Tyche Wealth Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Tyche Wealth Partners LLC reported 303 stock positions worth $497.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.3% of the portfolio, followed by Pepsico (PEP, 5.3%) and Apple (AAPL, 5.2%). Compared with Q1 2025, it opened 27 new positions, sold out of 21, added to 117 and reduced 108. The biggest buy was Nvidia (NVDA, shares +9%) and the biggest sale Pepsico (PEP, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0002004818
- Portfolio Value
- $497.9M (Q2 2025)
- SEC Filing
- 0001951757-25-000929 ↗ filed Jul 23, 2025
Holdings Value
Holdings 303 stocks · $497.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 7.26% | 58,523 | $36.2M | Add +2.4% |
| PEP Pepsico Inc. | 5.26% | 198,363 | $26.2M | Reduce 0.0% |
| AAPL Apple Inc. | 5.19% | 125,842 | $25.8M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 3.54% | 163,333 | $17.6M | Reduce -0.9% |
| MSFT Microsoft Corp. | 2.89% | 28,919 | $14.4M | Reduce -10.3% |
| VIG Vanguard Dividend Apprec ETF | 2.85% | 69,366 | $14.2M | Reduce -22.3% |
| AMZN Amazon.com Inc. | 2.62% | 59,541 | $13.1M | Add +7.0% |
| NVDA Nvidia Corp. | 2.60% | 81,849 | $12.9M | Add +8.5% |
| PTLC Pacer Trendpilot US Large Ca | 2.53% | 248,400 | $12.6M | Add +6.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.09% | 18,907 | $10.4M | Reduce -11.9% |
| V Visa Inc. Class A | 1.88% | 26,378 | $9.4M | Reduce -1.0% |
| WMT Walmart Inc. | 1.70% | 86,388 | $8.4M | Add +0.2% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.55% | 408,148 | $7.7M | Reduce -32.5% |
| TSLA Tesla Inc. | 1.43% | 22,412 | $7.1M | Add +3.8% |
| AME Ametek Inc. | 1.37% | 37,815 | $6.8M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 1.31% | 10,489 | $6.5M | Add +13.3% |
| PG The Procter & Gamble Co. | 1.30% | 40,777 | $6.5M | Reduce -0.2% |
| HD Home Depot Inc. | 1.29% | 17,534 | $6.4M | Reduce -2.5% |
| ROM Proshares Ultra Technology | 1.20% | 78,397 | $6.0M | Add +102.5% |
| COST Costco Wholesale Corp. | 1.18% | 5,915 | $5.9M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 1.13% | 19,475 | $5.6M | Add +1.2% |
| MO Altria Group Inc. | 1.00% | 84,804 | $5.0M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.98% | 8,563 | $4.9M | Reduce -1.5% |
| CVX Chevron Corp. | 0.97% | 33,706 | $4.8M | Add +0.7% |
| MUB iShares National Muni Bond E | 0.92% | 43,708 | $4.6M | Add +388.0% |
| NFLX Netflix Inc. | 0.83% | 3,074 | $4.1M | Reduce -2.4% |
| MA Mastercard Inc. Class A | 0.81% | 7,183 | $4.0M | Reduce -6.0% |
| TXN Texas Instruments Inc. | 0.81% | 19,374 | $4.0M | Add +5.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 12,221 | $3.7M | Add +12.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.74% | 91,057 | $3.7M | Add +5.6% |
| LLY Eli Lilly & Co. | 0.73% | 4,695 | $3.7M | Reduce -2.7% |
| IYW iShares Ustechnology ETF | 0.71% | 20,439 | $3.5M | Add +41.7% |
| ABBV Abbvie Inc. | 0.71% | 19,015 | $3.5M | Add +2.1% |
| JNJ Johnson & Johnson | 0.70% | 22,944 | $3.5M | Reduce -2.3% |
| KO The Coca-Cola Co. | 0.70% | 49,386 | $3.5M | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.68% | 48,552 | $3.4M | Add +2.4% |
| PM Philip Morris International | 0.64% | 17,559 | $3.2M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 0.62% | 17,531 | $3.1M | Add +0.8% |
| NDMO Nuveen Dynamic Municipal Opp | 0.59% | 292,183 | $2.9M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.58% | 7,440 | $2.9M | Add +0.4% |
| MCD McDonald's Corp. | 0.57% | 9,755 | $2.9M | Add +3.1% |
| NAD Nuveen Quality Municipal Inc. | 0.55% | 242,184 | $2.7M | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 0.54% | 3,832 | $2.7M | Reduce -0.3% |
| SO The Southern Co. | 0.52% | 28,121 | $2.6M | Add +0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.52% | 14,100 | $2.6M | Add +157.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 5,217 | $2.5M | Reduce -2.2% |
| RTX RTX Corp. | 0.49% | 16,825 | $2.5M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.48% | 3,225 | $2.4M | Reduce -36.4% |
| GLD SPDR Gold Shares | 0.44% | 7,185 | $2.2M | Add +5.3% |
| PANW Palo Alto Networks Inc. | 0.41% | 10,073 | $2.1M | Add +28.2% |
| JEPI JPMorgan Equity Premium Inco | 0.41% | 36,142 | $2.1M | Add +124.2% |
| SCCO Southern Copper Corp. | 0.41% | 20,148 | $2.0M | Add +1.0% |
| SPHD Invesco S&P 500 High Dividen | 0.41% | 42,756 | $2.0M | Reduce -4.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.40% | 42,901 | $2.0M | Add +208.1% |
| ITW Illinois Tool Works | 0.36% | 7,270 | $1.8M | Reduce -4.9% |
| UNP Union Pacific Corp. | 0.36% | 7,766 | $1.8M | Reduce -4.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.36% | 3,481 | $1.8M | Reduce -15.7% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.35% | 159,016 | $1.7M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.34% | 9,485 | $1.7M | Reduce -2.4% |
| ABT Abbott Laboratories | 0.33% | 12,131 | $1.6M | Add +5.5% |
| UNH Unitedhealth Group Inc. | 0.32% | 5,127 | $1.6M | Add +8.3% |
| AVGO Broadcom Inc. | 0.32% | 5,775 | $1.6M | Add +45.4% |
| T AT&T Inc. | 0.32% | 54,506 | $1.6M | Reduce -0.1% |
| AXON Axon Enterprise Inc. | 0.32% | 1,902 | $1.6M | Reduce -22.3% |
| BLK BlackRock Inc. | 0.31% | 1,454 | $1.5M | Reduce -0.7% |
| DVY iShares Select Dividend ETF | 0.30% | 11,270 | $1.5M | Add +8.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.29% | 26,698 | $1.5M | New |
| NVG Nuveen Amt-FR Muni CRDT | 0.29% | 120,263 | $1.4M | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.29% | 10,527 | $1.4M | Reduce -5.2% |
| XLK SS Technology Select Sector | 0.28% | 5,446 | $1.4M | Add +5.0% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 10,181 | $1.4M | New |
| HON Honeywell International Inc. | 0.27% | 5,827 | $1.4M | Add +2.5% |
| LOW Lowe's Cos Inc. | 0.26% | 5,779 | $1.3M | Reduce -1.7% |
| AIS Vistashares Ais ETF | 0.26% | 45,378 | $1.3M | Add +73.9% |
| EPD Enterprise Products Partners | 0.26% | 41,103 | $1.3M | Add +23.7% |
| LMT Lockheed Martin Corp. | 0.25% | 2,738 | $1.3M | Reduce -6.8% |
| THRO iShares U.S. Thematic Rotati | 0.25% | 35,623 | $1.3M | New |
| WFC Wells Fargo & Co. | 0.24% | 15,008 | $1.2M | Add +11.3% |
| IWM iShares Russell 2000 ETF | 0.24% | 5,566 | $1.2M | Reduce -2.7% |
| OKE Oneok Inc. | 0.23% | 14,135 | $1.2M | Add +167.5% |
| APD Air Products & Chemicals Inc. | 0.22% | 3,895 | $1.1M | Add +9.6% |
| BA The Boeing Co. | 0.22% | 5,147 | $1.1M | Reduce -0.9% |
| TLH iShares 10-20 Year Treasury | 0.22% | 10,573 | $1.1M | New |
| IJR iShares Core S&P Small-Cap E | 0.21% | 9,635 | $1.1M | Reduce -12.2% |
| AFL Aflac Inc. | 0.19% | 9,134 | $963K | Add +0.0% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 2,356 | $955K | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.19% | 13,639 | $946K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.19% | 4,250 | $929K | Add +2.2% |
| ACN Accenture PLC Class A | 0.19% | 3,100 | $926K | Reduce -1.3% |
| NZF Nuveen Municipal Credit Inc. | 0.18% | 77,079 | $919K | Reduce -5.6% |
| USRT iShares Core US REIT ETF | 0.18% | 16,162 | $914K | Add +92.0% |
| BX Blackstone Inc. | 0.18% | 6,000 | $898K | Add +0.1% |
| TMUS T-Mobile US Inc. | 0.17% | 3,599 | $857K | Add +6.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 2,857 | $842K | Add +1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 4,295 | $838K | Add +0.2% |
| NMCO Nuveen Municipal Credit Opp | 0.17% | 77,281 | $829K | No change |
| FANG Diamondback Energy Inc. | 0.16% | 5,897 | $810K | Reduce -6.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.16% | 15,295 | $808K | Add +230.8% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 3,119 | $803K | Add +1.4% |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.16% | 44,681 | $793K | Add +3.5% |
Portfolio Sells Q1 2025 → Q2 2025
| PEP Pepsico Inc. | Reduce 0.0% | 5.26% | −1.18 |
| AAPL Apple Inc. | Reduce -0.8% | 5.19% | −0.91 |
| VIG Vanguard Dividend Apprec ETF | Reduce -22.3% | 2.85% | −0.90 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -32.5% | 1.55% | −0.89 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 3.54% | −0.71 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 1.30% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -36.4% | 0.48% | −0.15 |
| V Visa Inc. Class A | Reduce -1.0% | 1.88% | −0.14 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.14 |
| JNJ Johnson & Johnson | Reduce -2.3% | 0.70% | −0.14 |
| HD Home Depot Inc. | Reduce -2.5% | 1.29% | −0.14 |
| IMVP Invesco India Exchange-Trade | Sold out | 0.00% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -2.7% | 0.73% | −0.13 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 0.51% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -6.0% | 0.81% | −0.10 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.9% | 2.09% | −0.08 |
| SPHD Invesco S&P 500 High Dividen | Reduce -4.2% | 0.41% | −0.08 |
| KO The Coca-Cola Co. | Reduce -1.4% | 0.70% | −0.07 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.07 |
| NAD Nuveen Quality Municipal Inc. | Reduce -2.4% | 0.55% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 0.19% | −0.06 |
| NDMO Nuveen Dynamic Municipal Opp | Reduce -0.5% | 0.59% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -16.6% | 0.13% | −0.06 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.06 |
| UNP Union Pacific Corp. | Reduce -4.7% | 0.36% | −0.06 |
| KMI Kinder Morgan Inc. | Reduce -40.9% | 0.07% | −0.06 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.06 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.05 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.05 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.05 |
| FANG Diamondback Energy Inc. | Reduce -6.1% | 0.16% | −0.05 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.05 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.05 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -3.6% | 0.35% | −0.05 |
| ITW Illinois Tool Works | Reduce -4.9% | 0.36% | −0.05 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.05 |
| PRU Prudential Financial Inc. | Reduce -30.0% | 0.08% | −0.05 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.05 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.05 |
| RGLS Regulus Therapeutics Inc. | Sold out | 0.00% | −0.05 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.05 |
| KIM Kimco Realty Corp. | Sold out | 0.00% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -1.7% | 0.26% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -5.2% | 0.29% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.2% | 0.21% | −0.04 |
| AME Ametek Inc. | Reduce -0.0% | 1.37% | −0.04 |
| NZF Nuveen Municipal Credit Inc. | Reduce -5.6% | 0.18% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +8.5% | 2.60% | +0.83 |
| ROM Proshares Ultra Technology | Add +102.5% | 1.20% | +0.75 |
| MUB iShares National Muni Bond E | Add +388.0% | 0.92% | +0.71 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.4% | 7.26% | +0.34 |
| AMZN Amazon.com Inc. | Add +7.0% | 2.62% | +0.33 |
| QUAL iShares MSCI USA Quality Fac | Add +157.9% | 0.52% | +0.32 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.29% | +0.29 |
| IYW iShares Ustechnology ETF | Add +41.7% | 0.71% | +0.27 |
| VYM Vanguard High DVD Yield ETF | New | 0.27% | +0.27 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +208.1% | 0.40% | +0.26 |
| THRO iShares U.S. Thematic Rotati | New | 0.25% | +0.25 |
| TSLA Tesla Inc. | Add +3.8% | 1.43% | +0.22 |
| TLH iShares 10-20 Year Treasury | New | 0.22% | +0.22 |
| JEPI JPMorgan Equity Premium Inco | Add +124.2% | 0.41% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +13.3% | 1.31% | +0.18 |
| AVGO Broadcom Inc. | Add +45.4% | 0.32% | +0.18 |
| OEF iShares S&P 100 ETF | New | 0.14% | +0.14 |
| AIS Vistashares Ais ETF | Add +73.9% | 0.26% | +0.13 |
| HIMU iShares High Yild Muni A ETF | New | 0.13% | +0.13 |
| SPEM State Street SP PTF Em ETF | New | 0.13% | +0.13 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.13% | +0.13 |
| AVUV Avantis US Small Cap Value | New | 0.13% | +0.13 |
| IAU iShares Gold Trust | New | 0.12% | +0.12 |
| PANW Palo Alto Networks Inc. | Add +28.2% | 0.41% | +0.12 |
| MBB iShares MBS ETF | New | 0.12% | +0.12 |
| DFAI Dimensional International Co. | New | 0.12% | +0.12 |
| OKE Oneok Inc. | Add +167.5% | 0.23% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 1.13% | +0.11 |
| STIP iShares 0-5 Year Tips Bond E | Add +254.1% | 0.16% | +0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +230.8% | 0.16% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.9% | 0.75% | +0.10 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.10% | +0.10 |
| YLD Principal Act Hi YLD ETF | New | 0.10% | +0.10 |
| TXN Texas Instruments Inc. | Add +5.0% | 0.81% | +0.09 |
| CRSP Crispr Therapeutics AG | Add +71.9% | 0.15% | +0.09 |
| SYM Symbotic Inc. | New | 0.08% | +0.08 |
| USRT iShares Core US REIT ETF | Add +92.0% | 0.18% | +0.08 |
| AMD Advanced Micro Devices | New | 0.08% | +0.08 |
| AVXC Avantis Emg MKT Ex China ETF | New | 0.07% | +0.07 |
| MGY Magnolia Oil & Gas Corp. Class A | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | Add +2.2% | 0.19% | +0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +5.6% | 0.74% | +0.06 |
| WMT Walmart Inc. | Add +0.2% | 1.70% | +0.06 |
| CAT Caterpillar Inc. | Add +0.4% | 0.58% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +21.5% | 0.11% | +0.05 |
| XLK SS Technology Select Sector | Add +5.0% | 0.28% | +0.05 |
| C Citigroup Inc. | Add +33.4% | 0.14% | +0.04 |
| FVD First Trust Value Line DVD | New | 0.04% | +0.04 |
| MPLX MPLX LP | New | 0.04% | +0.04 |
| XLI SS Industrial Select Sector | Add +38.9% | 0.14% | +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 |