Yarger Wealth Strategies, LLC Incresed Positions in Q2 2025

Yarger Wealth Strategies, LLC

  • $165 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
53.2K
+ 85.5%
$33.11 - $37.79 $1.76M - $2.01M
115K $4.36M
NVDA
Nvidia Corp

Technology
4.18K
+ 37.95%
$94.31 - $157.99 $394K - $661K
15.2K $2.4M
AMZN
Amazon Com Inc

Consumer Cyclical
953
+ 3.3%
$167.32 - $223.3 $159K - $213K
29.9K $6.55M
JPM
Jpmorgan Chase & CO

Financial Services
1.96K
+ 24.29%
$210.28 - $289.91 $412K - $569K
10K $2.91M
MSFT
Microsoft Corp

Technology
550
+ 10.31%
$354.56 - $497.45 $195K - $274K
5.88K $2.93M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14.9K
+ 90.7%
$50.52 - $50.92 $753K - $759K
31.4K $1.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
364
+ 5.68%
$416.06 - $551.64 $151K - $201K
6.78K $3.74M
DGRO
Ishares Core Dividend Growth E

ETFs
2.14K
+ 1.83%
$55.22 - $63.94 $118K - $137K
120K $7.65M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
171
+ 0.25%
$65.41 - $79.66 $11.2K - $13.6K
69K $5.49M
AVGO
Broadcom Inc.

Technology
739
+ 37.8%
$146.29 - $275.65 $108K - $204K
2.69K $742K
PJUN
Innovator U.S. Equity Power Bu

ETFs
2.51K
+ 3.43%
$34.48 - $39.76 $86.6K - $99.9K
75.7K $3.01M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.14K
+ 22.7%
$50.36 - $50.68 $309K - $311K
33.2K $1.68M
GOOG
Alphabet Inc.

Communication Services
959
+ 14.65%
$146.58 - $180.01 $141K - $173K
7.51K $1.33M
META
Meta Platforms, Inc.

Communication Services
176
+ 17.2%
$484.66 - $738.09 $85.3K - $130K
1.2K $884K
TSLA
Tesla, Inc.

Consumer Cyclical
617
+ 45.87%
$221.86 - $362.89 $137K - $224K
1.96K $623K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
214
+ 0.3%
$29.12 - $35.84 $6.23K - $7.67K
71.4K $2.56M
PLTR
Palantir Technologies Inc.

Technology
377
+ 13.7%
$74.01 - $144.25 $27.9K - $54.4K
3.13K $426K
SPY
Spdr S&P 500 ETF Trust

ETFs
98
+ 4.65%
$496.48 - $617.85 $48.7K - $60.5K
2.21K $1.36M
XLK
Technology Sector Spdr

ETFs
6
+ 0.16%
$179.73 - $253.23 $1.08K - $1.52K
3.76K $952K
MRK
Merck & Co., Inc.

Healthcare
2.31K
+ 79.95%
$73.47 - $87.12 $169K - $201K
5.19K $410K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
248
+ 17.21%
$141.37 - $228.57 $35.1K - $56.7K
1.69K $382K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
600
+ 15.83%
$483.48 - $539.8 $290K - $324K
4.39K $2.13M
AAPL
Apple Inc.

Technology
3.48K
+ 10.16%
$172.42 - $223.89 $599K - $778K
37.7K $7.73M
UBER
Uber Technologies, Inc

Technology
417
+ 9.78%
$64.62 - $93.3 $26.9K - $38.9K
4.68K $436K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
4.05K
+ 14.67%
$25.21 - $34.03 $102K - $138K
31.7K $949K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.56K
+ 19.57%
$45.88 - $54.4 $71.4K - $84.7K
9.51K $517K
SHOP
Shopify Inc.

Technology
359
+ 11.86%
$76.89 - $115.35 $27.6K - $41.4K
3.39K $390K
V
Visa Inc.

Financial Services
222
+ 9.2%
$308.27 - $373.31 $68.4K - $82.9K
2.64K $935K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
1.15K
+ 9.77%
$12.23 - $23.55 $14.1K - $27.1K
12.9K $286K
GOOGL
Alphabet Inc.

Communication Services
250
+ 14.57%
$144.7 - $178.6 $36.2K - $44.7K
1.97K $346K
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 6.93%
$908.13 - $1056.85 $43.6K - $50.7K
741 $733K
WMT
Walmart Inc.

Consumer Defensive
390
+ 11.11%
$81.79 - $99.98 $31.9K - $39K
3.9K $381K
XDSQ
Innovator Etfs Tr Us Equity Ac
663
+ 4.15%
$30.8 - $37.38 $20.4K - $24.8K
16.6K $621K
CAH
Cardinal Health Inc

Healthcare
76
+ 4.32%
$125.0 - $168.0 $9.5K - $12.8K
1.84K $308K
LLY
Eli Lilly & CO

Healthcare
112
+ 24.09%
$713.71 - $898.95 $79.9K - $101K
577 $449K
RSP
Invesco S&P 500 Equal Weight E

ETFs
23
+ 0.39%
$152.93 - $181.74 $3.52K - $4.18K
5.89K $1.07M
ABT
Abbott Laboratories

Healthcare
363
+ 13.38%
$123.95 - $138.08 $45K - $50.1K
3.08K $418K
VUG
Vanguard Growth ETF

ETFs
26
+ 4.68%
$329.49 - $438.4 $8.57K - $11.4K
582 $255K
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 13.0%
$335.24 - $380.78 $45.6K - $51.8K
1.18K $433K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
255
+ 0.67%
$43.28 - $50.37 $11K - $12.8K
38.1K $1.91M
JNJ
Johnson & Johnson

Healthcare
447
+ 28.65%
$146.36 - $159.82 $65.4K - $71.4K
2.01K $306K
DLTH
Duluth Holdings Inc.

Consumer Cyclical
18K
+ 124.49%
$1.67 - $2.24 $30K - $40.3K
32.4K $68K
QUAL
Ishares Msci Usa Quality Facto

ETFs
6
+ 0.21%
$152.42 - $182.82 $915 - $1.1K
2.89K $527K
VONV
Vanguard Russell 1000 Value Et

ETFs
43
+ 0.47%
$73.19 - $85.21 $3.15K - $3.66K
9.11K $776K
RODM
Hartford Multifactor Developed

ETFs
126
+ 1.89%
$28.23 - $34.22 $3.56K - $4.31K
6.81K $232K
PG
Procter & Gamble CO

Consumer Defensive
311
+ 13.8%
$157.66 - $172.39 $49K - $53.6K
2.57K $408K
IYG
Ishares Tr

ETFs
6
+ 0.21%
$68.9 - $85.6 $413 - $514
2.85K $243K
KO
Coca Cola CO

Consumer Defensive
311
+ 9.72%
$68.37 - $73.9 $21.3K - $23K
3.51K $248K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
43
+ 0.33%
$85.42 - $94.39 $3.67K - $4.06K
13.2K $1.24M
Activity Summary
Buys All Purchases 80 New Holdings 19 Increased Positions 61 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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