Brick & Kyle, Associates

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 54
Total Value: 217868
Accession Number: 0001632253-25-000002
Form Type: 13F-HR
CIK: 0001632253
Manager Name: Brick & Kyle, Associates

Data Enrichment

78% identified

42 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $217.868K total value

54 positions

Manager:

SEC FilingSEC DataHachi Filing

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NEXTERA ENERGY INC

NEE|65339F101

Value:

$4.3M(-2.6%)

AbbVie Inc.

ABBV|00287Y109

Value:

$4.3M(-32.2%)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Value:

$3.9M(-7.2%)

Broadcom Inc.

AVGO|11135F101

Value:

$3.9M

BANK OF AMERICA CORP /DE/

BAC|060505104

Value:

$3.8M(-7.0%)

Uber Technologies, Inc

UBER|90353T100

Value:

$3.7M(+16.2%)

CHEVRON CORP

CVX|166764100

Value:

$3.5M(+12.4%)

464287499

IWR|464287499

Value:

$3.3M(-4.5%)

Palo Alto Networks Inc

PANW|697435105

Value:

$3.1M(-7.9%)

DOW INC.

DOW|260557103

Value:

$3.1M(+13.1%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Value:

$2.6M(+12.9%)

Air Products & Chemicals, Inc.

APD|009158106

Value:

$2.6M(+0.1%)

81369Y605

Value:

$2.4M(+15.8%)

46137V563

Value:

$2.2M(+2.0%)

ELI LILLY & Co

LLY|532457108

Value:

$2.2M(+3.2%)

MCDONALDS CORP

MCD|580135101

Value:

$2.1M(+7.4%)

Dell Technologies Inc.

DELL|24703L202

Value:

$1.9M

46137V324

Value:

$1.4M(-3.4%)

464288810

Value:

$1.3M(+1.9%)

922908769

VTI|922908769

Value:

$1.3M(-5.6%)

Instrument	Shares		Other Manager	Value
Nextera Energy Inc(NEEcusip65339F101)	—	QoQ - YoY -	All Managers (Combined)	$4.3K	QoQ -2.65% (-$118) YoY +5.39% (+$222)
Abbvie Inc.(ABBVcusip00287Y109)	—	QoQ - YoY -	All Managers (Combined)	$4.3K	QoQ -32.22% (-$2.0K) YoY -35.11% (-$2.3K)
Prudential Financial Inc(PRUcusip744320102)	—	QoQ - YoY -	All Managers (Combined)	$3.9K	QoQ -7.23% (-$308) YoY -10.08% (-$443)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ NEW YoY NEW	All Managers (Combined)	$3.9K	QoQ NEW(+$3.9K) YoY NEW(+$3.9K)
Bank Of America Corp /De/(BACcusip060505104)	—	QoQ - YoY -	All Managers (Combined)	$3.8K	QoQ -7.05% (-$286) YoY +16.58% (+$536)
Uber Technologies, Inc(UBERcusip90353T100)	—	QoQ - YoY NEW	All Managers (Combined)	$3.7K	QoQ +16.22% (+$516) YoY NEW(+$3.7K)
Chevron Corp(CVXcusip166764100)	—	QoQ - YoY -	All Managers (Combined)	$3.5K	QoQ +12.44% (+$386) YoY -1.24% (-$44)
(IWRcusip464287499)	—	QoQ - YoY -	All Managers (Combined)	$3.3K	QoQ -4.55% (-$156) YoY +46.74% (+$1.0K)
Palo Alto Networks Inc(PANWcusip697435105)	—	QoQ - YoY -	All Managers (Combined)	$3.1K	QoQ -7.93% (-$268) YoY +32.10% (+$756)
Dow Inc.(DOWcusip260557103)	—	QoQ - YoY -	All Managers (Combined)	$3.1K	QoQ +13.13% (+$358) YoY -13.78% (-$493)
Verizon Communications Inc(VZcusip92343V104)	—	QoQ - YoY -	All Managers (Combined)	$2.6K	QoQ +12.93% (+$301) YoY -2.99% (-$81)
Air Products & Chemicals, Inc.(APDcusip009158106)	—	QoQ - YoY NEW	All Managers (Combined)	$2.6K	QoQ +0.11% (+$3) YoY NEW(+$2.6K)
(cusip81369Y605)✕	—	QoQ - YoY -	All Managers (Combined)	$2.4K	QoQ +15.83% (+$332) YoY +66.52% (+$970)
(cusip46137V563)✕	—	QoQ - YoY -	All Managers (Combined)	$2.2K	QoQ +1.96% (+$43) YoY +12.74% (+$252)
Eli Lilly & Co(LLYcusip532457108)	—	QoQ - YoY NEW	All Managers (Combined)	$2.2K	QoQ +3.16% (+$66) YoY NEW(+$2.2K)
Mcdonalds Corp(MCDcusip580135101)	—	QoQ - YoY -	All Managers (Combined)	$2.1K	QoQ +7.36% (+$143) YoY +7.81% (+$151)
Dell Technologies Inc.(DELLcusip24703L202)	—	QoQ NEW YoY NEW	All Managers (Combined)	$1.9K	QoQ NEW(+$1.9K) YoY NEW(+$1.9K)
(cusip46137V324)✕	—	QoQ - YoY -	All Managers (Combined)	$1.4K	QoQ -3.43% (-$49) YoY +2.83% (+$38)
(cusip464288810)✕	—	QoQ - YoY -	All Managers (Combined)	$1.3K	QoQ +1.91% (+$25) YoY +4.14% (+$53)
(VTIcusip922908769)	—	QoQ - YoY -	All Managers (Combined)	$1.3K	QoQ -5.60% (-$78) YoY -7.66% (-$109)