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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OMEGA HEALTHCARE INVESTORS INC

OHI|681936100

Shares:23.1K

Value:$879.6K

% of Portfolio:0.2% ($879.6K/$557.3M)

14021M107

Shares:30.0K

Value:$878.6K

% of Portfolio:0.2% ($878.6K/$557.3M)

PEPSICO INC

PEP|713448108

Shares:5.8K

Value:$870.7K

% of Portfolio:0.2% ($870.7K/$557.3M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:16.2K

Value:$865.2K

% of Portfolio:0.2% ($865.2K/$557.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.7K

Value:$856.3K

% of Portfolio:0.2% ($856.3K/$557.3M)

47804J107

Shares:12.7K

Value:$856.2K

% of Portfolio:0.2% ($856.2K/$557.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:5.1K

Value:$853.9K

% of Portfolio:0.2% ($853.9K/$557.3M)

33735K108

Shares:6.5K

Value:$850.9K

% of Portfolio:0.2% ($850.9K/$557.3M)

464287655

IWM|464287655

Shares:4.2K

Value:$832.4K

% of Portfolio:0.1% ($832.4K/$557.3M)

46428Q109

Shares:26.8K

Value:$830.5K

% of Portfolio:0.1% ($830.5K/$557.3M)

Snowflake Inc.

SNOW|833445109

Shares:5.7K

Value:$826.4K

% of Portfolio:0.1% ($826.4K/$557.3M)

464287234

EEM|464287234

Shares:18.9K

Value:$824.1K

% of Portfolio:0.1% ($824.1K/$557.3M)

46138J452

Shares:37.3K

Value:$808.1K

% of Portfolio:0.1% ($808.1K/$557.3M)

14020W106

Shares:21.6K

Value:$771.6K

% of Portfolio:0.1% ($771.6K/$557.3M)

81369Y704

Shares:5.9K

Value:$769.4K

% of Portfolio:0.1% ($769.4K/$557.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:16.8K

Value:$763.2K

% of Portfolio:0.1% ($763.2K/$557.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.5K

Value:$758.3K

% of Portfolio:0.1% ($758.3K/$557.3M)

464287291

Shares:10.0K

Value:$756.0K

% of Portfolio:0.1% ($756.0K/$557.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.0K

Value:$754.9K

% of Portfolio:0.1% ($754.9K/$557.3M)

38149W622

Shares:16.0K

Value:$745.5K

% of Portfolio:0.1% ($745.5K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
OMEGA HEALTHCARE INVESTORS INC(OHIcusip681936100)	23.1K	QoQ +22.22% (+4.2K) YoY +255.38% (+16.6K)	All Managers (Combined)	$879.6K	0.2% ($879.6K/$557.3M)	QoQ +22.96% (+$164.3K) YoY +327.31% (+$673.8K)
(cusip14021M107)✕	30.0K	QoQ +276.93% (+22.0K) YoY NEW(+30.0K)	All Managers (Combined)	$878.6K	0.2% ($878.6K/$557.3M)	QoQ +301.73% (+$659.9K) YoY NEW(+$878.6K)
PEPSICO INC(PEPcusip713448108)	5.8K	QoQ +7.63% (+412) YoY +101.56% (+2.9K)	All Managers (Combined)	$870.7K	0.2% ($870.7K/$557.3M)	QoQ +6.13% (+$50.4K) YoY +72.67% (+$366.4K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	16.2K	QoQ +0.12% (-21) YoY +90.83% (+7.7K)	All Managers (Combined)	$865.2K	0.2% ($865.2K/$557.3M)	QoQ -0.74% (-$6.5K) YoY +160.91% (+$533.6K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.7K	QoQ +34.65% (+445) YoY +178.87% (+1.1K)	All Managers (Combined)	$856.3K	0.2% ($856.3K/$557.3M)	QoQ +27.77% (+$186.1K) YoY +246.07% (+$608.9K)
(cusip47804J107)✕	12.7K	QoQ -2.30% (-300) YoY +95.82% (+6.2K)	All Managers (Combined)	$856.2K	0.2% ($856.2K/$557.3M)	QoQ -5.43% (-$49.2K) YoY +103.87% (+$436.2K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	5.1K	QoQ -16.68% (-1.0K) YoY +69.21% (+2.1K)	All Managers (Combined)	$853.9K	0.2% ($853.9K/$557.3M)	QoQ -29.96% (-$365.4K) YoY +106.45% (+$440.3K)
(cusip33735K108)✕	6.5K	QoQ -3.37% (-226) YoY +79.31% (+2.9K)	All Managers (Combined)	$850.9K	0.2% ($850.9K/$557.3M)	QoQ -8.16% (-$75.6K) YoY +91.14% (+$405.7K)
(IWMcusip464287655)	4.2K	QoQ +35.04% (+1.1K) YoY +762.19% (+3.7K)	All Managers (Combined)	$832.4K	0.1% ($832.4K/$557.3M)	QoQ +21.91% (+$149.6K) YoY +717.79% (+$730.6K)
(cusip46428Q109)✕	26.8K	QoQ 0.00% (+0) YoY +97.31% (+13.2K)	All Managers (Combined)	$830.5K	0.1% ($830.5K/$557.3M)	QoQ +17.69% (+$124.9K) YoY +168.78% (+$521.5K)
Snowflake Inc.(SNOWcusip833445109)	5.7K	QoQ -2.58% (-150) YoY +933.63% (+5.1K)	All Managers (Combined)	$826.4K	0.1% ($826.4K/$557.3M)	QoQ -7.79% (-$69.8K) YoY +834.88% (+$738.0K)
(EEMcusip464287234)	18.9K	QoQ +13.73% (+2.3K) YoY +262.09% (+13.7K)	All Managers (Combined)	$824.1K	0.1% ($824.1K/$557.3M)	QoQ +18.85% (+$130.7K) YoY +285.19% (+$610.2K)
(cusip46138J452)✕	37.3K	QoQ +166.76% (+23.3K) YoY NEW(+37.3K)	All Managers (Combined)	$808.1K	0.1% ($808.1K/$557.3M)	QoQ +166.27% (+$504.6K) YoY NEW(+$808.1K)
(cusip14020W106)✕	21.6K	QoQ +12.37% (+2.4K) YoY NEW(+21.6K)	All Managers (Combined)	$771.6K	0.1% ($771.6K/$557.3M)	QoQ +13.58% (+$92.3K) YoY NEW(+$771.6K)
(cusip81369Y704)✕	5.9K	QoQ -0.03% (-2) YoY +103.11% (+3.0K)	All Managers (Combined)	$769.4K	0.1% ($769.4K/$557.3M)	QoQ -0.54% (-$4.2K) YoY +111.39% (+$405.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	16.8K	QoQ +3.43% (+559) YoY +97.11% (+8.3K)	All Managers (Combined)	$763.2K	0.1% ($763.2K/$557.3M)	QoQ +17.32% (+$112.7K) YoY +113.08% (+$405.0K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.5K	QoQ -5.35% (-252) YoY +136.57% (+2.6K)	All Managers (Combined)	$758.3K	0.1% ($758.3K/$557.3M)	QoQ -3.80% (-$30.0K) YoY +148.42% (+$453.1K)
(cusip464287291)✕	10.0K	QoQ -17.31% (-2.1K) YoY +33.48% (+2.5K)	All Managers (Combined)	$756.0K	0.1% ($756.0K/$557.3M)	QoQ -26.10% (-$267.1K) YoY +35.14% (+$196.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.0K	QoQ +0.79% (+24) YoY +177.00% (+1.9K)	All Managers (Combined)	$754.9K	0.1% ($754.9K/$557.3M)	QoQ +14.01% (+$92.8K) YoY +260.70% (+$545.6K)
(cusip38149W622)✕	16.0K	QoQ +1.30% (-206) YoY NEW(+16.0K)	All Managers (Combined)	$745.5K	0.1% ($745.5K/$557.3M)	QoQ -4.51% (-$35.2K) YoY NEW(+$745.5K)