Portfolio (Quarterly)
Guide ↗
Tyche Wealth Partners LLC
· CIK 0002004818| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | — | HONEYWELL AEROSPACE INC | — | 3,391.0 | $750K | 0.10% | NEW | — | $221.08 | — |
| 142 | INTC | INTEL CORP | Technology | 5,346.0 | $747K | 0.10% | NEW | — | $139.64 | -35.5% |
| 143 | AVXC | AMERICAN CENTY ETF TR | — | 8,697.0 | $745K | 0.10% | NEW | — | $85.65 | -4.7% |
| 144 | BX | BLACKSTONE INC | Financial Services | 6,155.0 | $724K | 0.10% | NEW | — | $117.67 | +21.8% |
| 145 | SSO | PROSHARES TR | — | 10,384.0 | $700K | 0.10% | NEW | — | $67.38 | +4.1% |
| 146 | HYD | VANECK ETF TRUST | — | 13,576.0 | $699K | 0.10% | NEW | — | $51.51 | -2.5% |
| 147 | LRCX | LAM RESEARCH CORP | Technology | 1,611.0 | $698K | 0.10% | NEW | — | $433.41 | -27.6% |
| 148 | LIN | LINDE PLC | Basic Materials | 1,343.0 | $697K | 0.10% | NEW | — | $518.82 | -6.0% |
| 149 | VKQ | INVESCO MUNICIPAL TRUST | Financial Services | 68,846.0 | $691K | 0.10% | NEW | — | $10.04 | -3.4% |
| 150 | ECL | ECOLAB INC | Basic Materials | 2,477.0 | $690K | 0.10% | NEW | — | $278.59 | +1.1% |
| 151 | MMM | 3M CO | Industrials | 4,233.0 | $685K | 0.10% | NEW | — | $161.91 | +10.5% |
| 152 | C | CITIGROUP INC | Financial Services | 4,884.0 | $684K | 0.10% | NEW | — | $139.96 | -5.9% |
| 153 | DISV | DIMENSIONAL ETF TRUST | — | 16,899.0 | $678K | 0.10% | NEW | — | $40.13 | +10.9% |
| 154 | DIS | DISNEY WALT CO | Communication Services | 6,963.0 | $670K | 0.09% | NEW | — | $96.25 | +12.0% |
| 155 | ORCL | ORACLE CORP | Technology | 4,561.0 | $668K | 0.09% | NEW | — | $146.56 | -0.1% |
| 156 | AZO | AUTOZONE INC | Consumer Cyclical | 207.0 | $662K | 0.09% | NEW | — | $3195.94 | -7.4% |
| 157 | MU | MICRON TECHNOLOGY INC | Technology | 572.0 | $660K | 0.09% | NEW | — | $1154.49 | -16.3% |
| 158 | AVDE | AMERICAN CENTY ETF TR | — | 7,359.0 | $656K | 0.09% | NEW | — | $89.20 | +5.7% |
| 159 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 10,610.0 | $652K | 0.09% | NEW | — | $61.46 | -2.6% |
| 160 | NSC | NORFOLK SOUTHN CORP | Industrials | 2,064.0 | $649K | 0.09% | NEW | — | $314.59 | +11.5% |
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%