Yoder Wealth Management, Inc. Purchases in Q3 2024

Yoder Wealth Management, Inc.

  • $167 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.57K
+ 20.82%
$152.9 - $180.39 $1M - $1.18M
38.1K $6.65B
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
36.7K
+ 52.45%
$19.77 - $20.99 $726K - $771K
107K $2.22B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
3K
+ 5.5%
$64.53 - $72.17 $194K - $217K
57.6K $4.16B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
5.14K
+ 10.69%
$67.43 - $74.23 $346K - $381K
53.2K $3.87B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.65K
+ 7.62%
$57.69 - $64.56 $211K - $236K
51.6K $3.29B
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.19K
+ 6.1%
$75.81 - $88.73 $166K - $194K
38K $3.36B
FCOM
Fidelity Covington Tr Msci Com

ETFs
5.03K
+ 9.13%
$49.09 - $55.08 $247K - $277K
60.1K $3.31B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.27K
+ 7.2%
$89.91 - $101.33 $204K - $230K
33.7K $3.31B
RYT
Invesco S&P 500 Equal Weight T

ETFs
6.6K
+ 5.3%
N/A
131K $4.95B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.67K
+ 4.88%
$43.67 - $51.82 $72.8K - $86.4K
35.8K $1.86B
Ishares Tr
10.6K
+ 27.2%
N/A
49.5K $1.31B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
13.5K
New
$20.12 - $21.28 $272K - $287K
13.5K $286M
O
Realty Income Corp

Real Estate
4.29K
New
$52.36 - $63.42 $225K - $272K
4.29K $272M
PLTR
Palantir Technologies Inc.

Technology
6.77K
New
$24.09 - $37.95 $163K - $257K
6.77K $252M
TSLA
Tesla, Inc.

Consumer Cyclical
948
New
$191.76 - $263.26 $182K - $250K
948 $248M
EFX
Equifax Inc

Industrials
791
New
$236.42 - $307.13 $187K - $243K
791 $232M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
9.77K
New
$22.51 - $23.57 $220K - $230K
9.77K $230M
EQIX
Equinix Inc

Real Estate
248
New
$749.0 - $890.01 $186K - $221K
248 $220M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.05K
New
$96.25 - $101.98 $198K - $209K
2.05K $208M
NOW
Service Now, Inc.

Technology
232
New
$730.87 - $937.36 $170K - $217K
232 $207M
RYH
Invesco S&P 500 Equal Weight H

ETFs
2.76K
+ 5.32%
N/A
54.7K $1.76B
FSTA
Fidelity Covington Tr Msci Con

ETFs
2.15K
+ 8.47%
$47.12 - $51.72 $101K - $111K
27.5K $1.4B
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
1.05K
+ 3.64%
N/A
30K $1.56B
META
Meta Platforms, Inc.

Communication Services
111
+ 8.51%
$453.41 - $572.44 $50.3K - $63.5K
1.42K $810M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
1.16K
+ 6.51%
$48.71 - $54.57 $56.7K - $63.5K
19K $1.03B
DFAU
Dimensional ETF Tr

ETFs
1.61K
+ 5.7%
$35.8 - $39.69 $57.5K - $63.7K
29.8K $1.18B
FNDB
Schwab Fundamental U S Broad M

ETFs
15
+ 0.06%
$64.17 - $70.37 $963 - $1.06K
25.7K $1.81B
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
772
+ 2.6%
N/A
30.5K $997M
SQ
Block, Inc.

Technology
145
+ 0.37%
$57.21 - $72.07 $8.3K - $10.5K
39.7K $2.66B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 5.35%
$405.19 - $478.57 $30.4K - $35.9K
1.48K $680M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
964
+ 4.57%
$19.78 - $23.53 $19.1K - $22.7K
22.1K $511M
MSFT
Microsoft Corp

Technology
302
+ 11.8%
$395.15 - $467.56 $119K - $141K
2.86K $1.23B
VGT
Vanguard Information Technolog

ETFs
123
+ 27.46%
$514.43 - $606.85 $63.3K - $74.6K
571 $335M
VTI
Vanguard Total Stock Market Et

ETFs
36
+ 0.85%
$255.18 - $283.2 $9.19K - $10.2K
4.26K $1.21B
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
859
+ 3.19%
N/A
27.8K $900M
PSA
Public Storage

Real Estate
36
+ 4.95%
$283.13 - $365.01 $10.2K - $13.1K
763 $278M
AMT
American Tower Corp

Real Estate
38
+ 2.45%
$192.27 - $242.73 $7.31K - $9.22K
1.59K $369M
NVDA
Nvidia Corp

Technology
672
+ 9.96%
$98.91 - $134.91 $66.5K - $90.7K
7.42K $901M
VCR
Vanguard Consumer Discretionar

ETFs
21
+ 1.11%
$291.88 - $341.94 $6.13K - $7.18K
1.91K $651M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
940
+ 4.45%
$26.01 - $27.41 $24.4K - $25.8K
22.1K $604M
PLD
Prologis, Inc.

Real Estate
97
+ 4.04%
$111.95 - $132.43 $10.9K - $12.8K
2.5K $316M
AVGO
Broadcom Inc.

Technology
2K
+ 956.94%
$136.27 - $1745.86 $273K - $3.49M
2.21K $381M
MA
Mastercard Inc

Financial Services
23
+ 4.8%
$429.6 - $500.99 $9.88K - $11.5K
502 $248M
XLK
Technology Sector Spdr

ETFs
175
+ 1.26%
$197.34 - $237.68 $34.5K - $41.6K
14K $3.16B
CRM
Salesforce, Inc.

Technology
30
+ 2.54%
$238.42 - $276.53 $7.15K - $8.3K
1.21K $331M
VOX
Vanguard Communication Service

ETFs
50
+ 2.25%
$129.82 - $145.39 $6.49K - $7.27K
2.27K $330M
JPM
Jpmorgan Chase & CO

Financial Services
28
+ 2.05%
$194.9 - $224.8 $5.46K - $6.29K
1.4K $295M
FENY
Fidelity Covington Tr Msci Ene

ETFs
4.51K
+ 4.94%
$23.09 - $25.75 $104K - $116K
95.9K $2.31B
ADBE
Adobe Inc.

Technology
64
+ 12.05%
$508.13 - $586.55 $32.5K - $37.5K
595 $308M
Activity Summary
Buys All Purchases 55 New Holdings 9 Increased Positions 46 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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