Yardley Wealth Management LLC Portfolio Holdings by Sector
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAU AVDE FRDM DFNM DFIP DFCF DFSD DISV 28 stocks |
$143,533
96.65% of portfolio
|
  28  
|
- |
  28  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$1,236
0.83% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$803
0.54% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$693
0.47% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$497
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$396
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$379
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$363
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
EXC 1 stocks |
$324
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$281
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|