Yarger Wealth Strategies, LLC Purchases in Q1 2025

Yarger Wealth Strategies, LLC

  • $149 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.76K
+ 75.43%
$468.34 - $539.52 $1.29M - $1.49M
6.41K $3.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.44K
New
$56.17 - $59.71 $474K - $504K
8.44K $478K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.96K
New
$51.45 - $58.51 $409K - $466K
7.96K $412K
TDVG
T Rowe Price Exchange Traded F

Technology
7.1K
+ 2.26%
$39.23 - $42.13 $279K - $299K
322K $12.9M
UBER
Uber Technologies, Inc

Technology
4.26K
New
$63.17 - $81.49 $269K - $347K
4.26K $310K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 1.2%
$442.66 - $534.52 $19.9K - $24.1K
3.79K $1.99M
CAH
Cardinal Health Inc

Healthcare
1.76K
New
$118.02 - $137.77 $208K - $242K
1.76K $242K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.44K
New
$165.25 - $224.62 $238K - $324K
1.44K $239K
PLTR
Palantir Technologies Inc.

Technology
2.75K
New
$64.98 - $124.62 $179K - $343K
2.75K $232K
KO
Coca Cola CO

Consumer Defensive
3.2K
New
$60.81 - $72.32 $195K - $231K
3.2K $229K
CGCP
Capital Group Core Plus Income

ETFs
8.97K
New
$21.94 - $22.64 $197K - $203K
8.97K $200K
XOM
Exxon Mobil Corp

Energy
962
+ 35.08%
$105.44 - $118.93 $101K - $114K
3.7K $440K
ABBV
Abb Vie Inc.

Healthcare
144
+ 4.21%
$169.2 - $216.66 $24.4K - $31.2K
3.57K $747K
V
Visa Inc.

Financial Services
104
+ 4.5%
$306.92 - $362.71 $31.9K - $37.7K
2.41K $845K
PMAR
Innovator U.S. Equity Power Bu

ETFs
2.73K
+ 4.21%
$39.51 - $41.0 $108K - $112K
67.6K $2.69M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
549
+ 1.01%
$126.11 - $135.06 $69.2K - $74.1K
55K $7.02M
MO
Altria Group, Inc.

Consumer Defensive
127
+ 1.67%
$50.81 - $60.02 $6.45K - $7.62K
7.73K $463K
PGR
Progressive Corp

Financial Services
1
+ 0.07%
$235.61 - $291.22 $236 - $291
1.47K $416K
ABT
Abbott Laboratories

Healthcare
67
+ 2.53%
$111.1 - $140.22 $7.44K - $9.39K
2.71K $359K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
42
+ 0.32%
$87.68 - $94.52 $3.68K - $3.97K
13.2K $1.22M
CVX
Chevron Corp

Energy
54
+ 3.01%
$146.71 - $167.97 $7.92K - $9.07K
1.85K $308K
JNJ
Johnson & Johnson

Healthcare
91
+ 6.19%
$142.06 - $167.7 $12.9K - $15.3K
1.56K $258K
LLY
Eli Lilly & CO

Healthcare
15
+ 3.33%
$725.72 - $929.72 $10.9K - $13.9K
465 $384K
PG
Procter & Gamble CO

Consumer Defensive
149
+ 7.08%
$158.56 - $176.26 $23.6K - $26.3K
2.25K $384K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.14%
$890.62 - $1076.86 $891 - $1.08K
693 $655K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
44
+ 0.55%
$64.2 - $69.24 $2.82K - $3.05K
8.07K $545K
SBUX
Starbucks Corp

Consumer Cyclical
27
+ 1.1%
$91.75 - $115.81 $2.48K - $3.13K
2.47K $242K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
303
+ 1.88%
$50.72 - $50.92 $15.4K - $15.4K
16.4K $835K
META
Meta Platforms, Inc.

Communication Services
48
+ 4.92%
$576.36 - $736.67 $27.7K - $35.4K
1.02K $589K
MRK
Merck & Co., Inc.

Healthcare
346
+ 13.64%
$83.01 - $101.02 $28.7K - $35K
2.88K $258K
DGRO
Ishares Core Dividend Growth E

ETFs
461
+ 0.39%
$60.46 - $64.42 $27.9K - $29.7K
117K $7.18M
HD
Home Depot, Inc.

Consumer Cyclical
73
+ 7.5%
$347.25 - $424.87 $25.3K - $31K
1.05K $383K
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.24%
N/A
1.24K $226K
SFLR
Innovator Etfs Tr Equity Manag
13.2K
+ 88.95%
N/A
28K $0
XUSP
Innovator Etfs Tr Uncapped Acc
1.22K
+ 6.4%
N/A
20.3K $0
JGRO
J P Morgan Exchange Traded Fd
2.09K
+ 4.07%
N/A
53.4K $0
J P Morgan Exchange Traded F
6.55K
New
N/A
6.55K $0
Innovator Etfs Trust
29.2K
New
N/A
29.2K $0
IYG
Ishares Tr

ETFs
6
+ 0.21%
$74.6 - $84.81 $448 - $509
2.84K $220K
XDSQ
Innovator Etfs Tr Us Equity Ac
811
+ 5.35%
$34.21 - $38.09 $27.7K - $30.9K
16K $552K
Invesco Exch Trd Slf Idx Fd
37.3K
+ 341.13%
N/A
48.2K $0
WMT
Walmart Inc.

Consumer Defensive
50
+ 1.45%
$84.5 - $105.05 $4.23K - $5.25K
3.51K $308K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
14
+ 0.38%
$54.79 - $60.63 $767 - $849
3.68K $203K
VOE
Vanguard Mid Cap Value Index F

ETFs
24
+ 0.66%
$156.61 - $168.02 $3.76K - $4.03K
3.64K $579K
RSP
Invesco S&P 500 Equal Weight E

ETFs
28
+ 0.48%
$169.43 - $182.84 $4.74K - $5.12K
5.87K $1.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 2.68%
$551.42 - $612.93 $30.3K - $33.7K
2.11K $1.18M
SHOP
Shopify Inc.

Technology
84
+ 2.86%
$90.59 - $129.31 $7.61K - $10.9K
3.03K $288K
VO
Vanguard Mid Cap ETF

ETFs
31
+ 0.44%
$251.87 - $277.95 $7.81K - $8.62K
7.1K $1.83M
GOOGL
Alphabet Inc.

Communication Services
93
+ 5.73%
$154.33 - $206.19 $14.4K - $19.2K
1.72K $265K
Activity Summary
Buys All Purchases 65 New Holdings 11 Increased Positions 54 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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