Yardley Wealth Management LLC Portfolio Holdings

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024

Yardley Wealth Management LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $206 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $34.1M, American Centy ETF Tr Avantis with a value of $23.9M, Dimensional ETF Tr Natl Mun Bd with a value of $14.8M, Ea Ser Tr Freedom 100 Emerging with a value of $13.8M, and Dimensional ETF Trust with a value of $11.5M.

Examining the 13F form we can see an increase of $37.3M in the current position value, from $169M to 206M.

Yardley Wealth Management LLC is based out at Yardley, PA

Below you can find more details about Yardley Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $206 Million
ETFs: $175 Million
Technology: $1.93 Million
Utilities: $1.92 Million
Industrials: $1.79 Million
Financial Services: $1.46 Million
Consumer Cyclical: $485,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.1 Million 16.56% of portfolio
844,256
Q4 2024 Added 19.39%
$0
$23.9 Million 11.61% of portfolio
385,191
Q4 2024 Added 18.16%
$0
$14.8 Million 7.18% of portfolio
308,855
Q4 2024 Added 22.41%
$0
$13.8 Million 6.72% of portfolio
417,673
Q4 2024 Added 21.41%
Dimensional ETF Trust
-
$11.5 Million 5.6% of portfolio
-
Q4 2024 Added 21.85%
$0
$11.1 Million 5.41% of portfolio
273,504
Q4 2024 Added 16.13%
$0
$10.7 Million 5.21% of portfolio
258,410
Q4 2024 Added 15.92%
$0
$9.68 Million 4.7% of portfolio
205,904
Q4 2024 Added 17.49%
$0
$8.62 Million 4.19% of portfolio
135,707
Q4 2024 Added 16.75%
$0
$8.61 Million 4.18% of portfolio
320,043
Q4 2024 Added 22.37%
$0
$8.35 Million 4.06% of portfolio
86,619
Q4 2024 Added 21.35%
$0
$8.24 Million 4.0% of portfolio
126,713
Q4 2024 Added 19.91%
$0
$7.48 Million 3.63% of portfolio
112,161
Q4 2024 Added 19.46%
$0
$4.94 Million 2.4% of portfolio
8,501
Q4 2024 Added 87.21%
Dimensional ETF Trust
-
$2.89 Million 1.4% of portfolio
-
Q4 2024 Added 19.9%
$0
$2.34 Million 1.14% of portfolio
46,632
Q4 2024 Added 100.0%
$0
$1.97 Million 0.96% of portfolio
25,312
Q4 2024 Added 173.91%
$0
$1.75 Million 0.85% of portfolio
11,268
Q4 2024 Added 300.0%
$0
$1.53 Million 0.74% of portfolio
44,346
Q4 2024 Added 99.0%
-
$1.49 Million 0.73% of portfolio
-
Q4 2024 Added 0.7%
$100B
$1.29 Million 0.63% of portfolio
5,332
Q4 2024 Added 100.0%
$3.04T
$1.26 Million 0.61% of portfolio
2,974
Q4 2024 Added 237.95%
$0
$1.26 Million 0.61% of portfolio
7,638
Q4 2024 Added 133.22%
$0
$1.24 Million 0.6% of portfolio
11,663
Q4 2024 Reduced 0.39%
$0
$1.15 Million 0.56% of portfolio
22,764
Q4 2024 Added 300.0%
$0
$1.07 Million 0.52% of portfolio
8,800
Q4 2024 Added 300.0%
$116B
$1.04 Million 0.5% of portfolio
2,129
Q4 2024 Added 0.66%
$0
$808,000 0.39% of portfolio
1,382
Q4 2024 Added 189.12%
$60.9B
$750,000 0.36% of portfolio
1,443
Q3 2024 New
$50.2B
$731,000 0.36% of portfolio
3,824
Q4 2024 Added 100.0%
$0
$714,000 0.35% of portfolio
1,996
Q4 2024 Added 100.0%
$223B
$724,000 0.35% of portfolio
6,304
Q4 2024 New
$3.95T
$663,000 0.32% of portfolio
2,717
Q4 2024 Added 59.73%
$43.1B
$626,000 0.3% of portfolio
16,000
Q4 2024 Added 100.0%
$0
$508,000 0.25% of portfolio
1,754
Q3 2024 New
$0
$497,000 0.24% of portfolio
5,123
Q3 2024 New
$2.21T
$485,000 0.24% of portfolio
2,333
Q4 2024 Added 54.5%
$0
$462,000 0.22% of portfolio
904
Q3 2024 New
$0
$424,000 0.21% of portfolio
8,869
Q3 2024 New
$0
$258,000 0.13% of portfolio
6,421
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $206 Million
  • Prior Value $169 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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