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 Market Cap. of $2 Billions to $10 Billions

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

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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