Yardley Wealth Management LLC Portfolio Holdings

Yardley Wealth Management LLC

  • $169 Million
  • Q3 2024

Yardley Wealth Management LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $169 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $28.1M, American Centy ETF Tr Avantis with a value of $21.9M, Ea Ser Tr Freedom 100 Emerging with a value of $12.3M, Dimensional ETF Tr Natl Mun Bd with a value of $12.2M, and Dimensional ETF Tr Inflation P with a value of $9.96M.

Examining the 13F form we can see an increase of $169M in the current position value.

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 $169 Million
ETFs: $144 Million
Industrials: $2.04 Million
Utilities: $1.02 Million
Technology: $775,000
Financial Services: $363,000
Consumer Cyclical: $281,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$1.51 Million 0.9% of portfolio
-
Q3 2024 New
$129B
$1.24 Million 0.73% of portfolio
2,115
Q3 2024 New
$56.9B
$803,000 0.48% of portfolio
1,443
Q3 2024 New
$75.9B
$693,000 0.41% of portfolio
2,666
Q3 2024 New
$4.07T
$396,000 0.23% of portfolio
1,701
Q3 2024 New
$3.39T
$379,000 0.22% of portfolio
880
Q3 2024 New
$52.3B
$363,000 0.22% of portfolio
1,912
Q3 2024 New
$36.3B
$324,000 0.19% of portfolio
8,000
Q3 2024 New
$2.35T
$281,000 0.17% of portfolio
1,510
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $169 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 41 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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