Yoder Wealth Management, Inc.
Top Portfolio Positions
38 positions ·
$37,536,526 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
46,868 | $12,741,534 | 33.94% |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
26,389 | $3,581,515 | 9.54% |
| AMZN |
Amazon Com Inc
|
10,443 | $2,410,453 | 6.42% |
| XYZ |
Block, Inc.
|
34,350 | $2,235,841 | 5.96% |
| MSFT |
Microsoft Corp
|
4,340 | $2,098,910 | 5.59% |
| NVDA |
Nvidia Corp
|
11,176 | $2,084,324 | 5.55% |
| META |
Meta Platforms, Inc.
|
1,827 | $1,205,984 | 3.21% |
| PLTR |
Palantir Technologies Inc.
|
6,109 | $1,085,874 | 2.89% |
| AVGO |
Broadcom Inc.
|
2,863 | $990,884 | 2.64% |
| TSLA |
Tesla, Inc.
|
1,515 | $681,325 | 1.82% |
Portfolio Trend
Holdings in FXE
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $542,300 | 5,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $238,414 | 2,200 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $456,918 | 4,200 | Shares | Sole | 2025-07-22 | |
| No quarters match your search. | ||||||