Yoder Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$167M
Signature - Title
Michael Yoder - Chief Compliance Officer
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by Yoder Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Yoder Wealth Management, Inc. reported 112 stock holdings with total value $167M as of Q3 2024. Top holdings included AAPL, VIG, QUAL, VUG, and FTEC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 112 $167M +$7.86M -$3.26M +$4.6M AAPL, VIG, QUAL, VUG, FTEC 13F-HR 10/23/2024, 07:59 AM
Q2 2024 103 $154M +$4.93M -$5.42M -$492K AAPL, QUAL, VIG, VUG, USFR 13F-HR 7/23/2024, 11:42 AM
Q1 2024 108 $153M +$8.25M -$4.27M +$3.98M AAPL, USFR, VIG, QUAL, VUG 13F-HR 4/19/2024, 11:55 AM
Q4 2023 97 $142M +$13.3M -$5.41M +$7.86M AAPL, USFR, VIG, QUAL, VUG 13F-HR 2/2/2024, 01:24 PM
Q3 2023 77 $121M +$13.4M -$4.11M +$9.31M AAPL, USFR, VIG, LTPZ, QUAL 13F-HR 10/18/2023, 08:39 AM
Q2 2023 82 $127M +$5.77M -$5.95M -$181K AAPL, LTPZ, USFR, VIG, QUAL 13F-HR 8/4/2023, 01:43 PM
Q1 2023 74 $120M $0 $0 AAPL, LTPZ, VIG, USFR, QUAL 13F-HR 5/15/2023, 05:11 PM