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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78468R556

Shares:2.0K

Value:$259.6K

% of Portfolio:0.1% ($259.6K/$462.0M)

METLIFE INC

MET|59156R108

Shares:3.2K

Value:$259.0K

% of Portfolio:0.1% ($259.0K/$462.0M)

PETROBRAS - PETROLEO BRASILEIRO SA

PBR|71654V408

Shares:17.7K

Value:$254.1K

% of Portfolio:0.1% ($254.1K/$462.0M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:5.1K

Value:$253.2K

% of Portfolio:0.1% ($253.2K/$462.0M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:3.6K

Value:$252.5K

% of Portfolio:0.1% ($252.5K/$462.0M)

Arista Networks, Inc.

ANET|040413205

Shares:3.3K

Value:$252.3K

% of Portfolio:0.1% ($252.3K/$462.0M)

MidCap Financial Investment Corp

MFIC|03761U502

Shares:19.5K

Value:$250.8K

% of Portfolio:0.1% ($250.8K/$462.0M)

NOVARTIS AG

NVS|66987V109

Shares:2.2K

Value:$250.1K

% of Portfolio:0.1% ($250.1K/$462.0M)

Extra Space Storage Inc.

EXR|30225T102

Shares:1.7K

Value:$249.0K

% of Portfolio:0.1% ($249.0K/$462.0M)

COMCAST CORP

CMCSA|20030N101

Shares:6.7K

Value:$247.2K

% of Portfolio:0.1% ($247.2K/$462.0M)

46429B663

Shares:2.0K

Value:$247.1K

% of Portfolio:0.1% ($247.1K/$462.0M)

BlackRock Municipal 2030 Target Term Trust

BTT|09257P105

Shares:11.5K

Value:$244.9K

% of Portfolio:0.1% ($244.9K/$462.0M)

PUTNAM MANAGED MUNICIPAL INCOME TRUST

PMM|746823103

Shares:39.7K

Value:$243.5K

% of Portfolio:0.1% ($243.5K/$462.0M)

092528603

Shares:4.6K

Value:$242.2K

% of Portfolio:0.1% ($242.2K/$462.0M)

CSX CORP

CSX|126408103

Shares:8.1K

Value:$238.5K

% of Portfolio:0.1% ($238.5K/$462.0M)

922042775

VEU|922042775

Shares:3.9K

Value:$237.7K

% of Portfolio:0.1% ($237.7K/$462.0M)

464287242

Shares:2.2K

Value:$237.1K

% of Portfolio:0.1% ($237.1K/$462.0M)

922908629

VO|922908629

Shares:914

Value:$236.3K

% of Portfolio:0.1% ($236.3K/$462.0M)

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:20.3K

Value:$235.8K

% of Portfolio:0.1% ($235.8K/$462.0M)

81369Y860

Shares:5.6K

Value:$233.5K

% of Portfolio:0.1% ($233.5K/$462.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R556)✕	2.0K	QoQ +14.52% (+250) YoY +14.52% (-250)	All Managers (Combined)	$259.6K	0.1% ($259.6K/$462.0M)	QoQ +13.95% (+$31.8K) YoY -2.63% (-$7.0K)
METLIFE INC(METcusip59156R108)	3.2K	QoQ 0.00% (-0) YoY -16.51% (-638)	All Managers (Combined)	$259.0K	0.1% ($259.0K/$462.0M)	QoQ -1.92% (-$5.1K) YoY -9.54% (-$27.3K)
PETROBRAS - PETROLEO BRASILEIRO SA(PBRcusip71654V408)	17.7K	QoQ 0.00% (+0) YoY NEW(+17.7K)	All Managers (Combined)	$254.1K	0.1% ($254.1K/$462.0M)	QoQ +11.50% (+$26.2K) YoY NEW(+$254.1K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	5.1K	QoQ +0.01% (-1) YoY +6.16% (-298)	All Managers (Combined)	$253.2K	0.1% ($253.2K/$462.0M)	QoQ -0.06% (-$172) YoY -19.36% (-$60.8K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	3.6K	QoQ +11.88% (+381) YoY +19.72% (-591)	All Managers (Combined)	$252.5K	0.1% ($252.5K/$462.0M)	QoQ +6.06% (+$14.4K) YoY -17.59% (-$53.9K)
Arista Networks, Inc.(ANETcusip040413205)	3.3K	QoQ -0.61% (-20) YoY NEW(+3.3K)	All Managers (Combined)	$252.3K	0.1% ($252.3K/$462.0M)	QoQ -30.32% (-$109.8K) YoY NEW(+$252.3K)
MidCap Financial Investment Corp(MFICcusip03761U502)	19.5K	QoQ -43.02% (-14.7K) YoY NEW(+19.5K)	All Managers (Combined)	$250.8K	0.1% ($250.8K/$462.0M)	QoQ -45.69% (-$211.0K) YoY NEW(+$250.8K)
NOVARTIS AG(NVScusip66987V109)	2.2K	QoQ -0.13% (-3) YoY +0.31% (+7)	All Managers (Combined)	$250.1K	0.1% ($250.1K/$462.0M)	QoQ +14.40% (-$31.5K) YoY +15.60% (+$33.8K)
Extra Space Storage Inc.(EXRcusip30225T102)	1.7K	QoQ NEW(+1.7K) YoY -9.74% (-181)	All Managers (Combined)	$249.0K	0.1% ($249.0K/$462.0M)	QoQ NEW(+$249.0K) YoY -8.82% (-$24.1K)
COMCAST CORP(CMCSAcusip20030N101)	6.7K	QoQ -7.61% (-552) YoY -39.76% (-4.4K)	All Managers (Combined)	$247.2K	0.1% ($247.2K/$462.0M)	QoQ -9.16% (-$24.9K) YoY -48.72% (-$234.9K)
(cusip46429B663)✕	2.0K	QoQ +12.64% (+229) YoY NEW(+2.0K)	All Managers (Combined)	$247.1K	0.1% ($247.1K/$462.0M)	QoQ +21.56% (+$43.8K) YoY NEW(+$247.1K)
BlackRock Municipal 2030 Target Term Trust(BTTcusip09257P105)	11.5K	QoQ +0.13% (+16) YoY +0.82% (+94)	All Managers (Combined)	$244.9K	0.1% ($244.9K/$462.0M)	QoQ +3.24% (+$7.7K) YoY +1.63% (+$3.9K)
PUTNAM MANAGED MUNICIPAL INCOME TRUST(PMMcusip746823103)	39.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$243.5K	0.1% ($243.5K/$462.0M)	QoQ +2.68% (+$6.4K) YoY +2.33% (+$5.6K)
(cusip092528603)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$242.2K	0.1% ($242.2K/$462.0M)	QoQ NEW(+$242.2K) YoY NEW(+$242.2K)
CSX CORP(CSXcusip126408103)	8.1K	QoQ 0.00% (-0) YoY -1.14% (-94)	All Managers (Combined)	$238.5K	0.1% ($238.5K/$462.0M)	QoQ -8.80% (-$23.0K) YoY -21.52% (-$65.4K)
(VEUcusip922042775)	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$237.7K	0.1% ($237.7K/$462.0M)	QoQ +5.66% (+$12.7K) YoY +3.42% (+$7.9K)
(cusip464287242)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$237.1K	0.1% ($237.1K/$462.0M)	QoQ NEW(+$237.1K) YoY NEW(+$237.1K)
(VOcusip922908629)	914	QoQ -13.28% (-140) YoY -13.20% (-139)	All Managers (Combined)	$236.3K	0.1% ($236.3K/$462.0M)	QoQ -15.07% (-$42.0K) YoY -10.18% (-$26.8K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	20.3K	QoQ NEW(+20.3K) YoY NEW(+20.3K)	All Managers (Combined)	$235.8K	0.1% ($235.8K/$462.0M)	QoQ NEW(+$235.8K) YoY NEW(+$235.8K)
(cusip81369Y860)✕	5.6K	QoQ +0.23% (+13) YoY NEW(+5.6K)	All Managers (Combined)	$233.5K	0.1% ($233.5K/$462.0M)	QoQ +3.14% (+$7.1K) YoY NEW(+$233.5K)