Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TYLER-STONE WEALTH MANAGEMENT | 02-14-2024 | 12-31-2023 | 954 | 199,753,065 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $11,283,347 | 58,606 | 0.01 | 5.67 | 550 | 0.95 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 2 | $8,850,576 | 17,872 | 0.00 | 4.34 | 376 | 2.15 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 3 | $6,687,264 | 14,001 | 0.00 | 3.20 | 933 | 7.14 | 12-31-2023 |
| PARKER-HANNIFIN CORP | COM | 4 | $6,166,067 | 13,384 | 0.00 | 2.95 | 93 | 0.70 | 12-31-2023 |
