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 13 of 15

Sort by:

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.1K

Value:$232.3K

% of Portfolio:0.1% ($232.3K/$462.0M)

37954Y871

Shares:10.1K

Value:$232.1K

% of Portfolio:0.1% ($232.1K/$462.0M)

AMEREN CORP

AEE|023608102

Shares:2.3K

Value:$231.8K

% of Portfolio:0.1% ($231.8K/$462.0M)

MGM Resorts International

MGM|552953101

Shares:7.8K

Value:$231.7K

% of Portfolio:0.1% ($231.7K/$462.0M)

REALTY INCOME CORP

O|756109104

Shares:4.0K

Value:$230.6K

% of Portfolio:0.0% ($230.6K/$462.0M)

Public Storage

PSA|74460D109

Shares:770

Value:$230.4K

% of Portfolio:0.0% ($230.4K/$462.0M)

Otis Worldwide Corp

OTIS|68902V107

Shares:2.2K

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$462.0M)

464288810

Shares:3.8K

Value:$227.2K

% of Portfolio:0.0% ($227.2K/$462.0M)

921937835

BND|921937835

Shares:3.1K

Value:$227.1K

% of Portfolio:0.0% ($227.1K/$462.0M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.1K

Value:$226.6K

% of Portfolio:0.0% ($226.6K/$462.0M)

NUCOR CORP

NUE|670346105

Shares:1.9K

Value:$224.9K

% of Portfolio:0.0% ($224.9K/$462.0M)

464287705

IJJ|464287705

Shares:1.9K

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$462.0M)

464288687

Shares:7.3K

Value:$224.2K

% of Portfolio:0.0% ($224.2K/$462.0M)

46429B747

Shares:2.2K

Value:$224.1K

% of Portfolio:0.0% ($224.1K/$462.0M)

464287523

Shares:1.2K

Value:$224.0K

% of Portfolio:0.0% ($224.0K/$462.0M)

SHOPIFY INC.

SHOP|82509L107

Shares:2.3K

Value:$223.8K

% of Portfolio:0.0% ($223.8K/$462.0M)

Aon plc

AON|G0403H108

Shares:555

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$462.0M)

92206C870

VCIT|92206C870

Shares:2.7K

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$462.0M)

Invesco Quality Municipal Income Trust

IQI|46133G107

Shares:22.9K

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$462.0M)

Parker-Hannifin Corp

PH|701094104

Shares:362

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$462.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.1K	QoQ NEW(+2.1K) YoY -34.52% (-1.1K)	All Managers (Combined)	$232.3K	0.1% ($232.3K/$462.0M)	QoQ NEW(+$232.3K) YoY -16.91% (-$47.3K)
(cusip37954Y871)✕	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$232.1K	0.1% ($232.1K/$462.0M)	QoQ NEW(+$232.1K) YoY NEW(+$232.1K)
AMEREN CORP(AEEcusip023608102)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$231.8K	0.1% ($231.8K/$462.0M)	QoQ NEW(+$231.8K) YoY NEW(+$231.8K)
MGM Resorts International(MGMcusip552953101)	7.8K	QoQ -0.77% (-61) YoY -4.63% (-380)	All Managers (Combined)	$231.7K	0.1% ($231.7K/$462.0M)	QoQ -15.12% (-$41.3K) YoY -40.12% (-$155.3K)
REALTY INCOME CORP(Ocusip756109104)	4.0K	QoQ +1.14% (+45) YoY -24.79% (-1.3K)	All Managers (Combined)	$230.6K	0.0% ($230.6K/$462.0M)	QoQ +9.84% (+$20.7K) YoY -19.37% (-$55.4K)
Public Storage(PSAcusip74460D109)	770	QoQ NEW(+770) YoY NEW(+770)	All Managers (Combined)	$230.4K	0.0% ($230.4K/$462.0M)	QoQ NEW(+$230.4K) YoY NEW(+$230.4K)
Otis Worldwide Corp(OTIScusip68902V107)	2.2K	QoQ -0.09% (-2) YoY 0.00% (+0)	All Managers (Combined)	$227.6K	0.0% ($227.6K/$462.0M)	QoQ +11.33% (-$23.2K) YoY +3.95% (+$8.7K)
(cusip464288810)✕	3.8K	QoQ -10.07% (-423) YoY -23.50% (-1.2K)	All Managers (Combined)	$227.2K	0.0% ($227.2K/$462.0M)	QoQ -7.24% (-$17.7K) YoY -21.41% (-$61.9K)
(BNDcusip921937835)	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$227.1K	0.0% ($227.1K/$462.0M)	QoQ +2.14% (+$4.8K) YoY +1.12% (+$2.5K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.1K	QoQ -78.15% (-7.4K) YoY -22.25% (-595)	All Managers (Combined)	$226.6K	0.0% ($226.6K/$462.0M)	QoQ -74.68% (-$668.4K) YoY +3.17% (-$7.0K)
NUCOR CORP(NUEcusip670346105)	1.9K	QoQ -7.52% (-152) YoY -15.35% (-339)	All Managers (Combined)	$224.9K	0.0% ($224.9K/$462.0M)	QoQ -4.64% (-$11.0K) YoY -48.52% (-$212.0K)
(IJJcusip464287705)	1.9K	QoQ 0.00% (-0) YoY -1.26% (-24)	All Managers (Combined)	$224.3K	0.0% ($224.3K/$462.0M)	QoQ -4.17% (-$9.8K) YoY -0.06% (-$137)
(cusip464288687)✕	7.3K	QoQ -8.04% (-638) YoY -13.38% (-1.1K)	All Managers (Combined)	$224.2K	0.0% ($224.2K/$462.0M)	QoQ -10.11% (-$25.2K) YoY -17.41% (-$47.3K)
(cusip46429B747)✕	2.2K	QoQ NEW(+2.2K) YoY -43.54% (-1.7K)	All Managers (Combined)	$224.1K	0.0% ($224.1K/$462.0M)	QoQ NEW(+$224.1K) YoY -41.25% (-$157.4K)
(cusip464287523)✕	1.2K	QoQ +16.09% (+165) YoY NEW(+1.2K)	All Managers (Combined)	$224.0K	0.0% ($224.0K/$462.0M)	QoQ +1.39% (+$3.1K) YoY NEW(+$224.0K)
SHOPIFY INC.(SHOPcusip82509L107)	2.3K	QoQ +2.53% (-58) YoY -31.46% (-1.1K)	All Managers (Combined)	$223.8K	0.0% ($223.8K/$462.0M)	QoQ -7.92% (-$19.3K) YoY -15.20% (-$40.1K)
Aon plc(AONcusipG0403H108)	555	QoQ NEW(+555) YoY NEW(+555)	All Managers (Combined)	$221.7K	0.0% ($221.7K/$462.0M)	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)
(VCITcusip92206C870)	2.7K	QoQ -6.87% (-200) YoY -17.14% (-560)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$462.0M)	QoQ -5.15% (-$12.0K) YoY -15.85% (-$41.7K)
Invesco Quality Municipal Income Trust(IQIcusip46133G107)	22.9K	QoQ +1.14% (-258) YoY +10.32% (+2.1K)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$462.0M)	QoQ -0.70% (-$1.6K) YoY +10.32% (+$20.7K)
Parker-Hannifin Corp(PHcusip701094104)	362	QoQ +2.84% (-10) YoY -18.46% (-82)	All Managers (Combined)	$220.1K	0.0% ($220.1K/$462.0M)	QoQ -1.69% (-$3.8K) YoY -10.81% (-$26.7K)