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.

Portfolio value $154 Billion
ETFs: $124 Billion
Technology: $17.2 Billion
Consumer Cyclical: $5.31 Billion
Communication Services: $2.59 Billion
Financial Services: $1.7 Billion
Real Estate: $780 Million
Energy: $345 Million
Consumer Defensive: $332 Million
Other: $247 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $154 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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