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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92189F676

Shares:1.7K

Value:$358.6K

% of Portfolio:0.1% ($358.6K/$557.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.8K

Value:$356.7K

% of Portfolio:0.1% ($356.7K/$557.3M)

464287630

IWN|464287630

Shares:2.4K

Value:$356.6K

% of Portfolio:0.1% ($356.6K/$557.3M)

HERSHEY CO

HSY|427866108

Shares:2.1K

Value:$351.5K

% of Portfolio:0.1% ($351.5K/$557.3M)

Zoetis Inc.

ZTS|98978V103

Shares:2.1K

Value:$351.0K

% of Portfolio:0.1% ($351.0K/$557.3M)

Viatris Inc

VTRS|92556V106

Shares:40.2K

Value:$350.4K

% of Portfolio:0.1% ($350.4K/$557.3M)

46137V357

RSP|46137V357

Shares:2.0K

Value:$349.6K

% of Portfolio:0.1% ($349.6K/$557.3M)

33738R308

Shares:16.0K

Value:$348.8K

% of Portfolio:0.1% ($348.8K/$557.3M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.6K

Value:$343.5K

% of Portfolio:0.1% ($343.5K/$557.3M)

33738R407

Shares:18.1K

Value:$341.3K

% of Portfolio:0.1% ($341.3K/$557.3M)

464287192

Shares:5.3K

Value:$341.2K

% of Portfolio:0.1% ($341.2K/$557.3M)

INTEL CORP

INTC|458140100

Shares:15.0K

Value:$340.1K

% of Portfolio:0.1% ($340.1K/$557.3M)

UNILEVER PLC

UL|904767704

Shares:5.7K

Value:$339.2K

% of Portfolio:0.1% ($339.2K/$557.3M)

46138J643

Shares:16.6K

Value:$337.8K

% of Portfolio:0.1% ($337.8K/$557.3M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:9.9K

Value:$337.6K

% of Portfolio:0.1% ($337.6K/$557.3M)

19761L706

Shares:10.2K

Value:$337.5K

% of Portfolio:0.1% ($337.5K/$557.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.4K

Value:$336.1K

% of Portfolio:0.1% ($336.1K/$557.3M)

336920103

Shares:3.0K

Value:$332.1K

% of Portfolio:0.1% ($332.1K/$557.3M)

SOUTHERN CO

SO|842587107

Shares:3.6K

Value:$331.6K

% of Portfolio:0.1% ($331.6K/$557.3M)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:4.3K

Value:$330.8K

% of Portfolio:0.1% ($330.8K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F676)✕	1.7K	QoQ -34.81% (-906) YoY +30.06% (+392)	All Managers (Combined)	$358.6K	0.1% ($358.6K/$557.3M)	QoQ -43.08% (-$271.5K) YoY +22.17% (+$65.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.8K	QoQ -0.51% (-30) YoY +100.83% (+2.9K)	All Managers (Combined)	$356.7K	0.1% ($356.7K/$557.3M)	QoQ +3.70% (-$12.7K) YoY +148.37% (+$213.1K)
(IWNcusip464287630)	2.4K	QoQ +29.42% (+537) YoY +162.44% (+1.5K)	All Managers (Combined)	$356.6K	0.1% ($356.6K/$557.3M)	QoQ +19.02% (+$57.0K) YoY +149.50% (+$213.7K)
HERSHEY CO(HSYcusip427866108)	2.1K	QoQ -2.79% (-59) YoY +277.75% (+1.5K)	All Managers (Combined)	$351.5K	0.1% ($351.5K/$557.3M)	QoQ -1.82% (-$6.5K) YoY +232.37% (+$245.8K)
Zoetis Inc.(ZTScusip98978V103)	2.1K	QoQ -11.35% (-273) YoY +132.24% (+1.2K)	All Managers (Combined)	$351.0K	0.1% ($351.0K/$557.3M)	QoQ -10.43% (-$40.9K) YoY +125.93% (+$195.6K)
Viatris Inc(VTRScusip92556V106)	40.2K	QoQ -9.42% (-4.2K) YoY +47.95% (+13.0K)	All Managers (Combined)	$350.4K	0.1% ($350.4K/$557.3M)	QoQ -36.63% (-$202.6K) YoY +7.93% (+$25.7K)
(RSPcusip46137V357)	2.0K	QoQ +0.14% (-3) YoY +22.00% (+364)	All Managers (Combined)	$349.6K	0.1% ($349.6K/$557.3M)	QoQ -0.97% (-$3.4K) YoY +24.80% (+$69.5K)
(cusip33738R308)✕	16.0K	QoQ +13.77% (+1.9K) YoY +1484.40% (+14.9K)	All Managers (Combined)	$348.8K	0.1% ($348.8K/$557.3M)	QoQ +6.88% (+$22.5K) YoY +1441.25% (+$326.2K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.6K	QoQ 0.00% (+0) YoY +131.13% (+1.5K)	All Managers (Combined)	$343.5K	0.1% ($343.5K/$557.3M)	QoQ +55.95% (+$123.3K) YoY +322.38% (+$262.2K)
(cusip33738R407)✕	18.1K	QoQ +15.20% (+2.4K) YoY +1692.47% (+17.1K)	All Managers (Combined)	$341.3K	0.1% ($341.3K/$557.3M)	QoQ +4.30% (+$14.1K) YoY +1545.56% (+$320.5K)
(cusip464287192)✕	5.3K	QoQ +0.31% (-17) YoY +102.20% (+2.7K)	All Managers (Combined)	$341.2K	0.1% ($341.2K/$557.3M)	QoQ -4.94% (-$17.8K) YoY +83.86% (+$155.7K)
INTEL CORP(INTCcusip458140100)	15.0K	QoQ -44.06% (-11.8K) YoY -26.38% (-5.4K)	All Managers (Combined)	$340.1K	0.1% ($340.1K/$557.3M)	QoQ -36.64% (-$196.8K) YoY -62.15% (-$558.5K)
UNILEVER PLC(ULcusip904767704)	5.7K	QoQ -13.38% (-880) YoY +78.11% (+2.5K)	All Managers (Combined)	$339.2K	0.1% ($339.2K/$557.3M)	QoQ -9.02% (-$33.7K) YoY +111.32% (+$178.7K)
(cusip46138J643)✕	16.6K	QoQ NEW(+16.6K) YoY NEW(+16.6K)	All Managers (Combined)	$337.8K	0.1% ($337.8K/$557.3M)	QoQ NEW(+$337.8K) YoY NEW(+$337.8K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	9.9K	QoQ +2.46% (+238) YoY +104.38% (+5.0K)	All Managers (Combined)	$337.6K	0.1% ($337.6K/$557.3M)	QoQ +11.54% (+$34.9K) YoY +139.09% (+$196.4K)
(cusip19761L706)✕	10.2K	QoQ +18.68% (+1.6K) YoY +208.28% (+6.9K)	All Managers (Combined)	$337.5K	0.1% ($337.5K/$557.3M)	QoQ +13.84% (+$41.1K) YoY +230.46% (+$235.4K)
LOWES COMPANIES INC(LOWcusip548661107)	1.4K	QoQ -1.23% (-18) YoY +70.53% (+596)	All Managers (Combined)	$336.1K	0.1% ($336.1K/$557.3M)	QoQ -6.69% (-$24.1K) YoY +56.10% (+$120.8K)
(cusip336920103)✕	3.0K	QoQ 0.00% (-0) YoY +100.00% (+1.5K)	All Managers (Combined)	$332.1K	0.1% ($332.1K/$557.3M)	QoQ -6.49% (-$23.1K) YoY +111.32% (+$175.0K)
SOUTHERN CO(SOcusip842587107)	3.6K	QoQ +0.50% (+18) YoY +155.56% (+2.2K)	All Managers (Combined)	$331.6K	0.1% ($331.6K/$557.3M)	QoQ +12.26% (+$36.2K) YoY +227.67% (+$230.4K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	4.3K	QoQ 0.00% (+0) YoY +18.52% (+666)	All Managers (Combined)	$330.8K	0.1% ($330.8K/$557.3M)	QoQ +38.03% (+$91.2K) YoY +95.24% (+$161.4K)