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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NETFLIX INC

NFLX|64110L106

Shares:709

Value:$661.2K

% of Portfolio:0.1% ($661.2K/$557.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.2K

Value:$656.8K

% of Portfolio:0.1% ($656.8K/$557.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.2K

Value:$652.3K

% of Portfolio:0.1% ($652.3K/$557.3M)

33738D879

Shares:27.2K

Value:$645.5K

% of Portfolio:0.1% ($645.5K/$557.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.7K

Value:$638.2K

% of Portfolio:0.1% ($638.2K/$557.3M)

RTX Corp

RTX|75513E101

Shares:4.7K

Value:$621.8K

% of Portfolio:0.1% ($621.8K/$557.3M)

MongoDB, Inc.

MDB|60937P106

Shares:3.5K

Value:$618.5K

% of Portfolio:0.1% ($618.5K/$557.3M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:5.5K

Value:$615.6K

% of Portfolio:0.1% ($615.6K/$557.3M)

ORACLE CORP

ORCL|68389X105

Shares:4.4K

Value:$615.0K

% of Portfolio:0.1% ($615.0K/$557.3M)

33734X176

Shares:4.6K

Value:$604.4K

% of Portfolio:0.1% ($604.4K/$557.3M)

46641Q654

Shares:11.8K

Value:$601.8K

% of Portfolio:0.1% ($601.8K/$557.3M)

92189F411

Shares:35.1K

Value:$588.9K

% of Portfolio:0.1% ($588.9K/$557.3M)

DEERE & CO

DE|244199105

Shares:1.2K

Value:$577.3K

% of Portfolio:0.1% ($577.3K/$557.3M)

464287788

Shares:5.1K

Value:$572.1K

% of Portfolio:0.1% ($572.1K/$557.3M)

BlackRock Enhanced Equity Dividend Trust

BDJ|09251A104

Shares:66.1K

Value:$568.3K

% of Portfolio:0.1% ($568.3K/$557.3M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:2.4K

Value:$567.5K

% of Portfolio:0.1% ($567.5K/$557.3M)

Vital Energy, Inc.

VTLE|516806205

Shares:26.7K

Value:$567.4K

% of Portfolio:0.1% ($567.4K/$557.3M)

14021D107

Shares:18.2K

Value:$564.5K

% of Portfolio:0.1% ($564.5K/$557.3M)

LAM RESEARCH CORP

LRCX|512807306

Shares:7.6K

Value:$551.1K

% of Portfolio:0.1% ($551.1K/$557.3M)

464287614

IWF|464287614

Shares:1.5K

Value:$548.9K

% of Portfolio:0.1% ($548.9K/$557.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	709	QoQ +1.86% (+13) YoY +169.58% (+446)	All Managers (Combined)	$661.2K	0.1% ($661.2K/$557.3M)	QoQ +6.57% (+$40.8K) YoY +313.92% (+$501.4K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.2K	QoQ -7.89% (-103) YoY +148.34% (+718)	All Managers (Combined)	$656.8K	0.1% ($656.8K/$557.3M)	QoQ -12.09% (-$90.4K) YoY +225.14% (+$454.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.2K	QoQ -8.71% (-119) YoY +121.31% (+683)	All Managers (Combined)	$652.3K	0.1% ($652.3K/$557.3M)	QoQ -5.52% (-$38.2K) YoY +134.39% (+$374.0K)
(cusip33738D879)✕	27.2K	QoQ +7.02% (+1.8K) YoY +512.58% (+22.8K)	All Managers (Combined)	$645.5K	0.1% ($645.5K/$557.3M)	QoQ +4.72% (+$29.1K) YoY +493.56% (+$536.7K)
Palo Alto Networks Inc(PANWcusip697435105)	3.7K	QoQ +114.81% (+2.0K) YoY +1471.42% (+3.5K)	All Managers (Combined)	$638.2K	0.1% ($638.2K/$557.3M)	QoQ +101.45% (+$321.4K) YoY +843.76% (+$570.6K)
RTX Corp(RTXcusip75513E101)	4.7K	QoQ -20.84% (-1.2K) YoY +39.57% (+1.3K)	All Managers (Combined)	$621.8K	0.1% ($621.8K/$557.3M)	QoQ -9.39% (-$64.4K) YoY +89.56% (+$293.8K)
MongoDB, Inc.(MDBcusip60937P106)	3.5K	QoQ -0.28% (-10) YoY +92.88% (-1.7K)	All Managers (Combined)	$618.5K	0.1% ($618.5K/$557.3M)	QoQ -24.87% (-$204.8K) YoY -5.66% (-$37.1K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	5.5K	QoQ -9.97% (-609) YoY +92.77% (+2.6K)	All Managers (Combined)	$615.6K	0.1% ($615.6K/$557.3M)	QoQ +9.20% (-$51.9K) YoY +194.88% (+$406.8K)
ORACLE CORP(ORCLcusip68389X105)	4.4K	QoQ -1.69% (-76) YoY +118.85% (+2.4K)	All Managers (Combined)	$615.0K	0.1% ($615.0K/$557.3M)	QoQ -17.52% (-$130.6K) YoY +143.58% (+$362.5K)
(cusip33734X176)✕	4.6K	QoQ -4.39% (-210) YoY +89.54% (+2.2K)	All Managers (Combined)	$604.4K	0.1% ($604.4K/$557.3M)	QoQ -14.88% (-$105.7K) YoY +85.93% (+$279.3K)
(cusip46641Q654)✕	11.8K	QoQ -11.26% (-1.5K) YoY +6.63% (+736)	All Managers (Combined)	$601.8K	0.1% ($601.8K/$557.3M)	QoQ -11.01% (-$74.5K) YoY +6.85% (+$38.6K)
(cusip92189F411)✕	35.1K	QoQ 0.00% (+0) YoY +97.12% (+17.3K)	All Managers (Combined)	$588.9K	0.1% ($588.9K/$557.3M)	QoQ +0.78% (+$4.6K) YoY +95.49% (+$287.7K)
DEERE & CO(DEcusip244199105)	1.2K	QoQ +1.73% (+21) YoY +62.69% (+474)	All Managers (Combined)	$577.3K	0.1% ($577.3K/$557.3M)	QoQ +12.69% (+$65.0K) YoY +85.96% (+$266.9K)
(cusip464287788)✕	5.1K	QoQ +0.17% (+9) YoY +80.10% (+2.3K)	All Managers (Combined)	$572.1K	0.1% ($572.1K/$557.3M)	QoQ +2.23% (+$12.5K) YoY +112.47% (+$302.9K)
BlackRock Enhanced Equity Dividend Trust(BDJcusip09251A104)	66.1K	QoQ +2.09% (+1.4K) YoY +105.97% (+34.0K)	All Managers (Combined)	$568.3K	0.1% ($568.3K/$557.3M)	QoQ +6.03% (+$32.4K) YoY +114.70% (+$303.6K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	2.4K	QoQ +1.69% (+40) YoY +69.68% (+984)	All Managers (Combined)	$567.5K	0.1% ($567.5K/$557.3M)	QoQ +2.62% (+$14.5K) YoY +57.69% (+$207.6K)
Vital Energy, Inc.(VTLEcusip516806205)	26.7K	QoQ -20.03% (-6.7K) YoY +245.25% (+19.0K)	All Managers (Combined)	$567.4K	0.1% ($567.4K/$557.3M)	QoQ -45.12% (-$466.5K) YoY +39.44% (+$160.5K)
(cusip14021D107)✕	18.2K	QoQ +39.93% (+5.2K) YoY NEW(+18.2K)	All Managers (Combined)	$564.5K	0.1% ($564.5K/$557.3M)	QoQ +38.64% (+$157.3K) YoY NEW(+$564.5K)
LAM RESEARCH CORP(LRCXcusip512807306)	7.6K	QoQ -32.92% (-3.7K) YoY NEW(+7.6K)	All Managers (Combined)	$551.1K	0.1% ($551.1K/$557.3M)	QoQ -32.48% (-$265.1K) YoY NEW(+$551.1K)
(IWFcusip464287614)	1.5K	QoQ 0.00% (-0) YoY +100.00% (+760)	All Managers (Combined)	$548.9K	0.1% ($548.9K/$557.3M)	QoQ -10.08% (-$61.5K) YoY +114.26% (+$292.7K)