Tylerstone-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "HYT",
  null,
  "TEM",
  "GDX",
  null,
  "NTR",
  "NLY",
  "FLO",
  "SMCI",
  "SNOW",
  "MU",
  null,
  "ABT",
  "ABBV",
  "BABA",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  null,
  "AIG",
  "T",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "BDJ",
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  "VTLE",
  null,
  "DUK",
  "POET",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  "FE",
  "QCOM",
  "ISRG",
  null,
  null,
  null,
  "ITW",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LRCX",
  "GAM",
  null,
  "MMC",
  "SLF",
  null,
  "MRVL",
  "MA",
  "MSFT",
  "TMUS",
  "DBX",
  "EXC",
  null,
  "GE",
  null,
  "HIG",
  null,
  null,
  "BX",
  "HSY",
  "IJR",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IRM",
  "PGR",
  null,
  "IVV",
  null,
  null,
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "LPLA",
  "MDB",
  "AMGN",
  "KVUE",
  null,
  null,
  null,
  "SHW",
  "SHOP",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "IBM",
  "TGT",
  "TJX",
  "UBER",
  "UL",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "SOUN",
  null,
  null,
  null,
  null,
  null,
  "ARDX",
  "VIG",
  "ANIX",
  null,
  "XLB",
  "SU",
  null,
  "IWN",
  "TSM",
  null,
  "OHI",
  null,
  "EAF",
  null,
  null,
  "VYM",
  "DD",
  null,
  "AON",
  "AMD",
  "IP",
  "F",
  "WEC",
  "GSLC",
  "AEP",
  "UA",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  "DKNG",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "VBR",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WMT",
  "WFC",
  "WPM",
  null,
  null,
  null,
  "YUM",
  null,
  null,
  null,
  null,
  "SCHD",
  "ET",
  null,
  "NSC",
  "KEY",
  null,
  null,
  "SO",
  "CRM",
  null,
  null,
  null,
  null,
  null,
  null,
  "MTUM",
  null,
  null,
  "GEV",
  "DGRO",
  "SPYV",
  null,
  "UPST",
  null,
  null,
  null,
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BXMT",
  "BA",
  null,
  "BCX",
  "BMY",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "CMC",
  "COP",
  "CNXC",
  "CEG",
  "COST",
  "CRWD",
  "CVS",
  "DE",
  "RSP",
  null,
  "VOD",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 318
Total Value: 557338194
Accession Number: 0001214659-25-007504
Form Type: 13F-HR
CIK: tylerstone-wealth-management
Manager Name: Tylerstone-Wealth-Management

Data Enrichment

60% identified

192 identified126 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

318 positions • $557.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:319.8K

Value:$34.7M

% of Portfolio:6.2% ($34.7M/$557.3M)

Apple Inc.

AAPL|037833100

Shares:111.1K

Value:$24.7M

% of Portfolio:4.4% ($24.7M/$557.3M)

97717X669

Shares:293.0K

Value:$23.4M

% of Portfolio:4.2% ($23.4M/$557.3M)

464287200

IVV|464287200

Shares:36.6K

Value:$20.5M

% of Portfolio:3.7% ($20.5M/$557.3M)

Parker-Hannifin Corp

PH|701094104

Shares:27.4K

Value:$16.7M

% of Portfolio:3.0% ($16.7M/$557.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:172.1K

Value:$14.5M

% of Portfolio:2.6% ($14.5M/$557.3M)

46641Q167

Shares:196.6K

Value:$12.5M

% of Portfolio:2.2% ($12.5M/$557.3M)

46641Q837

Shares:242.5K

Value:$12.3M

% of Portfolio:2.2% ($12.3M/$557.3M)

46429B697

USMV|46429B697

Shares:104.6K

Value:$9.8M

% of Portfolio:1.8% ($9.8M/$557.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18.2K

Value:$9.7M

% of Portfolio:1.7% ($9.7M/$557.3M)

Alphabet Inc.

GOOG|02079K107

Shares:58.4K

Value:$9.1M

% of Portfolio:1.6% ($9.1M/$557.3M)

MICROSOFT CORP

MSFT|594918104

Shares:22.9K

Value:$8.6M

% of Portfolio:1.5% ($8.6M/$557.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:15.0K

Value:$8.4M

% of Portfolio:1.5% ($8.4M/$557.3M)

AMAZON COM INC

AMZN|023135106

Shares:43.8K

Value:$8.3M

% of Portfolio:1.5% ($8.3M/$557.3M)

78433H675

Shares:167.7K

Value:$8.0M

% of Portfolio:1.4% ($8.0M/$557.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:62.3K

Value:$7.4M

% of Portfolio:1.3% ($7.4M/$557.3M)

Blackstone Inc.

BX|09260D107

Shares:49.2K

Value:$6.9M

% of Portfolio:1.2% ($6.9M/$557.3M)

Philip Morris International Inc.

PM|718172109

Shares:42.8K

Value:$6.8M

% of Portfolio:1.2% ($6.8M/$557.3M)

33740F755

Shares:221.4K

Value:$6.6M

% of Portfolio:1.2% ($6.6M/$557.3M)

922908769

VTI|922908769

Shares:23.1K

Value:$6.3M

% of Portfolio:1.1% ($6.3M/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	319.8K	QoQ -4.56% (-15.3K) YoY +1747.85% (+302.5K)	All Managers (Combined)	$34.7M	6.2% ($34.7M/$557.3M)	QoQ -22.97% (-$10.3M) YoY +121.64% (+$19.0M)
Apple Inc.(AAPLcusip037833100)	111.1K	QoQ -5.71% (-6.7K) YoY +96.42% (+54.5K)	All Managers (Combined)	$24.7M	4.4% ($24.7M/$557.3M)	QoQ -16.36% (-$4.8M) YoY +154.44% (+$15.0M)
(cusip97717X669)✕	293.0K	QoQ +3.57% (+10.1K) YoY +217.34% (+200.7K)	All Managers (Combined)	$23.4M	4.2% ($23.4M/$557.3M)	QoQ +2.20% (+$505.2K) YoY +232.63% (+$16.4M)
(IVVcusip464287200)	36.6K	QoQ +8.22% (+2.8K) YoY +153.38% (+22.1K)	All Managers (Combined)	$20.5M	3.7% ($20.5M/$557.3M)	QoQ +3.30% (+$657.9K) YoY +170.83% (+$13.0M)
Parker-Hannifin Corp(PHcusip701094104)	27.4K	QoQ +0.88% (-240) YoY +108.73% (+14.3K)	All Managers (Combined)	$16.7M	3.0% ($16.7M/$557.3M)	QoQ -3.58% (-$619.6K) YoY +128.28% (+$9.4M)
Palantir Technologies Inc.(PLTRcusip69608A108)	172.1K	QoQ -8.08% (-15.1K) YoY +69.53% (+70.6K)	All Managers (Combined)	$14.5M	2.6% ($14.5M/$557.3M)	QoQ +2.57% (-$364.7K) YoY +521.85% (+$12.2M)
(cusip46641Q167)✕	196.6K	QoQ +7.18% (+13.2K) YoY +284.09% (+145.4K)	All Managers (Combined)	$12.5M	2.2% ($12.5M/$557.3M)	QoQ +7.59% (+$881.2K) YoY +307.49% (+$9.4M)
(cusip46641Q837)✕	242.5K	QoQ +10.17% (+22.4K) YoY +396.28% (+193.6K)	All Managers (Combined)	$12.3M	2.2% ($12.3M/$557.3M)	QoQ +10.74% (+$1.2M) YoY +398.04% (+$9.8M)
(USMVcusip46429B697)	104.6K	QoQ -1.92% (-2.1K) YoY +81.21% (+46.9K)	All Managers (Combined)	$9.8M	1.8% ($9.8M/$557.3M)	QoQ +3.44% (-$326.8K) YoY +103.06% (+$5.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18.2K	QoQ -3.13% (-588) YoY +101.89% (+9.2K)	All Managers (Combined)	$9.7M	1.7% ($9.7M/$557.3M)	QoQ +13.81% (-$1.2M) YoY +155.69% (+$5.9M)
Alphabet Inc.(GOOGcusip02079K107)	58.4K	QoQ +5.13% (-2.8K) YoY +122.73% (+32.2K)	All Managers (Combined)	$9.1M	1.6% ($9.1M/$557.3M)	QoQ -13.75% (-$1.5M) YoY +128.54% (+$5.1M)
MICROSOFT CORP(MSFTcusip594918104)	22.9K	QoQ +2.76% (-615) YoY +128.03% (+12.8K)	All Managers (Combined)	$8.6M	1.5% ($8.6M/$557.3M)	QoQ -8.47% (-$795.4K) YoY +103.45% (+$4.4M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	15.0K	QoQ -5.12% (-810) YoY +101.47% (+7.6K)	All Managers (Combined)	$8.4M	1.5% ($8.4M/$557.3M)	QoQ -9.44% (-$874.8K) YoY +115.46% (+$4.5M)
AMAZON COM INC(AMZNcusip023135106)	43.8K	QoQ +0.80% (-348) YoY +142.22% (+25.7K)	All Managers (Combined)	$8.3M	1.5% ($8.3M/$557.3M)	QoQ -12.58% (-$1.2M) YoY +155.49% (+$5.1M)
(cusip78433H675)✕	167.7K	QoQ +37.16% (+45.4K) YoY NEW(+167.7K)	All Managers (Combined)	$8.0M	1.4% ($8.0M/$557.3M)	QoQ +24.22% (+$1.6M) YoY NEW(+$8.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	62.3K	QoQ +0.26% (+163) YoY +121.16% (+34.1K)	All Managers (Combined)	$7.4M	1.3% ($7.4M/$557.3M)	QoQ +10.85% (+$725.4K) YoY +126.27% (+$4.1M)
Blackstone Inc.(BXcusip09260D107)	49.2K	QoQ -2.90% (-1.5K) YoY +85.34% (+22.6K)	All Managers (Combined)	$6.9M	1.2% ($6.9M/$557.3M)	QoQ -21.28% (-$1.9M) YoY +97.21% (+$3.4M)
Philip Morris International Inc.(PMcusip718172109)	42.8K	QoQ +5.57% (+2.3K) YoY +101.85% (+21.6K)	All Managers (Combined)	$6.8M	1.2% ($6.8M/$557.3M)	QoQ +39.24% (+$1.9M) YoY +249.72% (+$4.8M)
(cusip33740F755)✕	221.4K	QoQ +5.39% (+11.3K) YoY +763.92% (+195.8K)	All Managers (Combined)	$6.6M	1.2% ($6.6M/$557.3M)	QoQ +2.69% (+$172.4K) YoY +817.37% (+$5.9M)
(VTIcusip922908769)	23.1K	QoQ +4.14% (-917) YoY +157.68% (+14.1K)	All Managers (Combined)	$6.3M	1.1% ($6.3M/$557.3M)	QoQ -1.23% (-$79.4K) YoY +172.50% (+$4.0M)