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

Page 2 of 16

Sort by:

74348A467

Shares:58.5K

Value:$6.0M

% of Portfolio:1.1% ($6.0M/$557.3M)

VISA INC.

V|92826C839

Shares:16.6K

Value:$5.8M

% of Portfolio:1.0% ($5.8M/$557.3M)

464287150

ITOT|464287150

Shares:46.3K

Value:$5.6M

% of Portfolio:1.0% ($5.6M/$557.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:35.8K

Value:$5.5M

% of Portfolio:1.0% ($5.5M/$557.3M)

46654Q724

Shares:92.1K

Value:$5.5M

% of Portfolio:1.0% ($5.5M/$557.3M)

46138J635

Shares:232.7K

Value:$5.4M

% of Portfolio:1.0% ($5.4M/$557.3M)

46654Q716

Shares:100.7K

Value:$5.4M

% of Portfolio:1.0% ($5.4M/$557.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:80.5K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$557.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:9.8K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$557.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:15.7K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$557.3M)

46432F339

QUAL|46432F339

Shares:26.2K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$557.3M)

78464A508

SPYV|78464A508

Shares:76.5K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$557.3M)

46138J817

Shares:168.5K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$557.3M)

46654Q609

Shares:50.9K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$557.3M)

69374H881

Shares:65.2K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$557.3M)

Uber Technologies, Inc

UBER|90353T100

Shares:47.8K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$557.3M)

46654Q203

Shares:62.5K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$557.3M)

33738R118

Shares:43.3K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$557.3M)

464287309

IVW|464287309

Shares:34.3K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$557.3M)

46435U168

Shares:135.0K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74348A467)✕	58.5K	QoQ -1.16% (-689) YoY +97.45% (+28.9K)	All Managers (Combined)	$6.0M	1.1% ($6.0M/$557.3M)	QoQ +1.44% (-$85.4K) YoY +98.94% (+$3.0M)
VISA INC.(Vcusip92826C839)	16.6K	QoQ -14.79% (-2.9K) YoY +71.75% (+7.0K)	All Managers (Combined)	$5.8M	1.0% ($5.8M/$557.3M)	QoQ -5.50% (-$339.8K) YoY +115.68% (+$3.1M)
(ITOTcusip464287150)	46.3K	QoQ -1.47% (-692) YoY +82.18% (+20.9K)	All Managers (Combined)	$5.6M	1.0% ($5.6M/$557.3M)	QoQ -6.53% (-$395.0K) YoY +92.78% (+$2.7M)
Alphabet Inc.(GOOGLcusip02079K305)	35.8K	QoQ +9.99% (-3.2K) YoY +146.51% (+21.3K)	All Managers (Combined)	$5.5M	1.0% ($5.5M/$557.3M)	QoQ -10.14% (-$624.4K) YoY +152.57% (+$3.3M)
(cusip46654Q724)✕	92.1K	QoQ +56.90% (+33.4K) YoY NEW(+92.1K)	All Managers (Combined)	$5.5M	1.0% ($5.5M/$557.3M)	QoQ +50.94% (+$1.9M) YoY NEW(+$5.5M)
(cusip46138J635)✕	232.7K	QoQ +90.64% (+110.7K) YoY +493.93% (+193.6K)	All Managers (Combined)	$5.4M	1.0% ($5.4M/$557.3M)	QoQ +89.94% (+$2.6M) YoY +494.19% (+$4.5M)
(cusip46654Q716)✕	100.7K	QoQ +8.04% (+7.5K) YoY NEW(+100.7K)	All Managers (Combined)	$5.4M	1.0% ($5.4M/$557.3M)	QoQ +10.67% (+$519.7K) YoY NEW(+$5.4M)
ALTRIA GROUP, INC.(MOcusip02209S103)	80.5K	QoQ +1.85% (+1.5K) YoY +101.73% (+40.6K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$557.3M)	QoQ +16.91% (+$698.5K) YoY +177.58% (+$3.1M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	9.8K	QoQ -3.92% (-402) YoY +106.66% (+5.1K)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$557.3M)	QoQ -11.88% (-$621.8K) YoY +118.23% (+$2.5M)
SPDR GOLD TRUST(GLDcusip78463V107)	15.7K	QoQ +5.07% (+756) YoY +128.32% (+8.8K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$557.3M)	QoQ +25.03% (+$903.4K) YoY +219.77% (+$3.1M)
(QUALcusip46432F339)	26.2K	QoQ -3.00% (-812) YoY +87.28% (+12.2K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$557.3M)	QoQ -6.92% (-$333.0K) YoY +94.74% (+$2.2M)
(SPYVcusip78464A508)	76.5K	QoQ +0.76% (+578) YoY +100.75% (+38.4K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$557.3M)	QoQ +0.62% (+$24.2K) YoY +104.64% (+$2.0M)
(cusip46138J817)✕	168.5K	QoQ +10.01% (+15.3K) YoY +137.58% (+97.6K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$557.3M)	QoQ +9.92% (+$350.6K) YoY +138.61% (+$2.3M)
(cusip46654Q609)✕	50.9K	QoQ +19.52% (+8.3K) YoY NEW(+50.9K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$557.3M)	QoQ +8.84% (+$305.1K) YoY NEW(+$3.8M)
(cusip69374H881)✕	65.2K	QoQ -4.29% (-2.9K) YoY +104.00% (+33.2K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$557.3M)	QoQ -7.20% (-$277.2K) YoY +92.23% (+$1.7M)
Uber Technologies, Inc(UBERcusip90353T100)	47.8K	QoQ +18.02% (+7.3K) YoY +158.72% (+29.3K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$557.3M)	QoQ +42.55% (+$1.0M) YoY +144.84% (+$2.1M)
(cusip46654Q203)✕	62.5K	QoQ -12.50% (-8.9K) YoY +177.14% (+40.0K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$557.3M)	QoQ -19.64% (-$791.3K) YoY +164.57% (+$2.0M)
(cusip33738R118)✕	43.3K	QoQ -9.47% (-4.5K) YoY +72.40% (+18.2K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$557.3M)	QoQ -15.07% (-$565.3K) YoY +82.15% (+$1.4M)
(IVWcusip464287309)	34.3K	QoQ +0.03% (-11) YoY +94.96% (+16.7K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$557.3M)	QoQ -8.53% (-$297.2K) YoY +114.33% (+$1.7M)
(cusip46435U168)✕	135.0K	QoQ -7.10% (-10.3K) YoY +76.38% (+58.5K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$557.3M)	QoQ -6.94% (-$234.0K) YoY +75.32% (+$1.3M)