Latest Tyche Wealth Partners LLC Stock Portfolio

Tyche Wealth Partners LLC Performance:

2025 Q3: 5.89%YTD: 8.14%2024: 13%

Performance for 2025 Q3 is 5.89%, and YTD is 8.14%, and 2024 is 13%.

About Tyche Wealth Partners LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Tyche Wealth Partners LLC reported an equity portfolio of $570 Millions as of 30 Sep, 2025.

The top stock holdings of Tyche Wealth Partners LLC are SPY, AAPL, PEP. The fund has invested 7% of it's portfolio in SPDR S&P 500 ETF TR and 5.6% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (AAXJ), ISHARES INC (EMGF) and PIONEER MUNICIPAL HIGH INCOM stocks. They significantly reduced their stock positions in SEASTAR MEDICAL HOLDING CORP, ISHARES TR (IJR) and AMETEK INC (AME). Tyche Wealth Partners LLC opened new stock positions in ISHARES INC (EMGF), SCHWAB STRATEGIC TR (FNDA) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WHITEHALL FDS (VIGI), ISHARES GOLD TR (IAU) and ISHARES TR (AAXJ).

Tyche Wealth Partners LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Tyche Wealth Partners LLC made a return of 5.89% in the last quarter. In trailing 12 months, it's portfolio return was 8.57%.

New Buys

Ticker	$ Bought
ishares inc	1,707,590
schwab strategic tr	1,646,050
blackrock etf trust	1,560,460
global x fds	1,416,810
ishares tr	1,179,850
dimensional etf trust	944,533
dimensional etf trust	820,298
american centy etf tr	664,273

New stocks bought by Tyche Wealth Partners LLC

Additions

Ticker	% Inc.
vanguard whitehall fds	262
ishares gold tr	220
ishares tr	215
blackrock etf trust ii	209
vanguard scottsdale fds	190
ishares tr	127
ishares tr	119
spdr index shs fds	106

Additions to existing portfolio by Tyche Wealth Partners LLC

Reductions

Ticker	% Reduced
seastar medical holding corp	-53.05
ishares tr	-43.17
ametek inc	-41.98
oge energy corp	-39.83
crispr therapeutics ag	-37.92
palo alto networks inc	-37.88
vanguard index fds	-35.9
palantir technologies inc	-34.8

Tyche Wealth Partners LLC reduced stake in above stock

Sold off

Ticker	$ Sold
pioneer municipal high incom	-525,024
axt inc	-31,350
ishares inc	-635,846
ssga active etf tr	-259,064
ishares tr	-646,229
bristol-myers squibb co	-260,056
global x fds	-203,752
alliancebernstein hldg l p	-204,152

Tyche Wealth Partners LLC got rid off the above stocks

Sector Distribution

Tyche Wealth Partners LLC has about 42.2% of it's holdings in Others sector.

Sector	%
Others	42.2
Technology	14
Consumer Defensive	11.2
Consumer Cyclical	6.4
Financial Services	5.5
Energy	5.4
Industrials	5
Healthcare	3.8
Communication Services	2.9
Utilities	2.1
Basic Materials	1.1

Market Cap. Distribution

Tyche Wealth Partners LLC has about 56.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	42.2
MEGA-CAP	39.8
LARGE-CAP	17

Stocks belong to which Index?

About 55.4% of the stocks held by Tyche Wealth Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	55.4
Others	43.9

Top 5 Winners (%)		%
CIFR	cipher mining inc	163.4 %
CHRS	coherus oncology inc	124.3 %
JOBY	joby aviation inc	51.8 %
CWK	cushman wakefield plc	43.2 %
TSLA	tesla inc	39.9 %

Top 5 Winners ($)		$
AAPL	apple inc	6.2 M
TSLA	tesla inc	2.8 M
SPY	spdr s&p 500 etf tr	2.8 M
NVDA	nvidia corporation	2.3 M
PEP	pepsico inc	1.7 M

Top 5 Losers (%)		%
CARR	carrier global corporation	-18.4 %
ACN	accenture plc ireland	-17.3 %
UPS	united parcel service inc	-17.3 %
JKHY	henry jack & assoc inc	-17.2 %
FSK	fs kkr cap corp	-15.9 %

Top 5 Losers ($)		$
TXN	texas instrs inc	-0.5 M
NFLX	netflix inc	-0.4 M
COST	costco whsl corp new	-0.4 M
V	visa inc	-0.4 M
PM	philip morris intl inc	-0.4 M

Tyche Wealth Partners LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tyche Wealth Partners LLC

Tyche Wealth Partners LLC has 315 stocks in it's portfolio. About 35.7% of the portfolio is in top 10 stocks. TXN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Tyche Wealth Partners LLC last quarter.

Last Reported on: 04 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.61	125,471	31,948,600	reduced	-0.29

AAXJ	ishares tr	1.79	95,739	10,195,200	added	119

AAXJ	ishares tr	0.60	33,383	3,438,090	added	215

AAXJ	ishares tr	0.22	21,058	1,236,540	added	30.29

AAXJ	ishares tr	0.16	9,358	890,428	added	45.31

AAXJ	ishares tr	0.04	3,576	214,858	reduced	-5.5

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AB	alliancebernstein hldg l p	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.69	16,977	3,930,840	reduced	-10.72

ABT	abbott labs	0.28	12,132	1,624,930	added	0.01

ACES	alps etf tr	0.04	4,225	254,472	reduced	-26.76

ACN	accenture plc ireland	0.14	3,133	772,523	added	1.06

ACWF	ishares tr	0.43	53,011	2,476,140	added	23.57

ACWF	ishares tr	0.21	15,869	1,179,850	new

ACWF	ishares tr	0.04	5,525	239,234	reduced	-4.51

ADP	automatic data processing in	0.12	2,332	684,523	reduced	-0.09

AEE	ameren corp	0.05	2,512	262,233	added	8.79

AEMB	american centy etf tr	0.14	8,144	810,587	added	17.43

AEMB	american centy etf tr	0.12	8,844	664,273	new

AEP	american elec pwr co inc	0.04	2,050	230,677	reduced	-2.33