Yarger Wealth Strategies, LLC Incresed Positions in Q4 2024

Yarger Wealth Strategies, LLC

  • $153 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
102K
+ 116.79%
$95.27 - $107.82 $9.76M - $11M
190K $19.6M
TDVG
T Rowe Price Exchange Traded F

Technology
61.2K
+ 24.15%
$39.51 - $41.92 $2.42M - $2.57M
315K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
555
+ 1.96%
$180.88 - $232.93 $100K - $129K
28.8K $6.32M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10K
+ 163.5%
$50.67 - $50.9 $507K - $510K
16.1K $818K
QQQ
Invesco Qqq Trust, Series 1

ETFs
605
+ 19.84%
$481.22 - $538.17 $291K - $326K
3.66K $1.87M
JPM
Jpmorgan Chase & CO

Financial Services
364
+ 3.85%
$205.18 - $250.29 $74.7K - $91.1K
9.81K $2.35M
HTAB
Hartford Fds Exchange Traded

ETFs
28.6K
+ 6.3%
$19.26 - $19.88 $550K - $568K
482K $9.33M
ABBV
Abb Vie Inc.

Healthcare
2.03K
+ 146.01%
$164.99 - $203.87 $335K - $414K
3.42K $608K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.39K
+ 9.48%
$28.38 - $39.27 $67.7K - $93.7K
27.5K $1.07M
NVDA
Nvidia Corp

Technology
752
+ 7.31%
$117.0 - $148.88 $88K - $112K
11K $1.48M
AVGO
Broadcom Inc.

Technology
559
+ 44.58%
$159.67 - $250.0 $89.3K - $140K
1.81K $420K
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 1.27%
$213.65 - $479.86 $3.42K - $7.68K
1.28K $516K
V
Visa Inc.

Financial Services
283
+ 13.97%
$273.87 - $320.91 $77.5K - $90.8K
2.31K $729K
HD
Home Depot, Inc.

Consumer Cyclical
362
+ 59.25%
$385.02 - $431.37 $139K - $156K
973 $378K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 0.42%
$521.84 - $558.82 $19.3K - $20.7K
8.87K $4.78M
MSFT
Microsoft Corp

Technology
343
+ 6.91%
$406.35 - $454.46 $139K - $156K
5.31K $2.24M
DGRO
Ishares Core Dividend Growth E

ETFs
3.9K
+ 3.45%
$60.73 - $64.94 $237K - $253K
117K $7.18M
META
Meta Platforms, Inc.

Communication Services
118
+ 13.77%
$554.08 - $632.68 $65.4K - $74.7K
975 $575K
ET
Energy Transfer LP

Energy
722
+ 3.7%
$16.05 - $19.86 $11.6K - $14.3K
20.2K $396K
PG
Procter & Gamble CO

Consumer Defensive
469
+ 28.67%
$161.05 - $179.7 $75.5K - $84.3K
2.11K $352K
GOOGL
Alphabet Inc.

Communication Services
153
+ 10.41%
$161.86 - $196.66 $24.8K - $30.1K
1.62K $307K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
19
+ 0.11%
$42.05 - $48.31 $799 - $918
17.2K $795K
XOM
Exxon Mobil Corp

Energy
722
+ 35.74%
$105.51 - $125.37 $76.2K - $90.5K
2.74K $294K
WMT
Walmart Inc.

Consumer Defensive
122
+ 3.66%
$79.1 - $95.7 $9.65K - $11.7K
3.46K $312K
LLY
Eli Lilly & CO

Healthcare
104
+ 30.06%
$727.2 - $932.06 $75.6K - $96.9K
450 $347K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 2.98%
$873.59 - $994.69 $17.5K - $19.9K
692 $634K
VUG
Vanguard Growth ETF

ETFs
20
+ 2.15%
$378.79 - $428.11 $7.58K - $8.56K
950 $389K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.24%
$567.81 - $607.81 $2.84K - $3.04K
2.05K $1.2M
XLK
Technology Sector Spdr

ETFs
5
+ 0.13%
$220.26 - $241.44 $1.1K - $1.21K
3.75K $871K
MO
Altria Group, Inc.

Consumer Defensive
223
+ 3.02%
$49.06 - $57.74 $10.9K - $12.9K
7.6K $397K
IYG
Ishares Tr

ETFs
7
+ 0.25%
$70.24 - $82.34 $492 - $576
2.84K $220K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
26
+ 0.04%
$75.22 - $82.17 $1.96K - $2.14K
68.6K $5.22M
RYJ
Invesco Exchange Traded Fd Tr

ETFs
43
+ 1.24%
N/A
3.52K $244K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.41%
N/A
1.24K $225K
XUSP
Innovator Etfs Tr Uncapped Acc
11.5K
+ 151.6%
N/A
19.1K $0
PDEC
Innovator U.S. Equity Power Bu
4.67K
+ 6.01%
N/A
82.3K $0
JGRO
J P Morgan Exchange Traded Fd
20.1K
+ 64.33%
N/A
51.3K $0
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
36
+ 1.5%
$105.45 - $117.99 $3.8K - $4.25K
2.44K $258K
QUAL
Ishares Msci Usa Quality Facto

ETFs
11
+ 0.29%
$176.42 - $186.91 $1.94K - $2.06K
3.78K $673K
CAT
Caterpillar Inc

Industrials
14
+ 2.48%
$360.37 - $416.88 $5.05K - $5.84K
578 $209K
UPS
United Parcel Service Inc

Industrials
120
+ 4.35%
$122.65 - $138.35 $14.7K - $16.6K
2.88K $362K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
84
+ 1.06%
$64.34 - $70.57 $5.4K - $5.93K
8.03K $524K
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.2%
$87.44 - $102.5 $437 - $513
2.45K $222K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.1%
$211.27 - $239.8 $211 - $240
990 $213K
PGR
Progressive Corp

Financial Services
19
+ 1.31%
$239.6 - $268.88 $4.55K - $5.11K
1.47K $352K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.46%
$442.29 - $483.08 $7.52K - $8.21K
3.75K $1.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
20
+ 0.34%
$174.22 - $187.62 $3.48K - $3.75K
5.84K $1.02M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
22
+ 0.6%
$56.18 - $67.64 $1.24K - $1.49K
3.67K $208K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
614
+ 5.98%
$20.32 - $31.23 $12.5K - $19.2K
10.9K $247K
Activity Summary
Buys All Purchases 54 New Holdings 4 Increased Positions 50 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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