Filed: 4/23/2025ACC: 0001951757-25-000433
📋 What this filing means
TYCHE WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 297 equity positions with a total reported market value of $462.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
297
Positions
$462.01M
Total AUM (reported)
6.23M
Total Shares
Allocation by class
COM$279.69M60.5%
TR UNIT$31.96M6.9%
DIV APP ETF$17.32M3.7%
TRENDP US LAR CP$11.99M2.6%
SPECTRUM PFD$11.31M2.4%
UNIT SER 1$10.06M2.2%
CL A$9.82M2.1%
Portfolio Concentration
Top 3$89.88M19.5%
4–10$92.99M20.1%
11–25$89.53M19.4%
Rest$189.60M41.0%
Top 3 weight
19.5%
Top 10 weight
39.6%
Voting Authority Distribution
Total shares with voting rights: 6.23M
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
6.23M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole297
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings297
Rows:
SPDR S&P 500 ETF TR
SOLEShares57.14K
TypeSH
Market value$31.96M
6.92%
Sole
0.00
Shared
0.00
None
57.14K
PEPSICO INC
SOLEShares198.37K
TypeSH
Market value$29.74M
6.44%
Sole
0.00
Shared
0.00
None
198.37K
APPLE INC
SOLEShares126.86K
TypeSH
Market value$28.18M
6.10%
Sole
0.00
Shared
0.00
None
126.86K
EXXON MOBIL CORP
SOLEShares164.91K
TypeSH
Market value$19.61M
4.24%
Sole
0.00
Shared
0.00
None
164.91K
VANGUARD SPECIALIZED FUNDS
SOLEShares89.29K
TypeSH
Market value$17.32M
3.75%
Sole
0.00
Shared
0.00
None
89.29K
MICROSOFT CORP
SOLEShares32.25K
TypeSH
Market value$12.11M
2.62%
Sole
0.00
Shared
0.00
None
32.25K
PACER FDS TR
SOLEShares233.12K
TypeSH
Market value$11.99M
2.60%
Sole
0.00
Shared
0.00
None
233.12K
PRINCIPAL EXCHANGE TRADED FD
SOLEShares604.77K
TypeSH
Market value$11.31M
2.45%
Sole
0.00
Shared
0.00
None
604.77K
AMAZON COM INC
SOLEShares55.67K
TypeSH
Market value$10.59M
2.29%
Sole
0.00
Shared
0.00
None
55.67K
INVESCO QQQ TR
SOLEShares21.45K
TypeSH
Market value$10.06M
2.18%
Sole
0.00
Shared
0.00
None
21.45K
VISA INC
SOLEShares26.65K
TypeSH
Market value$9.34M
2.02%
Sole
0.00
Shared
0.00
None
26.65K
NVIDIA CORPORATION
SOLEShares75.44K
TypeSH
Market value$8.18M
1.77%
Sole
0.00
Shared
0.00
None
75.44K
WALMART INC
SOLEShares86.21K
TypeSH
Market value$7.57M
1.64%
Sole
0.00
Shared
0.00
None
86.21K
PROCTER AND GAMBLE CO
SOLEShares40.87K
TypeSH
Market value$6.96M
1.51%
Sole
0.00
Shared
0.00
None
40.87K
HOME DEPOT INC
SOLEShares17.99K
TypeSH
Market value$6.59M
1.43%
Sole
0.00
Shared
0.00
None
17.99K
AMETEK INC
SOLEShares37.82K
TypeSH
Market value$6.51M
1.41%
Sole
0.00
Shared
0.00
None
37.82K
CHEVRON CORP NEW
SOLEShares33.48K
TypeSH
Market value$5.60M
1.21%
Sole
0.00
Shared
0.00
None
33.48K
TESLA INC
SOLEShares21.58K
TypeSH
Market value$5.59M
1.21%
Sole
0.00
Shared
0.00
None
21.58K
COSTCO WHSL CORP NEW
SOLEShares5.85K
TypeSH
Market value$5.54M
1.20%
Sole
0.00
Shared
0.00
None
5.85K
ISHARES TR
SOLEShares9.25K
TypeSH
Market value$5.20M
1.13%
Sole
0.00
Shared
0.00
None
9.25K
ALTRIA GROUP INC
SOLEShares84.71K
TypeSH
Market value$5.08M
1.10%
Sole
0.00
Shared
0.00
None
84.71K
JPMORGAN CHASE & CO.
SOLEShares19.25K
TypeSH
Market value$4.72M
1.02%
Sole
0.00
Shared
0.00
None
19.25K
VANGUARD INDEX FDS
SOLEShares8.69K
TypeSH
Market value$4.47M
0.97%
Sole
0.00
Shared
0.00
None
8.69K
MASTERCARD INCORPORATED
SOLEShares7.64K
TypeSH
Market value$4.19M
0.91%
Sole
0.00
Shared
0.00
None
7.64K
ELI LILLY & CO
SOLEShares4.82K
TypeSH
Market value$3.98M
0.86%
Sole
0.00
Shared
0.00
None
4.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 57.14K | SH | $31.96M 6.92% | 0.00 | 0.00 | 57.14K |
PEPSICO INCSOLE | COM | 198.37K | SH | $29.74M 6.44% | 0.00 | 0.00 | 198.37K |
APPLE INCSOLE | COM | 126.86K | SH | $28.18M 6.10% | 0.00 | 0.00 | 126.86K |
EXXON MOBIL CORPSOLE | COM | 164.91K | SH | $19.61M 4.24% | 0.00 | 0.00 | 164.91K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 89.29K | SH | $17.32M 3.75% | 0.00 | 0.00 | 89.29K |
MICROSOFT CORPSOLE | COM | 32.25K | SH | $12.11M 2.62% | 0.00 | 0.00 | 32.25K |
PACER FDS TRSOLE | TRENDP US LAR CP | 233.12K | SH | $11.99M 2.60% | 0.00 | 0.00 | 233.12K |
PRINCIPAL EXCHANGE TRADED FDSOLE | SPECTRUM PFD | 604.77K | SH | $11.31M 2.45% | 0.00 | 0.00 | 604.77K |
AMAZON COM INCSOLE | COM | 55.67K | SH | $10.59M 2.29% | 0.00 | 0.00 | 55.67K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 21.45K | SH | $10.06M 2.18% | 0.00 | 0.00 | 21.45K |
VISA INCSOLE | COM CL A | 26.65K | SH | $9.34M 2.02% | 0.00 | 0.00 | 26.65K |
NVIDIA CORPORATIONSOLE | COM | 75.44K | SH | $8.18M 1.77% | 0.00 | 0.00 | 75.44K |
WALMART INCSOLE | COM | 86.21K | SH | $7.57M 1.64% | 0.00 | 0.00 | 86.21K |
PROCTER AND GAMBLE COSOLE | COM | 40.87K | SH | $6.96M 1.51% | 0.00 | 0.00 | 40.87K |
HOME DEPOT INCSOLE | COM | 17.99K | SH | $6.59M 1.43% | 0.00 | 0.00 | 17.99K |
AMETEK INCSOLE | COM | 37.82K | SH | $6.51M 1.41% | 0.00 | 0.00 | 37.82K |
CHEVRON CORP NEWSOLE | COM | 33.48K | SH | $5.60M 1.21% | 0.00 | 0.00 | 33.48K |
TESLA INCSOLE | COM | 21.58K | SH | $5.59M 1.21% | 0.00 | 0.00 | 21.58K |
COSTCO WHSL CORP NEWSOLE | COM | 5.85K | SH | $5.54M 1.20% | 0.00 | 0.00 | 5.85K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.25K | SH | $5.20M 1.13% | 0.00 | 0.00 | 9.25K |
ALTRIA GROUP INCSOLE | COM | 84.71K | SH | $5.08M 1.10% | 0.00 | 0.00 | 84.71K |
JPMORGAN CHASE & CO.SOLE | COM | 19.25K | SH | $4.72M 1.02% | 0.00 | 0.00 | 19.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.69K | SH | $4.47M 0.97% | 0.00 | 0.00 | 8.69K |
MASTERCARD INCORPORATEDSOLE | CL A | 7.64K | SH | $4.19M 0.91% | 0.00 | 0.00 | 7.64K |
ELI LILLY & COSOLE | COM | 4.82K | SH | $3.98M 0.86% | 0.00 | 0.00 | 4.82K |
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