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 11 of 15

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92204A876

Shares:1.7K

Value:$294.6K

% of Portfolio:0.1% ($294.6K/$462.0M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.2K

Value:$293.9K

% of Portfolio:0.1% ($293.9K/$462.0M)

SYSCO CORP

SYY|871829107

Shares:3.9K

Value:$289.8K

% of Portfolio:0.1% ($289.8K/$462.0M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:7.6K

Value:$287.9K

% of Portfolio:0.1% ($287.9K/$462.0M)

69374H303

Shares:4.0K

Value:$287.0K

% of Portfolio:0.1% ($287.0K/$462.0M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.6K

Value:$285.7K

% of Portfolio:0.1% ($285.7K/$462.0M)

Crane Co

CR|224408104

Shares:1.8K

Value:$281.6K

% of Portfolio:0.1% ($281.6K/$462.0M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:1.5K

Value:$280.9K

% of Portfolio:0.1% ($280.9K/$462.0M)

KROGER CO

KR|501044101

Shares:4.1K

Value:$280.6K

% of Portfolio:0.1% ($280.6K/$462.0M)

81369Y308

Shares:3.4K

Value:$278.2K

% of Portfolio:0.1% ($278.2K/$462.0M)

46138E354

Shares:3.7K

Value:$278.0K

% of Portfolio:0.1% ($278.0K/$462.0M)

25434V401

Shares:4.5K

Value:$274.5K

% of Portfolio:0.1% ($274.5K/$462.0M)

81369Y100

XLB|81369Y100

Shares:3.2K

Value:$272.3K

% of Portfolio:0.1% ($272.3K/$462.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.2K

Value:$271.5K

% of Portfolio:0.1% ($271.5K/$462.0M)

MOODYS CORP /DE/

MCO|615369105

Shares:577

Value:$268.8K

% of Portfolio:0.1% ($268.8K/$462.0M)

Shell plc

SHEL|780259305

Shares:3.7K

Value:$268.6K

% of Portfolio:0.1% ($268.6K/$462.0M)

46432F388

Shares:2.5K

Value:$266.8K

% of Portfolio:0.1% ($266.8K/$462.0M)

81369Y852

Shares:2.8K

Value:$266.1K

% of Portfolio:0.1% ($266.1K/$462.0M)

BLACKROCK MUNICIPAL INCOME QUALITY TRUST

BYM|092479104

Shares:24.6K

Value:$265.5K

% of Portfolio:0.1% ($265.5K/$462.0M)

46434V407

Shares:6.2K

Value:$262.0K

% of Portfolio:0.1% ($262.0K/$462.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A876)✕	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$294.6K	0.1% ($294.6K/$462.0M)	QoQ +4.52% (+$12.7K) YoY +19.79% (+$48.7K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.2K	QoQ -22.52% (-350) YoY -32.99% (-593)	All Managers (Combined)	$293.9K	0.1% ($293.9K/$462.0M)	QoQ -10.97% (-$36.2K) YoY -20.60% (-$76.3K)
SYSCO CORP(SYYcusip871829107)	3.9K	QoQ -5.89% (-242) YoY -21.69% (-1.1K)	All Managers (Combined)	$289.8K	0.1% ($289.8K/$462.0M)	QoQ -7.64% (-$24.0K) YoY -27.62% (-$110.6K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	7.6K	QoQ +0.39% (-30) YoY -0.02% (-2)	All Managers (Combined)	$287.9K	0.1% ($287.9K/$462.0M)	QoQ -0.17% (-$514) YoY -19.50% (-$69.7K)
(cusip69374H303)✕	4.0K	QoQ +20.26% (+681) YoY NEW(+4.0K)	All Managers (Combined)	$287.0K	0.1% ($287.0K/$462.0M)	QoQ +15.36% (+$38.2K) YoY NEW(+$287.0K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.6K	QoQ -8.88% (-254) YoY -37.02% (-1.5K)	All Managers (Combined)	$285.7K	0.1% ($285.7K/$462.0M)	QoQ -19.38% (-$68.7K) YoY -39.11% (-$183.6K)
Crane Co(CRcusip224408104)	1.8K	QoQ -0.70% (-13) YoY -24.47% (-596)	All Managers (Combined)	$281.6K	0.1% ($281.6K/$462.0M)	QoQ +0.19% (-$548) YoY -14.39% (-$47.3K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	1.5K	QoQ -61.47% (-2.5K) YoY +0.19% (+3)	All Managers (Combined)	$280.9K	0.1% ($280.9K/$462.0M)	QoQ -59.86% (-$419.0K) YoY +5.30% (+$14.2K)
KROGER CO(KRcusip501044101)	4.1K	QoQ +0.02% (+1) YoY -9.69% (-445)	All Managers (Combined)	$280.6K	0.1% ($280.6K/$462.0M)	QoQ +10.72% (+$27.2K) YoY +7.00% (-$18.4K)
(cusip81369Y308)✕	3.4K	QoQ -4.24% (-151) YoY +19.66% (+560)	All Managers (Combined)	$278.2K	0.1% ($278.2K/$462.0M)	QoQ -0.50% (-$1.4K) YoY +27.97% (+$60.8K)
(cusip46138E354)✕	3.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$278.0K	0.1% ($278.0K/$462.0M)	QoQ +6.74% (+$17.6K) YoY +13.43% (+$32.9K)
(cusip25434V401)✕	4.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$274.5K	0.1% ($274.5K/$462.0M)	QoQ -5.12% (-$14.8K) YoY +6.14% (+$15.9K)
(XLBcusip81369Y100)	3.2K	QoQ -4.60% (-153) YoY -8.62% (-299)	All Managers (Combined)	$272.3K	0.1% ($272.3K/$462.0M)	QoQ -2.51% (-$7.0K) YoY -15.41% (-$49.6K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$271.5K	0.1% ($271.5K/$462.0M)	QoQ NEW(+$271.5K) YoY NEW(+$271.5K)
MOODYS CORP /DE/(MCOcusip615369105)	577	QoQ 0.00% (-0) YoY +0.17% (+1)	All Managers (Combined)	$268.8K	0.1% ($268.8K/$462.0M)	QoQ -1.53% (-$4.2K) YoY +18.65% (+$42.3K)
Shell plc(SHELcusip780259305)	3.7K	QoQ 0.00% (+0) YoY -2.21% (-83)	All Managers (Combined)	$268.6K	0.1% ($268.6K/$462.0M)	QoQ +16.95% (+$38.9K) YoY +6.88% (-$17.3K)
(cusip46432F388)✕	2.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$266.8K	0.1% ($266.8K/$462.0M)	QoQ +0.98% (+$2.6K) YoY -1.52% (-$4.1K)
(cusip81369Y852)✕	2.8K	QoQ -0.21% (-6) YoY NEW(+2.8K)	All Managers (Combined)	$266.1K	0.1% ($266.1K/$462.0M)	QoQ -0.58% (-$1.6K) YoY NEW(+$266.1K)
BLACKROCK MUNICIPAL INCOME QUALITY TRUST(BYMcusip092479104)	24.6K	QoQ 0.00% (-0) YoY -39.88% (-16.3K)	All Managers (Combined)	$265.5K	0.1% ($265.5K/$462.0M)	QoQ -0.64% (-$1.7K) YoY -44.13% (-$209.7K)
(cusip46434V407)✕	6.2K	QoQ -6.09% (-400) YoY -12.74% (-900)	All Managers (Combined)	$262.0K	0.1% ($262.0K/$462.0M)	QoQ -6.29% (-$17.6K) YoY -12.80% (-$38.5K)