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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46138E537

Shares:30.0K

Value:$691.2K

% of Portfolio:0.1% ($691.2K/$462.0M)

Invesco Municipal Trust

VKQ|46131J103

Shares:69.4K

Value:$669.3K

% of Portfolio:0.1% ($669.3K/$462.0M)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:5.8K

Value:$667.4K

% of Portfolio:0.1% ($667.4K/$462.0M)

3M CO

MMM|88579Y101

Shares:4.5K

Value:$666.6K

% of Portfolio:0.1% ($666.6K/$462.0M)

Broadcom Inc.

AVGO|11135F101

Shares:4.0K

Value:$665.2K

% of Portfolio:0.1% ($665.2K/$462.0M)

81369Y886

Shares:8.4K

Value:$662.6K

% of Portfolio:0.1% ($662.6K/$462.0M)

PFIZER INC

PFE|717081103

Shares:25.8K

Value:$654.5K

% of Portfolio:0.1% ($654.5K/$462.0M)

LAM RESEARCH CORP

LRCX|512807306

Shares:8.9K

Value:$647.9K

% of Portfolio:0.1% ($647.9K/$462.0M)

464287507

IJH|464287507

Shares:11.1K

Value:$647.2K

% of Portfolio:0.1% ($647.2K/$462.0M)

46434V613

Shares:13.9K

Value:$641.7K

% of Portfolio:0.1% ($641.7K/$462.0M)

LINDE PLC

LIN|G54950103

Shares:1.4K

Value:$639.2K

% of Portfolio:0.1% ($639.2K/$462.0M)

Duke Energy CORP

DUK|26441C204

Shares:5.1K

Value:$626.1K

% of Portfolio:0.1% ($626.1K/$462.0M)

464287614

IWF|464287614

Shares:1.7K

Value:$620.1K

% of Portfolio:0.1% ($620.1K/$462.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.1K

Value:$615.6K

% of Portfolio:0.1% ($615.6K/$462.0M)

Walt Disney Co

DIS|254687106

Shares:6.1K

Value:$605.3K

% of Portfolio:0.1% ($605.3K/$462.0M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:21.0K

Value:$597.8K

% of Portfolio:0.1% ($597.8K/$462.0M)

46137R109

Shares:23.7K

Value:$592.8K

% of Portfolio:0.1% ($592.8K/$462.0M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:5.3K

Value:$591.5K

% of Portfolio:0.1% ($591.5K/$462.0M)

464287176

Shares:5.2K

Value:$582.2K

% of Portfolio:0.1% ($582.2K/$462.0M)

ORACLE CORP

ORCL|68389X105

Shares:4.2K

Value:$581.4K

% of Portfolio:0.1% ($581.4K/$462.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E537)✕	30.0K	QoQ -3.19% (-990) YoY -0.92% (-281)	All Managers (Combined)	$691.2K	0.1% ($691.2K/$462.0M)	QoQ -5.53% (-$40.5K) YoY -4.21% (-$30.4K)
Invesco Municipal Trust(VKQcusip46131J103)	69.4K	QoQ +30.53% (+16.2K) YoY -7.67% (-5.8K)	All Managers (Combined)	$669.3K	0.1% ($669.3K/$462.0M)	QoQ +28.40% (+$148.1K) YoY -8.14% (-$59.4K)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	5.8K	QoQ +10.44% (+553) YoY NEW(+5.8K)	All Managers (Combined)	$667.4K	0.1% ($667.4K/$462.0M)	QoQ +41.02% (+$194.1K) YoY NEW(+$667.4K)
3M CO(MMMcusip88579Y101)	4.5K	QoQ 0.00% (+0) YoY -22.38% (-1.3K)	All Managers (Combined)	$666.6K	0.1% ($666.6K/$462.0M)	QoQ +13.75% (+$80.6K) YoY +7.44% (-$46.2K)
Broadcom Inc.(AVGOcusip11135F101)	4.0K	QoQ +12.61% (-445) YoY NEW(+4.0K)	All Managers (Combined)	$665.2K	0.1% ($665.2K/$462.0M)	QoQ -18.65% (-$152.6K) YoY NEW(+$665.2K)
(cusip81369Y886)✕	8.4K	QoQ -0.36% (-31) YoY -14.22% (-1.4K)	All Managers (Combined)	$662.6K	0.1% ($662.6K/$462.0M)	QoQ +3.78% (-$24.2K) YoY +3.02% (-$19.4K)
PFIZER INC(PFEcusip717081103)	25.8K	QoQ -0.11% (-29) YoY +27.92% (+5.6K)	All Managers (Combined)	$654.5K	0.1% ($654.5K/$462.0M)	QoQ -4.59% (-$31.5K) YoY +16.80% (+$94.2K)
LAM RESEARCH CORP(LRCXcusip512807306)	8.9K	QoQ +12.59% (+997) YoY NEW(+8.9K)	All Managers (Combined)	$647.9K	0.1% ($647.9K/$462.0M)	QoQ +13.34% (+$76.3K) YoY NEW(+$647.9K)
(IJHcusip464287507)	11.1K	QoQ +5.36% (-565) YoY +15.99% (+1.5K)	All Managers (Combined)	$647.2K	0.1% ($647.2K/$462.0M)	QoQ -1.32% (-$8.7K) YoY +11.42% (+$66.4K)
(cusip46434V613)✕	13.9K	QoQ NEW(+13.9K) YoY NEW(+13.9K)	All Managers (Combined)	$641.7K	0.1% ($641.7K/$462.0M)	QoQ NEW(+$641.7K) YoY NEW(+$641.7K)
LINDE PLC(LINcusipG54950103)	1.4K	QoQ +100.73% (+689) YoY -25.29% (-465)	All Managers (Combined)	$639.2K	0.1% ($639.2K/$462.0M)	QoQ +123.32% (+$353.0K) YoY -25.10% (-$214.2K)
Duke Energy CORP(DUKcusip26441C204)	5.1K	QoQ +6.53% (+315) YoY +6.11% (+296)	All Managers (Combined)	$626.1K	0.1% ($626.1K/$462.0M)	QoQ +20.62% (+$107.1K) YoY +33.84% (+$158.3K)
(IWFcusip464287614)	1.7K	QoQ -1.49% (-26) YoY +37.69% (+470)	All Managers (Combined)	$620.1K	0.1% ($620.1K/$462.0M)	QoQ -11.40% (-$79.9K) YoY +47.52% (+$199.8K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.1K	QoQ +10.05% (+281) YoY -0.58% (-18)	All Managers (Combined)	$615.6K	0.1% ($615.6K/$462.0M)	QoQ +32.07% (+$149.5K) YoY +13.34% (-$72.5K)
Walt Disney Co(DIScusip254687106)	6.1K	QoQ +11.00% (-608) YoY +2.83% (-169)	All Managers (Combined)	$605.3K	0.1% ($605.3K/$462.0M)	QoQ -1.61% (-$10.0K) YoY -17.06% (-$124.5K)
KINDER MORGAN, INC.(KMIcusip49456B101)	21.0K	QoQ +62.09% (+8.0K) YoY +12.60% (+2.3K)	All Managers (Combined)	$597.8K	0.1% ($597.8K/$462.0M)	QoQ +68.77% (+$243.6K) YoY +75.16% (+$256.5K)
(cusip46137R109)✕	23.7K	QoQ -25.27% (-8.0K) YoY -25.27% (-8.0K)	All Managers (Combined)	$592.8K	0.1% ($592.8K/$462.0M)	QoQ -27.47% (-$224.6K) YoY -30.08% (-$255.0K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	5.3K	QoQ +7.35% (+363) YoY -29.95% (-2.3K)	All Managers (Combined)	$591.5K	0.1% ($591.5K/$462.0M)	QoQ +1.15% (+$6.7K) YoY -33.36% (-$296.2K)
(cusip464287176)✕	5.2K	QoQ +4.54% (+228) YoY -45.50% (-4.4K)	All Managers (Combined)	$582.2K	0.1% ($582.2K/$462.0M)	QoQ +9.01% (+$48.1K) YoY -43.63% (-$450.7K)
ORACLE CORP(ORCLcusip68389X105)	4.2K	QoQ +4.13% (-165) YoY +6.28% (+246)	All Managers (Combined)	$581.4K	0.1% ($581.4K/$462.0M)	QoQ -12.61% (-$83.9K) YoY +18.31% (+$90.0K)