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:
Search and click to pin securities to the top
Page 5 of 16
Shares:15.7K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$557.3M)
33741X102
Shares:38.2K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$557.3M)
464287226
Shares:12.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$557.3M)
46138E354
Shares:15.6K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$557.3M)
464287549
Shares:12.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$557.3M)
00162Q452
Shares:22.1K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$557.3M)
74347B680
Shares:13.8K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$557.3M)
41151J406
Shares:45.1K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$557.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 48.6K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$557.3M) | |||
| 15.7K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$557.3M) | |||
| 16.7K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$557.3M) | |||
| 349.8K | YoY NEW(+349.8K) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$557.3M) | YoY NEW(+$1.3M) | |
| 68.7K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$557.3M) | |||
(cusip33741X102)✕ | 38.2K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$557.3M) | ||
(cusip464287226)✕ | 12.8K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$557.3M) | ||
Nutrien Ltd.(NTRcusip67077M108) | 24.2K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$557.3M) | ||
| 11.5K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$557.3M) | |||
| 11.6K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$557.3M) | |||
| 6.8K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$557.3M) | |||
(cusip46138E354)✕ | 15.6K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$557.3M) | ||
(cusip464287549)✕ | 12.8K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$557.3M) | ||
(cusip00162Q452)✕ | 22.1K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$557.3M) | ||
| 1.2K | QoQ -3.41% (-43) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$557.3M) | ||
(cusip74347B680)✕ | 13.8K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$557.3M) | ||
(cusip41151J406)✕ | 45.1K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$557.3M) | ||
| 3.7K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$557.3M) | |||
| 3.1K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$557.3M) | |||
| 18.2K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$557.3M) |