Holdings of Tyche Wealth Partners LLC
324 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 36.2 % of the equity sleeve
Sector breakdown
- Technology 13.2 %
- Consumer staples 11.1 %
- Energy 5.7 %
- Financials 5.5 %
- Consumer discretionary 5.5 %
- Funds 5.3 %
- Industrials 4.7 %
- Health care 3.6 %
- Communication 3.0 %
- Utilities 2.0 %
- Materials 0.7 %
- Real estate 0.3 %
- Unattributed 39.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- TW 0.1 %
- GB 0.1 %
- BR 0.1 %
- NL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 320 | 619.2M $ | 99.76 % |
| 2 | TW | 1 | 569.5K $ | 0.09 % |
| 3 | GB | 1 | 338.3K $ | 0.05 % |
| 4 | BR | 1 | 310.5K $ | 0.05 % |
| 5 | NL | 1 | 297.6K $ | 0.05 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 301 | Halliburton Co | 5,590 | 218K $ | |
| 302 | MetLife Inc | 3,072 | 217.3K $ | |
| 303 | Bank of New York Mellon Corp/The | 1,825 | 216.5K $ | |
| 304 | iShares Dow Jones U.S. ETF | 1,365 | 216.3K $ | |
| 305 | Liberty Energy Inc | 7,500 | 216K $ | |
| 306 | Marsh & McLennan Cos Inc | 1,199 | 208K $ | |
| 307 | FS KKR Capital Corp | 20,287 | 206.5K $ | |
| 308 | Schwab International Equity ETF | 8,340 | 206.4K $ | |
| 309 | Pacer Funds Trust - Pacer Tren | 2,799 | 204.2K $ | |
| 310 | Allstate Corp/The | 983 | 203.8K $ | |
| 311 | iShares Trust | 1,746 | 202.7K $ | |
| 312 | Nuveen Select Tax-Free Income Portfolio | 13,994 | 200.8K $ | |
| 313 | BLACKROCK MUNIYIELD QUALITY FD INC | 16,729 | 183.7K $ | |
| 314 | Nuveen Preferred & Income Opportunities Fund | 22,242 | 167.7K $ | |
| 315 | Neuberger Municipal Fund Inc | 14,816 | 150.4K $ | |
| 316 | Nuveen Municipal High Income O | 14,349 | 148.9K $ | |
| 317 | Nuveen Global High Income Fund | 11,755 | 143.6K $ | |
| 318 | Chicago Atlantic BDC Inc | 14,500 | 135.4K $ | |
| 319 | Putnam Municipal Opportunities Trust | 11,940 | 123K $ | |
| 320 | Southland Holdings Inc | 90,598 | 117.8K $ | |
| 321 | Blackrock Credit Allocation Income Trust | 11,000 | 111.1K $ | |
| 322 | Eaton Vance T/M Gl | 11,464 | 100.7K $ | |
| 323 | FS Credit Opportunities Corp | 12,096 | 61.7K $ | |
| 324 | AMC Entertainment Holdings Inc | 15,499 | 15.2K $ | |