Yarger Wealth Strategies, LLC Purchases in Q3 2025

Yarger Wealth Strategies, LLC

  • $183 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TDVG
T Rowe Price Exchange Traded F

Technology
71.6K
+ 22.5%
$42.05 - $43.96 $3.01M - $3.15M
390K $17.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.9K
+ 31.06%
$132.9 - $142.03 $2.25M - $2.4M
71.3K $10.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.81K
+ 1.09%
$108.08 - $121.73 $195K - $220K
168K $20.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
454
+ 5.4%
$567.77 - $614.76 $258K - $279K
8.86K $5.43M
GOOG
Alphabet Inc.

Communication Services
618
+ 8.23%
$175.16 - $255.24 $108K - $158K
8.13K $1.98M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.8K
+ 10.74%
$50.53 - $50.82 $596K - $599K
122K $6.18M
DGRO
Ishares Core Dividend Growth E

ETFs
868
+ 0.73%
$64.12 - $68.08 $55.7K - $59.1K
120K $8.2M
NVDA
Nvidia Corp

Technology
527
+ 3.47%
$153.3 - $186.58 $80.8K - $98.3K
15.7K $2.94M
MRVL
Marvell Technology, Inc.

Technology
5.33K
+ 163.33%
$62.31 - $84.07 $332K - $448K
8.6K $722K
TJX
Tjx Companies Inc

Consumer Cyclical
3.16K
New
$121.35 - $144.54 $384K - $457K
3.16K $457K
VTV
Vanguard Value ETF

ETFs
255
+ 0.85%
$175.51 - $186.57 $44.8K - $47.6K
30.3K $5.65M
ASML
Asml Holding Nv

Technology
304
New
$689.63 - $968.09 $210K - $294K
304 $294K
CRDO
Credo Technology Group Holding LTD

Technology
1.93K
New
$87.59 - $172.31 $169K - $332K
1.93K $280K
TSLA
Tesla, Inc.

Consumer Cyclical
64
+ 3.26%
$293.94 - $444.72 $18.8K - $28.5K
2.03K $901K
MSFT
Microsoft Corp

Technology
300
+ 5.1%
$491.09 - $535.64 $147K - $161K
6.18K $3.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.29K
New
$72.65 - $78.68 $239K - $259K
3.29K $258K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
189
+ 0.27%
$79.58 - $83.45 $15K - $15.8K
69.2K $5.74M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.62K
New
$135.0 - $146.02 $219K - $236K
1.62K $235K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.17K
+ 23.81%
$84.55 - $89.54 $183K - $194K
11.3K $1.01M
TPR
Tapestry, Inc.

Consumer Cyclical
1.88K
New
$86.48 - $116.14 $162K - $218K
1.88K $212K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
197
+ 0.28%
$36.04 - $38.78 $7.1K - $7.64K
71.6K $2.76M
GOOGL
Alphabet Inc.

Communication Services
243
+ 12.36%
$174.36 - $254.72 $42.4K - $61.9K
2.21K $537K
PLTR
Palantir Technologies Inc.

Technology
240
+ 7.67%
$130.68 - $186.97 $31.4K - $44.9K
3.37K $614K
MRK
Merck & Co., Inc.

Healthcare
1.86K
+ 35.77%
$77.6 - $87.37 $144K - $162K
7.04K $591K
NOW
Service Now, Inc.

Technology
220
+ 92.44%
$850.86 - $1044.69 $187K - $230K
458 $421K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
259
+ 15.33%
$224.68 - $282.71 $58.2K - $73.2K
1.95K $544K
LLY
Eli Lilly & CO

Healthcare
201
+ 34.84%
$625.65 - $812.69 $126K - $163K
778 $593K
CRM
Salesforce, Inc.

Technology
666
+ 73.11%
$231.66 - $273.65 $154K - $182K
1.58K $373K
SHOP
Shopify Inc.

Technology
12
+ 0.35%
$112.11 - $157.12 $1.35K - $1.89K
3.4K $504K
XLK
Technology Sector Spdr

ETFs
4
+ 0.11%
$250.97 - $282.66 $1K - $1.13K
3.77K $1.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$617.65 - $666.84 $618 - $667
2.21K $1.47M
ORCL
Oracle Corp

Technology
66
+ 5.06%
$218.96 - $328.33 $14.5K - $21.7K
1.37K $385K
WMT
Walmart Inc.

Consumer Defensive
774
+ 19.85%
$94.4 - $104.27 $73.1K - $80.7K
4.67K $481K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 0.91%
$459.11 - $506.91 $18.4K - $20.3K
4.43K $2.23M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2
+ 0.01%
$47.75 - $54.24 $95.5 - $108
17.2K $923K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
124
+ 0.33%
$50.02 - $53.28 $6.2K - $6.61K
38.2K $2M
JNJ
Johnson & Johnson

Healthcare
80
+ 3.99%
$155.17 - $185.42 $12.4K - $14.8K
2.09K $386K
MO
Altria Group, Inc.

Consumer Defensive
267
+ 3.32%
$57.75 - $67.68 $15.4K - $18.1K
8.3K $548K
QUAL
Ishares Msci Usa Quality Facto

ETFs
195
+ 6.76%
$182.33 - $194.5 $35.6K - $37.9K
3.08K $599K
CAT
Caterpillar Inc

Industrials
21
+ 3.34%
$390.92 - $477.15 $8.21K - $10K
649 $309K
CVX
Chevron Corp

Energy
248
+ 13.07%
$145.57 - $161.83 $36.1K - $40.1K
2.15K $333K
RSP
Invesco S&P 500 Equal Weight E

ETFs
26
+ 0.44%
$181.56 - $190.33 $4.72K - $4.95K
5.91K $1.12M
VOE
Vanguard Mid Cap Value Index F

ETFs
82
+ 2.25%
$164.63 - $174.58 $13.5K - $14.3K
3.73K $650K
XOM
Exxon Mobil Corp

Energy
212
+ 5.51%
$105.83 - $117.22 $22.4K - $24.9K
4.06K $457K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
148
+ 1.56%
$53.81 - $57.52 $7.96K - $8.51K
9.66K $555K
PG
Procter & Gamble CO

Consumer Defensive
319
+ 12.44%
$150.47 - $161.22 $48K - $51.4K
2.88K $443K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.11%
$236.93 - $271.12 $237 - $271
945 $256K
AMAT
Applied Materials Inc

Technology
20
+ 1.7%
$156.25 - $204.95 $3.13K - $4.1K
1.2K $245K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
69
+ 0.85%
$66.84 - $69.82 $4.61K - $4.82K
8.21K $571K
Activity Summary
Buys All Purchases 75 New Holdings 10 Increased Positions 65 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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