Portfolio (Quarterly)
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Tyche Wealth Partners LLC
· CIK 0002004818| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | MS | MORGAN STANLEY | Financial Services | 1,866.0 | $390K | 0.06% | NEW | — | $208.99 | +2.5% |
| 222 | CR | CRANE COMPANY | Industrials | 1,741.0 | $388K | 0.06% | NEW | — | $223.08 | -6.6% |
| 223 | PZA | INVESCO EXCH TRADED FD TR II | — | 16,486.0 | $388K | 0.05% | NEW | — | $23.52 | -3.0% |
| 224 | SBR | SABINE RTY TR | Energy | 5,269.0 | $386K | 0.05% | NEW | — | $73.20 | +0.8% |
| 225 | EMR | EMERSON ELEC CO | Industrials | 2,692.0 | $385K | 0.05% | NEW | — | $143.14 | +9.8% |
| 226 | ETB | EATON VANCE TAX MNGED BUY WR | Financial Services | 24,650.0 | $383K | 0.05% | NEW | — | $15.54 | +0.3% |
| 227 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 6,614.0 | $383K | 0.05% | NEW | — | $57.84 | +11.4% |
| 228 | UPS | UNITED PARCEL SVCS INC | Industrials | 3,539.0 | $380K | 0.05% | NEW | — | $107.49 | -5.1% |
| 229 | DBA | INVESCO DB MULTI-SECTOR COMM | Financial Services | 14,206.0 | $379K | 0.05% | NEW | — | $26.67 | +6.2% |
| 230 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 3,438.0 | $377K | 0.05% | NEW | — | $109.77 | -0.4% |
| 231 | — | TXNM ENERGY INC | — | 6,593.0 | $374K | 0.05% | NEW | — | $56.78 | — |
| 232 | XLB | SELECT SECTOR SPDR TR | — | 7,323.0 | $372K | 0.05% | NEW | — | $50.83 | +5.3% |
| 233 | DFUS | DIMENSIONAL ETF TRUST | — | 4,538.0 | $372K | 0.05% | NEW | — | $81.94 | +2.1% |
| 234 | PRU | PRUDENTIAL FINL INC | Financial Services | 3,433.0 | $370K | 0.05% | NEW | — | $107.92 | +12.3% |
| 235 | XLC | SELECT SECTOR SPDR TR | — | 3,428.0 | $367K | 0.05% | NEW | — | $107.12 | +4.0% |
| 236 | ACN | ACCENTURE PLC IRELAND | Technology | 2,921.0 | $364K | 0.05% | NEW | — | $124.45 | +48.9% |
| 237 | ITOT | ISHARES TR | — | 2,185.0 | $359K | 0.05% | NEW | — | $164.26 | +2.3% |
| 238 | EMN | EASTMAN CHEM CO | Basic Materials | 5,312.0 | $356K | 0.05% | NEW | — | $66.98 | +10.6% |
| 239 | AMAT | APPLIED MATLS INC | Technology | 491.0 | $355K | 0.05% | NEW | — | $723.68 | -32.0% |
| 240 | NVS | NOVARTIS AG | Healthcare | 2,255.0 | $353K | 0.05% | NEW | — | $156.70 | +1.4% |
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%