Yarger Wealth Strategies, LLC Purchases and Sells in Q1 2025

Yarger Wealth Strategies, LLC

$149 Million
Q1 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	2.76K + 75.43%	$468.34 - $539.52 $1.29M - $1.49M	6.41K $3.01M
TDVG	7.1K + 2.26%	$39.23 - $42.13 $279K - $299K	322K $12.9M
BRK-B	45 + 1.2%	$442.66 - $534.52 $19.9K - $24.1K	3.79K $1.99M
XOM	962 + 35.08%	$105.44 - $118.93 $101K - $114K	3.7K $440K
ABBV	144 + 4.21%	$169.2 - $216.66 $24.4K - $31.2K	3.57K $747K
V	104 + 4.5%	$306.92 - $362.71 $31.9K - $37.7K	2.41K $845K

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	8.44K New	$56.17 - $59.71 $474K - $504K	8.44K $478K
JEPQ	7.96K New	$51.45 - $58.51 $409K - $466K	7.96K $412K
UBER	4.26K New	$63.17 - $81.49 $269K - $347K	4.26K $310K
CAH	1.76K New	$118.02 - $137.77 $208K - $242K	1.76K $242K
TSM	1.44K New	$165.25 - $224.62 $238K - $324K	1.44K $239K
PLTR	2.75K New	$64.98 - $124.62 $179K - $343K	2.75K $232K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-371 - 4.18%	$507.05 - $563.67 $188K - $209K	8.5K $4.37M
JAAA	-7.46K - 5.75%	$50.48 - $51.04 $377K - $381K	122K $6.19M
JPM	-1.74K - 17.73%	$225.19 - $279.95 $392K - $487K	8.07K $1.98M
NVDA	-21 - 0.19%	$106.98 - $149.43 $2.25K - $3.14K	11K $1.19M
QUAL	-901 - 23.83%	$168.16 - $186.21 $152K - $168K	2.88K $488K
VUG	-394 - 41.47%	$369.1 - $427.61 $145K - $168K	556 $205K

Activity Summary All Purchases 65 New Holdings 11 Increased Positions 54 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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