TYCHE WEALTH PARTNERS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| SPY | SPDR S&P 500 ETF | 57,139 | +20,120 | +54.35% | $508.80 | 6.93% | 0.01% | 31,962,761 | 2025-03-31 | ||||||
| PEP | PEPSICO | 198,367 | -1,423 | -0.71% | $165.38 | 6.45% | 0.01% | 29,743,117 | 2025-03-31 | ||||||
| AAPL | APPLE | 126,858 | -11,493 | -8.31% | $187.06 | 6.11% | 0.00% | 28,178,921 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 164,905 | +1,811 | +1.11% | $106.78 | 4.25% | 0.00% | 19,612,153 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 89,288 | +27,893 | +45.43% | $173.20 | 3.75% | 0.02% | 17,321,035 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 32,250 | -124 | -0.38% | $361.52 | 2.62% | 0.00% | 12,106,474 | 2025-03-31 | ||||||
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | 233,120 | +4,362 | +1.91% | $42.08 | 2.60% | 0.00% | 11,994,026 | 2025-03-31 | ||||||
| PREF | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | 604,771 | +9,840 | +1.65% | $17.05 | 2.45% | 0.00% | 11,309,215 | 2025-03-31 | ||||||
| AMZN | AMAZON | 55,666 | +2,452 | +4.61% | $143.32 | 2.30% | 0.00% | 10,591,001 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 21,453 | +12,110 | +129.62% | $463.07 | 2.18% | 0.00% | 10,059,734 | 2025-03-31 | ||||||
| V | VISA | 26,651 | +585 | +2.24% | $248.48 | 2.02% | 0.00% | 9,340,237 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 75,440 | +4,472 | +6.30% | $51.08 | 1.77% | 0.00% | 8,176,198 | 2025-03-31 | ||||||
| WMT | WALMART | 86,209 | -8,250 | -8.73% | $55.54 | 1.64% | 0.00% | 7,568,274 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 40,868 | +1,665 | +4.25% | $149.69 | 1.51% | 0.00% | 6,964,765 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 17,987 | -777 | -4.14% | $320.96 | 1.43% | 0.00% | 6,591,983 | 2025-03-31 | ||||||
| AME | AMETEK | 37,824 | -33 | -0.09% | $151.64 | 1.41% | 0.02% | 6,511,029 | 2025-03-31 | ||||||
| CVX | CHEVRON | 33,477 | +1,742 | +5.49% | $150.48 | 1.21% | 0.00% | 5,600,415 | 2025-03-31 | ||||||
| TSLA | TESLA | 21,584 | -158 | -0.73% | $236.28 | 1.21% | 0.00% | 5,593,709 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 5,854 | -656 | -10.08% | $641.67 | 1.20% | 0.00% | 5,536,919 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 9,254 | +310 | +3.47% | $491.21 | 1.13% | 0.00% | 5,199,770 | 2025-03-31 | ||||||
| MO | ALTRIA | 84,712 | -3,759 | -4.25% | $41.25 | 1.10% | 0.01% | 5,084,386 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 19,250 | -459 | -2.33% | $157.57 | 1.02% | 0.00% | 4,721,924 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 8,691 | +233 | +2.75% | $413.27 | 0.97% | 0.00% | 4,466,556 | 2025-03-31 | ||||||
| MA | MASTERCARD | 7,644 | -1,358 | -15.09% | $421.97 | 0.91% | 0.00% | 4,189,620 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 4,824 | -2,220 | -31.52% | $700.77 | 0.86% | 0.00% | 3,984,128 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 18,625 | -3,543 | -15.98% | $156.06 | 0.85% | 0.00% | 3,902,283 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 23,474 | -381 | -1.60% | $153.30 | 0.84% | 0.00% | 3,892,975 | 2025-03-31 | ||||||
| KO | COCA COLA | 50,093 | +646 | +1.31% | $57.05 | 0.78% | 0.00% | 3,587,641 | 2025-03-31 | ||||||
| NEE | NEXTERA ENERGY | 47,438 | -288 | -0.60% | $56.53 | 0.73% | 0.00% | 3,362,877 | 2025-03-31 | ||||||
| TXN | TEXAS INSTRUMENTS | 18,445 | +543 | +3.03% | $164.10 | 0.72% | 0.00% | 3,314,601 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 86,252 | +19,855 | +29.90% | $34.26 | 0.68% | 0.01% | 3,140,445 | 2025-03-31 | ||||||
| NDMO | NUVEEN DYNAMIC MUNICIPAL OPPORTUNITIES FUND | 293,717 | +2,713 | +0.93% | $10.17 | 0.65% | 0.00% | 3,013,541 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 10,827 | +1,128 | +11.63% | $228.22 | 0.64% | 0.00% | 2,975,730 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 9,462 | -2,969 | -23.88% | $276.77 | 0.64% | 0.00% | 2,955,705 | 2025-03-31 | ||||||
| NFLX | NETFLIX | 3,148 | +39 | +1.25% | $453.07 | 0.64% | 0.00% | 2,935,604 | 2025-03-31 | ||||||
| META | META | 5,069 | +351 | +7.44% | $481.83 | 0.63% | 0.00% | 2,921,300 | 2025-03-31 | ||||||
| NAD | NUVEEN QUALITY MUNICIPAL INCOME FUND | 248,066 | -158,428 | -38.97% | $10.63 | 0.62% | 0.00% | 2,857,721 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 5,335 | -95 | -1.75% | $0.00 | 0.62% | 0.00% | 2,841,314 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 17,820 | +1,004 | +5.97% | $95.19 | 0.61% | 0.00% | 2,828,569 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 17,392 | -1,709 | -8.95% | $136.41 | 0.58% | 0.00% | 2,689,480 | 2025-03-31 | ||||||
| SO | SOUTHERN | 28,090 | +1,514 | +5.70% | $70.28 | 0.56% | 0.00% | 2,582,912 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 4,733 | +50 | +1.07% | $530.22 | 0.54% | 0.00% | 2,478,658 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 7,409 | +172 | +2.38% | $266.95 | 0.53% | 0.00% | 2,443,563 | 2025-03-31 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 16,971 | +548 | +3.34% | $88.07 | 0.49% | 0.00% | 2,248,016 | 2025-03-31 | ||||||
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 44,610 | +600 | +1.36% | $39.87 | 0.49% | 0.06% | 2,240,768 | 2025-03-31 | ||||||
| GS | GOLDMAN SACHS GROUP | 3,843 | +64 | +1.69% | $346.51 | 0.45% | 0.00% | 2,099,140 | 2025-03-31 | ||||||
| ROM | PROSHARES ULTRA TECHNOLOGY | 38,722 | +5,634 | +17.03% | $52.38 | 0.45% | 0.38% | 2,068,902 | 2025-03-31 | ||||||
| IYW | ISHARES US TECHNOLOGY ETF | 14,425 | +12,282 | +573.12% | $154.87 | 0.44% | 0.01% | 2,025,876 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 6,822 | 0 | 0.00% | $182.87 | 0.43% | 0.00% | 1,965,691 | 2025-03-31 | ||||||
| UNP | UNION PACIFIC | 8,150 | +354 | +4.54% | $221.10 | 0.42% | 0.00% | 1,925,252 | 2025-03-31 | ||||||