• 13F History

Yoder Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$181M
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 110 stock holdings with total value $181M as of Q4 2024. Top holdings included AAPL, FTEC, VUG, VIG, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 110 $181M +$21.9M -$4.12M +$17.8M AAPL, FTEC, VUG, VIG, QUAL 13F-HR 1/24/2025, 09:33 AM
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 -$5.39M -$463K AAPL, QUAL, VIG, VUG, USFR 13F-HR 7/23/2024, 11:42 AM
Q1 2024 107 $152M +$8.25M -$4.23M +$4.02M 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 -$2.6M +$10.8M AAPL, USFR, VIG, LTPZ, QUAL 13F-HR 10/18/2023, 08:39 AM
Q2 2023 81 $126M +$5.67M -$5.74M -$70K AAPL, LTPZ, USFR, VIG, QUAL 13F-HR 8/4/2023, 01:43 PM
Q1 2023 74 $120M AAPL, LTPZ, VIG, USFR, QUAL 13F-HR 5/15/2023, 05:11 PM