Yoder Wealth Management, Inc. Portfolio Holdings

Yoder Wealth Management, Inc.

  • $181 Billion
  • Q4 2024

Yoder Wealth Management, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.2B, Fidelity Covington Tr Msci Inf with a value of $9.01B, Vanguard Growth ETF with a value of $8.66B, Vanguard Dividend Appreciation with a value of $8.35B, and Ishares Msci Usa Quality Facto with a value of $8.22B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $167B to 181B.

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 $181 Billion
ETFs: $143 Billion
Technology: $20.3 Billion
Consumer Cyclical: $5.59 Billion
Communication Services: $3.13 Billion
Financial Services: $2.31 Billion
Real Estate: $1.17 Billion
Consumer Defensive: $337 Million
Industrials: $202 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$12.2 Billion 6.73% of portfolio
48,629
Q4 2024 Reduced 1.2%
$2.42T
$1.55 Billion 0.85% of portfolio
7,044
Q4 2024 Added 9.96%
$3.09T
$1.42 Billion 0.79% of portfolio
3,378
Q4 2024 Added 18.07%
$1.25T
$1.25 Billion 0.69% of portfolio
6,544
Q4 2024 Added 15.54%
$299B
$1.1 Billion 0.61% of portfolio
8,213
Q4 2024 Added 10.66%
$1.54T
$869 Million 0.48% of portfolio
1,484
Q4 2024 Added 4.88%
$615B
$733 Million 0.4% of portfolio
1,616
Q4 2024 Added 9.41%
$559B
$492 Million 0.27% of portfolio
1,558
Q4 2024 Reduced 1.2%
$1.28T
$470 Million 0.26% of portfolio
1,165
Q4 2024 Added 22.89%
$342B
$414 Million 0.23% of portfolio
1,239
Q4 2024 Added 2.31%
$784B
$344 Million 0.19% of portfolio
1,436
Q4 2024 Added 2.79%
$393B
$337 Million 0.19% of portfolio
2,013
Q4 2024 Added 2.91%
$1.2T
$327 Million 0.18% of portfolio
1,729
Q1 2024 Reduced 7.04%
$203B
$286 Million 0.16% of portfolio
644
Q4 2024 Added 8.24%
$530B
$292 Million 0.16% of portfolio
555
Q4 2024 Added 10.56%
$206B
$271 Million 0.15% of portfolio
256
Q4 2024 Added 10.34%
$249B
$213 Million 0.12% of portfolio
3,594
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $181 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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