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Jonathan Yarger

@Yarger Wealth Strategies, Llc

Latest period2024 - Q4ReportedManaged Assets$173.373MTotal holdings89
Assets growth rate-4.07%Assets growth rate (2-Q avg)2.33%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Yarger Wealth Strategies, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Yarger Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 173.373M in assets, with a quarterly growth rate of -4.07% and a 2-quarter average growth rate of 2.33%. The portfolio is managed by Jonathan Yarger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHOPShopify Inc
Recent Activity
New Position
0.19%
$312,821
2,942 shares@ $106.33 avg price
MRKMerck & Co Inc
Recent Activity
New Position
0.15%
$252,352
2,537 shares@ $99.47 avg price
ARESAres Management Corporation
Recent Activity
New Position
0.14%
$226,813
1,281 shares@ $177.06 avg price
BSCYInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.13%
$220,950
10,930 shares@ $20.22 avg price