Yukon Wealth Management, Inc. Purchases in Q1 2025

Yukon Wealth Management, Inc.

  • $241 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.6K
New
$74.85 - $84.89 $795K - $902K
10.6K $868M
VFH
Vanguard Financial ETF

ETFs
7.25K
New
$114.07 - $127.34 $827K - $923K
7.25K $866M
OKE
Oneok Inc

Energy
8.52K
New
$89.57 - $109.85 $763K - $936K
8.52K $845M
VBR
Vanguard Small Cap Value ETF

ETFs
4.48K
New
$183.02 - $207.75 $820K - $931K
4.48K $835M
IDV
Ishares Tr

ETFs
24.7K
New
$27.0 - $31.7 $666K - $781K
24.7K $765M
JNJ
Johnson & Johnson

Healthcare
4.47K
New
$142.06 - $167.7 $635K - $750K
4.47K $741M
MCK
Mckesson Corp

Healthcare
1.07K
New
$566.21 - $672.99 $603K - $717K
1.07K $717M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.54K
New
$87.68 - $94.52 $661K - $712K
7.54K $706M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.56K
New
$102.49 - $119.96 $672K - $787K
6.56K $686M
EPD
Enterprise Products Partners L.P.

Energy
19.7K
New
$31.75 - $34.14 $626K - $673K
19.7K $673M
Blackrock ETF Trust Ii
11.8K
New
N/A
11.8K $616M
PG
Procter & Gamble CO

Consumer Defensive
3.59K
New
$158.56 - $176.26 $569K - $632K
3.59K $611M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.3K
New
$37.07 - $40.63 $566K - $620K
15.3K $601M
PM
Philip Morris International Inc.

Consumer Defensive
3.66K
New
$117.15 - $158.79 $428K - $581K
3.66K $580M
Ishares Bitcoin Trust ETF
12.4K
New
N/A
12.4K $580M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.25K
New
$168.84 - $202.89 $548K - $659K
3.25K $571M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
15.6K
New
$32.74 - $36.2 $511K - $565K
15.6K $545M
META
Meta Platforms, Inc.

Communication Services
943
New
$576.36 - $736.67 $544K - $695K
943 $544M
ATO
Atmos Energy Corp

Utilities
3.5K
New
$136.51 - $154.58 $478K - $541K
3.5K $541M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.72K
New
$54.25 - $57.64 $527K - $560K
9.72K $535M
XLY
Select Sector Spdr Consumer Di

ETFs
2.68K
New
$192.6 - $233.2 $517K - $626K
2.68K $530M
IYE
Ishares Tr

ETFs
10.4K
New
$45.23 - $49.95 $468K - $517K
10.4K $510M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.66K
New
$57.21 - $65.8 $495K - $570K
8.66K $505M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
21.3K
New
$22.77 - $24.73 $484K - $526K
21.3K $495M
CSX
Csx Corp

Industrials
16.8K
New
$29.11 - $33.67 $488K - $564K
16.8K $493M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
27.1K
New
$18.12 - $19.21 $490K - $520K
27.1K $493M
EMB
Ishares Tr

ETFs
5.32K
New
$88.64 - $92.03 $471K - $489K
5.32K $482M
LOW
Lowes Companies Inc

Consumer Cyclical
2.04K
New
$222.66 - $268.42 $455K - $548K
2.04K $476M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.42K
New
$104.89 - $113.56 $464K - $502K
4.42K $471M
SPY
Spdr S&P 500 ETF Trust

ETFs
842
New
$551.42 - $612.93 $464K - $516K
842 $471M
PDI
Pimco Dynamic Income Fund

Financial Services
22.7K
New
$18.51 - $20.05 $420K - $455K
22.7K $449M
ISRG
Intuitive Surgical Inc

Healthcare
902
New
$476.63 - $610.45 $430K - $551K
902 $447M
VPN
Global X Fds Data Ctr Reits &

ETFs
25.8K
New
N/A
25.8K $419M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4K
New
$97.25 - $104.79 $389K - $420K
4K $415M
IWM
Ishares Russell 2000 ETF

ETFs
2.05K
New
$198.1 - $229.79 $407K - $472K
2.05K $410M
VLO
Valero Energy Corp

Energy
3K
New
$121.76 - $142.99 $365K - $429K
3K $396M
HD
Home Depot, Inc.

Consumer Cyclical
994
New
$347.25 - $424.87 $345K - $422K
994 $364M
WMT
Walmart Inc.

Consumer Defensive
4.12K
New
$84.5 - $105.05 $348K - $433K
4.12K $362M
IYR
Ishares Tr

ETFs
3.71K
New
$89.49 - $98.98 $332K - $368K
3.71K $356M
Ge Vernova Inc
1.13K
New
N/A
1.13K $345M
ABBV
Abb Vie Inc.

Healthcare
1.55K
New
$169.2 - $216.66 $262K - $335K
1.55K $324M
LMT
Lockheed Martin Corp

Industrials
631
New
$423.19 - $506.29 $267K - $319K
631 $282M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.41K
New
$34.83 - $37.52 $258K - $278K
7.41K $269M
CL
Colgate Palmolive CO

Consumer Defensive
2.82K
New
$85.68 - $97.5 $241K - $274K
2.82K $264M
IFRA
Ishares Tr

ETFs
5.7K
New
$44.8 - $49.25 $255K - $280K
5.7K $257M
SPGI
S&P Global Inc.

Financial Services
466
New
$478.26 - $543.77 $223K - $253K
466 $237M
IAU
Ishares Gold Trust

ETFs
3.82K
New
$49.74 - $58.96 $190K - $225K
3.82K $225M
WFC
Wells Fargo & Company

Financial Services
3.05K
New
$66.78 - $81.42 $203K - $248K
3.05K $219M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.31K
New
$64.88 - $72.1 $215K - $239K
3.31K $218M
Activity Summary
Buys All Purchases 102 New Holdings 102 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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