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

Page 8 of 16

Sort by:

Walmart Inc.

WMT|931142103

Shares:8.4K

Value:$740.3K

% of Portfolio:0.1% ($740.3K/$557.3M)

33738R704

Shares:10.8K

Value:$737.1K

% of Portfolio:0.1% ($737.1K/$557.3M)

COMMERCIAL METALS Co

CMC|201723103

Shares:16.0K

Value:$737.0K

% of Portfolio:0.1% ($737.0K/$557.3M)

464287408

IVE|464287408

Shares:3.9K

Value:$737.0K

% of Portfolio:0.1% ($737.0K/$557.3M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:8.4K

Value:$730.9K

% of Portfolio:0.1% ($730.9K/$557.3M)

46641Q332

Shares:12.7K

Value:$727.1K

% of Portfolio:0.1% ($727.1K/$557.3M)

CATERPILLAR INC

CAT|149123101

Shares:2.2K

Value:$718.8K

% of Portfolio:0.1% ($718.8K/$557.3M)

NEWMONT Corp /DE/

NEM|651639106

Shares:14.8K

Value:$713.6K

% of Portfolio:0.1% ($713.6K/$557.3M)

SHOPIFY INC.

SHOP|82509L107

Shares:7.4K

Value:$707.2K

% of Portfolio:0.1% ($707.2K/$557.3M)

464287556

Shares:5.5K

Value:$705.8K

% of Portfolio:0.1% ($705.8K/$557.3M)

92204A405

VFH|92204A405

Shares:5.8K

Value:$693.0K

% of Portfolio:0.1% ($693.0K/$557.3M)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:33.9K

Value:$688.8K

% of Portfolio:0.1% ($688.8K/$557.3M)

464287127

Shares:8.9K

Value:$686.6K

% of Portfolio:0.1% ($686.6K/$557.3M)

46138J577

Shares:37.0K

Value:$685.6K

% of Portfolio:0.1% ($685.6K/$557.3M)

47804J206

Shares:11.9K

Value:$683.2K

% of Portfolio:0.1% ($683.2K/$557.3M)

Energy Transfer LP

ET|29273V100

Shares:36.7K

Value:$682.9K

% of Portfolio:0.1% ($682.9K/$557.3M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.2K

Value:$678.3K

% of Portfolio:0.1% ($678.3K/$557.3M)

CONOCOPHILLIPS

COP|20825C104

Shares:6.4K

Value:$676.4K

% of Portfolio:0.1% ($676.4K/$557.3M)

92204A504

VHT|92204A504

Shares:2.5K

Value:$672.7K

% of Portfolio:0.1% ($672.7K/$557.3M)

464287762

Shares:11.0K

Value:$671.2K

% of Portfolio:0.1% ($671.2K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	8.4K	QoQ +46.66% (+2.7K) YoY +144.68% (+5.0K)	All Managers (Combined)	$740.3K	0.1% ($740.3K/$557.3M)	QoQ +42.51% (+$220.9K) YoY +256.99% (+$532.9K)
(cusip33738R704)✕	10.8K	QoQ +0.06% (-7) YoY NEW(+10.8K)	All Managers (Combined)	$737.1K	0.1% ($737.1K/$557.3M)	QoQ -11.40% (-$94.9K) YoY NEW(+$737.1K)
COMMERCIAL METALS Co(CMCcusip201723103)	16.0K	QoQ 0.00% (-0) YoY +100.23% (+8.0K)	All Managers (Combined)	$737.0K	0.1% ($737.0K/$557.3M)	QoQ -7.23% (-$57.5K) YoY +56.76% (+$266.9K)
(IVEcusip464287408)	3.9K	QoQ 0.00% (-0) YoY +86.99% (+1.8K)	All Managers (Combined)	$737.0K	0.1% ($737.0K/$557.3M)	QoQ -0.15% (-$1.2K) YoY +90.72% (+$350.6K)
MICRON TECHNOLOGY INC(MUcusip595112103)	8.4K	QoQ -1.33% (-114) YoY +56.47% (+3.0K)	All Managers (Combined)	$730.9K	0.1% ($730.9K/$557.3M)	QoQ +1.86% (-$13.4K) YoY +15.33% (+$97.2K)
(cusip46641Q332)✕	12.7K	QoQ 0.00% (-0) YoY +186.96% (+8.3K)	All Managers (Combined)	$727.1K	0.1% ($727.1K/$557.3M)	QoQ -0.67% (-$5.0K) YoY +183.39% (+$470.5K)
CATERPILLAR INC(CATcusip149123101)	2.2K	QoQ -3.71% (-84) YoY +134.15% (+1.2K)	All Managers (Combined)	$718.8K	0.1% ($718.8K/$557.3M)	QoQ -12.47% (-$102.4K) YoY +110.79% (+$377.8K)
NEWMONT Corp /DE/(NEMcusip651639106)	14.8K	QoQ +3.42% (+489) YoY +139.27% (+8.6K)	All Managers (Combined)	$713.6K	0.1% ($713.6K/$557.3M)	QoQ +34.15% (+$181.7K) YoY +222.32% (+$492.2K)
SHOPIFY INC.(SHOPcusip82509L107)	7.4K	QoQ -7.02% (-560) YoY +89.51% (+3.5K)	All Managers (Combined)	$707.2K	0.1% ($707.2K/$557.3M)	QoQ -16.54% (-$140.2K) YoY +134.38% (+$405.5K)
(cusip464287556)✕	5.5K	QoQ -4.01% (-231) YoY +134.01% (+3.2K)	All Managers (Combined)	$705.8K	0.1% ($705.8K/$557.3M)	QoQ -7.14% (-$54.3K) YoY +118.11% (+$382.2K)
(VFHcusip92204A405)	5.8K	QoQ +0.36% (+21) YoY +103.25% (+2.9K)	All Managers (Combined)	$693.0K	0.1% ($693.0K/$557.3M)	QoQ +1.54% (+$10.5K) YoY +137.19% (+$400.8K)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	33.9K	QoQ -5.07% (-1.8K) YoY +115.66% (+18.2K)	All Managers (Combined)	$688.8K	0.1% ($688.8K/$557.3M)	QoQ +5.34% (-$35.0K) YoY +122.45% (+$379.1K)
(cusip464287127)✕	8.9K	QoQ +5.99% (+503) YoY +117.60% (+4.8K)	All Managers (Combined)	$686.6K	0.1% ($686.6K/$557.3M)	QoQ +0.90% (+$6.2K) YoY +131.99% (+$390.7K)
(cusip46138J577)✕	37.0K	QoQ +236.36% (+26.0K) YoY NEW(+37.0K)	All Managers (Combined)	$685.6K	0.1% ($685.6K/$557.3M)	QoQ +239.84% (+$483.9K) YoY NEW(+$685.6K)
(cusip47804J206)✕	11.9K	QoQ -5.35% (-674) YoY +10.91% (+1.2K)	All Managers (Combined)	$683.2K	0.1% ($683.2K/$557.3M)	QoQ -9.20% (-$69.2K) YoY +10.75% (+$66.3K)
Energy Transfer LP(ETcusip29273V100)	36.7K	QoQ +7.05% (+2.4K) YoY +527.87% (+30.9K)	All Managers (Combined)	$682.9K	0.1% ($682.9K/$557.3M)	QoQ +1.58% (+$10.7K) YoY +642.01% (+$590.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.2K	QoQ +0.09% (+2) YoY +356.79% (+1.7K)	All Managers (Combined)	$678.3K	0.1% ($678.3K/$557.3M)	QoQ +4.46% (+$29.0K) YoY +458.83% (+$556.9K)
CONOCOPHILLIPS(COPcusip20825C104)	6.4K	QoQ -3.98% (-267) YoY +339.05% (+5.0K)	All Managers (Combined)	$676.4K	0.1% ($676.4K/$557.3M)	QoQ +1.67% (-$11.1K) YoY +262.31% (+$489.7K)
(VHTcusip92204A504)	2.5K	QoQ +0.23% (+6) YoY +68.83% (+1.0K)	All Managers (Combined)	$672.7K	0.1% ($672.7K/$557.3M)	QoQ +4.60% (+$29.6K) YoY +65.21% (+$265.5K)
(cusip464287762)✕	11.0K	QoQ +0.15% (+17) YoY +165.80% (+6.9K)	All Managers (Combined)	$671.2K	0.1% ($671.2K/$557.3M)	QoQ +4.65% (+$29.8K) YoY +161.43% (+$414.4K)