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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
UNP icon
76
Union Pacific
UNP
$177B
$1.75M 0.28%
7,575
-109
-1% -$24.9K
BINC icon
77
BlackRock Flexible Income ETF
BINC
$16.1B
$1.71M 0.27%
32,393
+7,668
+31% +$407K
CIFR icon
78
Cipher Digital
CIFR
$8.22B
$1.7M 0.27%
115,000
+62,500
+119% +$1.1M
XLK icon
79
State Street Technology Select Sector SPDR ETF
XLK
$112B
$1.68M 0.27%
11,663
+825
+8% +$119K
BLK icon
80
Blackrock
BLK
$169B
$1.66M 0.26%
1,547
+100
+7% +$109K
CRWD icon
81
CrowdStrike
CRWD
$187B
$1.63M 0.26%
13,944
+44
+0.3% +$5.6K
ATO icon
82
Atmos Energy
ATO
$30.3B
$1.58M 0.25%
9,401
+4,416
+89% +$764K
NVG icon
83
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$1.57M 0.25%
124,165
+484
+0.4% +$6.07K
MRK icon
84
Merck
MRK
$325B
$1.53M 0.24%
14,583
+6,549
+82% +$615K
PANW icon
85
Palo Alto Networks
PANW
$261B
$1.52M 0.24%
8,231
+1,974
+32% +$398K
LMT icon
86
Lockheed Martin
LMT
$133B
$1.51M 0.24%
3,125
-15
-0.5% -$7.18K
SDY icon
87
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$1.51M 0.24%
10,823
+331
+3% +$46.1K
DVY icon
88
iShares Select Dividend ETF
DVY
$24.1B
$1.49M 0.24%
10,555
-330
-3% -$46.6K
IBM icon
89
IBM
IBM
$215B
$1.45M 0.23%
4,897
+2,014
+70% +$603K
STIP icon
90
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$1.43M 0.23%
13,979
+1,401
+11% +$144K
VCIT icon
91
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$1.4M 0.22%
16,701
+7,435
+80% +$625K
LOW icon
92
Lowe's Companies
LOW
$122B
$1.38M 0.22%
5,729
-52
-0.9% -$12.5K
TMO icon
93
Thermo Fisher Scientific
TMO
$212B
$1.37M 0.22%
2,358
+1
+0% +$566
T icon
94
AT&T
T
$170B
$1.31M 0.21%
52,753
-1,610
-3% -$40.8K
EPD icon
95
Enterprise Products Partners
EPD
$83.3B
$1.31M 0.21%
40,787
-323
-0.8% -$10.2K
USRT icon
96
iShares Core US REIT ETF
USRT
$4.77B
$1.28M 0.2%
22,511
+1,453
+7% +$84.1K
AVEM icon
97
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$1.23M 0.2%
16,025
+7,181
+81% +$550K
MBB icon
98
iShares MBS ETF
MBB
$39.3B
$1.22M 0.19%
12,804
+3,446
+37% +$329K
ADP icon
99
Automatic Data Processing
ADP
$107B
$1.15M 0.18%
4,484
+2,152
+92% +$573K
BA icon
100
Boeing
BA
$175B
$1.14M 0.18%
5,267
+120
+2% +$24.7K
2 3
4
5 6

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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.