SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Tyche Wealth Partners LLC

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

Reported Value
$442M
Q3 2024
Positions
288
Filings on Record
10
2019–present window
Filed
Oct 25, 2024
original filing

Summary

Tyche Wealth Partners Llc reported $442M in U.S.-listed holdings across 288 positions for Q3 2024.

Its largest position, PEP, represents 7.6% of the portfolio.

Compared with Q2 2024, the fund opened 18 new positions and exited 6.

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: 65.3%ETP: 25.5%Closed-End Fund: 5.4%Other: 2.8%REIT: 0.5%Other: 0.6%
  • Common Stock · 65.3% · $288M
  • ETP · 25.5% · $112M
  • Closed-End Fund · 5.4% · $24M
  • Other · 2.8% · $12M
  • REIT · 0.5% · $2M
  • Other · 0.6% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 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 ↗.