Yoder Wealth Management, Inc. Portfolio Holdings by Sector
Yoder Wealth Management, Inc.
- $181 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FTEC VUG VIG QUAL USFR VCIT RYT LTPZ 69 stocks |
$140 Million
79.37% of portfolio
|
34
|
19
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12.2 Million
6.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
SQ MSFT PLTR ADBE MQ 5 stocks |
$5.58 Million
3.17% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$3.58 Million
2.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.28 Million
1.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$2.44 Million
1.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.62 Million
0.92% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.55 Million
0.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$784,636
0.45% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$732,500
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW 2 stocks |
$685,626
0.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$561,236
0.32% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX 2 stocks |
$472,900
0.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$470,474
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$451,410
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$437,269
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$337,479
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Entertainment | Communication Services
DIS 1 stocks |
$250,760
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$241,894
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$227,985
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$212,765
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$201,586
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|