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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EXELON CORP

EXC|30161N101

Shares:9.7K

Value:$444.9K

% of Portfolio:0.1% ($444.9K/$557.3M)

BLACKSTONE MORTGAGE TRUST, INC.

BXMT|09257W100

Shares:22.2K

Value:$444.8K

% of Portfolio:0.1% ($444.8K/$557.3M)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:46.7K

Value:$437.8K

% of Portfolio:0.1% ($437.8K/$557.3M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:4.0K

Value:$434.8K

% of Portfolio:0.1% ($434.8K/$557.3M)

Constellation Energy Corp

CEG|21037T109

Shares:2.1K

Value:$424.2K

% of Portfolio:0.1% ($424.2K/$557.3M)

336917109

Shares:9.8K

Value:$423.8K

% of Portfolio:0.1% ($423.8K/$557.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.7K

Value:$419.0K

% of Portfolio:0.1% ($419.0K/$557.3M)

33733E302

Shares:1.9K

Value:$415.0K

% of Portfolio:0.1% ($415.0K/$557.3M)

464288687

Shares:13.4K

Value:$411.9K

% of Portfolio:0.1% ($411.9K/$557.3M)

81369Y852

Shares:4.2K

Value:$405.9K

% of Portfolio:0.1% ($405.9K/$557.3M)

464287598

IWD|464287598

Shares:2.1K

Value:$400.8K

% of Portfolio:0.1% ($400.8K/$557.3M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:7.9K

Value:$398.8K

% of Portfolio:0.1% ($398.8K/$557.3M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:772

Value:$395.3K

% of Portfolio:0.1% ($395.3K/$557.3M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:5.2K

Value:$389.8K

% of Portfolio:0.1% ($389.8K/$557.3M)

00214Q104

Shares:8.2K

Value:$388.5K

% of Portfolio:0.1% ($388.5K/$557.3M)

Tempus AI, Inc.

TEM|88023B103

Shares:8.0K

Value:$385.9K

% of Portfolio:0.1% ($385.9K/$557.3M)

COCA COLA CO

KO|191216100

Shares:5.3K

Value:$376.1K

% of Portfolio:0.1% ($376.1K/$557.3M)

921908844

VIG|921908844

Shares:1.9K

Value:$369.4K

% of Portfolio:0.1% ($369.4K/$557.3M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:688

Value:$367.0K

% of Portfolio:0.1% ($367.0K/$557.3M)

46429B663

Shares:3.0K

Value:$361.8K

% of Portfolio:0.1% ($361.8K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXELON CORP(EXCcusip30161N101)	9.7K	QoQ 0.00% (+0) YoY +96.74% (+4.7K)	All Managers (Combined)	$444.9K	0.1% ($444.9K/$557.3M)	QoQ +22.42% (+$81.5K) YoY +141.30% (+$260.6K)
BLACKSTONE MORTGAGE TRUST, INC.(BXMTcusip09257W100)	22.2K	QoQ -0.89% (-200) YoY +87.36% (+10.4K)	All Managers (Combined)	$444.8K	0.1% ($444.8K/$557.3M)	QoQ +13.85% (-$54.1K) YoY +88.20% (+$208.4K)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	46.7K	QoQ +37.75% (+12.8K) YoY +304.47% (+35.2K)	All Managers (Combined)	$437.8K	0.1% ($437.8K/$557.3M)	QoQ +52.03% (+$149.8K) YoY +325.83% (+$335.0K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	4.0K	QoQ 0.00% (+0) YoY +100.00% (+2.0K)	All Managers (Combined)	$434.8K	0.1% ($434.8K/$557.3M)	QoQ +15.88% (+$59.6K) YoY +165.41% (+$271.0K)
Constellation Energy Corp(CEGcusip21037T109)	2.1K	QoQ -15.97% (-400) YoY +28.68% (+469)	All Managers (Combined)	$424.2K	0.1% ($424.2K/$557.3M)	QoQ -24.26% (-$135.9K) YoY +40.36% (+$122.0K)
(cusip336917109)✕	9.8K	QoQ 0.00% (+0) YoY +216.92% (+6.7K)	All Managers (Combined)	$423.8K	0.1% ($423.8K/$557.3M)	QoQ +7.89% (+$31.0K) YoY +257.82% (+$305.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.7K	QoQ -11.08% (-582) YoY +90.68% (+2.2K)	All Managers (Combined)	$419.0K	0.1% ($419.0K/$557.3M)	QoQ -19.77% (-$103.3K) YoY +29.71% (+$96.0K)
(cusip33733E302)✕	1.9K	QoQ -11.80% (-250) YoY +76.39% (+809)	All Managers (Combined)	$415.0K	0.1% ($415.0K/$557.3M)	QoQ -19.42% (-$100.1K) YoY +91.06% (+$197.8K)
(cusip464288687)✕	13.4K	QoQ +0.26% (-35) YoY +64.26% (+5.2K)	All Managers (Combined)	$411.9K	0.1% ($411.9K/$557.3M)	QoQ -1.99% (-$8.4K) YoY +56.62% (+$148.9K)
(cusip81369Y852)✕	4.2K	QoQ -0.30% (-13) YoY +100.76% (+2.1K)	All Managers (Combined)	$405.9K	0.1% ($405.9K/$557.3M)	QoQ -0.66% (-$2.7K) YoY +137.14% (+$234.7K)
(IWDcusip464287598)	2.1K	QoQ 0.00% (+0) YoY +100.00% (+1.1K)	All Managers (Combined)	$400.8K	0.1% ($400.8K/$557.3M)	QoQ +1.63% (+$6.5K) YoY +110.10% (+$210.0K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	7.9K	QoQ 0.00% (-0) YoY +10490.66% (+7.9K)	All Managers (Combined)	$398.8K	0.1% ($398.8K/$557.3M)	QoQ -16.73% (-$80.1K) YoY +82.94% (+$180.8K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	772	QoQ -3.86% (-31) YoY +100.00% (+386)	All Managers (Combined)	$395.3K	0.1% ($395.3K/$557.3M)	QoQ +4.89% (-$18.4K) YoY +113.93% (+$210.5K)
DuPont de Nemours, Inc.(DDcusip26614N102)	5.2K	QoQ -7.64% (-432) YoY +58.61% (+1.9K)	All Managers (Combined)	$389.8K	0.1% ($389.8K/$557.3M)	QoQ -9.54% (-$41.1K) YoY +54.48% (+$137.5K)
(cusip00214Q104)✕	8.2K	QoQ 0.00% (-0) YoY +81.18% (+3.7K)	All Managers (Combined)	$388.5K	0.1% ($388.5K/$557.3M)	QoQ -16.18% (-$75.0K) YoY +72.14% (+$162.8K)
Tempus AI, Inc.(TEMcusip88023B103)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$385.9K	0.1% ($385.9K/$557.3M)	QoQ NEW(+$385.9K) YoY NEW(+$385.9K)
COCA COLA CO(KOcusip191216100)	5.3K	QoQ +2.02% (+104) YoY +130.81% (+3.0K)	All Managers (Combined)	$376.1K	0.1% ($376.1K/$557.3M)	QoQ +17.35% (+$55.6K) YoY +170.19% (+$236.9K)
(VIGcusip921908844)	1.9K	QoQ 0.00% (-0) YoY +62.87% (+735)	All Managers (Combined)	$369.4K	0.1% ($369.4K/$557.3M)	QoQ -0.93% (-$3.5K) YoY +73.02% (+$155.9K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	688	QoQ 0.00% (-0) YoY +105.37% (+353)	All Managers (Combined)	$367.0K	0.1% ($367.0K/$557.3M)	QoQ -6.33% (-$24.8K) YoY +96.91% (+$180.6K)
(cusip46429B663)✕	3.0K	QoQ +0.10% (+3) YoY +101.00% (+1.5K)	All Managers (Combined)	$361.8K	0.1% ($361.8K/$557.3M)	QoQ +7.98% (+$26.8K) YoY +120.82% (+$197.9K)