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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97717W422

Shares:6.7K

Value:$294.1K

% of Portfolio:0.1% ($294.1K/$557.3M)

464288760

Shares:1.9K

Value:$292.4K

% of Portfolio:0.1% ($292.4K/$557.3M)

Marvell Technology, Inc.

MRVL|573874104

Shares:4.7K

Value:$291.6K

% of Portfolio:0.1% ($291.6K/$557.3M)

852234103

Shares:5.3K

Value:$290.7K

% of Portfolio:0.1% ($290.7K/$557.3M)

464287796

Shares:5.9K

Value:$289.2K

% of Portfolio:0.1% ($289.2K/$557.3M)

92189F700

Shares:4.3K

Value:$288.8K

% of Portfolio:0.1% ($288.8K/$557.3M)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:877

Value:$286.9K

% of Portfolio:0.1% ($286.9K/$557.3M)

FORD MOTOR CO

F|345370860

Shares:28.2K

Value:$282.6K

% of Portfolio:0.1% ($282.6K/$557.3M)

33738D101

Shares:7.5K

Value:$281.7K

% of Portfolio:0.1% ($281.7K/$557.3M)

89834G760

Shares:13.0K

Value:$281.4K

% of Portfolio:0.1% ($281.4K/$557.3M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.1K

Value:$280.1K

% of Portfolio:0.1% ($280.1K/$557.3M)

AMGEN INC

AMGN|031162100

Shares:883

Value:$275.2K

% of Portfolio:0.0% ($275.2K/$557.3M)

33739N108

Shares:5.3K

Value:$269.1K

% of Portfolio:0.0% ($269.1K/$557.3M)

33738R605

Shares:4.9K

Value:$267.8K

% of Portfolio:0.0% ($267.8K/$557.3M)

464288638

Shares:5.1K

Value:$267.0K

% of Portfolio:0.0% ($267.0K/$557.3M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:2.5K

Value:$261.5K

% of Portfolio:0.0% ($261.5K/$557.3M)

464288208

Shares:3.5K

Value:$261.2K

% of Portfolio:0.0% ($261.2K/$557.3M)

337345102

Shares:1.5K

Value:$258.3K

% of Portfolio:0.0% ($258.3K/$557.3M)

464288695

Shares:3.1K

Value:$256.4K

% of Portfolio:0.0% ($256.4K/$557.3M)

46138E362

Shares:5.1K

Value:$256.2K

% of Portfolio:0.0% ($256.2K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W422)✕	6.7K	QoQ +16.96% (+976) YoY +167.55% (+4.2K)	All Managers (Combined)	$294.1K	0.1% ($294.1K/$557.3M)	QoQ +12.93% (+$33.7K) YoY +168.42% (+$184.5K)
(cusip464288760)✕	1.9K	QoQ +0.05% (+1) YoY +66.95% (+766)	All Managers (Combined)	$292.4K	0.1% ($292.4K/$557.3M)	QoQ +5.39% (+$15.0K) YoY +93.68% (+$141.4K)
Marvell Technology, Inc.(MRVLcusip573874104)	4.7K	QoQ +12.62% (-531) YoY +114.29% (+2.5K)	All Managers (Combined)	$291.6K	0.1% ($291.6K/$557.3M)	QoQ -37.21% (-$172.8K) YoY +86.19% (+$135.0K)
(cusip852234103)✕	5.3K	QoQ -0.74% (-40) YoY +94.68% (+2.6K)	All Managers (Combined)	$290.7K	0.1% ($290.7K/$557.3M)	QoQ -36.54% (-$167.4K) YoY +25.05% (+$58.2K)
(cusip464287796)✕	5.9K	QoQ +0.66% (+39) YoY +104.63% (+3.0K)	All Managers (Combined)	$289.2K	0.1% ($289.2K/$557.3M)	QoQ +8.92% (+$23.7K) YoY +104.26% (+$147.6K)
(cusip92189F700)✕	4.3K	QoQ -20.57% (-1.1K) YoY +36.44% (+1.1K)	All Managers (Combined)	$288.8K	0.1% ($288.8K/$557.3M)	QoQ -16.41% (-$56.7K) YoY +23.29% (+$54.6K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	877	QoQ -18.49% (-199) YoY +69.30% (+359)	All Managers (Combined)	$286.9K	0.1% ($286.9K/$557.3M)	QoQ -18.36% (-$64.5K) YoY +109.57% (+$150.0K)
FORD MOTOR CO(Fcusip345370860)	28.2K	QoQ +1.55% (+432) YoY +111.84% (+14.9K)	All Managers (Combined)	$282.6K	0.1% ($282.6K/$557.3M)	QoQ +2.89% (+$7.9K) YoY +59.99% (+$106.0K)
(cusip33738D101)✕	7.5K	QoQ +23.44% (+1.4K) YoY +186.02% (+4.9K)	All Managers (Combined)	$281.7K	0.1% ($281.7K/$557.3M)	QoQ +29.83% (+$64.7K) YoY +263.20% (+$204.2K)
(cusip89834G760)✕	13.0K	QoQ 0.00% (-0) YoY NEW(+13.0K)	All Managers (Combined)	$281.4K	0.1% ($281.4K/$557.3M)	QoQ -5.67% (-$16.9K) YoY NEW(+$281.4K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.1K	QoQ -16.81% (-232) YoY +107.22% (+594)	All Managers (Combined)	$280.1K	0.1% ($280.1K/$557.3M)	QoQ -4.42% (-$13.0K) YoY +145.49% (+$166.0K)
AMGEN INC(AMGNcusip031162100)	883	QoQ -21.01% (-235) YoY +139.94% (+515)	All Managers (Combined)	$275.2K	0.0% ($275.2K/$557.3M)	QoQ -5.52% (-$16.1K) YoY +162.99% (+$170.5K)
(cusip33739N108)✕	5.3K	QoQ +0.83% (-44) YoY +106.54% (+2.8K)	All Managers (Combined)	$269.1K	0.0% ($269.1K/$557.3M)	QoQ -0.33% (-$910) YoY +102.80% (+$136.4K)
(cusip33738R605)✕	4.9K	QoQ 0.00% (-0) YoY +100.00% (+2.4K)	All Managers (Combined)	$267.8K	0.0% ($267.8K/$557.3M)	QoQ -7.11% (-$20.5K) YoY +91.71% (+$128.1K)
(cusip464288638)✕	5.1K	QoQ 0.00% (+0) YoY +100.55% (+2.5K)	All Managers (Combined)	$267.0K	0.0% ($267.0K/$557.3M)	QoQ +1.96% (+$5.1K) YoY +104.10% (+$136.2K)
PULTEGROUP INC/MI/(PHMcusip745867101)	2.5K	QoQ -15.59% (-470) YoY -58.68% (-3.6K)	All Managers (Combined)	$261.5K	0.0% ($261.5K/$557.3M)	QoQ -20.32% (-$66.7K) YoY -64.78% (-$481.1K)
(cusip464288208)✕	3.5K	QoQ 0.00% (-0) YoY +55.81% (+1.3K)	All Managers (Combined)	$261.2K	0.0% ($261.2K/$557.3M)	QoQ -2.71% (-$7.3K) YoY +58.49% (+$96.4K)
(cusip337345102)✕	1.5K	QoQ 0.00% (-0) YoY -33.68% (-756)	All Managers (Combined)	$258.3K	0.0% ($258.3K/$557.3M)	QoQ -7.81% (-$21.9K) YoY -39.64% (-$169.6K)
(cusip464288695)✕	3.1K	QoQ 0.00% (+0) YoY +143.74% (+1.9K)	All Managers (Combined)	$256.4K	0.0% ($256.4K/$557.3M)	QoQ +5.18% (+$12.6K) YoY +122.76% (+$141.3K)
(cusip46138E362)✕	5.1K	QoQ 0.00% (+0) YoY +100.00% (+2.5K)	All Managers (Combined)	$256.2K	0.0% ($256.2K/$557.3M)	QoQ +3.97% (+$9.8K) YoY +126.26% (+$143.0K)