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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464288109

Shares:6.7K

Value:$545.6K

% of Portfolio:0.1% ($545.6K/$557.3M)

33735J101

Shares:7.0K

Value:$537.6K

% of Portfolio:0.1% ($537.6K/$557.3M)

Salesforce, Inc.

CRM|79466L302

Shares:1.9K

Value:$519.4K

% of Portfolio:0.1% ($519.4K/$557.3M)

GE Vernova Inc.

GEV|36828A101

Shares:1.7K

Value:$513.2K

% of Portfolio:0.1% ($513.2K/$557.3M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:4.2K

Value:$511.7K

% of Portfolio:0.1% ($511.7K/$557.3M)

464287119

Shares:6.3K

Value:$511.4K

% of Portfolio:0.1% ($511.4K/$557.3M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.3K

Value:$506.3K

% of Portfolio:0.1% ($506.3K/$557.3M)

922908629

VO|922908629

Shares:1.9K

Value:$500.4K

% of Portfolio:0.1% ($500.4K/$557.3M)

81369Y803

XLK|81369Y803

Shares:2.3K

Value:$483.9K

% of Portfolio:0.1% ($483.9K/$557.3M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.9K

Value:$482.1K

% of Portfolio:0.1% ($482.1K/$557.3M)

922908611

VBR|922908611

Shares:2.5K

Value:$474.1K

% of Portfolio:0.1% ($474.1K/$557.3M)

464289867

Shares:8.2K

Value:$472.7K

% of Portfolio:0.1% ($472.7K/$557.3M)

14020V108

Shares:14.1K

Value:$471.2K

% of Portfolio:0.1% ($471.2K/$557.3M)

CVS HEALTH Corp

CVS|126650100

Shares:6.9K

Value:$468.6K

% of Portfolio:0.1% ($468.6K/$557.3M)

Broadcom Inc.

AVGO|11135F101

Shares:2.8K

Value:$464.4K

% of Portfolio:0.1% ($464.4K/$557.3M)

025072877

Shares:5.3K

Value:$463.0K

% of Portfolio:0.1% ($463.0K/$557.3M)

26922A594

Shares:14.2K

Value:$461.9K

% of Portfolio:0.1% ($461.9K/$557.3M)

464289438

Shares:2.2K

Value:$459.7K

% of Portfolio:0.1% ($459.7K/$557.3M)

46138J791

Shares:23.4K

Value:$456.4K

% of Portfolio:0.1% ($456.4K/$557.3M)

ARDELYX, INC.

ARDX|039697107

Shares:90.8K

Value:$446.1K

% of Portfolio:0.1% ($446.1K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288109)✕	6.7K	QoQ 0.00% (+0) YoY +95.56% (+3.3K)	All Managers (Combined)	$545.6K	0.1% ($545.6K/$557.3M)	QoQ +0.58% (+$3.1K) YoY +107.24% (+$282.3K)
(cusip33735J101)✕	7.0K	QoQ +0.01% (+1) YoY +72.84% (+3.0K)	All Managers (Combined)	$537.6K	0.1% ($537.6K/$557.3M)	QoQ +0.35% (+$1.9K) YoY +73.61% (+$227.9K)
Salesforce, Inc.(CRMcusip79466L302)	1.9K	QoQ +31.90% (+468) YoY +187.51% (+1.3K)	All Managers (Combined)	$519.4K	0.1% ($519.4K/$557.3M)	QoQ +5.91% (+$29.0K) YoY +156.23% (+$316.7K)
GE Vernova Inc.(GEVcusip36828A101)	1.7K	QoQ -0.94% (-16) YoY NEW(+1.7K)	All Managers (Combined)	$513.2K	0.1% ($513.2K/$557.3M)	QoQ -8.06% (-$45.0K) YoY NEW(+$513.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	4.2K	QoQ -9.63% (-448) YoY +159.96% (+2.6K)	All Managers (Combined)	$511.7K	0.1% ($511.7K/$557.3M)	QoQ -8.90% (-$50.0K) YoY +212.20% (+$347.8K)
(cusip464287119)✕	6.3K	QoQ -3.80% (-250) YoY +79.25% (+2.8K)	All Managers (Combined)	$511.4K	0.1% ($511.4K/$557.3M)	QoQ -13.05% (-$76.8K) YoY +92.30% (+$245.5K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.3K	QoQ 0.00% (-0) YoY +122.40% (+1.8K)	All Managers (Combined)	$506.3K	0.1% ($506.3K/$557.3M)	QoQ 0.00% (-$36) YoY +101.79% (+$255.4K)
(VOcusip922908629)	1.9K	QoQ +0.05% (-1) YoY +168.37% (+1.2K)	All Managers (Combined)	$500.4K	0.1% ($500.4K/$557.3M)	QoQ -2.05% (-$10.5K) YoY +177.92% (+$320.3K)
(XLKcusip81369Y803)	2.3K	QoQ -0.08% (-2) YoY +87.82% (+1.1K)	All Managers (Combined)	$483.9K	0.1% ($483.9K/$557.3M)	QoQ -11.30% (-$61.7K) YoY +86.12% (+$223.9K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.9K	QoQ -17.66% (-417) YoY +57.53% (+710)	All Managers (Combined)	$482.1K	0.1% ($482.1K/$557.3M)	QoQ -19.46% (-$116.5K) YoY +45.60% (+$151.0K)
(VBRcusip922908611)	2.5K	QoQ -8.94% (-250) YoY +82.56% (+1.2K)	All Managers (Combined)	$474.1K	0.1% ($474.1K/$557.3M)	QoQ -14.39% (-$79.7K) YoY +77.24% (+$206.6K)
(cusip464289867)✕	8.2K	QoQ 0.00% (+0) YoY +90.57% (+3.9K)	All Managers (Combined)	$472.7K	0.1% ($472.7K/$557.3M)	QoQ +0.43% (+$2.1K) YoY +97.08% (+$232.8K)
(cusip14020V108)✕	14.1K	QoQ +37.53% (+3.9K) YoY NEW(+14.1K)	All Managers (Combined)	$471.2K	0.1% ($471.2K/$557.3M)	QoQ +31.35% (+$112.5K) YoY NEW(+$471.2K)
CVS HEALTH Corp(CVScusip126650100)	6.9K	QoQ -28.49% (-2.8K) YoY +83.37% (+3.1K)	All Managers (Combined)	$468.6K	0.1% ($468.6K/$557.3M)	QoQ +7.90% (-$34.3K) YoY +55.76% (+$167.8K)
Broadcom Inc.(AVGOcusip11135F101)	2.8K	QoQ -11.76% (-370) YoY NEW(+2.8K)	All Managers (Combined)	$464.4K	0.1% ($464.4K/$557.3M)	QoQ -36.28% (-$264.5K) YoY NEW(+$464.4K)
(cusip025072877)✕	5.3K	QoQ +4.87% (-247) YoY +99.39% (+2.6K)	All Managers (Combined)	$463.0K	0.1% ($463.0K/$557.3M)	QoQ -5.29% (-$25.9K) YoY +85.50% (+$213.4K)
(cusip26922A594)✕	14.2K	QoQ 0.00% (+0) YoY +1320.00% (+13.2K)	All Managers (Combined)	$461.9K	0.1% ($461.9K/$557.3M)	QoQ +0.02% (+$138) YoY +1370.88% (+$430.5K)
(cusip464289438)✕	2.2K	QoQ -2.24% (-50) YoY +83.41% (+991)	All Managers (Combined)	$459.7K	0.1% ($459.7K/$557.3M)	QoQ -12.33% (-$64.7K) YoY +98.31% (+$227.9K)
(cusip46138J791)✕	23.4K	QoQ NEW(+23.4K) YoY +3804.66% (+22.8K)	All Managers (Combined)	$456.4K	0.1% ($456.4K/$557.3M)	QoQ NEW(+$456.4K) YoY +3859.53% (+$444.9K)
ARDELYX, INC.(ARDXcusip039697107)	90.8K	QoQ -5.61% (-5.4K) YoY +85.50% (+41.9K)	All Managers (Combined)	$446.1K	0.1% ($446.1K/$557.3M)	QoQ -8.58% (-$41.9K) YoY +24.77% (+$88.6K)