Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TYLER-STONE WEALTH MANAGEMENT | 08-14-2024 | 06-30-2024 | 979 | 243,363,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $21,188,499 | 171,511 | 0.01 | 0.01 | 154,202 | 890.88 | 06-30-2024 |
| APPLE INC | COM | 2 | $11,836,644 | 56,199 | 0.00 | 0.00 | -361 | -0.64 | 06-30-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 3 | $9,169,832 | 117,487 | 0.00 | 0.00 | 25,149 | 27.24 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $8,710,368 | 15,917 | 0.00 | 0.00 | 1,489 | 10.32 | 06-30-2024 |
