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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ALTRIA GROUP, INC.

MO|02209S103

Shares:84.7K

Value:$5.1M

% of Portfolio:1.1% ($5.1M/$462.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.3K

Value:$4.7M

% of Portfolio:1.0% ($4.7M/$462.0M)

922908363

VOO|922908363

Shares:8.7K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$462.0M)

Mastercard Inc

MA|57636Q104

Shares:7.6K

Value:$4.2M

% of Portfolio:0.9% ($4.2M/$462.0M)

ELI LILLY & Co

LLY|532457108

Shares:4.8K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$462.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:18.6K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$462.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:23.5K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$462.0M)

COCA COLA CO

KO|191216100

Shares:50.1K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$462.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:47.4K

Value:$3.4M

% of Portfolio:0.7% ($3.4M/$462.0M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:18.4K

Value:$3.3M

% of Portfolio:0.7% ($3.3M/$462.0M)

78463X889

SPDW|78463X889

Shares:86.3K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$462.0M)

Nuveen Dynamic Municipal Opportunities Fund

NDMO|67079X102

Shares:293.7K

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$462.0M)

922908769

VTI|922908769

Shares:10.8K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$462.0M)

MCDONALDS CORP

MCD|580135101

Shares:9.5K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$462.0M)

NETFLIX INC

NFLX|64110L106

Shares:3.1K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$462.0M)

Meta Platforms, Inc.

META|30303M102

Shares:5.1K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$462.0M)

Nuveen Quality Municipal Income Fund

NAD|67066V101

Shares:248.1K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$462.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.3K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$462.0M)

Philip Morris International Inc.

PM|718172109

Shares:17.8K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$462.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:17.4K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$462.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALTRIA GROUP, INC.(MOcusip02209S103)	84.7K	QoQ -4.24% (-3.8K) YoY -11.71% (-11.2K)	All Managers (Combined)	$5.1M	1.1% ($5.1M/$462.0M)	QoQ +9.90% (-$458.3K) YoY +21.47% (-$898.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.3K	QoQ -2.32% (-459) YoY -4.46% (-900)	All Managers (Combined)	$4.7M	1.0% ($4.7M/$462.0M)	QoQ -0.05% (-$2.6K) YoY +16.99% (-$686.0K)
(VOOcusip922908363)	8.7K	QoQ +2.75% (-233) YoY -0.68% (-60)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$462.0M)	QoQ -1.98% (-$90.6K) YoY +6.17% (-$259.7K)
Mastercard Inc(MAcusip57636Q104)	7.6K	QoQ -15.08% (-1.4K) YoY +2.48% (+185)	All Managers (Combined)	$4.2M	0.9% ($4.2M/$462.0M)	QoQ -11.61% (-$550.4K) YoY +16.63% (+$597.6K)
ELI LILLY & Co(LLYcusip532457108)	4.8K	QoQ -31.51% (-2.2K) YoY +20.32% (+815)	All Managers (Combined)	$4.0M	0.9% ($4.0M/$462.0M)	QoQ -26.73% (-$1.5M) YoY +27.75% (+$865.6K)
AbbVie Inc.(ABBVcusip00287Y109)	18.6K	QoQ -15.98% (-3.5K) YoY +28.76% (+4.2K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$462.0M)	QoQ -0.93% (-$36.9K) YoY +48.15% (+$1.3M)
JOHNSON & JOHNSON(JNJcusip478160104)	23.5K	QoQ -1.59% (-381) YoY -26.96% (-8.7K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$462.0M)	QoQ +12.84% (-$443.0K) YoY -23.43% (-$1.2M)
COCA COLA CO(KOcusip191216100)	50.1K	QoQ +1.30% (+646) YoY +1.29% (+642)	All Managers (Combined)	$3.6M	0.8% ($3.6M/$462.0M)	QoQ +16.53% (+$509.1K) YoY +18.58% (+$562.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	47.4K	QoQ -0.60% (-288) YoY +0.27% (+131)	All Managers (Combined)	$3.4M	0.7% ($3.4M/$462.0M)	QoQ -1.71% (-$58.6K) YoY +11.22% (+$339.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	18.4K	QoQ +3.03% (-543) YoY +9.06% (+1.5K)	All Managers (Combined)	$3.3M	0.7% ($3.3M/$462.0M)	QoQ -1.25% (-$42.1K) YoY +12.50% (+$368.4K)
(SPDWcusip78463X889)	86.3K	QoQ +29.90% (+19.9K) YoY +164.40% (+53.6K)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$462.0M)	QoQ +38.58% (+$874.3K) YoY +168.61% (+$2.0M)
Nuveen Dynamic Municipal Opportunities Fund(NDMOcusip67079X102)	293.7K	QoQ +0.93% (+2.7K) YoY +27.42% (+63.2K)	All Managers (Combined)	$3.0M	0.7% ($3.0M/$462.0M)	QoQ +3.35% (+$97.7K) YoY +20.05% (+$503.4K)
(VTIcusip922908769)	10.8K	QoQ +11.63% (+1.1K) YoY -1.03% (-113)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$462.0M)	QoQ +5.86% (+$164.9K) YoY +4.65% (-$132.4K)
MCDONALDS CORP(MCDcusip580135101)	9.5K	QoQ -23.88% (-3.0K) YoY +1.46% (+137)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$462.0M)	QoQ -17.97% (-$647.8K) YoY +12.41% (+$326.4K)
NETFLIX INC(NFLXcusip64110L106)	3.1K	QoQ +1.25% (+39) YoY +9.41% (+271)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$462.0M)	QoQ +5.93% (+$164.5K) YoY +68.00% (+$1.2M)
Meta Platforms, Inc.(METAcusip30303M102)	5.1K	QoQ +7.43% (+351) YoY +34.38% (+1.3K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$462.0M)	QoQ +5.75% (+$158.9K) YoY +59.48% (+$1.1M)
Nuveen Quality Municipal Income Fund(NADcusip67066V101)	248.1K	QoQ -38.97% (-158.4K) YoY -41.13% (-173.4K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$462.0M)	QoQ -39.70% (-$1.9M) YoY -40.83% (-$2.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.3K	QoQ -1.74% (-95) YoY +10.50% (+507)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$462.0M)	QoQ +15.43% (-$379.8K) YoY +39.93% (+$810.9K)
Philip Morris International Inc.(PMcusip718172109)	17.8K	QoQ +5.97% (+1.0K) YoY -9.28% (-1.8K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$462.0M)	QoQ +39.76% (+$804.7K) YoY +57.17% (-$1.0M)
Alphabet Inc.(GOOGLcusip02079K305)	17.4K	QoQ -8.94% (-1.7K) YoY -3.12% (-561)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$462.0M)	QoQ -25.61% (-$926.2K) YoY -0.74% (-$20.2K)