Portfolio (Quarterly)
Guide ↗
Tyche Wealth Partners LLC
· CIK 0002004818| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | SPMD | SPDR SERIES TRUST | — | 8,112.0 | $548K | 0.08% | NEW | — | $67.56 | -0.4% |
| 182 | AMGN | AMGEN INC | Healthcare | 1,495.0 | $542K | 0.08% | NEW | — | $362.22 | +21.3% |
| 183 | DHR | DANAHER CORP DEL | Healthcare | 2,812.0 | $536K | 0.07% | NEW | — | $190.47 | +14.9% |
| 184 | XLF | SELECT SECTOR SPDR TR | — | 9,884.0 | $530K | 0.07% | NEW | — | $53.61 | +7.2% |
| 185 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 1,794.0 | $521K | 0.07% | NEW | — | $290.60 | -8.2% |
| 186 | XLY | SELECT SECTOR SPDR TR | — | 4,417.0 | $518K | 0.07% | NEW | — | $117.27 | +0.6% |
| 187 | PFE | PFIZER INC | Healthcare | 21,503.0 | $518K | 0.07% | NEW | — | $24.08 | +16.6% |
| 188 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 2,295.0 | $514K | 0.07% | NEW | — | $223.93 | +25.4% |
| 189 | FDX | FEDEX CORP | Industrials | 1,587.0 | $497K | 0.07% | NEW | — | $313.20 | +3.8% |
| 190 | ET | ENERGY TRANSFER L P | Energy | 25,717.0 | $492K | 0.07% | NEW | — | $19.12 | +10.8% |
| 191 | FEBW | AIM ETF PRODUCTS TRUST | — | 13,775.0 | $490K | 0.07% | NEW | — | $35.54 | +1.6% |
| 192 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 5,325.0 | $488K | 0.07% | NEW | — | $91.69 | -0.7% |
| 193 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 8,950.0 | $488K | 0.07% | NEW | — | $54.54 | +9.1% |
| 194 | VOE | VANGUARD INDEX FDS | — | 2,420.0 | $478K | 0.07% | NEW | — | $197.60 | +5.6% |
| 195 | — | CUSHMAN AND WAKEFIELD LTD | — | 35,084.0 | $470K | 0.07% | NEW | — | $13.39 | — |
| 196 | BEP | BROOKFIELD RENEWABLE ENERGY | Utilities | 13,450.0 | $467K | 0.07% | NEW | — | $34.73 | -5.6% |
| 197 | — | FORTINET INC | — | 3,000.0 | $461K | 0.07% | NEW | — | $153.62 | — |
| 198 | SLB | SLB LIMITED | Energy | 9,859.0 | $458K | 0.06% | NEW | — | $46.49 | +15.9% |
| 199 | DE | DEERE & CO | Industrials | 716.0 | $454K | 0.06% | NEW | — | $634.66 | +2.0% |
| 200 | CB | CHUBB LIMITED | Financial Services | 1,332.0 | $454K | 0.06% | NEW | — | $340.84 | +0.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
29.6%
Technology
20.7%
Consumer Defensive
14.1%
Energy
8.0%
Consumer Cyclical
7.8%
Industrials
7.3%
Healthcare
5.5%
Communication Services
3.3%
Utilities
2.6%
Basic Materials
0.9%