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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921937819

BIV|921937819

Shares:3.0K

Value:$226.9K

% of Portfolio:0.0% ($226.9K/$557.3M)

DROPBOX, INC.

DBX|26210C104

Shares:8.4K

Value:$224.4K

% of Portfolio:0.0% ($224.4K/$557.3M)

46138J395

Shares:10.5K

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$557.3M)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:26.7K

Value:$216.6K

% of Portfolio:0.0% ($216.6K/$557.3M)

T-Mobile US, Inc.

TMUS|872590104

Shares:812

Value:$216.6K

% of Portfolio:0.0% ($216.6K/$557.3M)

922042874

VGK|922042874

Shares:3.0K

Value:$214.1K

% of Portfolio:0.0% ($214.1K/$557.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:792

Value:$213.1K

% of Portfolio:0.0% ($213.1K/$557.3M)

315912808

Shares:3.1K

Value:$211.0K

% of Portfolio:0.0% ($211.0K/$557.3M)

BOEING CO

BA|097023105

Shares:1.2K

Value:$210.9K

% of Portfolio:0.0% ($210.9K/$557.3M)

ASTRAZENECA PLC

AZN|046353108

Shares:2.9K

Value:$210.9K

% of Portfolio:0.0% ($210.9K/$557.3M)

46137V563

Shares:9.6K

Value:$207.1K

% of Portfolio:0.0% ($207.1K/$557.3M)

92189F726

Shares:1.3K

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$557.3M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:1.9K

Value:$203.9K

% of Portfolio:0.0% ($203.9K/$557.3M)

46138E511

Shares:15.1K

Value:$169.7K

% of Portfolio:0.0% ($169.7K/$557.3M)

Anixa Biosciences Inc

ANIX|03528H109

Shares:42.0K

Value:$120.2K

% of Portfolio:0.0% ($120.2K/$557.3M)

BLACKROCK CORPORATE HIGH YIELD FUND, INC.

HYT|09255P107

Shares:10.6K

Value:$102.0K

% of Portfolio:0.0% ($102.0K/$557.3M)

Under Armour, Inc.

UA|904311206

Shares:11.9K

Value:$70.8K

% of Portfolio:0.0% ($70.8K/$557.3M)

GRAFTECH INTERNATIONAL LTD

EAF|384313508

Shares:74.1K

Value:$64.8K

% of Portfolio:0.0% ($64.8K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BIVcusip921937819)	3.0K	QoQ NEW(+3.0K) YoY +159.00% (+1.8K)	All Managers (Combined)	$226.9K	0.0% ($226.9K/$557.3M)	QoQ NEW(+$226.9K) YoY +163.13% (+$140.7K)
DROPBOX, INC.(DBXcusip26210C104)	8.4K	QoQ 0.00% (-0) YoY +100.00% (+4.2K)	All Managers (Combined)	$224.4K	0.0% ($224.4K/$557.3M)	QoQ -11.08% (-$28.0K) YoY +119.83% (+$122.3K)
(cusip46138J395)✕	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$557.3M)	QoQ NEW(+$221.3K) YoY NEW(+$221.3K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	26.7K	QoQ -14.38% (-4.5K) YoY +2123.33% (+25.5K)	All Managers (Combined)	$216.6K	0.0% ($216.6K/$557.3M)	QoQ -64.96% (-$401.7K) YoY +2965.11% (+$209.6K)
T-Mobile US, Inc.(TMUScusip872590104)	812	QoQ NEW(+812) YoY +284.83% (+601)	All Managers (Combined)	$216.6K	0.0% ($216.6K/$557.3M)	QoQ NEW(+$216.6K) YoY +528.94% (+$182.2K)
(VGKcusip922042874)	3.0K	QoQ NEW(+3.0K) YoY +100.00% (+1.5K)	All Managers (Combined)	$214.1K	0.0% ($214.1K/$557.3M)	QoQ NEW(+$214.1K) YoY +108.52% (+$111.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	792	QoQ +4.76% (-36) YoY +446.20% (+647)	All Managers (Combined)	$213.1K	0.0% ($213.1K/$557.3M)	QoQ -5.03% (-$11.3K) YoY +545.42% (+$180.1K)
(cusip315912808)✕	3.1K	QoQ 0.00% (-0) YoY +100.00% (+1.6K)	All Managers (Combined)	$211.0K	0.0% ($211.0K/$557.3M)	QoQ -10.51% (-$24.8K) YoY +111.38% (+$111.2K)
BOEING CO(BAcusip097023105)	1.2K	QoQ -20.60% (-321) YoY +22.11% (+224)	All Managers (Combined)	$210.9K	0.0% ($210.9K/$557.3M)	QoQ -23.50% (-$64.8K) YoY +7.84% (+$15.3K)
ASTRAZENECA PLC(AZNcusip046353108)	2.9K	QoQ NEW(+2.9K) YoY +105.66% (+1.5K)	All Managers (Combined)	$210.9K	0.0% ($210.9K/$557.3M)	QoQ NEW(+$210.9K) YoY +123.12% (+$116.4K)
(cusip46137V563)✕	9.6K	QoQ +1.03% (+99) YoY +129.72% (+5.4K)	All Managers (Combined)	$207.1K	0.0% ($207.1K/$557.3M)	QoQ +2.03% (+$4.1K) YoY +138.83% (+$120.4K)
(cusip92189F726)✕	1.3K	QoQ -6.50% (-91) YoY +59.51% (+488)	All Managers (Combined)	$205.8K	0.0% ($205.8K/$557.3M)	QoQ -6.26% (-$13.8K) YoY +50.90% (+$69.4K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	1.9K	QoQ NEW(+1.9K) YoY +130.94% (+1.1K)	All Managers (Combined)	$203.9K	0.0% ($203.9K/$557.3M)	QoQ NEW(+$203.9K) YoY +193.26% (+$134.4K)
(cusip46138E511)✕	15.1K	QoQ -5.09% (-812) YoY +93.84% (+7.3K)	All Managers (Combined)	$169.7K	0.0% ($169.7K/$557.3M)	QoQ -7.64% (-$14.1K) YoY +83.08% (+$77.0K)
Anixa Biosciences Inc(ANIXcusip03528H109)	42.0K	QoQ 0.00% (+0) YoY +100.00% (+21.0K)	All Managers (Combined)	$120.2K	0.0% ($120.2K/$557.3M)	QoQ +23.27% (+$22.7K) YoY +83.33% (+$54.6K)
BLACKROCK CORPORATE HIGH YIELD FUND, INC.(HYTcusip09255P107)	10.6K	QoQ 0.00% (-0) YoY +100.00% (+5.3K)	All Managers (Combined)	$102.0K	0.0% ($102.0K/$557.3M)	QoQ -2.34% (-$2.4K) YoY +95.71% (+$49.9K)
Under Armour, Inc.(UAcusip904311206)	11.9K	QoQ NEW(+11.9K) YoY +510.25% (+9.9K)	All Managers (Combined)	$70.8K	0.0% ($70.8K/$557.3M)	QoQ NEW(+$70.8K) YoY +408.55% (+$56.9K)
GRAFTECH INTERNATIONAL LTD(EAFcusip384313508)	74.1K	QoQ -2.62% (-2.0K) YoY +263.23% (+53.7K)	All Managers (Combined)	$64.8K	0.0% ($64.8K/$557.3M)	QoQ -50.78% (-$66.9K) YoY +130.15% (+$36.6K)