Yarger Wealth Strategies, LLC Portfolio Holdings

Yarger Wealth Strategies, LLC

  • $148 Million
  • Q2 2024

Yarger Wealth Strategies, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $17.6M, T Rowe Price Exchange Traded F with a value of $9.54M, Vanguard Whitehall Fds (Vangua with a value of $8.44M, Vanguard Russell 1000 Growth E with a value of $8.18M, and Apple Inc. with a value of $7.66M.

Examining the 13F form we can see an increase of $14.1M in the current position value, from $134M to 148M.

Yarger Wealth Strategies, LLC is based out at Westerville, OH

Below you can find more details about Yarger Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
ETFs: $105 Million
Technology: $11.7 Million
Consumer Cyclical: $11 Million
Financial Services: $4.23 Million
Communication Services: $1.87 Million
Healthcare: $1.65 Million
Consumer Defensive: $1.34 Million
Energy: $596,000
Other: $284,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$233M
$359,000 0.24% of portfolio
9,737
Q2 2024 Added 7.65%
$113M
$53,000 0.04% of portfolio
14,441
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $148 Million
  • Prior Value $134 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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