Tyche Wealth Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Tyche Wealth Partners LLC reported 301 stock positions worth $473.5 million. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Pepsico (PEP, 6.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.6%). Compared with Q3 2024, it opened 41 new positions, sold out of 28, added to 113 and reduced 91. The biggest buy was Apple (AAPL, shares +8%) and the biggest sale an exit from Nuvei Corp.-Subordinate VTG (NVEI).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0002004818
- Portfolio Value
- $473.5M (Q4 2024)
- SEC Filing
- 0001951757-25-000138 ↗ filed Jan 27, 2025
Holdings Value
Holdings 301 stocks · $473.5M
| AAPL Apple Inc. | 7.32% | 138,351 | $34.6M | Add +8.4% |
| PEP Pepsico Inc. | 6.42% | 199,790 | $30.4M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.58% | 37,019 | $21.7M | Add +3.3% |
| XOM Exxon Mobil Corp. | 3.71% | 163,094 | $17.5M | Add +15.1% |
| MSFT Microsoft Corp. | 2.88% | 32,374 | $13.6M | Reduce -3.9% |
| PTLC Pacer Trendpilot US Large Ca | 2.58% | 228,758 | $12.2M | Add +4.5% |
| VIG Vanguard Dividend Apprec ETF | 2.54% | 61,395 | $12.0M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 2.47% | 53,214 | $11.7M | Reduce -2.8% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 2.34% | 594,931 | $11.1M | Reduce -1.5% |
| NVDA Nvidia Corp. | 2.01% | 70,968 | $9.5M | Reduce -2.2% |
| TSLA Tesla Inc. | 1.85% | 21,742 | $8.8M | Reduce -0.3% |
| WMT Walmart Inc. | 1.80% | 94,459 | $8.5M | Add +10.5% |
| V Visa Inc. Class A | 1.74% | 26,066 | $8.2M | Reduce -1.2% |
| HD Home Depot Inc. | 1.54% | 18,764 | $7.3M | Add +6.0% |
| AME Ametek Inc. | 1.44% | 37,857 | $6.8M | No change |
| PG The Procter & Gamble Co. | 1.39% | 39,203 | $6.6M | Add +3.6% |
| COST Costco Wholesale Corp. | 1.26% | 6,510 | $6.0M | Add +14.9% |
| LLY Eli Lilly & Co. | 1.15% | 7,044 | $5.4M | Add +52.6% |
| IVV iShares Core S&P 500 ETF | 1.11% | 8,944 | $5.3M | Add +7.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.01% | 9,343 | $4.8M | Add +9.7% |
| MA Mastercard Inc. Class A | 1.00% | 9,002 | $4.7M | Add +20.4% |
| NAD Nuveen Quality Municipal Inc. | 1.00% | 406,494 | $4.7M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 1.00% | 19,709 | $4.7M | Add +12.4% |
| MO Altria Group Inc. | 0.98% | 88,471 | $4.6M | Reduce -1.9% |
| CVX Chevron Corp. | 0.97% | 31,735 | $4.6M | Reduce -6.1% |
| VOO Vanguard S&P 500 ETF | 0.96% | 8,458 | $4.6M | Reduce -2.7% |
| ABBV Abbvie Inc. | 0.83% | 22,168 | $3.9M | Add +23.3% |
| GOOGL Alphabet Inc. Class A | 0.76% | 19,101 | $3.6M | Add +7.2% |
| MCD McDonald's Corp. | 0.76% | 12,431 | $3.6M | Add +36.6% |
| JNJ Johnson & Johnson | 0.73% | 23,855 | $3.4M | Reduce -10.5% |
| NEE Nextera Energy Inc. | 0.72% | 47,726 | $3.4M | Add +2.4% |
| TXN Texas Instruments Inc. | 0.71% | 17,902 | $3.4M | Add +23.6% |
| KO The Coca-Cola Co. | 0.65% | 49,447 | $3.1M | Add +3.4% |
| NDMO Nuveen Dynamic Municipal Opp | 0.62% | 291,004 | $2.9M | Add +4.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 9,699 | $2.8M | Reduce -9.4% |
| NFLX Netflix Inc. | 0.59% | 3,109 | $2.8M | Add +3.8% |
| META Meta Platforms Inc. Class A | 0.58% | 4,718 | $2.8M | Add +83.4% |
| ITW Illinois Tool Works | 0.58% | 10,782 | $2.7M | Add +41.8% |
| CAT Caterpillar Inc. | 0.55% | 7,237 | $2.6M | Add +3.6% |
| BLK BlackRock Inc. | 0.55% | 2,520 | $2.6M | Add +66.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 5,430 | $2.5M | Add +5.4% |
| UNH Unitedhealth Group Inc. | 0.50% | 4,683 | $2.4M | Add +7.3% |
| ROM Proshares Ultra Technology | 0.49% | 33,088 | $2.3M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.48% | 66,397 | $2.3M | Add +18.7% |
| SO The Southern Co. | 0.46% | 26,576 | $2.2M | Reduce -1.2% |
| GS Goldman Sachs Group Inc. | 0.46% | 3,779 | $2.2M | Reduce -0.1% |
| SPHD Invesco S&P 500 High Dividen | 0.45% | 44,010 | $2.1M | Reduce -6.4% |
| PM Philip Morris International | 0.43% | 16,816 | $2.0M | Reduce -1.4% |
| ACN Accenture PLC Class A | 0.41% | 5,529 | $1.9M | Add +95.2% |
| RTX RTX Corp. | 0.40% | 16,423 | $1.9M | Add +14.9% |
| ABT Abbott Laboratories | 0.40% | 16,629 | $1.9M | Add +61.1% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.39% | 163,214 | $1.8M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.38% | 9,548 | $1.8M | Reduce -1.6% |
| SCCO Southern Copper Corp. | 0.38% | 19,807 | $1.8M | Add +0.6% |
| UNP Union Pacific Corp. | 0.38% | 7,796 | $1.8M | Reduce -6.1% |
| ADP Automatic Data Processing | 0.37% | 6,024 | $1.8M | Add +108.8% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 14,623 | $1.7M | Reduce -2.7% |
| LOW Lowe's Cos Inc. | 0.35% | 6,729 | $1.7M | Add +8.1% |
| GLD SPDR Gold Shares | 0.35% | 6,822 | $1.7M | Add +0.1% |
| ATO Atmos Energy Corp. | 0.32% | 10,946 | $1.5M | Add +118.2% |
| LMT Lockheed Martin Corp. | 0.31% | 3,045 | $1.5M | Reduce -0.1% |
| NVG Nuveen Amt-FR Muni CRDT | 0.31% | 119,612 | $1.5M | Reduce -0.5% |
| TMUS T-Mobile US Inc. | 0.30% | 6,507 | $1.4M | Add +131.5% |
| AXON Axon Enterprise Inc. | 0.30% | 2,382 | $1.4M | Reduce -7.8% |
| T AT&T Inc. | 0.28% | 58,724 | $1.3M | Reduce -4.1% |
| DVY iShares Select Dividend ETF | 0.28% | 10,183 | $1.3M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.28% | 32,909 | $1.3M | Add +67.3% |
| IWM iShares Russell 2000 ETF | 0.28% | 5,904 | $1.3M | Add +0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.27% | 9,698 | $1.3M | Reduce -13.5% |
| MRK Merck & Co. Inc. | 0.27% | 12,756 | $1.3M | Add +64.3% |
| SPGI S&P Global Inc. | 0.26% | 2,498 | $1.2M | Add +310.9% |
| PANW Palo Alto Networks Inc. | 0.26% | 6,698 | $1.2M | Reduce -28.4% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 2,337 | $1.2M | Reduce -3.5% |
| SYK Stryker Corp. | 0.25% | 3,280 | $1.2M | Add +191.3% |
| XLK SS Technology Select Sector | 0.24% | 4,918 | $1.1M | Reduce -6.4% |
| HON Honeywell International Inc. | 0.23% | 4,917 | $1.1M | Reduce -0.4% |
| AFL Aflac Inc. | 0.23% | 10,567 | $1.1M | Reduce -4.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 3,137 | $1.1M | Reduce -8.8% |
| MSI Motorola Solutions Inc. | 0.23% | 2,312 | $1.1M | New |
| EPD Enterprise Products Partners | 0.21% | 32,226 | $1.0M | Add +3.2% |
| NZF Nuveen Municipal Credit Inc. | 0.21% | 81,506 | $992K | Add +0.3% |
| FANG Diamondback Energy Inc. | 0.21% | 6,039 | $989K | Reduce -6.9% |
| BX Blackstone Inc. | 0.21% | 5,691 | $981K | Reduce -0.7% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 16,155 | $965K | Add +111.2% |
| SHW The Sherwin-Williams Co. | 0.20% | 2,786 | $947K | New |
| APD Air Products & Chemicals Inc. | 0.20% | 3,255 | $944K | Add +9.9% |
| INTU Intuit Inc. | 0.20% | 1,484 | $932K | New |
| CSCO Cisco Systems Inc. | 0.20% | 15,604 | $924K | Add +1.2% |
| UPS United Parcel Service Class B | 0.19% | 7,247 | $914K | Add +67.8% |
| WEC WEC Energy Group Inc. | 0.19% | 9,517 | $895K | New |
| SNA Snap-on Inc. | 0.18% | 2,580 | $876K | New |
| AWK American Water Works Co. Inc. | 0.18% | 6,994 | $871K | Add +224.7% |
| TSCO Tractor Supply Company | 0.18% | 16,187 | $859K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 4,285 | $849K | No change |
| PSX Phillips 66 | 0.18% | 7,317 | $834K | Add +12.7% |
| NMCO Nuveen Municipal Credit Opp | 0.17% | 77,281 | $820K | Add +12.3% |
| AVGO Broadcom Inc. | 0.17% | 3,528 | $818K | Add +22.1% |
| IMVP Invesco India Exchange-Trade | 0.17% | 31,718 | $817K | No change |
| QCOM Qualcomm Inc. | 0.17% | 5,320 | $817K | New |
| PTMC Pacer Trendpilot US Mid Cap | 0.17% | 22,012 | $812K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| NVEI Nuvei Corp.-Subordinate VTG | Sold out | 0.00% | −1.96 |
| MSFT Microsoft Corp. | Reduce -3.9% | 2.88% | −0.40 |
| JNJ Johnson & Johnson | Reduce -10.5% | 0.73% | −0.25 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 2.54% | −0.25 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -1.5% | 2.34% | −0.23 |
| NAD Nuveen Quality Municipal Inc. | Reduce -4.2% | 1.00% | −0.19 |
| CVX Chevron Corp. | Reduce -6.1% | 0.97% | −0.16 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.13 |
| UTF Cohen & Steers Infrastructur | Sold out | 0.00% | −0.12 |
| PANW Palo Alto Networks Inc. | Reduce -28.4% | 0.26% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.4% | 0.59% | −0.09 |
| LIN Linde PLC | Reduce -51.6% | 0.06% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -0.1% | 0.31% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.09 |
| SDY SS SPDR S&P Dividend ETF | Reduce -13.5% | 0.27% | −0.09 |
| SPHD Invesco S&P 500 High Dividen | Reduce -6.4% | 0.45% | −0.09 |
| UNP Union Pacific Corp. | Reduce -6.1% | 0.38% | −0.09 |
| SO The Southern Co. | Reduce -1.2% | 0.46% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.5% | 0.26% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 0.96% | −0.08 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.08 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.07 |
| C Citigroup Inc. | Reduce -53.3% | 0.07% | −0.07 |
| MO Altria Group Inc. | Reduce -1.9% | 0.98% | −0.07 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.06 |
| NBH Neuberger Municipal Fund Inc. | Reduce -55.1% | 0.04% | −0.06 |
| TGT Target Corp. | Sold out | 0.00% | −0.06 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.06 |
| KIM Kimco Realty Corp. | Sold out | 0.00% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.06 |
| CE Celanese Corp. | Sold out | 0.00% | −0.06 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.06 |
| AEP American Electric Power | Sold out | 0.00% | −0.05 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -0.5% | 0.31% | −0.05 |
| PPL PPL Corp. | Sold out | 0.00% | −0.05 |
| VKQ Invesco Municipal Trust | Reduce -23.4% | 0.11% | −0.05 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.05 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.05 |
| AFL Aflac Inc. | Reduce -4.6% | 0.23% | −0.05 |
| INTC Intel Corp. | Reduce -39.1% | 0.05% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.05 |
| SUN Sunoco LP | Sold out | 0.00% | −0.05 |
| MFM Aberdeen Municipal Income | Reduce -34.4% | 0.06% | −0.05 |
| XMUIX BlackRock Municipal Income | Sold out | 0.00% | −0.05 |
| OBK Origin Bancorp Inc. | Sold out | 0.00% | −0.05 |
| WPC WP Carey Inc. | Sold out | 0.00% | −0.05 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.05 |
| FANG Diamondback Energy Inc. | Reduce -6.9% | 0.21% | −0.04 |
| BYM BlackRock Muni Inc. QLTY | Reduce -33.3% | 0.06% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +8.4% | 7.32% | +0.58 |
| META Meta Platforms Inc. Class A | Add +83.4% | 0.58% | +0.25 |
| WMT Walmart Inc. | Add +10.5% | 1.80% | +0.24 |
| MSI Motorola Solutions Inc. | New | 0.23% | +0.23 |
| LLY Eli Lilly & Co. | Add +52.6% | 1.15% | +0.22 |
| BLK BlackRock Inc. | Add +66.7% | 0.55% | +0.22 |
| SHW The Sherwin-Williams Co. | New | 0.20% | +0.20 |
| INTU Intuit Inc. | New | 0.20% | +0.20 |
| ADP Automatic Data Processing | Add +108.8% | 0.37% | +0.19 |
| SPGI S&P Global Inc. | Add +310.9% | 0.26% | +0.19 |
| WEC WEC Energy Group Inc. | New | 0.19% | +0.19 |
| SNA Snap-on Inc. | New | 0.18% | +0.18 |
| ACN Accenture PLC Class A | Add +95.2% | 0.41% | +0.18 |
| TSCO Tractor Supply Company | New | 0.18% | +0.18 |
| QCOM Qualcomm Inc. | New | 0.17% | +0.17 |
| TMUS T-Mobile US Inc. | Add +131.5% | 0.30% | +0.17 |
| RSG Republic Services Inc. | New | 0.17% | +0.17 |
| APH Amphenol Corp. Class A | New | 0.17% | +0.17 |
| MA Mastercard Inc. Class A | Add +20.4% | 1.00% | +0.17 |
| BR Broadridge Financial Solutio | New | 0.16% | +0.16 |
| ATO Atmos Energy Corp. | Add +118.2% | 0.32% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +12.4% | 1.00% | +0.16 |
| CASY Casey's General Stores Inc. | New | 0.16% | +0.16 |
| SYK Stryker Corp. | Add +191.3% | 0.25% | +0.16 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.15% | +0.15 |
| CTVA Corteva Inc. | New | 0.14% | +0.14 |
| NDAQ Nasdaq Inc. | New | 0.14% | +0.14 |
| CTAS Cintas Corp. | New | 0.14% | +0.14 |
| FAST Fastenal Co. | New | 0.14% | +0.14 |
| MCD McDonald's Corp. | Add +36.6% | 0.76% | +0.13 |
| ABT Abbott Laboratories | Add +61.1% | 0.40% | +0.13 |
| EOG EOG Resources Inc. | New | 0.13% | +0.13 |
| WSO Watsco Inc. | New | 0.13% | +0.13 |
| ITW Illinois Tool Works | Add +41.8% | 0.58% | +0.13 |
| AJG Arthur J Gallagher & Co. | New | 0.12% | +0.12 |
| COST Costco Wholesale Corp. | Add +14.9% | 1.26% | +0.12 |
| EQIX Equinix Inc. | New | 0.12% | +0.12 |
| AWK American Water Works Co. Inc. | Add +224.7% | 0.18% | +0.11 |
| ZTS Zoetis Inc. | New | 0.11% | +0.11 |
| BDX Becton Dickinson and Co. | New | 0.11% | +0.11 |
| POOL Pool Corp. | New | 0.11% | +0.11 |
| NFLX Netflix Inc. | Add +3.8% | 0.59% | +0.10 |
| STE Steris PLC | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +7.2% | 0.76% | +0.09 |
| ADI Analog Devices Inc. | New | 0.09% | +0.09 |
| JKHY Jack Henry & Associates Inc. | Add +159.7% | 0.15% | +0.09 |
| VZ Verizon Communications Inc. | Add +67.3% | 0.28% | +0.08 |
| ANET Arista Networks Inc. | New | 0.08% | +0.08 |
| MDLZ Mondelez International Inc. Class A | Add +111.2% | 0.20% | +0.08 |
| IYW iShares Ustechnology ETF | New | 0.07% | +0.07 |
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 |