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Yoder Wealth Management Inc. Buys New Stake in The Boeing Company (NYSE:BA)

Yoder Wealth Management Inc. bought a new stake in shares of The Boeing Company (NYSE:BA – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 899 shares of the aircraft producer’s stock, valued at approximately $234,000. A number of other large investors […]
Investment Strategies Callan Capital Goldman Sachs Group Jackson Hole Capital Partners Securities Exchange Commission Yoder Wealth Management Inc

Yoder Wealth Management Inc. Takes $460,000 Position in Visa Inc. (NYSE:V)

Yoder Wealth Management Inc. purchased a new stake in shares of Visa Inc. (NYSE:V – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 1,767 shares of the credit-card processor’s stock, valued at approximately $460,000. Several other […]
United States Robertw Baird Lloyd Carney Vvisit Holdingschannel Ryan Mcinerney Visa Inc

Yoder Wealth Management Inc. Decreases Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Yoder Wealth Management Inc. cut its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,439 shares of the company’s stock after selling 285 shares during the quarter. […]
Yoder Wealth Management Inc Bay Colony Advisory Group Inc Solutions Inc Pacific Wealth Strategies Group Inc Schwab Fundamental Us Large Company Index Exchange Commission

Yoder Wealth Management Inc. Raises Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Yoder Wealth Management Inc. lifted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,065 shares of the company’s stock after acquiring an additional 82 shares during […]
New York United States Yoder Wealth Management Inc Bluesky Wealth Advisors Culbertsonan Co Galvin Gaustad Stein

Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC) Shares Purchased by Yoder Wealth Management Inc.

Yoder Wealth Management Inc. increased its position in shares of Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) by 9.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 45,332 shares of the company’s stock after purchasing an additional 3,724 […]
Sunbelt Securities Inc Health Care Yoder Wealth Management Inc Investment Management Investors Research Corp Company Profile
Source: wkrb13.com

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Yoder Wealth Management Inc. Trims Stock Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Yoder Wealth Management Inc. lessened its holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 1.2% during the 4th quarter, Holdings Channel reports. The firm owned 24,439 shares of the company’s stock after selling 285 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF comprises 1.1% of Yoder […]
Exchange Commission Company Profile Schwab Fundamental Us Large Company Index Gradient Investments Arlington Trust Co Yoder Wealth Management Inc

Yoder Wealth Management Inc. Raises Stake in Fidelity MSCI Energy Index ETF (NYSEARCA:FENY)

Yoder Wealth Management Inc. raised its position in Fidelity MSCI Energy Index ETF (NYSEARCA:FENY – Free Report) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 73,273 shares of the company’s stock after acquiring an additional 2,586 shares during the quarter. […]
United States Energy Index Securities Exchange Commission Simplex Trading Yoder Wealth Management Inc Beacon Capital Management

Yoder Wealth Management Inc. Raises Stock Position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)

Yoder Wealth Management Inc. grew its holdings in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 95.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,550 shares of the company’s stock after acquiring an additional 5,150 shares during […]
Financial Gravity Asset Management Inc Retirement Planning Group Day Ennis Exchange Commission Yoder Wealth Management Inc Schmidt Pj Investment Management Inc

Yoder Wealth Management Inc. Sells 266 Shares of Alphabet Inc. (NASDAQ:GOOG)

Yoder Wealth Management Inc. lessened its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,764 shares of the information services provider’s stock after selling 266 shares during the period. Yoder Wealth Management Inc.’s holdings in […]
United States Ruth Porat Stifel Nicolaus Frances Arnold Raymond James Barometer Capital Management Inc
Source: wkrb13.com

Yoder Wealth Management Inc. Has $1.17 Million Stake in Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY)

Yoder Wealth Management Inc. lifted its stake in shares of Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) by 30.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 28,667 shares of the company’s stock after purchasing an additional 6,628 shares during the […]
United States Global Retirement Partners Conrad Siegel Investment Advisors Inc Yoder Wealth Management Inc Galvin Gaustad Stein Company Profile
Source: wkrb13.com

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