Tyler-Stone Wealth Management [Rocket]

Holdings

Tyler-Stone Wealth Management

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IBHD	Common	83,055	83,055	1,886,000	1,886,000	1.28		Hist	12/31/2022
iSHARES TRUST	IBHE	Common	81,691	81,691	1,839,000	1,839,000	1.25		Hist	12/31/2022
INVESCO EXCH TRD SLF IDX FD	BSJO	Common	56,221	56,221	1,244,000	1,244,000	0.85		Hist	12/31/2022
PIMCO ETF Trust	SMMU	Common	16,118	16,118	795,000	795,000	0.54		Hist	12/31/2022
INVESCO EXCH TRD SLF IDX FD	BSCP	Common	25,610	25,610	516,000	516,000	0.35		Hist	12/31/2022
ANNALY CAPITAL MANAGEMENT INC	NLY	COM	19,550	19,550	412,000	412,000	0.28	0.00	Hist	12/31/2022
SUN LIFE FINANCIAL INC	SLF	Common	8,727	8,727	405,000	405,000	0.28		Hist	12/31/2022
SPDR SERIES TRUST	SPYG	Common	7,080	7,080	359,000	359,000	0.24		Hist	12/31/2022
INVESCO EXCH TRD SLF IDX FD	BSCO	Common	11,400	11,400	234,000	234,000	0.16		Hist	12/31/2022
INVESCO EXCH TRD SLF IDX FD	BSJP	Common	10,200	10,200	226,000	226,000	0.15		Hist	12/31/2022
FIRST TRUST EXCHANGE-TRADED FUND VII	SDVY	Common	6,905	6,905	180,000	180,000	0.12		Hist	12/31/2022
iSHARES TRUST	IBHC	Common	5,500	5,500	129,000	129,000	0.09		Hist	12/31/2022
INVESCO EXCH TRD SLF IDX FD	BSMP	Common	4,000	4,000	97,000	97,000	0.07		Hist	12/31/2022
Invesco Exchange-Traded Self-Indexed Fund Trust		Common	3,000	3,000	74,000	74,000	0.05		Hist	12/31/2022
iSHARES TRUST	IBDO	Common	2,970	2,970	74,000	74,000	0.05		Hist	12/31/2022
Lemonade, Inc.	LMND	COM	4,600	4,600	63,000	63,000	0.04	0.01	Hist	12/31/2022
iSHARES TRUST	IBDP	Common	1,856	1,856	45,000	45,000	0.03		Hist	12/31/2022
EQT Corp	EQT	COM	800	800	27,000	27,000	0.02	0.00	Hist	12/31/2022
FS Credit Opportunities Corp.	FSCO	Common	5,744	5,744	27,000	27,000	0.02		Hist	12/31/2022
Atlassian Corp	TEAM	Stock	200	200	26,000	26,000	0.02		Hist	12/31/2022
BALL Corp	BLL	Common	500	500	26,000	26,000	0.02	0.00	Hist	12/31/2022
DEVON ENERGY CORP/DE	DVN	Common	400	400	25,000	25,000	0.02	0.00	Hist	12/31/2022
Lyft, Inc.	LYFT	CL A COM	2,300	2,300	25,000	25,000	0.02		Hist	12/31/2022
Pacer Funds Trust	COWZ	Common	500	500	23,000	23,000	0.02		Hist	12/31/2022
Invesco Exchange-Traded Self-Indexed Fund Trust		Common	700	700	18,000	18,000	0.01		Hist	12/31/2022
SCHWAB CHARLES CORP	SCHW	Common	220	220	18,000	18,000	0.01	0.00	Hist	12/31/2022
iSHARES TRUST	IYR	OPTION	200	200	17,000	17,000	0.01		Hist	12/31/2022
INVESCO EXCH TRD SLF IDX FD	BSJN	Common	750	750	17,000	17,000	0.01		Hist	12/31/2022
iSHARES TRUST	IBDQ	Common	532	532	13,000	13,000	0.01		Hist	12/31/2022
ENTEGRIS INC	ENTG	Common	202	202	13,000	13,000	0.01	0.00	Hist	12/31/2022
GILEAD SCIENCES INC CALL		CALL	19	19	11,000	11,000	0.01		Hist	12/31/2022
iSHARES TRUST	IDRV	Common	260	260	9,000	9,000	0.01		Hist	12/31/2022
ARDELYX, INC.	ARDX	COM	2,450	2,450	7,000	7,000	0.00	0.00	Hist	12/31/2022
MANULIFE FINANCIAL CORP	MFC	Common	362	362	6,000	6,000	0.00		Hist	12/31/2022
MasterBrand, Inc.	MBC	Common	766	766	6,000	6,000	0.00		Hist	12/31/2022
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