Yarger Wealth Strategies, LLC Portfolio Holdings

Yarger Wealth Strategies, LLC

  • $153 Million
  • Q4 2024

Yarger Wealth Strategies, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $153 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $19.6M, T Rowe Price Exchange Traded F with a value of $12.5M, Hartford Fds Exchange Traded with a value of $9.33M, Apple Inc. with a value of $8.55M, and Ishares Core Dividend Growth E with a value of $7.18M.

Examining the 13F form we can see an decrease of $5.67M in the current position value, from $159M to 153M.

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 $153 Million
ETFs: $102 Million
Technology: $13 Million
Consumer Cyclical: $12.8 Million
Financial Services: $5.36 Million
Communication Services: $2.1 Million
Healthcare: $1.82 Million
Consumer Defensive: $1.7 Million
Energy: $949,000
Other: $571,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $153 Million
  • Prior Value $159 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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