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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92204A306

VDE|92204A306

Shares:8.3K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$557.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:6.5K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$557.3M)

Kenvue Inc.

KVUE|49177J102

Shares:44.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$557.3M)

14020Y102

Shares:47.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$557.3M)

SUNCOR ENERGY INC

SU|867224107

Shares:26.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$557.3M)

33739Q200

Shares:21.2K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$557.3M)

HOME DEPOT, INC.

HD|437076102

Shares:2.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$557.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$557.3M)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:17.5K

Value:$999.4K

% of Portfolio:0.2% ($999.4K/$557.3M)

46138G649

Shares:5.1K

Value:$984.1K

% of Portfolio:0.2% ($984.1K/$557.3M)

337344105

Shares:8.1K

Value:$979.4K

% of Portfolio:0.2% ($979.4K/$557.3M)

33734H106

Shares:21.9K

Value:$975.3K

% of Portfolio:0.2% ($975.3K/$557.3M)

CHEVRON CORP

CVX|166764100

Shares:5.8K

Value:$972.7K

% of Portfolio:0.2% ($972.7K/$557.3M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:27.4K

Value:$938.2K

% of Portfolio:0.2% ($938.2K/$557.3M)

33733E104

Shares:10.3K

Value:$923.0K

% of Portfolio:0.2% ($923.0K/$557.3M)

33739Q408

Shares:15.3K

Value:$916.3K

% of Portfolio:0.2% ($916.3K/$557.3M)

92204A207

Shares:4.2K

Value:$910.8K

% of Portfolio:0.2% ($910.8K/$557.3M)

FIRSTENERGY CORP

FE|337932107

Shares:22.4K

Value:$906.1K

% of Portfolio:0.2% ($906.1K/$557.3M)

46138J783

Shares:46.0K

Value:$901.5K

% of Portfolio:0.2% ($901.5K/$557.3M)

97717W562

Shares:18.2K

Value:$887.7K

% of Portfolio:0.2% ($887.7K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VDEcusip92204A306)	8.3K	QoQ +15.05% (+1.1K) YoY +181.13% (+5.4K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$557.3M)	QoQ +23.00% (+$202.5K) YoY +176.89% (+$691.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	6.5K	QoQ +0.41% (+27) YoY +99.66% (+3.3K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$557.3M)	QoQ +15.14% (+$142.4K) YoY +109.31% (+$565.3K)
Kenvue Inc.(KVUEcusip49177J102)	44.9K	QoQ -8.46% (-4.2K) YoY +211.48% (+30.5K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$557.3M)	QoQ +2.81% (-$29.5K) YoY +248.05% (+$767.4K)
(cusip14020Y102)✕	47.6K	QoQ +2.11% (+985) YoY NEW(+47.6K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$557.3M)	QoQ +3.26% (+$33.8K) YoY NEW(+$1.1M)
SUNCOR ENERGY INC(SUcusip867224107)	26.9K	QoQ -9.96% (-3.0K) YoY +51.66% (+9.2K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$557.3M)	QoQ -2.29% (-$24.5K) YoY +59.10% (+$386.8K)
(cusip33739Q200)✕	21.2K	QoQ -0.47% (-100) YoY +224.40% (+14.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$557.3M)	QoQ +0.53% (-$5.5K) YoY +230.52% (+$725.2K)
HOME DEPOT, INC.(HDcusip437076102)	2.8K	QoQ -0.60% (-17) YoY +112.49% (+1.5K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$557.3M)	QoQ -6.35% (-$69.8K) YoY +102.98% (+$521.9K)
AbbVie Inc.(ABBVcusip00287Y109)	4.8K	QoQ +6.11% (+279) YoY +133.26% (+2.8K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$557.3M)	QoQ +25.10% (+$203.7K) YoY +168.35% (+$636.8K)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	17.5K	QoQ 0.00% (-0) YoY +100.00% (+8.7K)	All Managers (Combined)	$999.4K	0.2% ($999.4K/$557.3M)	QoQ -3.50% (-$36.3K) YoY +109.82% (+$523.1K)
(cusip46138G649)✕	5.1K	QoQ -42.83% (-3.8K) YoY +45.86% (+1.6K)	All Managers (Combined)	$984.1K	0.2% ($984.1K/$557.3M)	QoQ -47.56% (-$892.7K) YoY +54.12% (+$345.6K)
(cusip337344105)✕	8.1K	QoQ -5.18% (-443) YoY +51.43% (+2.8K)	All Managers (Combined)	$979.4K	0.2% ($979.4K/$557.3M)	QoQ -8.24% (-$88.0K) YoY +47.81% (+$316.8K)
(cusip33734H106)✕	21.9K	QoQ -7.94% (-1.9K) YoY +31.09% (+5.2K)	All Managers (Combined)	$975.3K	0.2% ($975.3K/$557.3M)	QoQ -5.93% (-$61.6K) YoY +38.42% (+$270.7K)
CHEVRON CORP(CVXcusip166764100)	5.8K	QoQ +8.06% (+434) YoY +210.24% (+3.9K)	All Managers (Combined)	$972.7K	0.2% ($972.7K/$557.3M)	QoQ +24.81% (+$193.4K) YoY +229.02% (+$677.0K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	27.4K	QoQ -10.28% (-3.1K) YoY NEW(+27.4K)	All Managers (Combined)	$938.2K	0.2% ($938.2K/$557.3M)	QoQ +0.78% (-$7.3K) YoY NEW(+$938.2K)
(cusip33733E104)✕	10.3K	QoQ -13.64% (-1.6K) YoY +76.42% (+4.5K)	All Managers (Combined)	$923.0K	0.2% ($923.0K/$557.3M)	QoQ -11.85% (-$124.1K) YoY +84.65% (+$423.1K)
(cusip33739Q408)✕	15.3K	QoQ +44.28% (+4.7K) YoY +70.22% (+6.3K)	All Managers (Combined)	$916.3K	0.2% ($916.3K/$557.3M)	QoQ +44.45% (+$282.0K) YoY +70.83% (+$379.9K)
(cusip92204A207)✕	4.2K	QoQ +0.36% (+15) YoY +103.27% (+2.1K)	All Managers (Combined)	$910.8K	0.2% ($910.8K/$557.3M)	QoQ +3.88% (+$34.1K) YoY +117.84% (+$492.7K)
FIRSTENERGY CORP(FEcusip337932107)	22.4K	QoQ -0.88% (-200) YoY +110.86% (+11.8K)	All Managers (Combined)	$906.1K	0.2% ($906.1K/$557.3M)	QoQ +0.71% (-$6.4K) YoY +120.69% (+$495.5K)
(cusip46138J783)✕	46.0K	QoQ +110.08% (+24.1K) YoY +6474.28% (+45.3K)	All Managers (Combined)	$901.5K	0.2% ($901.5K/$557.3M)	QoQ +111.27% (+$474.8K) YoY +6576.57% (+$888.0K)
(cusip97717W562)✕	18.2K	QoQ +4.59% (-799) YoY +90.46% (+8.6K)	All Managers (Combined)	$887.7K	0.2% ($887.7K/$557.3M)	QoQ -5.29% (-$49.6K) YoY +85.59% (+$409.4K)