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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T-Mobile US, Inc.

TMUS|872590104

Shares:3.4K

Value:$902.5K

% of Portfolio:0.2% ($902.5K/$462.0M)

BOEING CO

BA|097023105

Shares:5.2K

Value:$885.5K

% of Portfolio:0.2% ($885.5K/$462.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:9.8K

Value:$875.8K

% of Portfolio:0.2% ($875.8K/$462.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:18.8K

Value:$851.9K

% of Portfolio:0.2% ($851.9K/$462.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:13.7K

Value:$842.7K

% of Portfolio:0.2% ($842.7K/$462.0M)

Blackstone Inc.

BX|09260D107

Shares:6.0K

Value:$838.0K

% of Portfolio:0.2% ($838.0K/$462.0M)

AUTOZONE INC

AZO|053332102

Shares:218

Value:$833.1K

% of Portfolio:0.2% ($833.1K/$462.0M)

Nuveen Municipal Credit Opportunities Fund

NMCO|670663103

Shares:77.3K

Value:$826.9K

% of Portfolio:0.2% ($826.9K/$462.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:7.8K

Value:$815.5K

% of Portfolio:0.2% ($815.5K/$462.0M)

922908611

VBR|922908611

Shares:4.3K

Value:$798.3K

% of Portfolio:0.2% ($798.3K/$462.0M)

69374H881

Shares:14.5K

Value:$793.6K

% of Portfolio:0.2% ($793.6K/$462.0M)

ATMOS ENERGY CORP

ATO|049560105

Shares:5.0K

Value:$769.3K

% of Portfolio:0.2% ($769.3K/$462.0M)

69374H204

Shares:22.0K

Value:$762.0K

% of Portfolio:0.2% ($762.0K/$462.0M)

Phillips 66

PSX|718546104

Shares:6.0K

Value:$745.2K

% of Portfolio:0.2% ($745.2K/$462.0M)

Nuveen S&P 500 Dynamic Overwrite Fund

SPXX|6706EW100

Shares:43.2K

Value:$729.6K

% of Portfolio:0.2% ($729.6K/$462.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:2.4K

Value:$727.5K

% of Portfolio:0.2% ($727.5K/$462.0M)

ECOLAB INC.

ECL|278865100

Shares:2.8K

Value:$722.3K

% of Portfolio:0.2% ($722.3K/$462.0M)

92189H409

Shares:14.0K

Value:$715.0K

% of Portfolio:0.2% ($715.0K/$462.0M)

Invesco Trust for Investment Grade Municipals

VGM|46131M106

Shares:70.6K

Value:$703.2K

% of Portfolio:0.2% ($703.2K/$462.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.8K

Value:$700.4K

% of Portfolio:0.2% ($700.4K/$462.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
T-Mobile US, Inc.(TMUScusip872590104)	3.4K	QoQ -47.99% (-3.1K) YoY NEW(+3.4K)	All Managers (Combined)	$902.5K	0.2% ($902.5K/$462.0M)	QoQ -37.16% (-$533.9K) YoY NEW(+$902.5K)
BOEING CO(BAcusip097023105)	5.2K	QoQ +73.00% (+2.2K) YoY +111.14% (+2.7K)	All Managers (Combined)	$885.5K	0.2% ($885.5K/$462.0M)	QoQ +66.69% (+$354.3K) YoY +86.59% (+$410.9K)
Merck & Co., Inc.(MRKcusip58933Y105)	9.8K	QoQ -23.51% (-3.0K) YoY +3.33% (-315)	All Managers (Combined)	$875.8K	0.2% ($875.8K/$462.0M)	QoQ -30.98% (-$393.2K) YoY -29.70% (-$370.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	18.8K	QoQ -42.93% (-14.1K) YoY -14.92% (-3.3K)	All Managers (Combined)	$851.9K	0.2% ($851.9K/$462.0M)	QoQ -35.26% (-$464.1K) YoY -8.02% (-$74.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	13.7K	QoQ -12.48% (-1.9K) YoY -32.99% (-6.7K)	All Managers (Combined)	$842.7K	0.2% ($842.7K/$462.0M)	QoQ -8.77% (-$81.0K) YoY -17.14% (-$174.4K)
Blackstone Inc.(BXcusip09260D107)	6.0K	QoQ +5.34% (-304) YoY +2.46% (+144)	All Managers (Combined)	$838.0K	0.2% ($838.0K/$462.0M)	QoQ -14.59% (-$143.2K) YoY +9.03% (+$69.4K)
AUTOZONE INC(AZOcusip053332102)	218	QoQ +5.82% (+12) YoY +15.34% (+29)	All Managers (Combined)	$833.1K	0.2% ($833.1K/$462.0M)	QoQ +25.99% (+$171.9K) YoY +39.85% (+$237.4K)
Nuveen Municipal Credit Opportunities Fund(NMCOcusip670663103)	77.3K	QoQ 0.00% (+0) YoY +20.47% (+13.1K)	All Managers (Combined)	$826.9K	0.2% ($826.9K/$462.0M)	QoQ +0.84% (+$7.0K) YoY +21.96% (+$148.9K)
CONOCOPHILLIPS(COPcusip20825C104)	7.8K	QoQ +0.46% (+36) YoY +3.31% (-249)	All Managers (Combined)	$815.5K	0.2% ($815.5K/$462.0M)	QoQ +6.39% (+$49.0K) YoY -14.74% (-$141.1K)
(VBRcusip922908611)	4.3K	QoQ 0.00% (-0) YoY +0.02% (-1)	All Managers (Combined)	$798.3K	0.2% ($798.3K/$462.0M)	QoQ -5.99% (-$50.9K) YoY -2.88% (-$23.7K)
(cusip69374H881)✕	14.5K	QoQ +10.32% (+1.4K) YoY +23.55% (+2.8K)	All Managers (Combined)	$793.6K	0.2% ($793.6K/$462.0M)	QoQ +6.95% (+$51.6K) YoY +16.42% (+$112.0K)
ATMOS ENERGY CORP(ATOcusip049560105)	5.0K	QoQ -54.53% (-6.0K) YoY -8.34% (-453)	All Managers (Combined)	$769.3K	0.2% ($769.3K/$462.0M)	QoQ -49.53% (-$755.1K) YoY +19.19% (-$123.9K)
(cusip69374H204)✕	22.0K	QoQ +0.05% (-12) YoY +0.05% (-12)	All Managers (Combined)	$762.0K	0.2% ($762.0K/$462.0M)	QoQ -6.15% (-$50.0K) YoY -3.91% (-$31.0K)
Phillips 66(PSXcusip718546104)	6.0K	QoQ -17.52% (-1.3K) YoY -40.53% (-4.1K)	All Managers (Combined)	$745.2K	0.2% ($745.2K/$462.0M)	QoQ -10.59% (-$88.3K) YoY -55.04% (-$912.3K)
Nuveen S&P 500 Dynamic Overwrite Fund(SPXXcusip6706EW100)	43.2K	QoQ 0.00% (-0) YoY +3.14% (+1.3K)	All Managers (Combined)	$729.6K	0.2% ($729.6K/$462.0M)	QoQ -4.78% (-$36.7K) YoY +11.23% (+$73.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	2.4K	QoQ -60.47% (-3.6K) YoY -40.47% (-1.6K)	All Managers (Combined)	$727.5K	0.2% ($727.5K/$462.0M)	QoQ -58.74% (-$1.0M) YoY -27.17% (-$271.4K)
ECOLAB INC.(ECLcusip278865100)	2.8K	QoQ -1.11% (-32) YoY -28.98% (-1.2K)	All Managers (Combined)	$722.3K	0.2% ($722.3K/$462.0M)	QoQ +7.00% (-$47.3K) YoY -22.03% (-$204.1K)
(cusip92189H409)✕	14.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$715.0K	0.2% ($715.0K/$462.0M)	QoQ -1.40% (-$10.2K) YoY -2.06% (-$15.1K)
Invesco Trust for Investment Grade Municipals(VGMcusip46131M106)	70.6K	QoQ +4.80% (+3.2K) YoY -13.03% (-10.6K)	All Managers (Combined)	$703.2K	0.2% ($703.2K/$462.0M)	QoQ +3.34% (+$22.8K) YoY -12.15% (-$97.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.8K	QoQ -8.09% (-248) YoY -12.05% (-386)	All Managers (Combined)	$700.4K	0.2% ($700.4K/$462.0M)	QoQ +3.96% (-$26.7K) YoY +14.51% (-$88.8K)