Portfolio (Quarterly)
Guide ↗
Tyche Wealth Partners LLC
· CIK 0002004818| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SO | SOUTHERN CO | Utilities | 28,092.0 | $2.7M | 0.38% | NEW | — | $95.71 | -5.8% |
| 62 | PANW | PALO ALTO NETWORKS INC | Technology | 7,736.0 | $2.6M | 0.37% | NEW | — | $341.04 | +4.5% |
| 63 | IEMG | ISHARES INC | — | 30,354.0 | $2.5M | 0.35% | NEW | — | $82.84 | -1.3% |
| 64 | CIFR | CIPHER DIGITAL INC | Financial Services | 100,000.0 | $2.5M | 0.34% | NEW | — | $24.50 | -36.0% |
| 65 | AME | AMETEK INC | Industrials | 10,047.0 | $2.4M | 0.34% | NEW | — | $241.94 | -1.7% |
| 66 | RSP | INVESCO EXCHANGE TRADED FD T | — | 11,271.0 | $2.4M | 0.34% | NEW | — | $212.76 | +4.2% |
| 67 | NFLX | NETFLIX INC. | Communication Services | 31,935.0 | $2.3M | 0.32% | NEW | — | $71.40 | +12.5% |
| 68 | XLK | SELECT SECTOR SPDR TR | — | 11,550.0 | $2.2M | 0.31% | NEW | — | $190.51 | -3.8% |
| 69 | SHLD | GLOBAL X FDS | — | 36,133.0 | $2.2M | 0.30% | NEW | — | $59.71 | +12.5% |
| 70 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 5,150.0 | $2.1M | 0.30% | NEW | — | $415.64 | -6.1% |
| 71 | DFIC | DIMENSIONAL ETF TRUST | — | 56,575.0 | $2.1M | 0.30% | NEW | — | $37.26 | +5.7% |
| 72 | SPHD | INVESCO EXCH TRADED FD TR II | — | 41,395.0 | $2.1M | 0.29% | NEW | — | $50.84 | +4.8% |
| 73 | BNDX | VANGUARD CHARLOTTE FDS | — | 43,296.0 | $2.1M | 0.29% | NEW | — | $48.43 | -1.6% |
| 74 | UNP | UNION PAC CORP | Industrials | 7,493.0 | $2.0M | 0.29% | NEW | — | $271.99 | +11.8% |
| 75 | SDY | SPDR SERIES TRUST | — | 13,366.0 | $2.0M | 0.29% | NEW | — | $152.18 | +4.2% |
| 76 | META | META PLATFORMS INC | Communication Services | 3,516.0 | $2.0M | 0.28% | NEW | — | $563.22 | -1.8% |
| 77 | STIP | ISHARES TR | — | 19,099.0 | $2.0M | 0.27% | NEW | — | $102.16 | -1.2% |
| 78 | AVEM | AMERICAN CENTY ETF TR | — | 20,175.0 | $1.9M | 0.27% | NEW | — | $96.49 | -2.2% |
| 79 | ITW | ILLINOIS TOOL WKS INC | Industrials | 7,119.0 | $1.9M | 0.27% | NEW | — | $270.47 | +4.3% |
| 80 | GOVT | ISHARES TR | — | 83,089.0 | $1.9M | 0.27% | NEW | — | $22.78 | -1.5% |
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%