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Tyche Wealth Partners Portfolio holdings

AUM $648M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
+2.13%
1 Year Est. Return
+20.17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$59.8M
Cap. Flow
+$50.3M
Cap. Flow %
7.98%
Top 10 Hldgs %
34.36%
Holding
358
New
42
Increased
153
Reduced
92
Closed
22

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.06M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.58M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.09M
4
MSFT icon
Microsoft
MSFT
+$2.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.8M

Top Sells

Rank Stock Value
1
AME icon
Ametek
AME
+$2.32M
2
LLY icon
Eli Lilly
LLY
+$1.93M
3
YLD icon
Principal Active High Yield ETF
YLD
+$739K
4
HD icon
Home Depot
HD
+$685K
5
NVDA icon
NVIDIA
NVDA
+$649K

Sector Composition

Rank Sector Weight
1 Technology 14.6%
2 Consumer Staples 10.13%
3 Financials 6.31%
4 Consumer Discretionary 5.84%
5 Energy 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBR
251
Sabine Royalty Trust
SBR
$1.06B
$326K 0.05%
4,758
– –
EMR icon
252
Emerson Electric
EMR
$81.6B
$325K 0.05%
2,448
-63
-3% -$8.36K
VRSK icon
253
Verisk Analytics
VRSK
$27.9B
$323K 0.05%
+1,443
New +$326K
CR icon
254
Crane Co
CR
$11.9B
$321K 0.05%
1,740
-1
-0.1% -$186
VPU
255
Vanguard Utilities ETF
VPU
$8.56B
$319K 0.05%
1,725
– –
XEL icon
256
Xcel Energy
XEL
$49.2B
$314K 0.05%
4,254
+272
+7% +$21.5K
CHRS icon
257
Coherus Oncology
CHRS
$217M
$314K 0.05%
220,868
+25,000
+13% +$36.4K
NUW icon
258
Nuveen AMT-Free Municipal Value Fund
NUW
$252M
$312K 0.05%
21,800
– –
EQIX icon
259
Equinix
EQIX
$99.4B
$310K 0.05%
+405
New +$317K
NVS icon
260
Novartis
NVS
$302B
$310K 0.05%
2,250
– –
WSO icon
261
Watsco Inc
WSO
$13.2B
$310K 0.05%
+919
New +$328K
NUE icon
262
Nucor
NUE
$58.3B
$303K 0.05%
1,858
-11
-0.6% -$1.65K
VUG icon
263
Vanguard Growth ETF
VUG
$212B
$299K 0.05%
3,672
-312
-8% -$25.3K
ADI icon
264
Analog Devices
ADI
$172B
$294K 0.05%
+1,083
New +$272K
MCO icon
265
Moody's
MCO
$83.7B
$293K 0.05%
574
+1
+0.2% +$488
CSX icon
266
CSX Corp
CSX
$94B
$289K 0.05%
7,978
-32
-0.4% -$1.15K
CARR icon
267
Carrier Global
CARR
$49.8B
$284K 0.05%
5,374
-238
-4% -$13.2K
PBR icon
268
Petrobras
PBR
$120B
$284K 0.05%
23,963
-1,754
-7% -$21.4K
HDV
269
iShares Core High Dividend ETF
HDV
$14.7B
$281K 0.04%
11,560
+295
+3% +$7.17K
EOG icon
270
EOG Resources
EOG
$77.7B
$281K 0.04%
+2,673
New +$287K
AEE icon
271
Ameren
AEE
$30.4B
$277K 0.04%
2,770
+258
+10% +$26.5K
WBD icon
272
Warner Bros
WBD
$64.3B
$276K 0.04%
+9,570
New +$224K
XLP icon
273
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$271K 0.04%
3,483
+113
+3% +$8.82K
BYM
274
DELISTED
BlackRock Municipal Income Quality Trust
BYM
$269K 0.04%
24,625
– –
PSA icon
275
Public Storage
PSA
$61.5B
$267K 0.04%
1,030
+46
+5% +$12.9K
9 10
11
12 13

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Tyche Wealth Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Tyche Wealth Partners held 358 positions worth $630M, up 10% from $570M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Tyche Wealth Partners deployed $50.3M of net new capital in Q4 2025, opening 42 new positions and adding to 153 existing holdings. Its largest new stake was iShares Systematic Bond ETF: 11,815 shares worth $1.06M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Staples and Financials.

On the sell side, the largest reduction was Ametek, an estimated $2.32M trimmed.

  • Tyche Wealth Partners's largest Q4 2025 buy was iShares Systematic Bond ETF: 11,815 shares worth $1.06M.
  • Tyche Wealth Partners added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $3.06M increase.
  • Tyche Wealth Partners's biggest Q4 2025 reduction was Ametek, cutting an estimated $2.32M.
  • Tyche Wealth Partners fully exited Principal Active High Yield ETF in Q4 2025, selling an estimated $739K.
  • Tyche Wealth Partners's ten largest holdings make up 34% of its $630M portfolio in Q4 2025.
  • Tyche Wealth Partners opened 42 new positions and closed 22 in Q4 2025.
  • Tyche Wealth Partners's portfolio value rose 10% quarter-over-quarter to $630M.

Based on Tyche Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.