Yoder Wealth Management, Inc.
- SEC CIK
- 0001973967
- Latest filing
- Jul 22, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 19, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 108
- +11 vs. Q4 2023
- Portfolio value
- $153.3M
- +$11.5M (+8.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PSAPublic Storage | COM | 711 | $206.2K | 0.1% | +711 | New | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,625 | $204.0K | 0.1% | −100−3.7% | Reduced | – |
| COPConocoPhillips | Stock | 1,600 | $203.6K | 0.1% | +1,600 | New | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,052 | $201.0K | 0.1% | −186−8.3% | Reduced | – |
| ORealty Income Corp | REIT | 3,707 | $200.5K | 0.1% | +3,707 | New | History |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 10,100 | $162.8K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 13,200 | $156.8K | 0.1% | 00.0% | Unchanged | – |
| MQMarqeta, Inc. | CLASS A COM | 15,334 | $91.4K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (3)
Positions held at the end of Q4 2023 that are gone from this filing.