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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PayPal Holdings, Inc.

PYPL|70450Y103

Shares:3.9K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$557.3M)

69374H360

Shares:8.3K

Value:$254.0K

% of Portfolio:0.0% ($254.0K/$557.3M)

33738R506

Shares:4.3K

Value:$251.8K

% of Portfolio:0.0% ($251.8K/$557.3M)

464287176

Shares:2.2K

Value:$249.5K

% of Portfolio:0.0% ($249.5K/$557.3M)

Prologis, Inc.

PLD|74340W103

Shares:2.2K

Value:$249.2K

% of Portfolio:0.0% ($249.2K/$557.3M)

33733B100

Shares:2.5K

Value:$249.0K

% of Portfolio:0.0% ($249.0K/$557.3M)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:4.0K

Value:$246.2K

% of Portfolio:0.0% ($246.2K/$557.3M)

GENERAL AMERICAN INVESTORS CO INC

GAM|368802104

Shares:4.9K

Value:$245.7K

% of Portfolio:0.0% ($245.7K/$557.3M)

389637109

Shares:3.8K

Value:$245.6K

% of Portfolio:0.0% ($245.6K/$557.3M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:696

Value:$243.1K

% of Portfolio:0.0% ($243.1K/$557.3M)

921943858

VEA|921943858

Shares:4.7K

Value:$239.4K

% of Portfolio:0.0% ($239.4K/$557.3M)

46429B267

Shares:10.4K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$557.3M)

233051143

Shares:4.7K

Value:$238.3K

% of Portfolio:0.0% ($238.3K/$557.3M)

72201R833

Shares:2.4K

Value:$237.9K

% of Portfolio:0.0% ($237.9K/$557.3M)

81369Y100

XLB|81369Y100

Shares:2.8K

Value:$237.2K

% of Portfolio:0.0% ($237.2K/$557.3M)

33739H101

Shares:9.1K

Value:$233.4K

% of Portfolio:0.0% ($233.4K/$557.3M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:1.9K

Value:$232.4K

% of Portfolio:0.0% ($232.4K/$557.3M)

37954Y889

Shares:3.4K

Value:$228.9K

% of Portfolio:0.0% ($228.9K/$557.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.1K

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$557.3M)

46137V100

Shares:2.0K

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PayPal Holdings, Inc.(PYPLcusip70450Y103)	3.9K	QoQ -10.91% (-479) YoY +56.61% (+1.4K)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$557.3M)	QoQ -31.89% (-$119.5K) YoY +52.53% (+$87.8K)
(cusip69374H360)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$254.0K	0.0% ($254.0K/$557.3M)	QoQ NEW(+$254.0K) YoY NEW(+$254.0K)
(cusip33738R506)✕	4.3K	QoQ +0.04% (-2) YoY +101.73% (+2.2K)	All Managers (Combined)	$251.8K	0.0% ($251.8K/$557.3M)	QoQ -0.97% (-$2.5K) YoY +110.20% (+$132.0K)
(cusip464287176)✕	2.2K	QoQ -1.05% (-24) YoY +91.14% (+1.1K)	All Managers (Combined)	$249.5K	0.0% ($249.5K/$557.3M)	QoQ +3.15% (-$7.6K) YoY +97.69% (+$123.3K)
Prologis, Inc.(PLDcusip74340W103)	2.2K	QoQ -14.66% (-383) YoY +163.16% (+1.4K)	All Managers (Combined)	$249.2K	0.0% ($249.2K/$557.3M)	QoQ -9.74% (-$26.9K) YoY +125.91% (+$138.9K)
(cusip33733B100)✕	2.5K	QoQ +0.12% (-3) YoY +649.39% (+2.1K)	All Managers (Combined)	$249.0K	0.0% ($249.0K/$557.3M)	QoQ -1.21% (-$3.1K) YoY +638.23% (+$215.3K)
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	4.0K	QoQ -4.76% (-200) YoY +90.47% (+1.9K)	All Managers (Combined)	$246.2K	0.0% ($246.2K/$557.3M)	QoQ +17.09% (-$35.9K) YoY +92.92% (+$118.6K)
GENERAL AMERICAN INVESTORS CO INC(GAMcusip368802104)	4.9K	QoQ 0.00% (-0) YoY +117.08% (+2.6K)	All Managers (Combined)	$245.7K	0.0% ($245.7K/$557.3M)	QoQ -1.25% (-$3.1K) YoY +135.10% (+$141.2K)
(cusip389637109)✕	3.8K	QoQ +31.38% (+900) YoY +296.63% (+2.8K)	All Managers (Combined)	$245.6K	0.0% ($245.6K/$557.3M)	QoQ +15.67% (+$33.3K) YoY +309.18% (+$185.6K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	696	QoQ -1.13% (-8) YoY +110.27% (+365)	All Managers (Combined)	$243.1K	0.0% ($243.1K/$557.3M)	QoQ +1.52% (-$3.7K) YoY +111.42% (+$128.1K)
(VEAcusip921943858)	4.7K	QoQ +0.10% (+5) YoY +214.98% (+3.2K)	All Managers (Combined)	$239.4K	0.0% ($239.4K/$557.3M)	QoQ +6.40% (+$14.4K) YoY +219.23% (+$164.4K)
(cusip46429B267)✕	10.4K	QoQ -15.80% (-2.0K) YoY NEW(+10.4K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$557.3M)	QoQ -15.78% (-$44.8K) YoY NEW(+$239.2K)
(cusip233051143)✕	4.7K	QoQ -11.33% (-604) YoY +135.42% (+2.7K)	All Managers (Combined)	$238.3K	0.0% ($238.3K/$557.3M)	QoQ -16.06% (-$45.6K) YoY +148.22% (+$142.3K)
(cusip72201R833)✕	2.4K	QoQ -0.67% (-16) YoY -28.18% (-928)	All Managers (Combined)	$237.9K	0.0% ($237.9K/$557.3M)	QoQ -0.40% (-$960) YoY -28.12% (-$93.1K)
(XLBcusip81369Y100)	2.8K	QoQ -0.18% (-5) YoY +100.94% (+1.4K)	All Managers (Combined)	$237.2K	0.0% ($237.2K/$557.3M)	QoQ +1.98% (-$4.6K) YoY +86.02% (+$109.7K)
(cusip33739H101)✕	9.1K	QoQ 0.00% (+0) YoY +100.00% (+4.6K)	All Managers (Combined)	$233.4K	0.0% ($233.4K/$557.3M)	QoQ +6.64% (+$14.5K) YoY +115.17% (+$124.9K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	1.9K	QoQ 0.00% (+0) YoY +240.83% (+1.3K)	All Managers (Combined)	$232.4K	0.0% ($232.4K/$557.3M)	QoQ +13.09% (+$26.9K) YoY +309.23% (+$175.6K)
(cusip37954Y889)✕	3.4K	QoQ +10.35% (+318) YoY +145.47% (+2.0K)	All Managers (Combined)	$228.9K	0.0% ($228.9K/$557.3M)	QoQ +5.18% (+$11.3K) YoY +160.54% (+$141.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.1K	QoQ -4.01% (-45) YoY +150.23% (+646)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$557.3M)	QoQ -10.04% (-$25.4K) YoY +158.10% (+$139.6K)
(cusip46137V100)✕	2.0K	QoQ -0.96% (-19) YoY +118.43% (+1.1K)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$557.3M)	QoQ +0.57% (-$1.3K) YoY +150.65% (+$136.9K)