Tyche Wealth Partners LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Tyche Wealth Partners LLC reported 281 stock positions worth $408.6 million. Its top holding was Pepsico (PEP) at 8.6% of the portfolio, followed by Apple (AAPL, 5.4%) and Exxon Mobil (XOM, 3.9%). Compared with Q4 2023, it opened 15 new positions, sold out of 20, added to 67 and reduced 137. The biggest buy was Exxon Mobil (XOM, shares +1%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −65%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0002004818
- Portfolio Value
- $408.6M (Q1 2024)
- SEC Filing
- 0001951757-24-000364 ↗ filed Apr 23, 2024
Holdings Value
Holdings 281 stocks · $408.6M
| PEP Pepsico Inc. | 8.56% | 199,729 | $35.0M | Reduce -3.3% |
| AAPL Apple Inc. | 5.43% | 129,327 | $22.2M | Reduce -5.6% |
| XOM Exxon Mobil Corp. | 3.94% | 138,563 | $16.1M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.79% | 29,599 | $15.5M | Add +4.2% |
| MSFT Microsoft Corp. | 3.17% | 30,824 | $13.0M | Reduce -21.3% |
| VIG Vanguard Dividend Apprec ETF | 2.68% | 59,936 | $10.9M | Reduce -3.8% |
| PTLC Pacer Trendpilot US Large Ca | 2.51% | 215,139 | $10.3M | Reduce -8.1% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 2.40% | 541,222 | $9.8M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 2.36% | 53,466 | $9.6M | Reduce -2.8% |
| NVEI Nuvei Corp.-Subordinate VTG | 2.01% | 260,100 | $8.2M | No change |
| V Visa Inc. Class A | 1.81% | 26,544 | $7.4M | Add +0.8% |
| NVDA Nvidia Corp. | 1.80% | 8,122 | $7.3M | Reduce -19.7% |
| AME Ametek Inc. | 1.69% | 37,848 | $6.9M | Reduce -0.5% |
| HD Home Depot Inc. | 1.52% | 16,162 | $6.2M | Reduce -7.9% |
| PG The Procter & Gamble Co. | 1.51% | 37,927 | $6.2M | Reduce -8.8% |
| CVX Chevron Corp. | 1.36% | 35,100 | $5.5M | Reduce -10.0% |
| WMT Walmart Inc. | 1.33% | 90,121 | $5.4M | Reduce -5.9% |
| JNJ Johnson & Johnson | 1.24% | 32,140 | $5.1M | Reduce -12.6% |
| NAD Nuveen Quality Municipal Inc. | 1.18% | 421,449 | $4.8M | Add +3.5% |
| VOO Vanguard S&P 500 ETF | 1.03% | 8,751 | $4.2M | Reduce -17.9% |
| MO Altria Group Inc. | 1.02% | 95,958 | $4.2M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 1.02% | 5,706 | $4.2M | Reduce -7.0% |
| IVV iShares Core S&P 500 ETF | 1.01% | 7,879 | $4.1M | Add +126.5% |
| JPM JPMorgan Chase & Co. | 0.99% | 20,150 | $4.0M | Reduce -18.6% |
| TSLA Tesla Inc. | 0.95% | 22,036 | $3.9M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.88% | 7,459 | $3.6M | Add +4.3% |
| LLY Eli Lilly & Co. | 0.76% | 4,009 | $3.1M | Add +29.9% |
| KO The Coca-Cola Co. | 0.74% | 49,451 | $3.0M | Add +0.8% |
| NEE Nextera Energy Inc. | 0.74% | 47,307 | $3.0M | Reduce -15.5% |
| TXN Texas Instruments Inc. | 0.72% | 16,912 | $2.9M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 10,940 | $2.8M | Reduce -5.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 6,160 | $2.7M | Add +3.2% |
| GOOGL Alphabet Inc. Class A | 0.66% | 17,953 | $2.7M | Add +2.3% |
| ABBV Abbvie Inc. | 0.64% | 14,464 | $2.6M | Add +2.3% |
| MCD McDonald's Corp. | 0.64% | 9,325 | $2.6M | Reduce -19.4% |
| NDMO Nuveen Dynamic Municipal Opp | 0.61% | 230,497 | $2.5M | Add +42.4% |
| CAT Caterpillar Inc. | 0.61% | 6,832 | $2.5M | Add +1.8% |
| IJR iShares Core S&P Small-Cap E | 0.58% | 21,548 | $2.4M | Reduce -65.4% |
| ITW Illinois Tool Works | 0.56% | 8,599 | $2.3M | Reduce -24.2% |
| UNP Union Pacific Corp. | 0.55% | 9,184 | $2.3M | Add +0.1% |
| SPHD Invesco S&P 500 High Dividen | 0.55% | 50,284 | $2.2M | Reduce -4.0% |
| SCCO Southern Copper Corp. | 0.51% | 19,375 | $2.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 4,828 | $2.0M | Add +1.9% |
| LOW Lowe's Cos Inc. | 0.48% | 7,647 | $1.9M | Reduce -27.0% |
| UNH Unitedhealth Group Inc. | 0.46% | 3,805 | $1.9M | Reduce -22.3% |
| META Meta Platforms Inc. Class A | 0.45% | 3,772 | $1.8M | Add +33.0% |
| PM Philip Morris International | 0.44% | 19,643 | $1.8M | Reduce -2.0% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.43% | 157,950 | $1.7M | Add +7.3% |
| NFLX Netflix Inc. | 0.43% | 2,877 | $1.7M | Add +1.0% |
| SO The Southern Co. | 0.42% | 24,185 | $1.7M | Add +2.7% |
| PSX Phillips 66 | 0.41% | 10,148 | $1.7M | Reduce -35.5% |
| BLK BlackRock Finance Inc. | 0.40% | 1,975 | $1.6M | Reduce -30.4% |
| GLD SPDR Gold Shares | 0.39% | 7,836 | $1.6M | Reduce -14.4% |
| PANW Palo Alto Networks Inc. | 0.38% | 5,481 | $1.6M | Add +125.7% |
| NVG Nuveen Amt-FR Muni CRDT | 0.37% | 124,807 | $1.5M | Add +8.8% |
| LMT Lockheed Martin Corp. | 0.37% | 3,326 | $1.5M | Reduce -19.6% |
| SDY SS SPDR S&P Dividend ETF | 0.36% | 11,317 | $1.5M | Add +69.0% |
| GOOG Alphabet Inc. Class C | 0.36% | 9,687 | $1.5M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.35% | 3,435 | $1.4M | Reduce -2.7% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 2,420 | $1.4M | Add +0.1% |
| ROM Proshares Ultra Technology | 0.34% | 22,918 | $1.4M | No change |
| AMGN Amgen Inc. | 0.34% | 4,840 | $1.4M | Reduce -5.0% |
| FANG Diamondback Energy Inc. | 0.33% | 6,830 | $1.4M | Add +0.2% |
| DVY iShares Select Dividend ETF | 0.32% | 10,562 | $1.3M | Reduce -10.6% |
| RTX RTX Corp. | 0.31% | 12,780 | $1.2M | Reduce -9.4% |
| MRK Merck & Co. Inc. | 0.30% | 9,442 | $1.2M | Reduce -28.3% |
| IWM iShares Russell 2000 ETF | 0.29% | 5,687 | $1.2M | Reduce -3.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.29% | 32,621 | $1.2M | Add +26.3% |
| ACN Accenture PLC Class A | 0.29% | 3,363 | $1.2M | Reduce -14.1% |
| AFL Aflac Inc. | 0.28% | 13,549 | $1.2M | Reduce -25.5% |
| T AT&T Inc. | 0.27% | 62,732 | $1.1M | Add +2.3% |
| NZF Nuveen Municipal Credit Inc. | 0.27% | 89,603 | $1.1M | Add +0.1% |
| HON Honeywell International Inc. | 0.26% | 5,099 | $1.0M | Reduce -3.8% |
| TIP iShares Tips Bond ETF | 0.25% | 9,616 | $1.0M | No change |
| CSCO Cisco Systems Inc. | 0.25% | 20,380 | $1.0M | Reduce -31.1% |
| ADP Automatic Data Processing | 0.24% | 4,000 | $999K | Reduce -42.2% |
| ABT Abbott Laboratories | 0.24% | 8,779 | $998K | Reduce -27.2% |
| EPD Enterprise Products Partners | 0.23% | 32,870 | $959K | Add +7.8% |
| COP Conocophillips | 0.23% | 7,516 | $957K | Add +0.1% |
| ECL Ecolab Inc. | 0.23% | 4,012 | $926K | No change |
| VZ Verizon Communications Inc. | 0.23% | 22,075 | $926K | Reduce -0.3% |
| AXON Axon Enterprise Inc. | 0.22% | 2,907 | $910K | No change |
| XLK SS Technology Select Sector | 0.22% | 4,336 | $903K | Add +34.5% |
| VLO Valero Energy Corp. | 0.22% | 5,202 | $888K | Reduce -0.2% |
| PRU Prudential Financial Inc. | 0.22% | 7,561 | $888K | Reduce -3.8% |
| LIN Linde PLC | 0.21% | 1,838 | $853K | Reduce -35.4% |
| IMVP Invesco India Exchange-Trade | 0.21% | 31,718 | $848K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 4,284 | $822K | Reduce -18.3% |
| VGM Invesco Trust for Investmen | 0.20% | 81,179 | $800K | Add +2.3% |
| UPS United Parcel Service Class B | 0.20% | 5,366 | $798K | Reduce -10.6% |
| PTMC Pacer Trendpilot US Mid Cap | 0.19% | 22,012 | $793K | Reduce -4.7% |
| ULTA Ulta Beauty Inc. | 0.19% | 1,505 | $787K | New |
| IBB iShares Biotechnology ETF | 0.19% | 5,731 | $786K | Reduce -2.9% |
| BX Blackstone Inc. | 0.19% | 5,851 | $769K | Add +0.1% |
| CRM Salesforce Inc. | 0.18% | 2,470 | $744K | Reduce -3.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 5,779 | $742K | New |
| HYD Vaneck High Yield Muni ETF | 0.18% | 13,970 | $730K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 5,964 | $730K | Reduce -2.6% |
| VKQ Invesco Municipal Trust | 0.18% | 75,119 | $729K | Add +0.0% |
| NSC Norfolk Southern Corp. | 0.18% | 2,851 | $727K | Reduce -31.5% |
Portfolio Sells Q4 2023 → Q1 2024
| IJR iShares Core S&P Small-Cap E | Reduce -65.4% | 0.58% | −1.04 |
| AAPL Apple Inc. | Reduce -5.6% | 5.43% | −0.93 |
| VWO Vanguard Ftse Emerging Marke | Reduce -81.1% | 0.09% | −0.38 |
| MSFT Microsoft Corp. | Reduce -21.3% | 3.17% | −0.37 |
| MCD McDonald's Corp. | Reduce -19.4% | 0.64% | −0.18 |
| UNH Unitedhealth Group Inc. | Reduce -22.3% | 0.46% | −0.16 |
| BLK BlackRock Finance Inc. | Reduce -30.4% | 0.40% | −0.15 |
| ITW Illinois Tool Works | Reduce -24.2% | 0.56% | −0.15 |
| ADBE Adobe Inc. | Reduce -59.8% | 0.08% | −0.15 |
| JNJ Johnson & Johnson | Reduce -12.6% | 1.24% | −0.14 |
| ADP Automatic Data Processing | Reduce -42.2% | 0.24% | −0.14 |
| GD General Dynamics Corp. | Reduce -50.8% | 0.16% | −0.13 |
| ADI Analog Devices Inc. | Reduce -57.6% | 0.09% | −0.11 |
| CMCSA Comcast Corp. Class A | Reduce -48.9% | 0.12% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -31.1% | 0.25% | −0.11 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.11 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.11 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.10 |
| QUAL iShares MSCI USA Quality Fac | Reduce -47.2% | 0.15% | −0.10 |
| PSX Phillips 66 | Reduce -35.5% | 0.41% | −0.10 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.10 |
| USB US Bancorp | Reduce -55.7% | 0.08% | −0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -46.5% | 0.11% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -17.9% | 1.03% | −0.09 |
| DOV Dover Corp. | Sold out | 0.00% | −0.09 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.09 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -27.0% | 0.48% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -19.6% | 0.37% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -15.5% | 0.74% | −0.08 |
| AFL Aflac Inc. | Reduce -25.5% | 0.28% | −0.08 |
| ABT Abbott Laboratories | Reduce -27.2% | 0.24% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -54.1% | 0.08% | −0.08 |
| CLX Clorox Company | Sold out | 0.00% | −0.07 |
| LIN Linde PLC | Reduce -35.4% | 0.21% | −0.07 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.07 |
| INTU Intuit Inc. | Reduce -61.1% | 0.05% | −0.07 |
| LSTR Landstar System Inc. | Sold out | 0.00% | −0.07 |
| PAYX Paychex Inc. | Reduce -37.4% | 0.13% | −0.07 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.07 |
| ARCC Ares Capital Corp. | Reduce -50.3% | 0.07% | −0.07 |
| HUM Humana Inc. | Sold out | 0.00% | −0.07 |
| CB Chubb Ltd. | Reduce -41.8% | 0.13% | −0.06 |
| VLUE iShares MSCI USA Value Facto | Reduce -52.6% | 0.07% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -25.1% | 0.13% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.06 |
| TGT Target Corp. | Reduce -48.5% | 0.11% | −0.06 |
| NSC Norfolk Southern Corp. | Reduce -31.5% | 0.18% | −0.06 |
| XEL Xcel Energy Inc. | Reduce -36.1% | 0.07% | −0.06 |
| ES Eversource Energy | Sold out | 0.00% | −0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| XOM Exxon Mobil Corp. | Add +0.6% | 3.94% | +0.62 |
| IVV iShares Core S&P 500 ETF | Add +126.5% | 1.01% | +0.61 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.2% | 3.79% | +0.54 |
| LLY Eli Lilly & Co. | Add +29.9% | 0.76% | +0.33 |
| NDMO Nuveen Dynamic Municipal Opp | Add +42.4% | 0.61% | +0.23 |
| PANW Palo Alto Networks Inc. | Add +125.7% | 0.38% | +0.21 |
| META Meta Platforms Inc. Class A | Add +33.0% | 0.45% | +0.21 |
| ULTA Ulta Beauty Inc. | New | 0.19% | +0.19 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.18% | +0.18 |
| SDY SS SPDR S&P Dividend ETF | Add +69.0% | 0.36% | +0.16 |
| V Visa Inc. Class A | Add +0.8% | 1.81% | +0.16 |
| MA Mastercard Inc. Class A | Add +4.3% | 0.88% | +0.14 |
| CAT Caterpillar Inc. | Add +1.8% | 0.61% | +0.13 |
| ABBV Abbvie Inc. | Add +2.3% | 0.64% | +0.12 |
| NFLX Netflix Inc. | Add +1.0% | 0.43% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.50% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.2% | 0.67% | +0.08 |
| FANG Diamondback Energy Inc. | Add +0.2% | 0.33% | +0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +26.3% | 0.29% | +0.07 |
| QCOM Qualcomm Inc. | New | 0.07% | +0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 0.66% | +0.07 |
| XLK SS Technology Select Sector | Add +34.5% | 0.22% | +0.07 |
| DELL Dell Technologies -C | New | 0.07% | +0.07 |
| XLY SS Consumer Disc Select Sect | New | 0.07% | +0.07 |
| KR Kroger Co. | New | 0.06% | +0.06 |
| NMCO Nuveen Municipal Credit Opp | Add +45.3% | 0.17% | +0.06 |
| XLE SS Energy Select Sector | New | 0.06% | +0.06 |
| DE Deere & Co. | New | 0.06% | +0.06 |
| NAD Nuveen Quality Municipal Inc. | Add +3.5% | 1.18% | +0.06 |
| WFC Wells Fargo & Co. | Add +22.3% | 0.18% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.05% | +0.05 |
| XLP SS Consumer Staples Sel Sect | New | 0.05% | +0.05 |
| VTIP Vanguard Short-Term Tips | New | 0.05% | +0.05 |
| SHW The Sherwin-Williams Co. | New | 0.05% | +0.05 |
| IQI Invesco Quality Muni Inc. TR | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +33.7% | 0.14% | +0.05 |
| NVG Nuveen Amt-FR Muni CRDT | Add +8.8% | 0.37% | +0.04 |
| KO The Coca-Cola Co. | Add +0.8% | 0.74% | +0.04 |
| EPD Enterprise Products Partners | Add +7.8% | 0.23% | +0.04 |
| CWK Cushman & Wakefield UK Holdc | New | 0.04% | +0.04 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +7.3% | 0.43% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +32.8% | 0.09% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +0.1% | 0.34% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 0.36% | +0.03 |
| C Citigroup Inc. | Add +0.6% | 0.14% | +0.03 |
| FDX FedEx Corp. | Add +2.5% | 0.17% | +0.03 |
| SO The Southern Co. | Add +2.7% | 0.42% | +0.03 |
| XLV SS Health Care Select Sector | Add +31.1% | 0.09% | +0.03 |
| XLI SS Industrial Select Sector | Add +12.3% | 0.12% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 339 | $712.4M | SPY, AAPL, PEP, XOM, FMDE |
| Q1 2026 | 347 | $648.5M | SPY, AAPL, PEP, XOM, FMDE |
| Q4 2025 | 336 | $629.8M | SPY, AAPL, PEP, XOM, MSFT |
| Q3 2025 | 315 | $570.0M | SPY, AAPL, PEP, XOM, MSFT |
| Q2 2025 | 303 | $497.9M | SPY, PEP, AAPL, XOM, MSFT |
| Q1 2025 | 297 | $462.0M | SPY, PEP, AAPL, XOM, VIG |
| Q4 2024 | 301 | $473.5M | AAPL, PEP, SPY, XOM, MSFT |
| Q3 2024 | 288 | $441.7M | PEP, AAPL, SPY, XOM, MSFT |
| Q2 2024 | 276 | $410.9M | PEP, AAPL, SPY, XOM, MSFT |
| Q1 2024 | 281 | $408.6M | PEP, AAPL, XOM, SPY, MSFT |