Tyche Wealth Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Tyche Wealth Partners LLC reported 297 stock positions worth $462.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.9% of the portfolio, followed by Pepsico (PEP, 6.4%) and Apple (AAPL, 6.1%). Compared with Q4 2024, it opened 27 new positions, sold out of 31, added to 121 and reduced 101. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +54%) and the biggest sale Apple (AAPL, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0002004818
- Portfolio Value
- $462.0M (Q1 2025)
- SEC Filing
- 0001951757-25-000433 ↗ filed Apr 23, 2025
Holdings Value
Holdings 297 stocks · $462.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.92% | 57,139 | $32.0M | Add +54.4% |
| PEP Pepsico Inc. | 6.44% | 198,367 | $29.7M | Reduce -0.7% |
| AAPL Apple Inc. | 6.10% | 126,858 | $28.2M | Reduce -8.3% |
| XOM Exxon Mobil Corp. | 4.24% | 164,905 | $19.6M | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 3.75% | 89,288 | $17.3M | Add +45.4% |
| MSFT Microsoft Corp. | 2.62% | 32,250 | $12.1M | Reduce -0.4% |
| PTLC Pacer Trendpilot US Large Ca | 2.60% | 233,120 | $12.0M | Add +1.9% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 2.45% | 604,771 | $11.3M | Add +1.6% |
| AMZN Amazon.com Inc. | 2.29% | 55,666 | $10.6M | Add +4.6% |
| QQQ Invesco QQQ Trust Series 1 | 2.18% | 21,453 | $10.1M | Add +129.6% |
| V Visa Inc. Class A | 2.02% | 26,651 | $9.3M | Add +2.2% |
| NVDA Nvidia Corp. | 1.77% | 75,440 | $8.2M | Add +6.3% |
| WMT Walmart Inc. | 1.64% | 86,209 | $7.6M | Reduce -8.7% |
| PG The Procter & Gamble Co. | 1.51% | 40,868 | $7.0M | Add +4.3% |
| HD Home Depot Inc. | 1.43% | 17,987 | $6.6M | Reduce -4.1% |
| AME Ametek Inc. | 1.41% | 37,824 | $6.5M | Reduce -0.1% |
| CVX Chevron Corp. | 1.21% | 33,477 | $5.6M | Add +5.5% |
| TSLA Tesla Inc. | 1.21% | 21,584 | $5.6M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 1.20% | 5,854 | $5.5M | Reduce -10.1% |
| IVV iShares Core S&P 500 ETF | 1.13% | 9,254 | $5.2M | Add +3.5% |
| MO Altria Group Inc. | 1.10% | 84,712 | $5.1M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 1.02% | 19,250 | $4.7M | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 0.97% | 8,691 | $4.5M | Add +2.8% |
| MA Mastercard Inc. Class A | 0.91% | 7,644 | $4.2M | Reduce -15.1% |
| LLY Eli Lilly & Co. | 0.86% | 4,824 | $4.0M | Reduce -31.5% |
| ABBV Abbvie Inc. | 0.84% | 18,625 | $3.9M | Reduce -16.0% |
| JNJ Johnson & Johnson | 0.84% | 23,474 | $3.9M | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.78% | 50,093 | $3.6M | Add +1.3% |
| NEE Nextera Energy Inc. | 0.73% | 47,438 | $3.4M | Reduce -0.6% |
| TXN Texas Instruments Inc. | 0.72% | 18,445 | $3.3M | Add +3.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.68% | 86,252 | $3.1M | Add +29.9% |
| NDMO Nuveen Dynamic Municipal Opp | 0.65% | 293,717 | $3.0M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 10,827 | $3.0M | Add +11.6% |
| MCD McDonald's Corp. | 0.64% | 9,462 | $3.0M | Reduce -23.9% |
| NFLX Netflix Inc. | 0.64% | 3,148 | $2.9M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.63% | 5,069 | $2.9M | Add +7.4% |
| NAD Nuveen Quality Municipal Inc. | 0.62% | 248,066 | $2.9M | Reduce -39.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 5,335 | $2.8M | Reduce -1.8% |
| PM Philip Morris International | 0.61% | 17,820 | $2.8M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 0.58% | 17,392 | $2.7M | Reduce -8.9% |
| SO The Southern Co. | 0.56% | 28,090 | $2.6M | Add +5.7% |
| UNH Unitedhealth Group Inc. | 0.54% | 4,733 | $2.5M | Add +1.1% |
| CAT Caterpillar Inc. | 0.53% | 7,409 | $2.4M | Add +2.4% |
| RTX RTX Corp. | 0.49% | 16,971 | $2.2M | Add +3.3% |
| SPHD Invesco S&P 500 High Dividen | 0.48% | 44,610 | $2.2M | Add +1.4% |
| GS Goldman Sachs Group Inc. | 0.45% | 3,843 | $2.1M | Add +1.7% |
| ROM Proshares Ultra Technology | 0.45% | 38,722 | $2.1M | Add +17.0% |
| IYW iShares Ustechnology ETF | 0.44% | 14,425 | $2.0M | Add +573.1% |
| GLD SPDR Gold Shares | 0.43% | 6,822 | $2.0M | No change |
| UNP Union Pacific Corp. | 0.42% | 8,150 | $1.9M | Add +4.5% |
| ITW Illinois Tool Works | 0.41% | 7,646 | $1.9M | Reduce -29.1% |
| SCCO Southern Copper Corp. | 0.40% | 19,951 | $1.9M | Add +0.7% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.40% | 164,880 | $1.8M | Add +1.0% |
| T AT&T Inc. | 0.33% | 54,532 | $1.5M | Reduce -7.1% |
| ABT Abbott Laboratories | 0.33% | 11,502 | $1.5M | Reduce -30.8% |
| GOOG Alphabet Inc. Class C | 0.33% | 9,718 | $1.5M | Add +1.8% |
| SDY SS SPDR S&P Dividend ETF | 0.33% | 11,106 | $1.5M | Add +14.5% |
| NVG Nuveen Amt-FR Muni CRDT | 0.32% | 120,010 | $1.5M | Add +0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 4,130 | $1.5M | Add +31.6% |
| DVY iShares Select Dividend ETF | 0.30% | 10,409 | $1.4M | Add +2.2% |
| BLK BlackRock Inc. | 0.30% | 1,464 | $1.4M | Reduce -41.9% |
| LOW Lowe's Cos Inc. | 0.30% | 5,878 | $1.4M | Reduce -12.7% |
| PANW Palo Alto Networks Inc. | 0.29% | 7,856 | $1.3M | Add +17.3% |
| LMT Lockheed Martin Corp. | 0.28% | 2,938 | $1.3M | Reduce -3.5% |
| AXON Axon Enterprise Inc. | 0.28% | 2,447 | $1.3M | Add +2.7% |
| HON Honeywell International Inc. | 0.26% | 5,685 | $1.2M | Add +15.6% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 2,364 | $1.2M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 10,968 | $1.1M | Reduce -25.0% |
| IWM iShares Russell 2000 ETF | 0.25% | 5,722 | $1.1M | Reduce -3.1% |
| EPD Enterprise Products Partners | 0.25% | 33,232 | $1.1M | Add +3.1% |
| XLK SS Technology Select Sector | 0.23% | 5,184 | $1.1M | Add +5.4% |
| APD Air Products & Chemicals Inc. | 0.23% | 3,555 | $1.0M | Add +9.2% |
| AFL Aflac Inc. | 0.22% | 9,130 | $1.0M | Reduce -13.6% |
| FANG Diamondback Energy Inc. | 0.22% | 6,280 | $1.0M | Add +4.0% |
| NZF Nuveen Municipal Credit Inc. | 0.22% | 81,635 | $998K | Add +0.2% |
| ACN Accenture PLC Class A | 0.21% | 3,142 | $980K | Reduce -43.2% |
| WFC Wells Fargo & Co. | 0.21% | 13,479 | $968K | Add +31.4% |
| MUB iShares National Muni Bond E | 0.20% | 8,956 | $944K | Add +153.7% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 5,467 | $934K | Add +39.1% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 16,121 | $921K | Add +157.5% |
| TMUS T-Mobile US Inc. | 0.20% | 3,384 | $903K | Reduce -48.0% |
| BA The Boeing Co. | 0.19% | 5,192 | $885K | Add +73.0% |
| MRK Merck & Co. Inc. | 0.19% | 9,757 | $876K | Reduce -23.5% |
| VZ Verizon Communications Inc. | 0.18% | 18,781 | $852K | Reduce -42.9% |
| CSCO Cisco Systems Inc. | 0.18% | 13,656 | $843K | Reduce -12.5% |
| BX Blackstone Inc. | 0.18% | 5,995 | $838K | Add +5.3% |
| AZO AutoZone Inc. | 0.18% | 218 | $833K | Add +5.8% |
| NMCO Nuveen Municipal Credit Opp | 0.18% | 77,281 | $827K | No change |
| COP Conocophillips | 0.18% | 7,765 | $816K | Add +0.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 4,285 | $798K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.17% | 14,493 | $794K | Add +10.3% |
| ATO Atmos Energy Corp. | 0.17% | 4,977 | $769K | Reduce -54.5% |
| PTMC Pacer Trendpilot US Mid Cap | 0.16% | 22,024 | $762K | Add +0.1% |
| PSX Phillips 66 | 0.16% | 6,035 | $745K | Reduce -17.5% |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.16% | 43,173 | $730K | No change |
| ADP Automatic Data Processing | 0.16% | 2,381 | $727K | Reduce -60.5% |
| ECL Ecolab Inc. | 0.16% | 2,849 | $722K | Reduce -1.1% |
| HYD Vaneck High Yield Muni ETF | 0.15% | 13,970 | $715K | No change |
| VGM Invesco Trust for Investmen | 0.15% | 70,598 | $703K | Add +4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 2,817 | $700K | Reduce -8.1% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -8.3% | 6.10% | −1.22 |
| TSLA Tesla Inc. | Reduce -0.7% | 1.21% | −0.64 |
| NAD Nuveen Quality Municipal Inc. | Reduce -39.0% | 0.62% | −0.38 |
| LLY Eli Lilly & Co. | Reduce -31.5% | 0.86% | −0.29 |
| MSFT Microsoft Corp. | Reduce -0.4% | 2.62% | −0.26 |
| BLK BlackRock Inc. | Reduce -41.9% | 0.30% | −0.25 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.23 |
| ADP Automatic Data Processing | Reduce -60.5% | 0.16% | −0.21 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.20 |
| ACN Accenture PLC Class A | Reduce -43.2% | 0.21% | −0.20 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.20 |
| SPGI S&P Global Inc. | Reduce -75.3% | 0.07% | −0.20 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -8.9% | 0.58% | −0.18 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.18 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.17 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.17 |
| ITW Illinois Tool Works | Reduce -29.1% | 0.41% | −0.17 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.17 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.16 |
| WMT Walmart Inc. | Reduce -8.7% | 1.64% | −0.16 |
| SYK Stryker Corp. | Reduce -67.7% | 0.09% | −0.16 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.16 |
| ATO Atmos Energy Corp. | Reduce -54.5% | 0.17% | −0.16 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.15 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.14 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.14 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.14 |
| WEC WEC Energy Group Inc. | Reduce -78.2% | 0.05% | −0.14 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.14 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.13 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.13 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.12 |
| MCD McDonald's Corp. | Reduce -23.9% | 0.64% | −0.12 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.12 |
| AWK American Water Works Co. Inc. | Reduce -71.2% | 0.06% | −0.12 |
| HD Home Depot Inc. | Reduce -4.1% | 1.43% | −0.11 |
| TMUS T-Mobile US Inc. | Reduce -48.0% | 0.20% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -25.0% | 0.25% | −0.11 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.11 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.11 |
| POOL Pool Corp. | Sold out | 0.00% | −0.11 |
| UPS United Parcel Service Class B | Reduce -44.9% | 0.10% | −0.10 |
| STE Steris PLC | Sold out | 0.00% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -15.1% | 0.91% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -42.9% | 0.18% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -53.0% | 0.11% | −0.09 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.09 |
| JKHY Jack Henry & Associates Inc. | Reduce -61.5% | 0.06% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -23.5% | 0.19% | −0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +54.4% | 6.92% | +2.34 |
| VIG Vanguard Dividend Apprec ETF | Add +45.4% | 3.75% | +1.21 |
| QQQ Invesco QQQ Trust Series 1 | Add +129.6% | 2.18% | +1.17 |
| XOM Exxon Mobil Corp. | Add +1.1% | 4.24% | +0.54 |
| IYW iShares Ustechnology ETF | Add +573.1% | 0.44% | +0.37 |
| V Visa Inc. Class A | Add +2.2% | 2.02% | +0.28 |
| CVX Chevron Corp. | Add +5.5% | 1.21% | +0.24 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +29.9% | 0.68% | +0.20 |
| PM Philip Morris International | Add +6.0% | 0.61% | +0.18 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.14% | +0.14 |
| KO The Coca-Cola Co. | Add +1.3% | 0.78% | +0.13 |
| MUB iShares National Muni Bond E | Add +153.7% | 0.20% | +0.13 |
| JEPI JPMorgan Equity Premium Inco | Add +157.5% | 0.20% | +0.12 |
| VLO Valero Energy Corp. | New | 0.12% | +0.12 |
| AIS Vistashares Ais ETF | New | 0.12% | +0.12 |
| PG The Procter & Gamble Co. | Add +4.3% | 1.51% | +0.12 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Add +1.6% | 2.45% | +0.11 |
| SO The Southern Co. | Add +5.7% | 0.56% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +31.6% | 0.32% | +0.09 |
| RTX RTX Corp. | Add +3.3% | 0.49% | +0.09 |
| UTF Cohen & Steers Infrastructur | New | 0.08% | +0.08 |
| BA The Boeing Co. | Add +73.0% | 0.19% | +0.08 |
| TXNM TXNM Energy Inc. | New | 0.08% | +0.08 |
| LIN Linde PLC | Add +100.7% | 0.14% | +0.08 |
| CVS CVS Health Corp. | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| WFC Wells Fargo & Co. | Add +31.4% | 0.21% | +0.06 |
| SDY SS SPDR S&P Dividend ETF | Add +14.5% | 0.33% | +0.06 |
| KMI Kinder Morgan Inc. | Add +62.1% | 0.13% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +39.1% | 0.20% | +0.05 |
| EXR Extra Space Storage Inc. | New | 0.05% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.05% | +0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.05% | +0.05 |
| GSBD Goldman Sachs BDC Inc. | New | 0.05% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.6% | 0.64% | +0.05 |
| AEP American Electric Power | New | 0.05% | +0.05 |
| AEE Ameren Corporation | New | 0.05% | +0.05 |
| URA Global X Uranium ETF | New | 0.05% | +0.05 |
| NFLX Netflix Inc. | Add +1.3% | 0.64% | +0.05 |
| PSA Public Storage | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +7.4% | 0.63% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.05% | +0.05 |
| AON Aon PLC Class A | New | 0.05% | +0.05 |
| TRGP Targa Resources Corp. | New | 0.05% | +0.05 |
| PPL PPL Corp. | New | 0.05% | +0.05 |
| BLD Topbuild Corp. | New | 0.05% | +0.05 |
| KIM Kimco Realty Corp. | New | 0.05% | +0.05 |
| BJ Bj's Wholesale Club Holdings | Add +10.4% | 0.14% | +0.04 |
| MCK McKesson Corp. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
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 |