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

Page 10 of 15

Sort by:

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.2K

Value:$332.1K

% of Portfolio:0.1% ($332.1K/$462.0M)

46138G508

Shares:15.8K

Value:$327.0K

% of Portfolio:0.1% ($327.0K/$462.0M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:7.8K

Value:$326.8K

% of Portfolio:0.1% ($326.8K/$462.0M)

81369Y506

Shares:3.5K

Value:$325.9K

% of Portfolio:0.1% ($325.9K/$462.0M)

Coterra Energy Inc.

CTRA|127097103

Shares:11.2K

Value:$324.8K

% of Portfolio:0.1% ($324.8K/$462.0M)

74347R107

Shares:3.9K

Value:$324.6K

% of Portfolio:0.1% ($324.6K/$462.0M)

SABINE ROYALTY TRUST

SBR|785688102

Shares:4.8K

Value:$322.1K

% of Portfolio:0.1% ($322.1K/$462.0M)

Prologis, Inc.

PLD|74340W103

Shares:2.9K

Value:$320.2K

% of Portfolio:0.1% ($320.2K/$462.0M)

S&P Global Inc.

SPGI|78409V104

Shares:617

Value:$313.5K

% of Portfolio:0.1% ($313.5K/$462.0M)

CRISPR Therapeutics AG

CRSP|H17182108

Shares:9.2K

Value:$312.6K

% of Portfolio:0.1% ($312.6K/$462.0M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:1.2K

Value:$310.1K

% of Portfolio:0.1% ($310.1K/$462.0M)

CVS HEALTH Corp

CVS|126650100

Shares:4.6K

Value:$309.6K

% of Portfolio:0.1% ($309.6K/$462.0M)

GENERAL MILLS INC

GIS|370334104

Shares:5.2K

Value:$308.4K

% of Portfolio:0.1% ($308.4K/$462.0M)

KELLANOVA

K|487836108

Shares:3.7K

Value:$306.2K

% of Portfolio:0.1% ($306.2K/$462.0M)

46140H106

Shares:11.6K

Value:$304.3K

% of Portfolio:0.1% ($304.3K/$462.0M)

922908744

VTV|922908744

Shares:1.8K

Value:$303.2K

% of Portfolio:0.1% ($303.2K/$462.0M)

STARBUCKS CORP

SBUX|855244109

Shares:3.1K

Value:$302.4K

% of Portfolio:0.1% ($302.4K/$462.0M)

DEERE & CO

DE|244199105

Shares:642

Value:$301.3K

% of Portfolio:0.1% ($301.3K/$462.0M)

Nuveen AMT-Free Municipal Value Fund

NUW|670695105

Shares:21.8K

Value:$299.5K

% of Portfolio:0.1% ($299.5K/$462.0M)

American Water Works Company, Inc.

AWK|030420103

Shares:2.0K

Value:$297.1K

% of Portfolio:0.1% ($297.1K/$462.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL DYNAMICS CORP(GDcusip369550108)	1.2K	QoQ -45.25% (-1.0K) YoY -47.08% (-1.1K)	All Managers (Combined)	$332.1K	0.1% ($332.1K/$462.0M)	QoQ -43.34% (-$254.1K) YoY -48.92% (-$318.2K)
(cusip46138G508)✕	15.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$327.0K	0.1% ($327.0K/$462.0M)	QoQ -1.75% (-$5.8K) YoY -2.12% (-$7.1K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	7.8K	QoQ +9.46% (+676) YoY NEW(+7.8K)	All Managers (Combined)	$326.8K	0.1% ($326.8K/$462.0M)	QoQ +19.35% (+$53.0K) YoY NEW(+$326.8K)
(cusip81369Y506)✕	3.5K	QoQ +1.83% (+63) YoY +35.25% (+909)	All Managers (Combined)	$325.9K	0.1% ($325.9K/$462.0M)	QoQ +11.09% (+$32.5K) YoY +33.90% (+$82.5K)
Coterra Energy Inc.(CTRAcusip127097103)	11.2K	QoQ +7.72% (+806) YoY NEW(+11.2K)	All Managers (Combined)	$324.8K	0.1% ($324.8K/$462.0M)	QoQ +21.89% (+$58.3K) YoY NEW(+$324.8K)
(cusip74347R107)✕	3.9K	QoQ +11.55% (-406) YoY NEW(+3.9K)	All Managers (Combined)	$324.6K	0.1% ($324.6K/$462.0M)	QoQ -0.16% (-$533) YoY NEW(+$324.6K)
SABINE ROYALTY TRUST(SBRcusip785688102)	4.8K	QoQ 0.00% (+0) YoY -6.39% (-325)	All Managers (Combined)	$322.1K	0.1% ($322.1K/$462.0M)	QoQ +4.44% (+$13.7K) YoY -0.35% (-$1.2K)
Prologis, Inc.(PLDcusip74340W103)	2.9K	QoQ +10.96% (+283) YoY NEW(+2.9K)	All Managers (Combined)	$320.2K	0.1% ($320.2K/$462.0M)	QoQ +17.35% (+$47.4K) YoY NEW(+$320.2K)
S&P Global Inc.(SPGIcusip78409V104)	617	QoQ -75.30% (-1.9K) YoY +2.66% (+16)	All Managers (Combined)	$313.5K	0.1% ($313.5K/$462.0M)	QoQ -74.80% (-$930.8K) YoY +22.52% (+$57.6K)
CRISPR Therapeutics AG(CRSPcusipH17182108)	9.2K	QoQ +10.19% (-850) YoY NEW(+9.2K)	All Managers (Combined)	$312.6K	0.1% ($312.6K/$462.0M)	QoQ -4.72% (-$15.5K) YoY NEW(+$312.6K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	1.2K	QoQ -0.08% (-1) YoY 0.00% (-0)	All Managers (Combined)	$310.1K	0.1% ($310.1K/$462.0M)	QoQ -9.62% (-$33.0K) YoY -11.31% (-$39.5K)
CVS HEALTH Corp(CVScusip126650100)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$309.6K	0.1% ($309.6K/$462.0M)	QoQ NEW(+$309.6K) YoY NEW(+$309.6K)
GENERAL MILLS INC(GIScusip370334104)	5.2K	QoQ -5.16% (-281) YoY -12.88% (-763)	All Managers (Combined)	$308.4K	0.1% ($308.4K/$462.0M)	QoQ -11.08% (-$38.5K) YoY -25.56% (-$105.9K)
KELLANOVA(Kcusip487836108)	3.7K	QoQ +0.40% (+15) YoY NEW(+3.7K)	All Managers (Combined)	$306.2K	0.1% ($306.2K/$462.0M)	QoQ +2.29% (+$6.9K) YoY NEW(+$306.2K)
(cusip46140H106)✕	11.6K	QoQ -2.11% (-250) YoY -13.01% (-1.7K)	All Managers (Combined)	$304.3K	0.1% ($304.3K/$462.0M)	QoQ -3.03% (-$9.5K) YoY -7.46% (-$24.5K)
(VTVcusip922908744)	1.8K	QoQ +20.93% (+304) YoY +18.48% (+274)	All Managers (Combined)	$303.2K	0.1% ($303.2K/$462.0M)	QoQ +23.35% (+$57.4K) YoY +25.64% (+$61.9K)
STARBUCKS CORP(SBUXcusip855244109)	3.1K	QoQ -8.32% (-280) YoY -50.80% (-3.2K)	All Managers (Combined)	$302.4K	0.1% ($302.4K/$462.0M)	QoQ -1.46% (-$4.5K) YoY -47.20% (-$270.3K)
DEERE & CO(DEcusip244199105)	642	QoQ +15.67% (+87) YoY +9.93% (+58)	All Managers (Combined)	$301.3K	0.1% ($301.3K/$462.0M)	QoQ +28.14% (+$66.2K) YoY +25.61% (+$61.5K)
Nuveen AMT-Free Municipal Value Fund(NUWcusip670695105)	21.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$299.5K	0.1% ($299.5K/$462.0M)	QoQ +1.17% (+$3.5K) YoY +1.77% (+$5.2K)
American Water Works Company, Inc.(AWKcusip030420103)	2.0K	QoQ -71.20% (-5.0K) YoY -31.82% (-940)	All Managers (Combined)	$297.1K	0.1% ($297.1K/$462.0M)	QoQ -65.87% (-$573.6K) YoY -17.70% (-$63.9K)