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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BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:5.4K

Value:$330.5K

% of Portfolio:0.1% ($330.5K/$557.3M)

37954Y673

Shares:8.7K

Value:$327.0K

% of Portfolio:0.1% ($327.0K/$557.3M)

46434V621

DGRO|46434V621

Shares:5.3K

Value:$325.0K

% of Portfolio:0.1% ($325.0K/$557.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:4.6K

Value:$323.7K

% of Portfolio:0.1% ($323.7K/$557.3M)

CITIGROUP INC

C|172967424

Shares:4.5K

Value:$320.9K

% of Portfolio:0.1% ($320.9K/$557.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.6K

Value:$318.4K

% of Portfolio:0.1% ($318.4K/$557.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.4K

Value:$312.7K

% of Portfolio:0.1% ($312.7K/$557.3M)

TARGET CORP

TGT|87612E106

Shares:3.0K

Value:$312.0K

% of Portfolio:0.1% ($312.0K/$557.3M)

BlackRock Resources & Commodities Strategy Trust

BCX|09257A108

Shares:33.3K

Value:$310.4K

% of Portfolio:0.1% ($310.4K/$557.3M)

464285204

Shares:5.2K

Value:$309.1K

% of Portfolio:0.1% ($309.1K/$557.3M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.3K

Value:$307.1K

% of Portfolio:0.1% ($307.1K/$557.3M)

922908553

VNQ|922908553

Shares:3.4K

Value:$306.4K

% of Portfolio:0.1% ($306.4K/$557.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:684

Value:$305.7K

% of Portfolio:0.1% ($305.7K/$557.3M)

46137V308

Shares:2.7K

Value:$305.4K

% of Portfolio:0.1% ($305.4K/$557.3M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:13.7K

Value:$302.7K

% of Portfolio:0.1% ($302.7K/$557.3M)

Duke Energy CORP

DUK|26441C204

Shares:2.5K

Value:$299.5K

% of Portfolio:0.1% ($299.5K/$557.3M)

381430602

Shares:4.7K

Value:$298.1K

% of Portfolio:0.1% ($298.1K/$557.3M)

YUM BRANDS INC

YUM|988498101

Shares:1.9K

Value:$295.8K

% of Portfolio:0.1% ($295.8K/$557.3M)

DraftKings Inc.

DKNG|26142V105

Shares:8.9K

Value:$295.5K

% of Portfolio:0.1% ($295.5K/$557.3M)

Walt Disney Co

DIS|254687106

Shares:3.0K

Value:$294.7K

% of Portfolio:0.1% ($294.7K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	5.4K	QoQ +3.73% (+195) YoY +136.94% (+3.1K)	All Managers (Combined)	$330.5K	0.1% ($330.5K/$557.3M)	QoQ +11.84% (+$35.0K) YoY +166.46% (+$206.5K)
(cusip37954Y673)✕	8.7K	QoQ 0.00% (-0) YoY +91.59% (+4.1K)	All Managers (Combined)	$327.0K	0.1% ($327.0K/$557.3M)	QoQ -6.63% (-$23.2K) YoY +81.58% (+$146.9K)
(DGROcusip46434V621)	5.3K	QoQ +0.19% (+10) YoY +101.37% (+2.6K)	All Managers (Combined)	$325.0K	0.1% ($325.0K/$557.3M)	QoQ +0.91% (+$3.0K) YoY +114.29% (+$173.3K)
NEXTERA ENERGY INC(NEEcusip65339F101)	4.6K	QoQ -27.27% (-1.7K) YoY +29.59% (+1.0K)	All Managers (Combined)	$323.7K	0.1% ($323.7K/$557.3M)	QoQ -28.08% (-$126.5K) YoY +43.72% (+$98.5K)
CITIGROUP INC(Ccusip172967424)	4.5K	QoQ NEW(+4.5K) YoY +314.67% (+3.4K)	All Managers (Combined)	$320.9K	0.1% ($320.9K/$557.3M)	QoQ NEW(+$320.9K) YoY +365.55% (+$252.0K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.6K	QoQ +0.88% (+14) YoY +162.54% (+985)	All Managers (Combined)	$318.4K	0.1% ($318.4K/$557.3M)	QoQ +21.08% (+$55.4K) YoY +199.18% (+$212.0K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.4K	QoQ +6.66% (+272) YoY +129.50% (+2.5K)	All Managers (Combined)	$312.7K	0.1% ($312.7K/$557.3M)	QoQ +9.01% (+$25.9K) YoY +184.26% (+$202.7K)
TARGET CORP(TGTcusip87612E106)	3.0K	QoQ -6.27% (-200) YoY +69.82% (+1.2K)	All Managers (Combined)	$312.0K	0.1% ($312.0K/$557.3M)	QoQ -27.64% (-$119.2K) YoY +0.02% (+$85)
BlackRock Resources & Commodities Strategy Trust(BCXcusip09257A108)	33.3K	QoQ +2.06% (+674) YoY +113.79% (+17.7K)	All Managers (Combined)	$310.4K	0.1% ($310.4K/$557.3M)	QoQ +11.50% (+$32.0K) YoY +119.68% (+$169.1K)
(cusip464285204)✕	5.2K	QoQ -41.80% (-3.8K) YoY +16.38% (+738)	All Managers (Combined)	$309.1K	0.1% ($309.1K/$557.3M)	QoQ -30.69% (-$136.9K) YoY +63.35% (+$119.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.3K	QoQ +30.12% (+536) YoY +249.69% (+1.7K)	All Managers (Combined)	$307.1K	0.1% ($307.1K/$557.3M)	QoQ +52.60% (+$105.9K) YoY +308.11% (+$231.8K)
(VNQcusip922908553)	3.4K	QoQ +9.72% (+300) YoY +140.68% (+2.0K)	All Managers (Combined)	$306.4K	0.1% ($306.4K/$557.3M)	QoQ +11.53% (+$31.7K) YoY +151.92% (+$184.8K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	684	QoQ +3.32% (-22) YoY +104.79% (+350)	All Managers (Combined)	$305.7K	0.1% ($305.7K/$557.3M)	QoQ -5.02% (-$16.2K) YoY +101.10% (+$153.7K)
(cusip46137V308)✕	2.7K	QoQ +0.11% (-3) YoY +100.66% (+1.4K)	All Managers (Combined)	$305.4K	0.1% ($305.4K/$557.3M)	QoQ -2.01% (-$6.3K) YoY +108.86% (+$159.2K)
ARES CAPITAL CORP(ARCCcusip04010L103)	13.7K	QoQ +1.94% (+260) YoY +111.87% (+7.2K)	All Managers (Combined)	$302.7K	0.1% ($302.7K/$557.3M)	QoQ +3.19% (+$9.4K) YoY +125.52% (+$168.5K)
Duke Energy CORP(DUKcusip26441C204)	2.5K	QoQ -5.21% (-135) YoY +74.11% (+1.0K)	All Managers (Combined)	$299.5K	0.1% ($299.5K/$557.3M)	QoQ +7.34% (-$20.5K) YoY +119.62% (+$163.1K)
(cusip381430602)✕	4.7K	QoQ -62.66% (-7.9K) YoY NEW(+4.7K)	All Managers (Combined)	$298.1K	0.1% ($298.1K/$557.3M)	QoQ -65.74% (-$572.2K) YoY NEW(+$298.1K)
YUM BRANDS INC(YUMcusip988498101)	1.9K	QoQ +1.29% (+24) YoY +121.17% (+1.0K)	All Managers (Combined)	$295.8K	0.1% ($295.8K/$557.3M)	QoQ +18.80% (+$46.8K) YoY +151.02% (+$178.0K)
DraftKings Inc.(DKNGcusip26142V105)	8.9K	QoQ -16.04% (-1.7K) YoY +75.98% (+3.8K)	All Managers (Combined)	$295.5K	0.1% ($295.5K/$557.3M)	QoQ -25.04% (-$98.7K) YoY +28.70% (+$65.9K)
Walt Disney Co(DIScusip254687106)	3.0K	QoQ -6.80% (-218) YoY +51.03% (+1.0K)	All Managers (Combined)	$294.7K	0.1% ($294.7K/$557.3M)	QoQ -17.38% (-$62.0K) YoY +21.85% (+$52.9K)