Yoder Wealth Management, Inc. Portfolio Holdings
Q3 2025•115 long positions•$211.3M portfolio value
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Holding117 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.4M 7.28% | +$2.1M Bought | — 69.3K shares | 60.0K → 69.3K +$2.1M | +15.37% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $12.3M 5.82% | +$9.2K Bought | 0.0% 48.3K shares | 48.3K → 48.3K +$9.2K | +0.07% | $3.78T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.9M 4.67% | -$86.7K Sold | — 20.6K shares | 20.8K → 20.6K −$86.7K | -0.87% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.1M 3.82% | -$571.6K Sold | — 41.8K shares | 44.7K → 41.8K −$571.6K | -6.61% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $8.1M 3.82% | -$533.2K Sold | — 37.4K shares | 39.9K → 37.4K −$533.2K | -6.2% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.0M 3.32% | +$251.3K Bought | — 157.4K shares | 151.8K → 157.4K +$251.3K | +3.71% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.9M 2.81% | +$407.2K Bought | — 111.5K shares | 103.9K → 111.5K +$407.2K | +7.36% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.9M 2.79% | +$204.2K Bought | — 72.1K shares | 69.6K → 72.1K +$204.2K | +3.58% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.9M 2.78% | +$468.8K Bought | — 82.9K shares | 76.3K → 82.9K +$468.8K | +8.66% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.8M 2.77% | +$473.6K Bought | — 87.4K shares | 80.3K → 87.4K +$473.6K | +8.82% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.8M 2.74% | -$10.1K Sold | — 68.8K shares | 68.9K → 68.8K −$10.1K | -0.17% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.3M 2.53% | +$624.9K Bought | — 106.2K shares | 93.8K → 106.2K +$624.9K | +13.26% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.2M 2.47% | +$408.5K Bought | — 68.5K shares | 63.2K → 68.5K +$408.5K | +8.47% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.6M 2.18% | +$259.3K Bought | — 44.7K shares | 42.2K → 44.7K +$259.3K | +5.98% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.5M 2.15% | +$338.9K Bought | — 221.0K shares | 204.5K → 221.0K +$338.9K | +8.06% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.2M 1.99% | +$44.5K Bought | — 14.9K shares | 14.7K → 14.9K +$44.5K | +1.07% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.7M 1.75% | -$38.4K Sold | — 11.3K shares | 11.4K → 11.3K −$38.4K | -1.03% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.5M 1.67% | — | — 78.2K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.4M 1.61% | +$123.0K Bought | — 43.8K shares | 42.2K → 43.8K +$123.0K | +3.75% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.3M 1.58% | +$499.2K Bought | — 125.8K shares | 107.0K → 125.8K +$499.2K | +17.54% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.2M 1.54% | -$18.0K Sold | — 64.2K shares | 64.6K → 64.2K −$18.0K | -0.55% | — — | Q3 2023 Held for 2y 2m | |
Travel Services Consumer Cyclical | $3.2M 1.51% | -$121.4K Sold | 0.004% 26.3K shares | 27.3K → 26.3K −$121.4K | -3.66% | $74.3B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.8M 1.3% | +$88.7K Bought | — 111.4K shares | 107.9K → 111.4K +$88.7K | +3.33% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.7M 1.26% | +$9.7K Bought | — 29.9K shares | 29.8K → 29.9K +$9.7K | +0.37% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $2.6M 1.23% | -$216.8K Sold | 0.006% 35.9K shares | 38.9K → 35.9K −$216.8K | -7.72% | $44.1B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.5M 1.2% | +$186.0K Bought | — 44.9K shares | 41.6K → 44.9K +$186.0K | +7.92% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.4M 1.13% | -$4.8K Sold | — 76.7K shares | 76.9K → 76.7K −$4.8K | -0.2% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $2.3M 1.09% | +$90.7K Bought | 0.0% 10.5K shares | 10.1K → 10.5K +$90.7K | +4.09% | $2.34T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.2M 1.05% | -$57.1K Sold | — 30.8K shares | 31.6K → 30.8K −$57.1K | -2.5% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.1M 1.01% | -$53.7K Sold | — 56.3K shares | 57.7K → 56.3K −$53.7K | -2.46% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $2.1M 1.0% | +$144.0K Bought | 0.0% 4.1K shares | 3.8K → 4.1K +$144.0K | +7.3% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.1M 0.987% | +$129.3K Bought | — 71.0K shares | 66.6K → 71.0K +$129.3K | +6.61% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.1M 0.982% | -$173.5K Sold | — 85.5K shares | 92.7K → 85.5K −$173.5K | -7.72% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.0M 0.965% | -$25.9K Sold | — 64.7K shares | 65.5K → 64.7K −$25.9K | -1.25% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $2.0M 0.927% | +$188.8K Bought | 0.0% 10.5K shares | 9.5K → 10.5K +$188.8K | +10.67% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.9M 0.903% | +$36.2K Bought | — 33.1K shares | 32.5K → 33.1K +$36.2K | +1.94% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.9M 0.89% | — | — 73.1K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $1.9M 0.884% | +$93.5K Bought | 0.0% 7.7K shares | 7.3K → 7.7K +$93.5K | +5.27% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.8M 0.857% | +$114.0K Bought | — 36.4K shares | 34.1K → 36.4K +$114.0K | +6.72% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.7M 0.799% | -$92.4K Sold | — 64.2K shares | 67.7K → 64.2K −$92.4K | -5.19% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.6M 0.747% | +$368.7K Bought | — 68.2K shares | 52.3K → 68.2K +$368.7K | +30.49% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.663% | -$20.3K Sold | — 31.7K shares | 32.1K → 31.7K −$20.3K | -1.43% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.4M 0.645% | +$32.7K Bought | — 33.0K shares | 32.3K → 33.0K +$32.7K | +2.46% | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $1.3M 0.612% | +$62.4K Bought | 0.0% 1.8K shares | 1.7K → 1.8K +$62.4K | +5.07% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.2M 0.579% | +$56.2K Bought | — 23.3K shares | 22.3K → 23.3K +$56.2K | +4.81% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.2M 0.565% | -$61.9K Sold | — 26.1K shares | 27.4K → 26.1K −$61.9K | -4.93% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $1.1M 0.535% | -$154.1K Sold | 0.0% 6.2K shares | 7.0K → 6.2K −$154.1K | -11.99% | $432.76B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 0.509% | -$16.7K Sold | — 39.4K shares | 40.1K → 39.4K −$16.7K | -1.52% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $924.4K 0.437% | +$24.5K Bought | — 31.6K shares | 30.8K → 31.6K +$24.5K | +2.72% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $890.1K 0.421% | +$58.7K Bought | 0.0% 2.7K shares | 2.5K → 2.7K +$58.7K | +7.06% | $1.56T Mega Cap | Q1 2023 Held for 2y 8m |
