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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Tylerstone-Wealth-Management
Data Enrichment
60% identified192 identified126 unidentified
Holdings
318 positions • $557.3M total value
Manager:
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Page 3 of 16
46138J585
Shares:124.3K
Value:$2.8M
% of Portfolio:0.5% ($2.8M/$557.3M)
33740U703
Shares:108.3K
Value:$2.7M
% of Portfolio:0.5% ($2.7M/$557.3M)
33740U752
Shares:86.0K
Value:$2.6M
% of Portfolio:0.5% ($2.6M/$557.3M)
81369Y886
Shares:32.2K
Value:$2.5M
% of Portfolio:0.5% ($2.5M/$557.3M)
81369Y506
Shares:24.0K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$557.3M)
97717X651
Shares:46.5K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$557.3M)
87283Q826
Shares:70.3K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$557.3M)
78464A805
Shares:30.5K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$557.3M)
316092824
Shares:34.2K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$557.3M)
81369Y209
Shares:13.6K
Value:$2.0M
% of Portfolio:0.4% ($2.0M/$557.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 104.9K | All Managers (Combined) | $3.0M | 0.5% ($3.0M/$557.3M) | |||
| 5.0K | All Managers (Combined) | $2.9M | 0.5% ($2.9M/$557.3M) | |||
| 101.9K | All Managers (Combined) | $2.8M | 0.5% ($2.8M/$557.3M) | |||
KEYCORP /NEW/(KEYcusip493267108) | 177.9K | All Managers (Combined) | $2.8M | 0.5% ($2.8M/$557.3M) | ||
(cusip46138J585)✕ | 124.3K | All Managers (Combined) | $2.8M | 0.5% ($2.8M/$557.3M) | ||
| 66.6K | All Managers (Combined) | $2.8M | 0.5% ($2.8M/$557.3M) | |||
| 11.3K | All Managers (Combined) | $2.8M | 0.5% ($2.8M/$557.3M) | |||
Tesla, Inc.(TSLAcusip88160R101) | 10.6K | All Managers (Combined) | $2.7M | 0.5% ($2.7M/$557.3M) | ||
(cusip33740U703)✕ | 108.3K | All Managers (Combined) | $2.7M | 0.5% ($2.7M/$557.3M) | ||
(cusip33740U752)✕ | 86.0K | All Managers (Combined) | $2.6M | 0.5% ($2.6M/$557.3M) | ||
(cusip81369Y886)✕ | 32.2K | All Managers (Combined) | $2.5M | 0.5% ($2.5M/$557.3M) | ||
| 54.8K | QoQ 0.00% (-0) | All Managers (Combined) | $2.5M | 0.5% ($2.5M/$557.3M) | ||
(cusip81369Y506)✕ | 24.0K | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$557.3M) | ||
(cusip97717X651)✕ | 46.5K | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$557.3M) | ||
(cusip87283Q826)✕ | 70.3K | YoY NEW(+70.3K) | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$557.3M) | YoY NEW(+$2.1M) |
| 5.2K | QoQ 0.00% (+0) | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$557.3M) | ||
(cusip78464A805)✕ | 30.5K | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$557.3M) | ||
(cusip316092824)✕ | 34.2K | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$557.3M) | ||
(cusip81369Y209)✕ | 13.6K | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$557.3M) | ||
| 3.9K | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$557.3M) |