Yarger Wealth Strategies, LLC Purchases in Q3 2024

Yarger Wealth Strategies, LLC

  • $159 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HTAB
Hartford Fds Exchange Traded

ETFs
64.4K
+ 16.55%
$19.24 - $19.9 $1.24M - $1.28M
454K $8.98M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.08K
+ 4.32%
$117.9 - $128.2 $363K - $394K
74.3K $9.52M
TDVG
T Rowe Price Exchange Traded F

Technology
5.77K
+ 2.33%
$37.87 - $40.96 $218K - $236K
253K $10.4M
DBI
Designer Brands Inc.

Consumer Cyclical
52.4K
+ 8.59%
$5.14 - $8.16 $269K - $428K
663K $4.9M
DGRO
Ishares Core Dividend Growth E

ETFs
1.17K
+ 1.04%
$57.47 - $62.76 $67K - $73.1K
113K $7.09M
VTV
Vanguard Value ETF

ETFs
376
+ 1.12%
$159.75 - $174.57 $60.1K - $65.6K
33.9K $5.92M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
31
+ 0.05%
$68.79 - $76.02 $2.13K - $2.36K
68.6K $5.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
655
+ 27.35%
$434.77 - $502.96 $285K - $329K
3.05K $1.49M
TSLA
Tesla, Inc.

Consumer Cyclical
1.26K
New
$191.76 - $263.26 $242K - $332K
1.26K $330K
VONG
Vanguard Russell 1000 Growth E

ETFs
538
+ 0.62%
$85.48 - $98.39 $46K - $52.9K
87.7K $8.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29
+ 0.33%
$475.2 - $527.7 $13.8K - $15.3K
8.84K $4.66M
HD
Home Depot, Inc.

Consumer Cyclical
611
New
$333.64 - $405.2 $204K - $248K
611 $247K
SBUX
Starbucks Corp

Consumer Cyclical
2.44K
New
$72.51 - $98.6 $177K - $241K
2.44K $237K
XOM
Exxon Mobil Corp

Energy
2.02K
New
$109.72 - $119.0 $222K - $240K
2.02K $236K
VIG
Vanguard Dividend Appreciation

ETFs
1.23K
New
$182.15 - $182.15 $225K - $225K
1.23K $224K
CAT
Caterpillar Inc

Industrials
564
New
$316.8 - $391.12 $179K - $221K
564 $220K
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.01K
+ 49.95%
$37.89 - $40.48 $190K - $203K
15.1K $609K
AVGO
Broadcom Inc.

Technology
1.25K
New
$136.27 - $1745.86 $171K - $2.19M
1.25K $216K
KO
Coca Cola CO

Consumer Defensive
2.98K
New
$62.69 - $73.01 $187K - $217K
2.98K $213K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.54%
$405.19 - $478.57 $8.1K - $9.57K
3.73K $1.72M
RODM
Hartford Multifactor Developed

ETFs
6.72K
New
$27.35 - $30.82 $184K - $207K
6.72K $204K
IYG
Ishares Tr

ETFs
2.83K
New
$64.2 - $71.76 $182K - $203K
2.83K $200K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
253
+ 0.28%
$31.05 - $34.29 $7.86K - $8.68K
90.8K $3.11M
VO
Vanguard Mid Cap ETF

ETFs
89
+ 1.27%
$237.84 - $263.83 $21.2K - $23.5K
7.1K $1.87M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
58
+ 0.42%
$83.76 - $91.82 $4.86K - $5.33K
14K $1.28M
XDSQ
Innovator Etfs Tr Us Equity Ac
2.35K
+ 34.43%
$31.47 - $35.08 $74K - $82.5K
9.18K $322K
VONV
Vanguard Russell 1000 Value Et

ETFs
392
+ 4.33%
$76.07 - $83.33 $29.8K - $32.7K
9.44K $786K
UPS
United Parcel Service Inc

Industrials
678
+ 32.63%
$123.32 - $147.38 $83.6K - $99.9K
2.76K $375K
RSP
Invesco S&P 500 Equal Weight E

ETFs
22
+ 0.38%
$162.83 - $179.16 $3.58K - $3.94K
5.82K $1.04M
JNJ
Johnson & Johnson

Healthcare
244
+ 8.21%
$145.48 - $167.38 $35.5K - $40.8K
3.22K $521K
PJAN
Innovator U.S. Equity Power Bu

ETFs
773
+ 1.84%
$39.31 - $41.32 $30.4K - $31.9K
42.8K $1.77M
VOE
Vanguard Mid Cap Value Index F

ETFs
43
+ 1.07%
$149.02 - $167.67 $6.41K - $7.21K
4.06K $679K
PGR
Progressive Corp

Financial Services
10
+ 0.69%
$209.46 - $259.24 $2.09K - $2.59K
1.45K $368K
META
Meta Platforms, Inc.

Communication Services
16
+ 1.9%
$453.41 - $572.44 $7.25K - $9.16K
857 $490K
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.29%
$517.38 - $573.86 $3.1K - $3.44K
2.05K $1.18M
V
Visa Inc.

Financial Services
125
+ 6.58%
$253.74 - $291.56 $31.7K - $36.4K
2.03K $557K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
67
+ 0.85%
$60.7 - $67.83 $4.07K - $4.54K
7.94K $538K
WMT
Walmart Inc.

Consumer Defensive
201
+ 6.41%
$66.91 - $81.4 $13.4K - $16.4K
3.34K $269K
MO
Altria Group, Inc.

Consumer Defensive
201
+ 2.8%
$45.95 - $54.71 $9.24K - $11K
7.38K $376K
PG
Procter & Gamble CO

Consumer Defensive
194
+ 13.45%
$160.76 - $177.82 $31.2K - $34.5K
1.64K $283K
ABBV
Abb Vie Inc.

Healthcare
32
+ 2.35%
$163.84 - $199.33 $5.24K - $6.38K
1.39K $274K
ABT
Abbott Laboratories

Healthcare
78
+ 2.93%
$100.07 - $118.13 $7.81K - $9.21K
2.74K $312K
QUAL
Ishares Msci Usa Quality Facto

ETFs
9
+ 0.24%
$162.64 - $179.3 $1.46K - $1.61K
3.77K $675K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
323
+ 1.17%
$91.42 - $91.82 $29.5K - $29.7K
27.9K $2.56M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.6%
$801.83 - $917.05 $3.21K - $3.67K
672 $595K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
67
+ 0.58%
$44.65 - $47.21 $2.99K - $3.16K
11.5K $538K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
42
+ 0.66%
$81.31 - $83.29 $3.42K - $3.5K
6.4K $532K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.22%
$341.08 - $391.94 $682 - $784
930 $357K
AMD
Advanced Micro Devices Inc

Technology
31
+ 2.03%
$128.67 - $183.96 $3.99K - $5.7K
1.56K $256K
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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