Yarger Wealth Strategies, LLC Portfolio Holdings

Yarger Wealth Strategies, LLC

  • $149 Million
  • Q1 2025

Yarger Wealth Strategies, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $149 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $17.7M, T Rowe Price Exchange Traded F with a value of $12.9M, Hartford Fds Exchange Traded with a value of $9.18M, Apple Inc. with a value of $7.6M, and Ishares Core Dividend Growth E with a value of $7.18M.

Examining the 13F form we can see an decrease of $4.3M in the current position value, from $153M to 149M.

Yarger Wealth Strategies, LLC is based out at Westerville, OH

Below you can find more details about Yarger Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
ETFs: $99.7 Million
Technology: $12.2 Million
Consumer Cyclical: $10.6 Million
Financial Services: $5.23 Million
Healthcare: $2.48 Million
Consumer Defensive: $2.04 Million
Communication Services: $1.88 Million
Energy: $1.12 Million
Other: $221,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $149 Million
  • Prior Value $153 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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