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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Tyche-Wealth-Partners
Data Enrichment
81% identified242 identified55 unidentified
Holdings
297 positions • $462.0M total value
Manager:
Search and click to pin securities to the top
Page 3 of 15
46138E362
Shares:44.6K
Value:$2.2M
% of Portfolio:0.5% ($2.2M/$462.0M)
74347R693
Shares:38.7K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$462.0M)
464287721
Shares:14.4K
Value:$2.0M
% of Portfolio:0.4% ($2.0M/$462.0M)
Shares:164.9K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$462.0M)
Shares:120.0K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$462.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
SOUTHERN CO(SOcusip842587107) | 28.1K | All Managers (Combined) | $2.6M | 0.6% ($2.6M/$462.0M) | ||
| 4.7K | QoQ +1.06% (+50) | All Managers (Combined) | $2.5M | 0.5% ($2.5M/$462.0M) | ||
CATERPILLAR INC(CATcusip149123101) | 7.4K | QoQ +2.37% (-172)YoY +8.44% (-577) | All Managers (Combined) | $2.4M | 0.5% ($2.4M/$462.0M) | |
| 17.0K | All Managers (Combined) | $2.2M | 0.5% ($2.2M/$462.0M) | |||
(cusip46138E362)✕ | 44.6K | All Managers (Combined) | $2.2M | 0.5% ($2.2M/$462.0M) | ||
| 3.8K | QoQ +1.69% (-64) | All Managers (Combined) | $2.1M | 0.5% ($2.1M/$462.0M) | ||
(cusip74347R693)✕ | 38.7K | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$462.0M) | ||
(cusip464287721)✕ | 14.4K | YoY NEW(+14.4K) | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$462.0M) | YoY NEW(+$2.0M) |
SPDR GOLD TRUST(GLDcusip78463V107) | 6.8K | QoQ 0.00% (+0) | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$462.0M) | |
| 8.2K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$462.0M) | |||
| 7.6K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$462.0M) | |||
| 20.0K | QoQ +0.72% (+144)YoY +2.97% (-576) | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$462.0M) | ||
| 164.9K | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$462.0M) | |||
| 54.5K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$462.0M) | |||
| 11.5K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$462.0M) | |||
Alphabet Inc.(GOOGcusip02079K107) | 9.7K | QoQ +1.78% (-170)YoY +0.32% (+31) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$462.0M) | |
| 11.1K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$462.0M) | |||
| 120.0K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$462.0M) | |||
| 4.1K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$462.0M) | |||
| 10.4K | QoQ +2.21% (+226)YoY -1.44% (-153) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$462.0M) |