SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Tyche Wealth Partners LLC

CIK 0002004818 · 5700 GRANITE PARKWAY, 330, PLANO, TX, 75024 · 9724641658

Reported Value
$409M
Q1 2024
Positions
281
Filings on Record
10
2019–present window
Filed
Apr 23, 2024
original filing

Summary

Tyche Wealth Partners Llc reported $409M in U.S.-listed holdings across 281 positions for Q1 2024.

Its largest position, PEP, represents 8.6% of the portfolio.

Compared with Q4 2023, the fund opened 15 new positions and exited 20.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $415MQ4 ’23Q1 ’24: $409MQ2 ’24: $411MQ2 ’24Q3 ’24: $442MQ4 ’24: $473MQ4 ’24Q1 ’25: $462MQ2 ’25: $498MQ2 ’25Q3 ’25: $570MQ4 ’25: $630MQ4 ’25Q1 ’26: $648Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 66.7%ETP: 23.9%Closed-End Fund: 5.2%Other: 3.1%MLP: 0.4%Other: 0.7%
  • Common Stock · 66.7% · $273M
  • ETP · 23.9% · $98M
  • Closed-End Fund · 5.2% · $21M
  • Other · 3.1% · $13M
  • MLP · 0.4% · $2M
  • Other · 0.7% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$648M347May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$630M336Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$570M316Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$498M303Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$462M297Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$473M301Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$442M288Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$411M276Jul 18, 202413F-HRchanges · EDGAR ↗
Q1 2024$409M281Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$415M286Jan 30, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.