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| Happy Holidays!! thanks for using AUM13F!! |
| Tyche Wealth Partners LLC
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| CRD # | 326006 |
| SEC # | 801-127984 |
| CIK # | 0002004818 |
| AUM | $1.3 B (2025-05-09) |
| Employees | 15 (67% Investors, 20% Brokers) |
| Phone | 972-464-1571 |
| Address | 5700 Granite Parkway Plano, TX 75024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002004818 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PepsiCo Inc | 26.2 | ||
| Apple Inc | 25.8 | ||
| Exxon Mobil Corp | 17.6 | ||
| Microsoft Corp | 14.4 | ||
| Amazon Com Inc | 13.1 | ||
| Nvidia Corp | 12.9 | ||
| VISA Inc | 9.4 | ||
| Wal Mart Stores Inc | 8.4 | ||
| Tesla Motors Inc | 7.1 | ||
| Ametek INC/ | 6.8 | ||
| Procter & Gamble Co | 6.5 | ||
| Home Depot Inc | 6.4 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| J P Morgan Chase & Co | 5.6 | ||
| Altria Group Inc | 5.0 | ||
| Chevron Corp | 4.8 | ||
| Netflix Inc | 4.1 | ||
| Mastercard Inc | 4.0 | ||
| Texas Instruments Inc | 4.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 574 | 216.4 |
| (b) Individuals (high net worth individuals) | 317 | 1,086.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,928 | 1,302.9 |
| By Discretionary | ||
| Discretionary | 2,909 | 1,261.7 |
| Non-Discretionary | 19 | 41.2 |
| Total | 2,928 | 1,302.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,302.9 | |
| Total | 2,928 | 1,302.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002004818] |
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Oak Ridge Investments LLC
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Parkside Investments LLC
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IL | 1.3 |
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American Investment Services Inc
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MA | 1.3 |