Yoder Wealth Management, Inc. Portfolio Holdings

Yoder Wealth Management, Inc.

  • $167 Billion
  • Q3 2024

Yoder Wealth Management, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $167 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.5B, Vanguard Dividend Appreciation with a value of $8.57B, Ishares Msci Usa Quality Facto with a value of $8.35B, Vanguard Growth ETF with a value of $8.11B, and Fidelity Covington Tr Msci Inf with a value of $6.65B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $154B to 167B.

Yoder Wealth Management, Inc. is based out at Walnut Creek, CA

Below you can find more details about Yoder Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $134 Billion
Technology: $18 Billion
Consumer Cyclical: $4.89 Billion
Communication Services: $2.72 Billion
Financial Services: $1.9 Billion
Real Estate: $1.45 Billion
Industrials: $471 Million
Consumer Defensive: $339 Million
Other: $332 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.6T
$11.5 Billion 6.89% of portfolio
49,220
Q3 2024 Reduced 8.78%
$54.8B
$3.45 Billion 2.07% of portfolio
27,220
Q1 2024 Reduced 3.54%
$44.2B
$2.66 Billion 1.6% of portfolio
39,688
Q3 2024 Added 0.37%
$3.12T
$1.23 Billion 0.74% of portfolio
2,861
Q3 2024 Added 11.8%
$2.11T
$1.19 Billion 0.72% of portfolio
6,406
Q3 2024 Added 4.74%
$1.11T
$947 Million 0.57% of portfolio
5,664
Q3 2024 Added 6.19%
$362B
$901 Million 0.54% of portfolio
7,422
Q3 2024 Added 9.96%
$1.33T
$810 Million 0.49% of portfolio
1,415
Q3 2024 Added 8.51%
$603B
$680 Million 0.41% of portfolio
1,477
Q3 2024 Added 5.35%
$508B
$434 Million 0.26% of portfolio
1,577
Q3 2024 Reduced 3.96%
$72.5B
$381 Million 0.23% of portfolio
2,209
Q3 2024 Added 956.94%
$91.3B
$369 Million 0.22% of portfolio
1,587
Q3 2024 Added 2.45%
$342B
$331 Million 0.2% of portfolio
1,211
Q3 2024 Added 2.54%
$393B
$339 Million 0.2% of portfolio
1,956
Q3 2024 Reduced 2.78%
$306B
$332 Million 0.2% of portfolio
2,257
Q3 2024 Added 2.22%
$235B
$308 Million 0.19% of portfolio
595
Q3 2024 Added 12.05%
$702B
$295 Million 0.18% of portfolio
1,397
Q3 2024 Added 2.05%
$59.1B
$278 Million 0.17% of portfolio
763
Q3 2024 Added 4.95%
$1.07T
$287 Million 0.17% of portfolio
1,729
Q1 2024 Reduced 7.04%
$35.6B
$272 Million 0.16% of portfolio
4,293
Q3 2024 New
$87.7B
$246 Million 0.15% of portfolio
1,531
Q1 2024 Reduced 8.81%
$1.11T
$248 Million 0.15% of portfolio
948
Q3 2024 New
$506B
$248 Million 0.15% of portfolio
502
Q3 2024 Added 4.8%
$195B
$243 Million 0.15% of portfolio
5,824
Q1 2024 Reduced 2.98%
$118B
$252 Million 0.15% of portfolio
6,774
Q3 2024 New
$170B
$229 Million 0.14% of portfolio
5,095
Q1 2024 New
$33.2B
$232 Million 0.14% of portfolio
791
Q3 2024 New
$151B
$239 Million 0.14% of portfolio
1,156
Q2 2024 Reduced 7.96%
$83.2B
$220 Million 0.13% of portfolio
248
Q3 2024 New
$184B
$201 Million 0.12% of portfolio
2,091
Q3 2024 Added 0.92%
$209B
$207 Million 0.12% of portfolio
232
Q3 2024 New
$17.1B
$202 Million 0.12% of portfolio
1,508
Q3 2024 Reduced 14.71%
$1.85B
$72.5 Million 0.04% of portfolio
14,734
Q3 2024 Reduced 3.91%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $167 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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