Tyche-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JOBY",
  "BEP",
  "NVG",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  null,
  "SBR",
  null,
  null,
  "GOOGL",
  "AXP",
  "NMZ",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "MFIC",
  "LOW",
  "ARCC",
  "CII",
  "BTZ",
  "UTF",
  null,
  "DUK",
  "NAD",
  null,
  null,
  "FCX",
  "ETB",
  "GD",
  null,
  "GIS",
  "HON",
  "HD",
  "MCD",
  null,
  "ETW",
  "UNP",
  "SCCO",
  "FBRT",
  null,
  "ITW",
  "EMR",
  "MUB",
  "META",
  null,
  "VKQ",
  "IQI",
  "IIM",
  "SPXX",
  null,
  "IJH",
  null,
  "PMO",
  null,
  null,
  "NBH",
  "BTA",
  "PMM",
  null,
  "BYM",
  "BTT",
  "MFM",
  "NUW",
  "NNY",
  "BFK",
  null,
  "NDMO",
  "MHI",
  "KMI",
  "SHOT",
  "LRCX",
  null,
  "LIN",
  null,
  "NXP",
  "ICU",
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "CIFR",
  "MS",
  "TMUS",
  "GE",
  "HES",
  "NVS",
  "OXY",
  null,
  "EMN",
  "BX",
  "IJR",
  "ANET",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "EOS",
  "PAYX",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "GSBD",
  null,
  "IVV",
  "PBR",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "JPC",
  "AMGN",
  null,
  null,
  "ROK",
  "SPGI",
  null,
  null,
  "SHOP",
  "SLB",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "AMT",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "UPS",
  "VO",
  "MET",
  "VOE",
  "OGE",
  "RGLS",
  "BXMX",
  "VCIT",
  "AXTI",
  "VIG",
  "TRGP",
  "MUA",
  "NMCO",
  "XLB",
  null,
  "TSM",
  null,
  null,
  null,
  "FSK",
  "K",
  "ATO",
  "AON",
  "AEE",
  "BLD",
  "AFL",
  "AXON",
  "SDY",
  "F",
  "WEC",
  "WM",
  "AEP",
  null,
  null,
  "AMZN",
  "NEA",
  null,
  "AMC",
  "VGM",
  null,
  null,
  null,
  "VEU",
  "USB",
  "VUG",
  "VLO",
  null,
  "BND",
  "VBR",
  "VOT",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  "XEL",
  null,
  "LNT",
  "ET",
  "DVY",
  "JKHY",
  "NSC",
  "KIM",
  null,
  "NZF",
  "MGM",
  "SO",
  null,
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  null,
  "SYY",
  null,
  "MTUM",
  "LYB",
  null,
  null,
  "GEV",
  "MCK",
  null,
  "EXR",
  null,
  "PSA",
  "NUE",
  "FDX",
  "AME",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "MUE",
  "BJ",
  "BA",
  "MQY",
  "BMY",
  "BMBL",
  "CARR",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "KO",
  "CHRS",
  "CMCSA",
  "CL",
  "COP",
  "CTRA",
  "COST",
  "CR",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CWK",
  "DE",
  "FANG",
  null,
  "RSP",
  "IJT",
  null,
  "IJJ",
  "MCO",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 297
Total Value: 462011679
Accession Number: 0001951757-25-000433
Form Type: 13F-HR
CIK: tyche-wealth-partners
Manager Name: Tyche-Wealth-Partners

Data Enrichment

81% identified

242 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

297 positions • $462.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:57.1K

Value:$32.0M

% of Portfolio:6.9% ($32.0M/$462.0M)

PEPSICO INC

PEP|713448108

Shares:198.4K

Value:$29.7M

% of Portfolio:6.4% ($29.7M/$462.0M)

Apple Inc.

AAPL|037833100

Shares:126.9K

Value:$28.2M

% of Portfolio:6.1% ($28.2M/$462.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:164.9K

Value:$19.6M

% of Portfolio:4.2% ($19.6M/$462.0M)

921908844

VIG|921908844

Shares:89.3K

Value:$17.3M

% of Portfolio:3.7% ($17.3M/$462.0M)

MICROSOFT CORP

MSFT|594918104

Shares:32.3K

Value:$12.1M

% of Portfolio:2.6% ($12.1M/$462.0M)

69374H105

Shares:233.1K

Value:$12.0M

% of Portfolio:2.6% ($12.0M/$462.0M)

74255Y888

Shares:604.8K

Value:$11.3M

% of Portfolio:2.4% ($11.3M/$462.0M)

AMAZON COM INC

AMZN|023135106

Shares:55.7K

Value:$10.6M

% of Portfolio:2.3% ($10.6M/$462.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:21.5K

Value:$10.1M

% of Portfolio:2.2% ($10.1M/$462.0M)

VISA INC.

V|92826C839

Shares:26.7K

Value:$9.3M

% of Portfolio:2.0% ($9.3M/$462.0M)

NVIDIA CORP

NVDA|67066G104

Shares:75.4K

Value:$8.2M

% of Portfolio:1.8% ($8.2M/$462.0M)

Walmart Inc.

WMT|931142103

Shares:86.2K

Value:$7.6M

% of Portfolio:1.6% ($7.6M/$462.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:40.9K

Value:$7.0M

% of Portfolio:1.5% ($7.0M/$462.0M)

HOME DEPOT, INC.

HD|437076102

Shares:18.0K

Value:$6.6M

% of Portfolio:1.4% ($6.6M/$462.0M)

AMETEK INC/

AME|031100100

Shares:37.8K

Value:$6.5M

% of Portfolio:1.4% ($6.5M/$462.0M)

CHEVRON CORP

CVX|166764100

Shares:33.5K

Value:$5.6M

% of Portfolio:1.2% ($5.6M/$462.0M)

Tesla, Inc.

TSLA|88160R101

Shares:21.6K

Value:$5.6M

% of Portfolio:1.2% ($5.6M/$462.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.9K

Value:$5.5M

% of Portfolio:1.2% ($5.5M/$462.0M)

464287200

IVV|464287200

Shares:9.3K

Value:$5.2M

% of Portfolio:1.1% ($5.2M/$462.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	57.1K	QoQ +54.35% (+20.1K) YoY +93.04% (+27.5K)	All Managers (Combined)	$32.0M	6.9% ($32.0M/$462.0M)	QoQ +47.32% (+$10.3M) YoY +106.44% (+$16.5M)
PEPSICO INC(PEPcusip713448108)	198.4K	QoQ -0.71% (-1.4K) YoY -0.68% (-1.4K)	All Managers (Combined)	$29.7M	6.4% ($29.7M/$462.0M)	QoQ -2.09% (-$637.0K) YoY -14.90% (-$5.2M)
Apple Inc.(AAPLcusip037833100)	126.9K	QoQ -8.30% (-11.5K) YoY -1.90% (-2.5K)	All Managers (Combined)	$28.2M	6.1% ($28.2M/$462.0M)	QoQ -18.66% (-$6.5M) YoY +27.06% (-$6.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	164.9K	QoQ +1.11% (+1.8K) YoY +19.01% (+26.3K)	All Managers (Combined)	$19.6M	4.2% ($19.6M/$462.0M)	QoQ +11.78% (+$2.1M) YoY +21.76% (+$3.5M)
(VIGcusip921908844)	89.3K	QoQ +45.43% (+27.9K) YoY +48.97% (+29.4K)	All Managers (Combined)	$17.3M	3.7% ($17.3M/$462.0M)	QoQ +44.06% (+$5.3M) YoY +58.25% (+$6.4M)
MICROSOFT CORP(MSFTcusip594918104)	32.3K	QoQ -0.38% (-124) YoY +4.62% (-1.4K)	All Managers (Combined)	$12.1M	2.6% ($12.1M/$462.0M)	QoQ -11.28% (-$1.5M) YoY -6.64% (-$861.7K)
(cusip69374H105)✕	233.1K	QoQ +1.90% (-4.4K) YoY +8.35% (+18.0K)	All Managers (Combined)	$12.0M	2.6% ($12.0M/$462.0M)	QoQ -1.88% (-$230.8K) YoY +16.82% (+$1.7M)
(cusip74255Y888)✕	604.8K	QoQ +1.65% (+9.8K) YoY +11.74% (+63.5K)	All Managers (Combined)	$11.3M	2.4% ($11.3M/$462.0M)	QoQ +2.14% (+$237.6K) YoY +15.12% (+$1.5M)
AMAZON COM INC(AMZNcusip023135106)	55.7K	QoQ +4.60% (-2.5K) YoY +4.11% (+2.2K)	All Managers (Combined)	$10.6M	2.3% ($10.6M/$462.0M)	QoQ -9.28% (-$1.1M) YoY +9.81% (+$946.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	21.5K	QoQ +129.61% (+12.1K) YoY +248.26% (+15.3K)	All Managers (Combined)	$10.1M	2.2% ($10.1M/$462.0M)	QoQ +110.61% (+$5.3M) YoY +267.79% (+$7.3M)
VISA INC.(Vcusip92826C839)	26.7K	QoQ +2.24% (+585) YoY +0.40% (+107)	All Managers (Combined)	$9.3M	2.0% ($9.3M/$462.0M)	QoQ +13.38% (+$1.1M) YoY +26.08% (+$1.9M)
NVIDIA CORP(NVDAcusip67066G104)	75.4K	QoQ +6.30% (-4.5K) YoY +828.83% (+67.3K)	All Managers (Combined)	$8.2M	1.8% ($8.2M/$462.0M)	QoQ -14.20% (-$1.4M) YoY +11.40% (+$837.2K)
Walmart Inc.(WMTcusip931142103)	86.2K	QoQ -8.73% (-8.3K) YoY -4.34% (-3.9K)	All Managers (Combined)	$7.6M	1.6% ($7.6M/$462.0M)	QoQ -11.32% (-$966.1K) YoY +39.57% (-$2.1M)
PROCTER & GAMBLE Co(PGcusip742718109)	40.9K	QoQ +4.24% (+1.7K) YoY +7.75% (+2.9K)	All Managers (Combined)	$7.0M	1.5% ($7.0M/$462.0M)	QoQ +5.96% (+$392.4K) YoY +13.17% (+$811.0K)
HOME DEPOT, INC.(HDcusip437076102)	18.0K	QoQ -4.14% (-777) YoY +11.29% (+1.8K)	All Managers (Combined)	$6.6M	1.4% ($6.6M/$462.0M)	QoQ -9.68% (-$706.8K) YoY +6.32% (+$392.1K)
AMETEK INC/(AMEcusip031100100)	37.8K	QoQ -0.08% (-33) YoY -0.06% (-24)	All Managers (Combined)	$6.5M	1.4% ($6.5M/$462.0M)	QoQ -4.58% (-$313.1K) YoY -5.94% (-$411.4K)
CHEVRON CORP(CVXcusip166764100)	33.5K	QoQ +5.48% (+1.7K) YoY -4.62% (-1.6K)	All Managers (Combined)	$5.6M	1.2% ($5.6M/$462.0M)	QoQ +21.84% (+$1.0M) YoY +1.15% (-$63.8K)
Tesla, Inc.(TSLAcusip88160R101)	21.6K	QoQ -0.72% (-158) YoY -2.05% (-452)	All Managers (Combined)	$5.6M	1.2% ($5.6M/$462.0M)	QoQ -36.29% (-$3.2M) YoY +44.40% (-$1.7M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.9K	QoQ -10.07% (-656) YoY +2.59% (+148)	All Managers (Combined)	$5.5M	1.2% ($5.5M/$462.0M)	QoQ -7.17% (-$428.1K) YoY +32.45% (+$1.4M)
(IVVcusip464287200)	9.3K	QoQ +3.46% (-310) YoY +17.45% (+1.4K)	All Managers (Combined)	$5.2M	1.1% ($5.2M/$462.0M)	QoQ -1.24% (-$65.5K) YoY +25.53% (+$1.1M)