Yarger Wealth Strategies, LLC Portfolio Holdings

Yarger Wealth Strategies, LLC

  • $159 Million
  • Q3 2024

Yarger Wealth Strategies, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $159 Million distributed in 95 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 $10.4M, Vanguard Whitehall Fds (Vangua with a value of $9.52M, Hartford Fds Exchange Traded with a value of $8.98M, and Vanguard Russell 1000 Growth E with a value of $8.46M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $148M to 159M.

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 $159 Million
ETFs: $112 Million
Consumer Cyclical: $12.5 Million
Technology: $12.1 Million
Financial Services: $4.63 Million
Communication Services: $1.82 Million
Consumer Defensive: $1.74 Million
Healthcare: $1.66 Million
Energy: $824,000
Other: $595,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$686M
$242,000 0.15% of portfolio
61,621
Q1 2024 Reduced 56.88%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $159 Million
  • Prior Value $148 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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