
S
|
8,831 | $5,538,187 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.87% | 0.99% |
#25
4
Prev: #21
|
0.4 | -456 | -1.3% |
P
S
|
35,877 | $5,468,019 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
YLD
PRINCIPAL EXCHA...
|
ETF | 0.00% | 0.13% |
Sold All 😨
(Was: #123) |
0.3 | -37,976 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.00% | 0.10% |
Sold All 😨
(Was: #154) |
0.3 | -3,316 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.00% | 0.08% |
Sold All 😨
(Was: #167) |
0.3 | -2,548 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.00% | 0.07% |
Sold All 😨
(Was: #180) |
0.3 | -2,639 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEAR
ISHARES U S ETF...
|
ETF | 0.00% | 0.07% |
Sold All 😨
(Was: #181) |
0.3 | -8,320 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UTF
COHEN & STEERS ...
|
Financial Services | 0.00% | 0.07% |
Sold All 😨
(Was: #202) |
0.3 | -15,035 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FSK
FS KKR CAP CORP
|
Financial Services | 0.00% | 0.06% |
Sold All 😨
(Was: #219) |
0.3 | -21,777 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
K
KELLANOVA
|
Consumer Defensive | 0.00% | 0.05% |
Sold All 😨
(Was: #230) |
0.3 | -3,748 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #232) |
0.3 | -2,142 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 0.00% | 0.05% |
Sold All 😨
(Was: #241) |
0.3 | -3,635 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.00% | 0.04% |
Sold All 😨
(Was: #262) |
0.3 | -3,771 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USB
US BANCORP DEL
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #264) |
0.3 | -4,990 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CWK
CUSHMAN WAKEFIE...
|
Real Estate | 0.00% | 0.04% |
Sold All 😨
(Was: #275) |
0.3 | -14,357 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INTC
INTEL CORP
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #276) |
0.3 | -6,758 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PPL
PPL CORP
|
Utilities | 0.00% | 0.04% |
Sold All 😨
(Was: #281) |
0.3 | -5,910 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #283) |
0.3 | -2,141 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OGE
OGE ENERGY CORP
|
Utilities | 0.00% | 0.04% |
Sold All 😨
(Was: #287) |
0.3 | -4,532 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 0.00% | 0.04% |
Sold All 😨
(Was: #290) |
0.3 | -6,638 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 0.00% | 0.04% |
Sold All 😨
(Was: #293) |
0.3 | -4,343 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #296) |
0.3 | -2,026 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBRT
FRANKLIN BSP RL...
|
Real Estate | 0.00% | 0.02% |
Sold All 😨
(Was: #306) |
0.3 | -11,968 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHOT
SAFETY SHOT INC
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #314) |
0.3 | -65,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
COHEN & STEERS ...
|
—
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #316) |
0.3 | -15,035 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 359 holdings