Yardley Wealth Management LLC Portfolio Holdings
Q3 2025•36 long positions•$179.0M portfolio value
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Holding41 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $30.3M 16.95% | -$3.2M Sold | — 663.2K shares | 733.0K → 663.2K −$3.2M | -9.52% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $24.0M 13.41% | -$2.5M Sold | — 304.2K shares | 335.4K → 304.2K −$2.5M | -9.29% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $14.5M 8.11% | -$1.4M Sold | — 327.7K shares | 360.0K → 327.7K −$1.4M | -8.99% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $13.6M 7.62% | +$193.0K Bought | — 284.2K shares | 280.2K → 284.2K +$193.0K | +1.44% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $10.1M 5.67% | -$263.8K Sold | — 188.0K shares | 192.9K → 188.0K −$263.8K | -2.53% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $10.1M 5.63% | -$496.5K Sold | — 238.5K shares | 250.3K → 238.5K −$496.5K | -4.7% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $10.0M 5.56% | -$367.9K Sold | — 232.8K shares | 241.4K → 232.8K −$367.9K | -3.56% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $8.6M 4.83% | -$994.6K Sold | — 242.2K shares | 270.1K → 242.2K −$994.6K | -10.32% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $8.5M 4.77% | -$417.5K Sold | — 177.1K shares | 185.8K → 177.1K −$417.5K | -4.66% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $8.0M 4.46% | -$731.6K Sold | — 110.1K shares | 120.2K → 110.1K −$731.6K | -8.4% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.3M 4.1% | -$400.1K Sold | — 107.2K shares | 113.1K → 107.2K −$400.1K | -5.17% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.0M 3.9% | -$395.5K Sold | — 70.2K shares | 74.2K → 70.2K −$395.5K | -5.36% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.7M 3.77% | -$592.5K Sold | — 93.3K shares | 101.5K → 93.3K −$592.5K | -8.08% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.8M 1.57% | +$127.9K Bought | — 4.2K shares | 4.0K → 4.2K +$127.9K | +4.78% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.5M 1.39% | -$168.3K Sold | — 90.8K shares | 97.0K → 90.8K −$168.3K | -6.35% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.2M 1.25% | +$106.9K Bought | — 26.8K shares | 25.5K → 26.8K +$106.9K | +5.03% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.2M 1.23% | -$11.0K Sold | — 5.8K shares | 5.8K → 5.8K −$11.0K | -0.5% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.3M 0.73% | +$118.3K Bought | — 12.3K shares | 11.2K → 12.3K +$118.3K | +9.96% | — — | Q3 2024 Held for 1y 2m | |
Aerospace & Defense Industrials | $1.1M 0.607% | +$7.5K Bought | 0.001% 2.2K shares | 2.2K → 2.2K +$7.5K | +0.69% | $116.55B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $862.8K 0.482% | — | — 9.2K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $850.9K 0.475% | — | — 22.1K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $579.1K 0.323% | — | — 3.3K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $575.6K 0.322% | — | — 1.8K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $556.9K 0.311% | — | — 5.1K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $533.3K 0.298% | — | — 2.7K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $488.3K 0.273% | — | — 6.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $473.6K 0.265% | -$1.2K Sold | — 789.0 shares | 791.0 → 789.0 −$1.2K | -0.25% | — — | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $412.9K 0.231% | -$20.4K Sold | 0.0% 1.6K shares | 1.7K → 1.6K −$20.4K | -4.7% | $3.78T Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $409.7K 0.229% | -$25.9K Sold | 0.0% 791.0 shares | 841.0 → 791.0 −$25.9K | -5.95% | $3.85T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $401.8K 0.224% | -$36.7K Sold | — 6.7K shares | 7.3K → 6.7K −$36.7K | -8.36% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $400.2K 0.224% | — | — 12.6K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $313.3K 0.175% | — | — 2.2K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $306.5K 0.171% | — | — 458.0 shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $305.2K 0.171% | -$26.3K Sold | 0.0% 1.4K shares | 1.5K → 1.4K −$26.3K | -7.95% | $2.34T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $295.9K 0.165% | -$44.8K Sold | — 747.0 shares | 860.0 → 747.0 −$44.8K | -13.14% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $215.6K 0.12% | — | — 5.2K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Industrial - Machinery Industrials | - — | -$818.0K Sold | — - shares | 1.4K → 0 −$818.0K | Sold | $61.4B Large Cap | Q3 2024 Held for 1y 2m | |
Regulated Electric Utilities | - — | -$347.4K Sold | — - shares | 8.0K → 0 −$347.4K | Sold | $43.5B Large Cap | Q3 2024 Held for 1y 2m | |
Insurance - Property & Casualty Financial Services | - — | -$384.9K Sold | — - shares | 1.9K → 0 −$384.9K | Sold | $51.9B Large Cap | Q3 2024 Held for 1y 2m | |
Financial - Capital Markets Financial Services | - — | -$222.0K Sold | — - shares | 1.6K → 0 −$222.0K | Sold | $218.03B Mega Cap | Q4 2024 Held for 11 months | |
Renewable Utilities Utilities | - — | -$860.5K Sold | — - shares | 2.7K → 0 −$860.5K | Sold | $100.50B Large Cap | Q3 2024 Held for 1y 2m |
