Yoder Wealth Management, Inc. Portfolio Holdings by Sector
Yoder Wealth Management, Inc.
- $192 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FTEC VUG VIG QUAL RYT VCIT LTPZ FIDU 71 stocks |
$149 Million
80.29% of portfolio
|
25
|
23
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9.91 Million
5.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
SQ MSFT PLTR ADBE 4 stocks |
$5.72 Million
3.08% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$3.61 Million
1.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.47 Million
1.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$2.83 Million
1.52% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.21 Million
1.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2.19 Million
1.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$908,705
0.49% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$823,380
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$701,707
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW 2 stocks |
$623,707
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$533,359
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$462,161
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$422,170
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$294,620
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$277,392
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$270,685
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$263,783
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$259,880
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$223,833
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Consulting Services | Industrials
EFX 1 stocks |
$205,162
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$201,335
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$201,022
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|