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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 $562,195,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 335,130 $45,004,689 8%
2.
Apple Inc.
 AAPL 117,832 $29,507,561 5.24%
3.
Wisdomtree Tr
 282,916 $22,896,407 4.07%
4.
Ishares Trust
 IEF 33,779 $19,884,788 3.53%
5.
Parker-Hannifin Corp
 PH 27,161 $17,275,217 3.07%
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)