Yoder Wealth Management, Inc. Portfolio Holdings
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
Yoder Wealth Management, Inc. has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.4B, Ishares Msci Usa Quality Facto with a value of $8.01B, Vanguard Dividend Appreciation with a value of $7.96B, Vanguard Growth ETF with a value of $7.92B, and Wisdomtree Floating Rate Treas with a value of $6.96B.
Examining the 13F form we can see an increase of $1.2B in the current position value, from $153B to 154B.
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.