Tyche Wealth Partners LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Tyche Wealth Partners LLC reported 276 stock positions worth $410.9 million. Its top holding was Pepsico (PEP) at 8.0% of the portfolio, followed by Apple (AAPL, 6.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.0%). Compared with Q1 2024, it opened 17 new positions, sold out of 22, added to 83 and reduced 115. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale Pepsico (PEP, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0002004818
- Portfolio Value
- $410.9M (Q2 2024)
- SEC Filing
- 0001951757-24-000527 ↗ filed Jul 18, 2024
Holdings Value
Holdings 276 stocks · $410.9M
| PEP Pepsico Inc. | 7.98% | 198,729 | $32.8M | Reduce -0.5% |
| AAPL Apple Inc. | 6.63% | 129,396 | $27.3M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.99% | 30,088 | $16.4M | Add +1.6% |
| XOM Exxon Mobil Corp. | 3.94% | 140,738 | $16.2M | Add +1.6% |
| MSFT Microsoft Corp. | 3.33% | 30,615 | $13.7M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 2.68% | 60,251 | $11.0M | Add +0.5% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 2.61% | 587,863 | $10.7M | Add +8.6% |
| PTLC Pacer Trendpilot US Large Ca | 2.59% | 214,162 | $10.7M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.57% | 54,692 | $10.6M | Add +2.3% |
| NVDA Nvidia Corp. | 2.17% | 72,150 | $8.9M | Reduce -11.2% |
| NVEI Nuvei Corp.-Subordinate VTG | 2.05% | 260,100 | $8.4M | No change |
| V Visa Inc. Class A | 1.68% | 26,238 | $6.9M | Reduce -1.1% |
| AME Ametek Inc. | 1.54% | 37,848 | $6.3M | No change |
| PG The Procter & Gamble Co. | 1.52% | 37,750 | $6.2M | Reduce -0.5% |
| HD Home Depot Inc. | 1.49% | 17,826 | $6.1M | Add +10.3% |
| WMT Walmart Inc. | 1.42% | 85,980 | $5.8M | Reduce -4.6% |
| CVX Chevron Corp. | 1.28% | 33,692 | $5.3M | Reduce -4.0% |
| COST Costco Wholesale Corp. | 1.19% | 5,731 | $4.9M | Add +0.4% |
| NAD Nuveen Quality Municipal Inc. | 1.17% | 410,404 | $4.8M | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 1.09% | 8,948 | $4.5M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 1.08% | 8,072 | $4.4M | Add +2.5% |
| TSLA Tesla Inc. | 1.06% | 22,066 | $4.4M | Add +0.1% |
| MO Altria Group Inc. | 1.02% | 92,167 | $4.2M | Reduce -4.0% |
| JNJ Johnson & Johnson | 0.99% | 27,842 | $4.1M | Reduce -13.4% |
| LLY Eli Lilly & Co. | 0.98% | 4,454 | $4.0M | Add +11.1% |
| JPM JPMorgan Chase & Co. | 0.88% | 17,955 | $3.6M | Reduce -10.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.83% | 7,089 | $3.4M | Add +15.1% |
| TXN Texas Instruments Inc. | 0.81% | 17,164 | $3.3M | Add +1.5% |
| MA Mastercard Inc. Class A | 0.80% | 7,466 | $3.3M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.80% | 18,043 | $3.3M | Add +0.5% |
| NEE Nextera Energy Inc. | 0.80% | 46,362 | $3.3M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.75% | 17,952 | $3.1M | Add +24.1% |
| KO The Coca-Cola Co. | 0.74% | 47,902 | $3.0M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.71% | 10,961 | $2.9M | Add +0.2% |
| NDMO Nuveen Dynamic Municipal Opp | 0.71% | 269,723 | $2.9M | Add +17.0% |
| MCD McDonald's Corp. | 0.58% | 9,403 | $2.4M | Add +0.8% |
| CAT Caterpillar Inc. | 0.57% | 7,038 | $2.3M | Add +3.0% |
| META Meta Platforms Inc. Class A | 0.55% | 4,465 | $2.3M | Add +18.4% |
| UNH Unitedhealth Group Inc. | 0.53% | 4,275 | $2.2M | Add +12.3% |
| SO The Southern Co. | 0.52% | 27,476 | $2.1M | Add +13.6% |
| SCCO Southern Copper Corp. | 0.51% | 19,576 | $2.1M | Add +1.0% |
| SPHD Invesco S&P 500 High Dividen | 0.51% | 46,997 | $2.1M | Reduce -6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 5,053 | $2.1M | Add +4.7% |
| NFLX Netflix Inc. | 0.49% | 2,962 | $2.0M | Add +3.0% |
| UNP Union Pacific Corp. | 0.46% | 8,380 | $1.9M | Reduce -8.8% |
| ITW Illinois Tool Works | 0.45% | 7,801 | $1.8M | Reduce -9.3% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.45% | 160,893 | $1.8M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.43% | 9,687 | $1.8M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.43% | 50,328 | $1.8M | Add +54.3% |
| PM Philip Morris International | 0.42% | 16,912 | $1.7M | Reduce -13.9% |
| GS Goldman Sachs Group Inc. | 0.41% | 3,748 | $1.7M | Add +9.1% |
| IJR iShares Core S&P Small-Cap E | 0.40% | 15,374 | $1.6M | Reduce -28.6% |
| ROM Proshares Ultra Technology | 0.39% | 22,918 | $1.6M | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.38% | 126,531 | $1.6M | Add +1.4% |
| PANW Palo Alto Networks Inc. | 0.37% | 4,521 | $1.5M | Reduce -17.5% |
| GLD SPDR Gold Shares | 0.36% | 6,811 | $1.5M | Reduce -13.1% |
| LMT Lockheed Martin Corp. | 0.35% | 3,079 | $1.4M | Reduce -7.4% |
| RTX RTX Corp. | 0.35% | 14,222 | $1.4M | Add +11.3% |
| SDY SS SPDR S&P Dividend ETF | 0.35% | 11,171 | $1.4M | Reduce -1.3% |
| LOW Lowe's Cos Inc. | 0.34% | 6,333 | $1.4M | Reduce -17.2% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 2,420 | $1.3M | No change |
| FANG Diamondback Energy Inc. | 0.32% | 6,661 | $1.3M | Reduce -2.5% |
| DVY iShares Select Dividend ETF | 0.30% | 10,256 | $1.2M | Reduce -2.9% |
| BLK BlackRock Finance Inc. | 0.30% | 1,557 | $1.2M | Reduce -21.2% |
| T AT&T Inc. | 0.29% | 63,211 | $1.2M | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.28% | 5,687 | $1.2M | No change |
| XLK SS Technology Select Sector | 0.27% | 4,939 | $1.1M | Add +13.9% |
| HON Honeywell International Inc. | 0.26% | 5,049 | $1.1M | Reduce -1.0% |
| NZF Nuveen Municipal Credit Inc. | 0.26% | 87,261 | $1.1M | Reduce -2.6% |
| ABT Abbott Laboratories | 0.26% | 10,319 | $1.1M | Add +17.5% |
| AFL Aflac Inc. | 0.24% | 11,263 | $1.0M | Reduce -16.9% |
| MRK Merck & Co. Inc. | 0.24% | 7,833 | $970K | Reduce -17.0% |
| PSX Phillips 66 | 0.23% | 6,691 | $945K | Reduce -34.1% |
| IMVP Invesco India Exchange-Trade | 0.23% | 31,718 | $927K | No change |
| AMGN Amgen Inc. | 0.22% | 2,946 | $921K | Reduce -39.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.22% | 6,386 | $912K | Add +10.5% |
| EPD Enterprise Products Partners | 0.22% | 30,812 | $893K | Reduce -6.3% |
| ACN Accenture PLC Class A | 0.22% | 2,914 | $884K | Reduce -13.3% |
| COP Conocophillips | 0.21% | 7,695 | $880K | Add +2.4% |
| VGM Invesco Trust for Investmen | 0.20% | 81,179 | $834K | No change |
| CSCO Cisco Systems Inc. | 0.20% | 17,492 | $831K | Reduce -14.2% |
| ANET Arista Networks Inc. | 0.20% | 2,310 | $810K | New |
| VZ Verizon Communications Inc. | 0.20% | 19,511 | $805K | Reduce -11.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 4,284 | $782K | No change |
| PTMC Pacer Trendpilot US Mid Cap | 0.19% | 22,012 | $766K | No change |
| AXON Axon Enterprise Inc. | 0.18% | 2,582 | $760K | Reduce -11.2% |
| NMCO Nuveen Municipal Credit Opp | 0.18% | 68,831 | $759K | Add +7.3% |
| PRU Prudential Financial Inc. | 0.18% | 6,425 | $753K | Reduce -15.0% |
| WFC Wells Fargo & Co. | 0.18% | 12,647 | $751K | Add +0.9% |
| VKQ Invesco Municipal Trust | 0.18% | 75,131 | $748K | Add +0.0% |
| PZA Invesco National Amt-Free Mu | 0.18% | 30,921 | $732K | Add +2.1% |
| APD Air Products & Chemicals Inc. | 0.18% | 2,830 | $730K | Add +31.0% |
| ECL Ecolab Inc. | 0.18% | 3,062 | $729K | Reduce -23.7% |
| BX Blackstone Inc. | 0.18% | 5,854 | $725K | Add +0.1% |
| HYD Vaneck High Yield Muni ETF | 0.18% | 13,970 | $722K | No change |
| ADP Automatic Data Processing | 0.17% | 2,958 | $706K | Reduce -26.1% |
| VLO Valero Energy Corp. | 0.17% | 4,402 | $690K | Reduce -15.4% |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.17% | 41,909 | $684K | Add +0.1% |
| UPS United Parcel Service Class B | 0.16% | 4,764 | $652K | Reduce -11.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.16% | 1,666 | $638K | Add +47.4% |
Portfolio Sells Q1 2024 → Q2 2024
| PEP Pepsico Inc. | Reduce -0.5% | 7.98% | −0.58 |
| JNJ Johnson & Johnson | Reduce -13.4% | 0.99% | −0.25 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.19 |
| IJR iShares Core S&P Small-Cap E | Reduce -28.6% | 0.40% | −0.18 |
| PSX Phillips 66 | Reduce -34.1% | 0.23% | −0.18 |
| V Visa Inc. Class A | Reduce -1.1% | 1.68% | −0.14 |
| LOW Lowe's Cos Inc. | Reduce -17.2% | 0.34% | −0.14 |
| ITW Illinois Tool Works | Reduce -9.3% | 0.45% | −0.11 |
| AMGN Amgen Inc. | Reduce -39.1% | 0.22% | −0.11 |
| UCB United Community Banks | Sold out | 0.00% | −0.11 |
| BLK BlackRock Finance Inc. | Reduce -21.2% | 0.30% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -10.9% | 0.88% | −0.10 |
| STPZ PIMCO 1-5 Year US Tips Index | Sold out | 0.00% | −0.10 |
| TIP iShares Tips Bond ETF | Reduce -38.7% | 0.15% | −0.10 |
| UNP Union Pacific Corp. | Reduce -8.8% | 0.46% | −0.09 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.08 |
| ADP Automatic Data Processing | Reduce -26.1% | 0.17% | −0.07 |
| CVX Chevron Corp. | Reduce -4.0% | 1.28% | −0.07 |
| SBUX Starbucks Corp. | Reduce -41.9% | 0.07% | −0.07 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Reduce -13.3% | 0.22% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -17.0% | 0.24% | −0.07 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.06 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.06 |
| NSC Norfolk Southern Corp. | Reduce -20.8% | 0.12% | −0.06 |
| IDU iShares US Utilities ETF | Sold out | 0.00% | −0.06 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.06 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.06 |
| GD General Dynamics Corp. | Reduce -36.4% | 0.10% | −0.06 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.06 |
| LIN Linde PLC | Reduce -21.4% | 0.15% | −0.05 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.05 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.05 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.05 |
| TGT Target Corp. | Reduce -34.8% | 0.06% | −0.05 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Reduce -15.6% | 0.13% | −0.05 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.05 |
| CE Celanese Corp. | Reduce -28.6% | 0.06% | −0.05 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| ECL Ecolab Inc. | Reduce -23.7% | 0.18% | −0.05 |
| VLO Valero Energy Corp. | Reduce -15.4% | 0.17% | −0.05 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.05 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.05 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.05 |
| IBB iShares Biotechnology ETF | Reduce -24.3% | 0.14% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -14.2% | 0.20% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -31.6% | 0.07% | −0.05 |
| AFL Aflac Inc. | Reduce -16.9% | 0.24% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +0.1% | 6.63% | +1.20 |
| LLY Eli Lilly & Co. | Add +11.1% | 0.98% | +0.22 |
| AMZN Amazon.com Inc. | Add +2.3% | 2.57% | +0.21 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Add +8.6% | 2.61% | +0.20 |
| ANET Arista Networks Inc. | New | 0.20% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 3.99% | +0.20 |
| COST Costco Wholesale Corp. | Add +0.4% | 1.19% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | Add +15.1% | 0.83% | +0.16 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +54.3% | 0.43% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 0.80% | +0.14 |
| LRCX Lam Research Corp. | New | 0.12% | +0.12 |
| TSLA Tesla Inc. | Add +0.1% | 1.06% | +0.11 |
| TMUS T-Mobile US Inc. | New | 0.11% | +0.11 |
| ABBV Abbvie Inc. | Add +24.1% | 0.75% | +0.10 |
| META Meta Platforms Inc. Class A | Add +18.4% | 0.55% | +0.10 |
| EMN Eastman Chemical Co. | New | 0.10% | +0.10 |
| NDMO Nuveen Dynamic Municipal Opp | Add +17.0% | 0.71% | +0.09 |
| SO The Southern Co. | Add +13.6% | 0.52% | +0.09 |
| TXN Texas Instruments Inc. | Add +1.5% | 0.81% | +0.09 |
| ARDC Ares Dynamic Credit All | New | 0.08% | +0.08 |
| AIF Apollo Tactical Income Fund | New | 0.08% | +0.08 |
| XLF SS Financial Select Sector | New | 0.07% | +0.07 |
| BJ Bj's Wholesale Club Holdings | New | 0.07% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +12.3% | 0.53% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +47.4% | 0.16% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +9.1% | 0.41% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +2.5% | 1.08% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +2.3% | 1.09% | +0.06 |
| NFLX Netflix Inc. | Add +3.0% | 0.49% | +0.06 |
| XLC SS Comm Select Sector SPDR | New | 0.06% | +0.06 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.06% | +0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.06% | +0.06 |
| PLD Prologis Inc. | New | 0.05% | +0.05 |
| XLK SS Technology Select Sector | Add +13.9% | 0.27% | +0.05 |
| APD Air Products & Chemicals Inc. | Add +31.0% | 0.18% | +0.05 |
| OBK Origin Bancorp Inc. | New | 0.05% | +0.05 |
| MUA BlackRock Muniassets Fund | New | 0.05% | +0.05 |
| RTX RTX Corp. | Add +11.3% | 0.35% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +10.5% | 0.22% | +0.04 |
| NMZ Nuveen Muni Hi Inc. Opport | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | Add +8.2% | 0.15% | +0.03 |
| T AT&T Inc. | Add +0.8% | 0.29% | +0.02 |
| AMC AMC Entertainment HLDS Class A | New | 0.02% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +34.5% | 0.09% | +0.02 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +1.9% | 0.45% | +0.02 |
| NMCO Nuveen Municipal Credit Opp | Add +7.3% | 0.18% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 0.71% | +0.02 |
| XLV SS Health Care Select Sector | Add +22.5% | 0.10% | +0.02 |
| ET Energy Transfer LP | Add +16.5% | 0.10% | +0.02 |
| ABT Abbott Laboratories | Add +17.5% | 0.26% | +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 |