Filed: 1/27/2025ACC: 0001951757-25-000138
📋 What this filing means
TYCHE WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 301 equity positions with a total reported market value of $473.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
301
Positions
$473.46M
Total AUM (reported)
6.24M
Total Shares
Allocation by class
COM$313.76M66.3%
TR UNIT$21.70M4.6%
TRENDP US LAR CP$12.22M2.6%
DIV APP ETF$12.02M2.5%
CL A$11.34M2.4%
SPECTRUM PFD$11.07M2.3%
COM CL A$8.24M1.7%
Portfolio Concentration
Top 3$86.72M18.3%
4–10$87.71M18.5%
11–25$91.12M19.2%
Rest$207.90M43.9%
Top 3 weight
18.3%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 6.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole301
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings301
Rows:
APPLE INC
SOLEShares138.35K
TypeSH
Market value$34.65M
7.32%
Sole
0.00
Shared
0.00
None
138.35K
PEPSICO INC
SOLEShares199.79K
TypeSH
Market value$30.38M
6.42%
Sole
0.00
Shared
0.00
None
199.79K
SPDR S&P 500 ETF TR
SOLEShares37.02K
TypeSH
Market value$21.70M
4.58%
Sole
0.00
Shared
0.00
None
37.02K
EXXON MOBIL CORP
SOLEShares163.09K
TypeSH
Market value$17.54M
3.71%
Sole
0.00
Shared
0.00
None
163.09K
MICROSOFT CORP
SOLEShares32.37K
TypeSH
Market value$13.65M
2.88%
Sole
0.00
Shared
0.00
None
32.37K
PACER FDS TR
SOLEShares228.76K
TypeSH
Market value$12.22M
2.58%
Sole
0.00
Shared
0.00
None
228.76K
VANGUARD SPECIALIZED FUNDS
SOLEShares61.40K
TypeSH
Market value$12.02M
2.54%
Sole
0.00
Shared
0.00
None
61.40K
AMAZON COM INC
SOLEShares53.21K
TypeSH
Market value$11.67M
2.47%
Sole
0.00
Shared
0.00
None
53.21K
PRINCIPAL EXCHANGE TRADED FD
SOLEShares594.93K
TypeSH
Market value$11.07M
2.34%
Sole
0.00
Shared
0.00
None
594.93K
NVIDIA CORPORATION
SOLEShares70.97K
TypeSH
Market value$9.53M
2.01%
Sole
0.00
Shared
0.00
None
70.97K
TESLA INC
SOLEShares21.74K
TypeSH
Market value$8.78M
1.85%
Sole
0.00
Shared
0.00
None
21.74K
WALMART INC
SOLEShares94.46K
TypeSH
Market value$8.53M
1.80%
Sole
0.00
Shared
0.00
None
94.46K
VISA INC
SOLEShares26.07K
TypeSH
Market value$8.24M
1.74%
Sole
0.00
Shared
0.00
None
26.07K
HOME DEPOT INC
SOLEShares18.76K
TypeSH
Market value$7.30M
1.54%
Sole
0.00
Shared
0.00
None
18.76K
AMETEK INC
SOLEShares37.86K
TypeSH
Market value$6.82M
1.44%
Sole
0.00
Shared
0.00
None
37.86K
PROCTER AND GAMBLE CO
SOLEShares39.20K
TypeSH
Market value$6.57M
1.39%
Sole
0.00
Shared
0.00
None
39.20K
COSTCO WHSL CORP NEW
SOLEShares6.51K
TypeSH
Market value$5.97M
1.26%
Sole
0.00
Shared
0.00
None
6.51K
ELI LILLY & CO
SOLEShares7.04K
TypeSH
Market value$5.44M
1.15%
Sole
0.00
Shared
0.00
None
7.04K
ISHARES TR
SOLEShares8.94K
TypeSH
Market value$5.27M
1.11%
Sole
0.00
Shared
0.00
None
8.94K
INVESCO QQQ TR
SOLEShares9.34K
TypeSH
Market value$4.78M
1.01%
Sole
0.00
Shared
0.00
None
9.34K
MASTERCARD INCORPORATED
SOLEShares9K
TypeSH
Market value$4.74M
1.00%
Sole
0.00
Shared
0.00
None
9K
NUVEEN QUALITY MUNCP INCOME
SOLEShares406.49K
TypeSH
Market value$4.74M
1.00%
Sole
0.00
Shared
0.00
None
406.49K
JPMORGAN CHASE & CO.
SOLEShares19.71K
TypeSH
Market value$4.72M
1.00%
Sole
0.00
Shared
0.00
None
19.71K
ALTRIA GROUP INC
SOLEShares88.47K
TypeSH
Market value$4.63M
0.98%
Sole
0.00
Shared
0.00
None
88.47K
CHEVRON CORP NEW
SOLEShares31.73K
TypeSH
Market value$4.60M
0.97%
Sole
0.00
Shared
0.00
None
31.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 138.35K | SH | $34.65M 7.32% | 0.00 | 0.00 | 138.35K |
PEPSICO INCSOLE | COM | 199.79K | SH | $30.38M 6.42% | 0.00 | 0.00 | 199.79K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 37.02K | SH | $21.70M 4.58% | 0.00 | 0.00 | 37.02K |
EXXON MOBIL CORPSOLE | COM | 163.09K | SH | $17.54M 3.71% | 0.00 | 0.00 | 163.09K |
MICROSOFT CORPSOLE | COM | 32.37K | SH | $13.65M 2.88% | 0.00 | 0.00 | 32.37K |
PACER FDS TRSOLE | TRENDP US LAR CP | 228.76K | SH | $12.22M 2.58% | 0.00 | 0.00 | 228.76K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 61.40K | SH | $12.02M 2.54% | 0.00 | 0.00 | 61.40K |
AMAZON COM INCSOLE | COM | 53.21K | SH | $11.67M 2.47% | 0.00 | 0.00 | 53.21K |
PRINCIPAL EXCHANGE TRADED FDSOLE | SPECTRUM PFD | 594.93K | SH | $11.07M 2.34% | 0.00 | 0.00 | 594.93K |
NVIDIA CORPORATIONSOLE | COM | 70.97K | SH | $9.53M 2.01% | 0.00 | 0.00 | 70.97K |
TESLA INCSOLE | COM | 21.74K | SH | $8.78M 1.85% | 0.00 | 0.00 | 21.74K |
WALMART INCSOLE | COM | 94.46K | SH | $8.53M 1.80% | 0.00 | 0.00 | 94.46K |
VISA INCSOLE | COM CL A | 26.07K | SH | $8.24M 1.74% | 0.00 | 0.00 | 26.07K |
HOME DEPOT INCSOLE | COM | 18.76K | SH | $7.30M 1.54% | 0.00 | 0.00 | 18.76K |
AMETEK INCSOLE | COM | 37.86K | SH | $6.82M 1.44% | 0.00 | 0.00 | 37.86K |
PROCTER AND GAMBLE COSOLE | COM | 39.20K | SH | $6.57M 1.39% | 0.00 | 0.00 | 39.20K |
COSTCO WHSL CORP NEWSOLE | COM | 6.51K | SH | $5.97M 1.26% | 0.00 | 0.00 | 6.51K |
ELI LILLY & COSOLE | COM | 7.04K | SH | $5.44M 1.15% | 0.00 | 0.00 | 7.04K |
ISHARES TRSOLE | CORE S&P500 ETF | 8.94K | SH | $5.27M 1.11% | 0.00 | 0.00 | 8.94K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.34K | SH | $4.78M 1.01% | 0.00 | 0.00 | 9.34K |
MASTERCARD INCORPORATEDSOLE | CL A | 9K | SH | $4.74M 1.00% | 0.00 | 0.00 | 9K |
NUVEEN QUALITY MUNCP INCOMESOLE | COM | 406.49K | SH | $4.74M 1.00% | 0.00 | 0.00 | 406.49K |
JPMORGAN CHASE & CO.SOLE | COM | 19.71K | SH | $4.72M 1.00% | 0.00 | 0.00 | 19.71K |
ALTRIA GROUP INCSOLE | COM | 88.47K | SH | $4.63M 0.98% | 0.00 | 0.00 | 88.47K |
CHEVRON CORP NEWSOLE | COM | 31.73K | SH | $4.60M 0.97% | 0.00 | 0.00 | 31.73K |
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