YARGER WEALTH STRATEGIES, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$181M
Signature - Title
Jonathan Yarger - Chief Compliance Officer
Location
Westerville, OH
Summary
This page shows a list of all the recent 13F filings made by YARGER WEALTH STRATEGIES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. YARGER WEALTH STRATEGIES, LLC reported 95 stock holdings with total value $181M as of Q3 2024. Top holdings included JAAA, TDVG, VYM, HTAB, and VONG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 95 $181M +$9.35M -$1.78M +$7.57M JAAA, TDVG, VYM, HTAB, VONG 13F-HR 10/7/2024, 08:25 AM
Q2 2024 84 $166M +$21.8M -$2.36M +$19.4M JAAA, TDVG, VYM, VONG, AAPL 13F-HR 8/9/2024, 03:56 PM
Q1 2024 78 $147M +$34.4M -$17.7M +$16.7M JAAA, TDVG, VYM, VONG, HTAB 13F-HR 4/29/2024, 02:11 PM
Q4 2023 65 $124M +$6.24M -$6.52M -$284K JAAA, JPST, VTV, DGRO, AAPL 13F-HR 1/18/2024, 09:52 AM
Q3 2023 59 $118M +$14M -$6.5M +$7.48M JAAA, JPST, VTV, DGRO, DBI 13F-HR 10/16/2023, 09:28 AM
Q2 2023 60 $111M +$25.5M -$9.69M +$15.8M JPST, DBI, JAAA, VTV, DGRO 13F-HR 7/27/2023, 04:56 PM
Q1 2023 48 $91.3M +$11.4M -$4.13M +$7.24M VTV, DGRO, JPST, DBI, AAPL 13F-HR 4/13/2023, 11:03 AM
Q4 2022 46 $80.7M +$7.91M -$3.47M +$4.44M DGRO, VTV, JPST, BBWI, AAPL 13F-HR 1/25/2023, 02:38 PM
Q3 2022 47 $75.4M +$8.35M -$6.26M +$2.09M DGRO, VTV, DBI, AAPL, IMCB 13F-HR 11/14/2022, 05:12 PM
Q2 2022 46 $73.9M +$14.1M -$5.35M +$8.78M DGRO, VTV, DBI, AAPL, VO 13F-HR 8/12/2022, 11:33 AM
Q1 2022 46 $76.7M +$8.14M -$21.4M -$13.3M DGRO, VTV, AAPL, IMCB, DBI 13F-HR 4/15/2022, 03:07 PM
Q4 2021 50 $92.8M $0 $0 DGRO, VTV, AAPL, VONG, BBWI 13F-HR 2/14/2022, 09:13 PM