Yarger Wealth Strategies, LLC Incresed Positions 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
TDVG
T Rowe Price Exchange Traded F

Technology
7.1K
+ 2.26%
$39.23 - $42.13 $279K - $299K
322K $12.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 1.2%
$442.66 - $534.52 $19.9K - $24.1K
3.79K $1.99M
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
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
JGRO
J P Morgan Exchange Traded Fd
2.09K
+ 4.07%
N/A
53.4K $0
IYG
Ishares Tr

ETFs
6
+ 0.21%
$74.6 - $84.81 $448 - $509
2.84K $220K
Invesco Exch Trd Slf Idx Fd
37.3K
+ 341.13%
N/A
48.2K $0
XDSQ
Innovator Etfs Tr Us Equity Ac
811
+ 5.35%
$34.21 - $38.09 $27.7K - $30.9K
16K $552K
XUSP
Innovator Etfs Tr Uncapped Acc
1.22K
+ 6.4%
N/A
20.3K $0
SFLR
Innovator Etfs Tr Equity Manag
13.2K
+ 88.95%
N/A
28K $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
RCKY
Rocky Brands, Inc.

Consumer Cyclical
894
+ 8.22%
$17.37 - $25.79 $15.5K - $23.1K
11.8K $204K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
173
+ 0.46%
$48.02 - $53.02 $8.31K - $9.17K
37.9K $1.86M
AVGO
Broadcom Inc.

Technology
142
+ 7.83%
$167.43 - $244.7 $23.8K - $34.7K
1.96K $327K
XLK
Technology Sector Spdr

ETFs
7
+ 0.19%
$206.38 - $242.18 $1.44K - $1.7K
3.76K $775K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
175
+ 0.25%
$32.42 - $36.13 $5.67K - $6.32K
71.1K $2.33M
HTAB
Hartford Fds Exchange Traded

ETFs
311
+ 0.06%
$18.95 - $19.6 $5.89K - $6.1K
482K $9.18M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
185
+ 0.27%
$72.01 - $79.94 $13.3K - $14.8K
68.8K $5.06M
TSLA
Tesla, Inc.

Consumer Cyclical
67
+ 5.24%
$222.15 - $428.22 $14.9K - $28.7K
1.35K $348K
GOOG
Alphabet Inc.

Communication Services
147
+ 2.3%
$156.06 - $207.71 $22.9K - $30.5K
6.55K $1.02M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
81
+ 0.29%
$28.45 - $41.08 $2.3K - $3.33K
27.6K $837K
MSFT
Microsoft Corp

Technology
24
+ 0.45%
$375.39 - $447.2 $9.01K - $10.7K
5.33K $2M
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
Track This Portfolio

Track Yarger Wealth Strategies, LLC Portfolio

Follow Yarger Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Yarger Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email