Yoder Wealth Management, Inc. Purchases in Q4 2024

Yoder Wealth Management, Inc.

  • $181 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.14K
New
$521.84 - $558.82 $2.68M - $2.87M
5.14K $2.77B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
10.6K
+ 27.86%
$170.03 - $192.78 $1.81M - $2.05M
48.7K $9.01B
VTI
Vanguard Total Stock Market Et

ETFs
7.07K
+ 165.85%
$280.04 - $302.45 $1.98M - $2.14M
11.3K $3.28B
TFLO
Ishares Treasury Floating Rate

ETFs
25.1K
+ 111.16%
$50.37 - $50.63 $1.27M - $1.27M
47.7K $2.41B
Ishares Tr
48.9K
+ 98.64%
N/A
98.4K $2.47B
IBTM
Ishares Tr Ibonds Dec 2032 Ter
36.6K
New
$22.12 - $23.49 $810K - $860K
36.6K $813M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
42.3K
+ 39.65%
$19.7 - $20.82 $834K - $882K
149K $2.95B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
6.84K
+ 13.25%
$63.19 - $73.31 $432K - $501K
58.4K $4.01B
FCOM
Fidelity Covington Tr Msci Com

ETFs
6.78K
+ 11.28%
$54.65 - $61.96 $370K - $420K
66.9K $3.93B
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.81K
+ 4.76%
$85.33 - $104.24 $155K - $189K
39.8K $3.88B
RYT
Invesco S&P 500 Equal Weight T

ETFs
12.6K
+ 9.63%
N/A
144K $5.38B
AMZN
Amazon Com Inc

Consumer Cyclical
638
+ 9.96%
$180.88 - $232.93 $115K - $149K
7.04K $1.55B
GOOG
Alphabet Inc.

Communication Services
880
+ 15.54%
$163.08 - $198.16 $144K - $174K
6.54K $1.25B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
5.66K
+ 9.83%
$70.31 - $77.39 $398K - $438K
63.2K $4.45B
XLK
Technology Sector Spdr

ETFs
707
+ 5.04%
$220.26 - $241.44 $156K - $171K
14.7K $3.42B
TSLA
Tesla, Inc.

Consumer Cyclical
217
+ 22.89%
$213.65 - $479.86 $46.4K - $104K
1.17K $470M
VEA
Vanguard Ftse Developed Market

ETFs
5.57K
+ 60.01%
$47.57 - $52.44 $265K - $292K
14.8K $710M
C
Citigroup Inc

Financial Services
3.08K
New
$61.31 - $72.5 $189K - $224K
3.08K $217M
Ishares Tr
8.6K
New
N/A
8.6K $214M
CSCO
Cisco Systems, Inc.

Technology
3.59K
New
$52.45 - $60.02 $189K - $216K
3.59K $213M
NVDA
Nvidia Corp

Technology
791
+ 10.66%
$117.0 - $148.88 $92.5K - $118K
8.21K $1.1B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.1K
+ 74.81%
$20.28 - $21.2 $205K - $214K
23.6K $480M
MSFT
Microsoft Corp

Technology
517
+ 18.07%
$406.35 - $454.46 $210K - $235K
3.38K $1.42B
RYF
Invesco S&P 500 Equal Weight F

ETFs
724
+ 1.83%
N/A
40.2K $2.91B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.87K
+ 26.6%
$26.55 - $27.32 $156K - $160K
27.9K $746M
AVGO
Broadcom Inc.

Technology
16
+ 0.72%
$159.67 - $250.0 $2.55K - $4K
2.23K $516M
FENY
Fidelity Covington Tr Msci Ene

ETFs
6.13K
+ 6.39%
$23.14 - $26.91 $142K - $165K
102K $2.43B
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.32K
+ 12.09%
$49.28 - $52.29 $164K - $174K
30.8K $1.52B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
7.8K
+ 14.66%
$64.85 - $73.04 $506K - $570K
61K $3.99B
DFAU
Dimensional ETF Tr

ETFs
2.15K
+ 7.21%
$39.27 - $42.38 $84.3K - $91K
31.9K $1.29B
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
1.32K
+ 4.4%
N/A
31.3K $1.67B
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
1.45K
+ 4.75%
N/A
31.9K $1.09B
VCR
Vanguard Consumer Discretionar

ETFs
69
+ 3.61%
$328.51 - $401.37 $22.7K - $27.7K
1.98K $743M
CRM
Salesforce, Inc.

Technology
28
+ 2.31%
$270.87 - $367.87 $7.58K - $10.3K
1.24K $414M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.48K
+ 24.8%
$20.55 - $23.26 $113K - $127K
27.5K $580M
NOW
Service Now, Inc.

Technology
24
+ 10.34%
$867.18 - $1148.42 $20.8K - $27.6K
256 $271M
META
Meta Platforms, Inc.

Communication Services
69
+ 4.88%
$554.08 - $632.68 $38.2K - $43.7K
1.48K $869M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
139
+ 9.41%
$442.29 - $483.08 $61.5K - $67.1K
1.62K $733M
JPM
Jpmorgan Chase & CO

Financial Services
39
+ 2.79%
$205.18 - $250.29 $8K - $9.76K
1.44K $344M
DIS
Walt Disney CO

Communication Services
161
+ 7.7%
$92.39 - $117.6 $14.9K - $18.9K
2.25K $251M
MA
Mastercard Inc

Financial Services
53
+ 10.56%
$491.3 - $536.15 $26K - $28.4K
555 $292M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.5K
+ 6.84%
$19.11 - $20.04 $47.8K - $50.1K
39.1K $750M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2.51K
+ 7.01%
$48.17 - $53.38 $121K - $134K
38.3K $1.87B
PG
Procter & Gamble CO

Consumer Defensive
57
+ 2.91%
$161.05 - $179.7 $9.18K - $10.2K
2.01K $337M
VZ
Verizon Communications Inc

Communication Services
522
+ 10.25%
$39.6 - $45.21 $20.7K - $23.6K
5.62K $225M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
1.63K
+ 5.86%
N/A
29.4K $886M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.2K
+ 100.0%
$25.74 - $53.78 $237K - $495K
18.4K $475M
VHT
Vanguard Health Care ETF

ETFs
173
+ 7.74%
$250.81 - $283.3 $43.4K - $49K
2.41K $611M
FNDA
Schwab Fundamental U S Small C

ETFs
38.4K
+ 98.7%
$29.26 - $59.11 $1.12M - $2.27M
77.2K $2.29B
Activity Summary
Buys All Purchases 60 New Holdings 6 Increased Positions 54 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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