Yoder Wealth Management, Inc. Portfolio Holdings

Yoder Wealth Management, Inc.

  • $167 Billion
  • Q3 2024

Yoder Wealth Management, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $167 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11.5B, Vanguard Dividend Appreciation with a value of $8.57B, Ishares Msci Usa Quality Facto with a value of $8.35B, Vanguard Growth ETF with a value of $8.11B, and Fidelity Covington Tr Msci Inf with a value of $6.65B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $154B to 167B.

Yoder Wealth Management, Inc. is based out at Walnut Creek, CA

Below you can find more details about Yoder Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $134 Billion
Technology: $18 Billion
Consumer Cyclical: $4.89 Billion
Communication Services: $2.72 Billion
Financial Services: $1.9 Billion
Real Estate: $1.45 Billion
Industrials: $471 Million
Consumer Defensive: $339 Million
Other: $332 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.57 Billion 5.14% of portfolio
43,247
Q3 2024 Reduced 0.84%
$0
$8.35 Billion 5.02% of portfolio
46,758
Q3 2024 Reduced 0.67%
$0
$8.11 Billion 4.87% of portfolio
21,135
Q3 2024 Reduced 0.27%
$0
$6.65 Billion 3.99% of portfolio
38,110
Q3 2024 Added 20.82%
$0
$6.62 Billion 3.98% of portfolio
131,905
Q3 2024 Reduced 4.6%
$0
$6.02 Billion 3.61% of portfolio
71,874
Q3 2024 Reduced 0.98%
$0
$5.41 Billion 3.25% of portfolio
93,651
Q3 2024 Reduced 1.13%
$0
$4.95 Billion 2.97% of portfolio
131,215
Q3 2024 Added 5.3%
$0
$4.16 Billion 2.5% of portfolio
57,581
Q3 2024 Added 5.5%
$0
$3.87 Billion 2.33% of portfolio
53,189
Q3 2024 Added 10.69%
$0
$3.39 Billion 2.04% of portfolio
83,545
Q3 2024 Reduced 0.8%
$0
$3.36 Billion 2.02% of portfolio
38,023
Q3 2024 Added 6.1%
$0
$3.31 Billion 1.99% of portfolio
60,106
Q3 2024 Added 9.13%
$0
$3.31 Billion 1.99% of portfolio
33,726
Q3 2024 Added 7.2%
$0
$3.29 Billion 1.98% of portfolio
51,578
Q3 2024 Added 7.62%
$0
$3.16 Billion 1.9% of portfolio
14,018
Q3 2024 Added 1.26%
$0
$2.33 Billion 1.4% of portfolio
96,516
Q2 2024 Reduced 6.58%
$0
$2.31 Billion 1.39% of portfolio
95,871
Q3 2024 Added 4.94%
$0
$2.32 Billion 1.39% of portfolio
38,869
Q3 2024 Reduced 0.03%
$0
$2.22 Billion 1.34% of portfolio
106,781
Q3 2024 Added 52.45%
$0
$2.05 Billion 1.23% of portfolio
62,128
Q3 2024 Reduced 5.17%
$0
$2.05 Billion 1.23% of portfolio
32,957
Q3 2024 Reduced 1.49%
$0
$1.86 Billion 1.12% of portfolio
67,930
Q3 2024 Reduced 0.11%
$0
$1.86 Billion 1.11% of portfolio
35,812
Q3 2024 Added 4.88%
$0
$1.81 Billion 1.09% of portfolio
25,734
Q3 2024 Added 0.06%
$0
$1.76 Billion 1.06% of portfolio
54,742
Q3 2024 Added 5.32%
$0
$1.72 Billion 1.03% of portfolio
23,909
Q3 2024 Reduced 0.29%
$0
$1.56 Billion 0.94% of portfolio
30,010
Q3 2024 Added 3.64%
$0
$1.4 Billion 0.84% of portfolio
27,468
Q3 2024 Added 8.47%
$0
$1.37 Billion 0.82% of portfolio
33,076
Q3 2024 Reduced 5.23%
$0
$1.21 Billion 0.72% of portfolio
4,261
Q3 2024 Added 0.85%
$0
$1.18 Billion 0.71% of portfolio
13,967
Q3 2024 Reduced 1.01%
$0
$1.18 Billion 0.71% of portfolio
29,764
Q3 2024 Added 5.7%
$0
$1.14 Billion 0.69% of portfolio
22,597
Q3 2024 Reduced 45.18%
$0
$1.03 Billion 0.62% of portfolio
19,040
Q3 2024 Added 6.51%
$0
$997 Million 0.6% of portfolio
30,491
Q3 2024 Added 2.6%
$0
$900 Million 0.54% of portfolio
27,799
Q3 2024 Added 3.19%
$0
$733 Million 0.44% of portfolio
36,552
Q2 2024 Added 33.64%
$0
$720 Million 0.43% of portfolio
21,007
Q2 2024 Reduced 3.84%
$0
$651 Million 0.39% of portfolio
1,911
Q3 2024 Added 1.11%
$0
$642 Million 0.39% of portfolio
16,851
Q3 2024 Reduced 16.57%
$0
$630 Million 0.38% of portfolio
2,234
Q2 2024 Added 1.78%
$0
$604 Million 0.36% of portfolio
22,074
Q3 2024 Added 4.45%
$0
$562 Million 0.34% of portfolio
3,218
Q4 2023 New
$0
$537 Million 0.32% of portfolio
14,300
Q4 2023 New
$0
$531 Million 0.32% of portfolio
2,411
Q4 2023 New
$0
$511 Million 0.31% of portfolio
22,074
Q3 2024 Added 4.57%
$0
$493 Million 0.3% of portfolio
9,200
Q4 2023 Reduced 15.6%
$0
$490 Million 0.29% of portfolio
9,275
Q3 2024 Reduced 9.73%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $167 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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