Tyche Wealth Partners LLC

Q3 2025 13F-HR Holdings

Location
Plano, TX
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
316
Total value ($000)
$569,974
Net value change ($000)
+72,057 (14.5%)
New positions
28
Sold out positions
16
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 6,130 23.7%
MUB 5,628 123.2%
SPY 3,976 11.0%
VYM 3,850 283.7%
NVDA 3,043 23.5%
TSLA 2,874 40.4%
TLH 2,364 220.1%
IVV 2,069 31.8%
AIS 1,965 154.0%
PTLC 1,910 15.1%
Top Reduces (Value $000, Stocks/ETFs)
AME -2,718 -39.7%
PANW -787 -38.2%
AMZN -665 -5.1%
SUB -646 -100.0%
EMXC -636 -100.0%
V -587 -6.3%
PIONEER MUNICIPAL HIGH INCOME FUND, INC. -525 -100.0%
NFLX -443 -10.8%
KO -404 -11.6%
IJR -402 -38.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type