YP
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YANKCOM Partnership13F | |
| YANKCOM Partnership | |
| Last update 2025-04-30 | 282 Stocks (31 new) |
| Value $182.00 Mil | Turnover 3 % |
YANKCOM Partnership Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 251,500 | 12,783.8 | -0.14% | 7.030 | -0.01% | 0.010 | +14.16% | +23.88% | 163,588.6 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 404,128 | 10,741.9 | -2.88% | 5.910 | -0.17% | 0.090 | +12.94% | +10.09% | 13,001.5 | ||
VOO | Vanguard S&P 500 ETF | 20,209 | 10,386.8 | +0.40% | 5.710 | +0.02% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 134,798 | 7,865.4 | -2.62% | 4.330 | -0.12% | 0.010 | +16.09% | +3.97% | 98,717.1 | ||
AMZN | Amazon.com Inc | 27,857 | 5,300.1 | +1.31% | 2.920 | +0.04% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
MSFT | Microsoft Corp | 14,024 | 5,264.5 | +2.97% | 2.900 | +0.08% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
IWY | iShares Russell Top 200 Growth ETF | 24,851 | 5,242.5 | -0.70% | 2.880 | -0.02% | 0.040 | +24.30% | +7.88% | 14,399.2 | ||
AAPL | Apple Inc | 23,594 | 5,240.9 | +1.01% | 2.880 | +0.03% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 86,755 | 3,158.8 | 0% | 1.740 | 0% | 0.010 | +14.40% | +23.92% | 27,862.8 | ||
NVDA | NVIDIA Corp | 28,936 | 3,136.1 | +4.00% | 1.720 | +0.07% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors |
YANKCOM Partnership's Historical Top Holdings Breakdowns
YANKCOM Partnership's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.44% | 461.52 ($511.2) 548.18 | $292.51 | -42.78% | Reduce -75.33% | 534 | -1,631 | |
AMP | Ameriprise Financial Inc | 2025-03-31 | Reduce Reduce | -0.37% | 472.29 ($524.46) 575.13 | $536.96 | 2.38% | Reduce -28.83% | 3,202 | -1,297 | |
NEE | NextEra Energy Inc | 2025-03-31 | Add Add | +0.24% | 66.96 ($70.58) 76.16 | $72.82 | 3.17% | Add 129.09% | 11,095 | 6,252 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -0.21% | 96.87 ($107.47) 114 | $122.94 | 14.39% | Reduce -91.49% | 329 | -3,539 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.20% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | Reduce -12.49% | 10,872 | -1,552 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.17% | 25.77 ($26.84) 27.6 | $28.40 | 5.81% | Reduce -2.88% | 404,128 | -11,985 | |
DOW | Dow Inc | 2025-03-31 | Add Add | +0.16% | 34.36 ($38.4) 41.92 | $30.37 | -20.91% | Add 39.84% | 29,917 | 8,523 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.15% | 79.17 ($80.9) 82.04 | $82.53 | 2.01% | Add 3265% | 3,365 | 3,265 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.12% | 57.21 ($62.1) 65.8 | $64.40 | 3.70% | Reduce -2.62% | 134,798 | -3,622 | |
PG | Procter & Gamble Co | 2025-03-31 | Add Add | +0.12% | 158.56 ($167.49) 176.26 | $158.28 | -5.50% | Add 16.41% | 9,114 | 1,285 |
YANKCOM Partnership Total Holding History ($B)
YANKCOM Partnership's Asset Allocation
YANKCOM Partnership Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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YANKCOM Partnership's Hypothetical Growth since 2025-03-31
YANKCOM Partnership's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
YANKCOM Partnership's Holdings Heat Map
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YANKCOM Partnership's Holdings Bubble Chart
YANKCOM Partnership News
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