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 4 of 16
46654Q781
Shares:30.0K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$557.3M)
14020G101
Shares:52.6K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$557.3M)
81369Y605
Shares:35.3K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$557.3M)
33739Q705
Shares:32.8K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$557.3M)
46138J825
Shares:75.1K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$557.3M)
72201R874
Shares:29.0K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$557.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46654Q781)✕ | 30.0K | YoY NEW(+30.0K) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$557.3M) | YoY NEW(+$1.9M) |
| 32.2K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$557.3M) | |||
| 40.8K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$557.3M) | |||
Concentrix Corp(CNXCcusip20602D101) | 33.6K | QoQ NEW(+33.6K) YoY NEW(+33.6K) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$557.3M) | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) |
(cusip14020G101)✕ | 52.6K | YoY NEW(+52.6K) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$557.3M) | YoY NEW(+$1.8M) |
(cusip81369Y605)✕ | 35.3K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$557.3M) | ||
PFIZER INC(PFEcusip717081103) | 66.5K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$557.3M) | ||
(cusip33739Q705)✕ | 32.8K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$557.3M) | ||
ELI LILLY & Co(LLYcusip532457108) | 2.0K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$557.3M) | ||
| 18.4K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$557.3M) | |||
(cusip46138J825)✕ | 75.1K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$557.3M) | ||
| 12.0K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$557.3M) | |||
MCDONALDS CORP(MCDcusip580135101) | 5.0K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$557.3M) | ||
| 4.1K | QoQ 0.00% (-0) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$557.3M) | ||
| 5.3K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$557.3M) | |||
| 7.4K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$557.3M) | |||
(cusip72201R874)✕ | 29.0K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$557.3M) | ||
Eaton Corp plc(ETNcusipG29183103) | 5.3K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$557.3M) | ||
Mastercard Inc(MAcusip57636Q104) | 2.6K | QoQ -3.36% (-91) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$557.3M) | |
| 12.8K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$557.3M) |