Tyche Wealth Partners LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), Tyche Wealth Partners LLC reported 288 stock positions worth $441.7 million. Its top holding was Pepsico (PEP) at 7.6% of the portfolio, followed by Apple (AAPL, 6.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.7%). Compared with Q2 2024, it opened 18 new positions, sold out of 6, added to 95 and reduced 111. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +19%) and the biggest sale Pepsico (PEP, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0002004818
- Portfolio Value
- $441.7M (Q3 2024)
- SEC Filing
- 0001951757-24-001127 ↗ filed Oct 25, 2024
Holdings Value
Holdings 288 stocks · $441.7M
| PEP Pepsico Inc. | 7.64% | 198,465 | $33.7M | Reduce -0.1% |
| AAPL Apple Inc. | 6.74% | 127,668 | $29.7M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.65% | 35,827 | $20.6M | Add +19.1% |
| XOM Exxon Mobil Corp. | 3.76% | 141,714 | $16.6M | Add +0.7% |
| MSFT Microsoft Corp. | 3.28% | 33,675 | $14.5M | Add +10.0% |
| VIG Vanguard Dividend Apprec ETF | 2.78% | 62,101 | $12.3M | Add +3.1% |
| PTLC Pacer Trendpilot US Large Ca | 2.61% | 218,955 | $11.5M | Add +2.2% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 2.57% | 603,898 | $11.4M | Add +2.7% |
| AMZN Amazon.com Inc. | 2.31% | 54,735 | $10.2M | Add +0.1% |
| NVDA Nvidia Corp. | 1.99% | 72,538 | $8.8M | Add +0.5% |
| NVEI Nuvei Corp.-Subordinate VTG | 1.96% | 260,100 | $8.7M | No change |
| V Visa Inc. Class A | 1.64% | 26,373 | $7.3M | Add +0.5% |
| HD Home Depot Inc. | 1.62% | 17,695 | $7.2M | Reduce -0.7% |
| WMT Walmart Inc. | 1.56% | 85,452 | $6.9M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 1.48% | 37,827 | $6.6M | Add +0.2% |
| AME Ametek Inc. | 1.47% | 37,857 | $6.5M | Add +0.0% |
| TSLA Tesla Inc. | 1.29% | 21,805 | $5.7M | Reduce -1.2% |
| NAD Nuveen Quality Municipal Inc. | 1.19% | 424,325 | $5.3M | Add +3.4% |
| COST Costco Wholesale Corp. | 1.14% | 5,664 | $5.0M | Reduce -1.2% |
| CVX Chevron Corp. | 1.13% | 33,791 | $5.0M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 1.09% | 8,326 | $4.8M | Add +3.1% |
| MO Altria Group Inc. | 1.04% | 90,177 | $4.6M | Reduce -2.2% |
| VOO Vanguard S&P 500 ETF | 1.04% | 8,695 | $4.6M | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.98% | 26,654 | $4.3M | Reduce -4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 8,521 | $4.2M | Add +20.2% |
| LLY Eli Lilly & Co. | 0.93% | 4,617 | $4.1M | Add +3.7% |
| NEE Nextera Energy Inc. | 0.89% | 46,625 | $3.9M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.84% | 17,539 | $3.7M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 0.84% | 7,474 | $3.7M | Add +0.1% |
| ABBV Abbvie Inc. | 0.80% | 17,986 | $3.6M | Add +0.2% |
| KO The Coca-Cola Co. | 0.78% | 47,814 | $3.4M | Reduce -0.2% |
| NDMO Nuveen Dynamic Municipal Opp | 0.71% | 277,866 | $3.1M | Add +3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 10,706 | $3.0M | Reduce -2.3% |
| TXN Texas Instruments Inc. | 0.68% | 14,486 | $3.0M | Reduce -15.6% |
| GOOGL Alphabet Inc. Class A | 0.67% | 17,817 | $3.0M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.63% | 9,097 | $2.8M | Reduce -3.3% |
| CAT Caterpillar Inc. | 0.62% | 6,983 | $2.7M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.58% | 4,365 | $2.6M | Add +2.1% |
| SO The Southern Co. | 0.55% | 26,904 | $2.4M | Reduce -2.1% |
| SPHD Invesco S&P 500 High Dividen | 0.54% | 47,018 | $2.4M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 5,152 | $2.4M | Add +2.0% |
| SCCO Southern Copper Corp. | 0.52% | 19,685 | $2.3M | Add +0.6% |
| ROM Proshares Ultra Technology | 0.50% | 33,088 | $2.2M | Add +44.4% |
| NFLX Netflix Inc. | 0.48% | 2,994 | $2.1M | Add +1.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.48% | 55,954 | $2.1M | Add +11.2% |
| PM Philip Morris International | 0.47% | 17,053 | $2.1M | Add +0.8% |
| UNP Union Pacific Corp. | 0.46% | 8,301 | $2.0M | Reduce -0.9% |
| ITW Illinois Tool Works | 0.45% | 7,605 | $2.0M | Reduce -2.5% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.44% | 162,630 | $1.9M | Add +1.1% |
| GS Goldman Sachs Group Inc. | 0.42% | 3,781 | $1.9M | Add +0.9% |
| LMT Lockheed Martin Corp. | 0.40% | 3,048 | $1.8M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 0.40% | 15,029 | $1.8M | Reduce -2.2% |
| RTX RTX Corp. | 0.39% | 14,293 | $1.7M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.38% | 6,227 | $1.7M | Reduce -1.7% |
| GLD SPDR Gold Shares | 0.38% | 6,814 | $1.7M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.37% | 9,707 | $1.6M | Add +0.2% |
| NVG Nuveen Amt-FR Muni CRDT | 0.36% | 120,158 | $1.6M | Reduce -5.0% |
| PANW Palo Alto Networks Inc. | 0.36% | 4,679 | $1.6M | Add +3.5% |
| SDY SS SPDR S&P Dividend ETF | 0.36% | 11,217 | $1.6M | Add +0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 2,423 | $1.5M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.33% | 2,572 | $1.5M | Reduce -42.4% |
| BLK BlackRock Finance Inc. | 0.33% | 1,512 | $1.4M | Reduce -2.9% |
| DVY iShares Select Dividend ETF | 0.31% | 10,232 | $1.4M | Reduce -0.2% |
| T AT&T Inc. | 0.30% | 61,218 | $1.3M | Reduce -3.1% |
| IWM iShares Russell 2000 ETF | 0.29% | 5,889 | $1.3M | Add +3.5% |
| AFL Aflac Inc. | 0.28% | 11,080 | $1.2M | Reduce -1.6% |
| XLK SS Technology Select Sector | 0.27% | 5,254 | $1.2M | Add +6.4% |
| ABT Abbott Laboratories | 0.27% | 10,324 | $1.2M | Add +0.1% |
| FANG Diamondback Energy Inc. | 0.25% | 6,488 | $1.1M | Reduce -2.6% |
| NZF Nuveen Municipal Credit Inc. | 0.24% | 81,255 | $1.1M | Reduce -6.9% |
| AXON Axon Enterprise Inc. | 0.23% | 2,582 | $1.0M | No change |
| HON Honeywell International Inc. | 0.23% | 4,936 | $1.0M | Reduce -2.2% |
| ACN Accenture PLC Class A | 0.23% | 2,833 | $1.0M | Reduce -2.8% |
| IMVP Invesco India Exchange-Trade | 0.22% | 31,718 | $974K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 3,438 | $964K | Add +106.4% |
| EPD Enterprise Products Partners | 0.21% | 31,219 | $909K | Add +1.3% |
| VZ Verizon Communications Inc. | 0.20% | 19,665 | $883K | Add +0.8% |
| MRK Merck & Co. Inc. | 0.20% | 7,765 | $882K | Reduce -0.9% |
| APD Air Products & Chemicals Inc. | 0.20% | 2,961 | $882K | Add +4.6% |
| BX Blackstone Inc. | 0.20% | 5,729 | $877K | Reduce -2.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 4,285 | $860K | Add +0.0% |
| PSX Phillips 66 | 0.19% | 6,492 | $853K | Reduce -3.0% |
| CSCO Cisco Systems Inc. | 0.19% | 15,418 | $821K | Reduce -11.9% |
| PTMC Pacer Trendpilot US Mid Cap | 0.18% | 22,012 | $817K | No change |
| NMCO Nuveen Municipal Credit Opp | 0.18% | 68,831 | $803K | No change |
| COP Conocophillips | 0.18% | 7,619 | $802K | Reduce -1.0% |
| ADP Automatic Data Processing | 0.18% | 2,885 | $798K | Reduce -2.5% |
| ECL Ecolab Inc. | 0.17% | 2,961 | $756K | Reduce -3.3% |
| VGM Invesco Trust for Investmen | 0.17% | 71,544 | $756K | Reduce -11.9% |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.17% | 44,681 | $750K | Add +6.6% |
| PZA Invesco National Amt-Free Mu | 0.17% | 30,981 | $748K | Add +0.2% |
| HYD Vaneck High Yield Muni ETF | 0.17% | 13,970 | $741K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.16% | 12,396 | $717K | Add +6.2% |
| PRU Prudential Financial Inc. | 0.16% | 5,882 | $712K | Reduce -8.4% |
| VKQ Invesco Municipal Trust | 0.16% | 69,321 | $711K | Reduce -7.7% |
| QUAL iShares MSCI USA Quality Fac | 0.16% | 3,905 | $700K | Add +5.4% |
| ORCL Oracle Corp. | 0.16% | 4,096 | $698K | Reduce -3.2% |
| ATO Atmos Energy Corp. | 0.16% | 5,016 | $696K | Reduce -7.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.16% | 8,531 | $689K | Add +0.3% |
| AMGN Amgen Inc. | 0.16% | 2,137 | $689K | Reduce -27.5% |
Portfolio Sells Q2 2024 → Q3 2024
| PEP Pepsico Inc. | Reduce -0.1% | 7.64% | −0.34 |
| META Meta Platforms Inc. Class A | Reduce -42.4% | 0.33% | −0.21 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.20 |
| TXN Texas Instruments Inc. | Reduce -15.6% | 0.68% | −0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -47.3% | 0.09% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 0.67% | −0.13 |
| AIF Apollo Tactical Income Fund | Sold out | 0.00% | −0.08 |
| FANG Diamondback Energy Inc. | Reduce -2.6% | 0.25% | −0.07 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.07 |
| AMGN Amgen Inc. | Reduce -27.5% | 0.16% | −0.07 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.06 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.05 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -2.8% | 1.04% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 1.14% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -2.3% | 0.84% | −0.05 |
| ET Energy Transfer LP | Reduce -38.7% | 0.06% | −0.04 |
| PSX Phillips 66 | Reduce -3.0% | 0.19% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.20% | −0.04 |
| COP Conocophillips | Reduce -1.0% | 0.18% | −0.03 |
| VGM Invesco Trust for Investmen | Reduce -11.9% | 0.17% | −0.03 |
| HON Honeywell International Inc. | Reduce -2.2% | 0.23% | −0.03 |
| PMO Franklin Muncipl Opps Tst-Ui | Reduce -49.6% | 0.03% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -5.0% | 0.15% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 0.69% | −0.03 |
| UPS United Parcel Service Class B | Reduce -9.3% | 0.13% | −0.03 |
| PRU Prudential Financial Inc. | Reduce -8.4% | 0.16% | −0.02 |
| BAC Bank of America Corp. | Reduce -8.0% | 0.13% | −0.02 |
| NZF Nuveen Municipal Credit Inc. | Reduce -6.9% | 0.24% | −0.02 |
| VKQ Invesco Municipal Trust | Reduce -7.7% | 0.16% | −0.02 |
| OXY Occidental Petroleum Corp. | Reduce -0.8% | 0.06% | −0.02 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -5.0% | 0.36% | −0.02 |
| SYK Stryker Corp. | Reduce -14.9% | 0.09% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -7.7% | 0.10% | −0.02 |
| DIS The Walt Disney Co. | Reduce -2.2% | 0.12% | −0.02 |
| MFM Aberdeen Municipal Income | Reduce -10.9% | 0.11% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -11.9% | 0.19% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -6.5% | 0.14% | −0.02 |
| NBH Neuberger Municipal Fund Inc. | Reduce -10.1% | 0.10% | −0.01 |
| HES Hess Corp. | Reduce -0.5% | 0.08% | −0.01 |
| BYM BlackRock Muni Inc. QLTY | Reduce -9.9% | 0.10% | −0.01 |
| ADBE Adobe Inc. | Reduce -9.0% | 0.05% | −0.01 |
| WM Waste Management Inc. | Reduce -1.0% | 0.12% | −0.01 |
| C Citigroup Inc. | Reduce -0.5% | 0.14% | −0.01 |
| IIM Invesco Value Municipal Inco | Reduce -8.2% | 0.11% | −0.01 |
| JNJ Johnson & Johnson | Reduce -4.3% | 0.98% | −0.01 |
| NUE Nucor Corp. | Reduce -3.4% | 0.07% | −0.01 |
| EMR Emerson Electric Co. | Reduce -5.9% | 0.07% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -11.5% | 0.06% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -10.5% | 0.08% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +19.1% | 4.65% | +0.67 |
| QQQ Invesco QQQ Trust Series 1 | Add +20.2% | 0.94% | +0.12 |
| ROM Proshares Ultra Technology | Add +44.4% | 0.50% | +0.11 |
| AVGO Broadcom Inc. | New | 0.11% | +0.11 |
| VIG Vanguard Dividend Apprec ETF | Add +3.1% | 2.78% | +0.11 |
| NEE Nextera Energy Inc. | Add +0.6% | 0.89% | +0.09 |
| CMG Chipotle Mexican Grill Inc. | New | 0.08% | +0.08 |
| DHI D.R. Horton Inc. | New | 0.07% | +0.07 |
| K Kellanova | New | 0.07% | +0.07 |
| MFIC Midcap Financial Investment | New | 0.06% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +106.4% | 0.22% | +0.06 |
| BEP Brookfield Renewable Partner | New | 0.06% | +0.06 |
| ARM Arm Holdings PLC-ADR | New | 0.06% | +0.06 |
| SSO Proshares Ultra S&P500 | New | 0.06% | +0.06 |
| FSK FS KKR Capital Corp. | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | Add +0.2% | 0.80% | +0.05 |
| XLRE SS Real Estate Select Sector | New | 0.05% | +0.05 |
| PH Parker Hannifin Corp. | New | 0.05% | +0.05 |
| PPL PPL Corp. | New | 0.05% | +0.05 |
| PM Philip Morris International | Add +0.8% | 0.47% | +0.05 |
| IRM Iron Mountain Inc. | New | 0.05% | +0.05 |
| IYY iShares Dow Jones U.S. ETF | New | 0.05% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +2.1% | 0.58% | +0.05 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.05% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +11.2% | 0.48% | +0.05 |
| WPC WP Carey Inc. | New | 0.05% | +0.05 |
| DOCU Docusign Inc. | New | 0.05% | +0.05 |
| PTNQ Pacer Trendpilot 100 ETF | New | 0.05% | +0.05 |
| RTX RTX Corp. | Add +0.5% | 0.39% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.0% | 0.54% | +0.04 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.84% | +0.03 |
| RGLS Regulus Therapeutics Inc. | Add +920.6% | 0.04% | +0.03 |
| SPHD Invesco S&P 500 High Dividen | Add +0.0% | 0.54% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.15% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +4.6% | 0.20% | +0.02 |
| EMN Eastman Chemical Co. | Add +13.8% | 0.12% | +0.02 |
| GLD SPDR Gold Shares | Add +0.0% | 0.38% | +0.02 |
| TMUS T-Mobile US Inc. | Add +5.6% | 0.13% | +0.02 |
| NAD Nuveen Quality Municipal Inc. | Add +3.4% | 1.19% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +17.7% | 0.13% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.4% | 0.36% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.3% | 0.16% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +12.3% | 0.15% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +3.5% | 0.29% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +0.1% | 0.34% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +3.1% | 1.09% | +0.01 |
| PTLC Pacer Trendpilot US Large Ca | Add +2.2% | 2.61% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.9% | 0.42% | +0.01 |
| NOC Northrop Grumman Corp. | Add +0.4% | 0.09% | +0.01 |
| BJ Bj's Wholesale Club Holdings | Add +30.3% | 0.08% | +0.01 |
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 |