Yardley Wealth Management LLC Portfolio Holdings by Sector

Yardley Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU AVDE DFNM FRDM DFIP DFCF DFSD DISV 26 stocks	$144,479 96.92% of portfolio	1	23	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$958 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROP 1 stocks	$851 0.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$538 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$482 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL 1 stocks	$396 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$378 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EXC 1 stocks	$369 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$330 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$287 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Yardley Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Yardley Wealth Management LLC with notifications on news.