Tyler-Stone Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Beachwood, OH
CIK
0001912584
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 954 199,753 AAPL, NVDA, IVV, PH 13F-HR 2/14/2024 000191258424000001
Q3 2023 958 175,389 AAPL, NVDA, IVV, PH 13F-HR 11/14/2023 000191258423000005
Q2 2023 934 177,124 AAPL, NVDA, IVV, PH 13F-HR 8/14/2023 000191258423000004
Q4 2022 914 147,051 AAPL, USMV, IVV, PH 13F-HR 2/14/2023 000191258423000001
Q3 2022 909 131,145 AAPL, USMV, IVV, PH 13F-HR 11/14/2022 000191258422000004
Q2 2022 909 150,025 AAPL, USMV, MRK, IVV 13F-HR 8/11/2022 000191258422000003
Q1 2022 871 181,911 AAPL, NVDA, USMV, IVV 13F-HR 5/12/2022 000191258422000002
Q4 2021 967 189,070 AAPL, NVDA, USMV, IVV 13F-HR 2/22/2022 000191258422000001