YW
| |
Yukon Wealth Management, Inc.13F | |
Yukon Wealth Management, Inc. | |
Last update 2025-04-28 | 102 Stocks (0 new) |
Value $241.00 Mil | Turnover 0 % |
Yukon Wealth Management, Inc. Top Holdings of 2025-03-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DVY | iShares Select Dividend ETF | 159,292 | 21,391.3 | 0% | 8.880 | 0% | 0.110 | +6.98% | +4.63% | 20,151.6 | ||
AAPL | Apple Inc | 94,464 | 20,983.3 | 0% | 8.710 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
IVV | iShares Core S&P 500 ETF | 34,576 | 19,428.3 | 0% | 8.070 | 0% | 0.000 | +16.09% | +8.31% | 642,461.0 | ||
NVDA | NVIDIA Corp | 145,980 | 15,821.4 | 0% | 6.570 | 0% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
SCHD | Schwab US Dividend Equity ETF | 443,335 | 12,395.6 | 0% | 5.150 | 0% | 0.020 | +6.11% | -0.15% | 71,237.6 | ||
VIG | Vanguard Dividend Appreciation FTF | 39,518 | 7,666.1 | 0% | 3.180 | 0% | 0.010 | +10.49% | +6.27% | 90,207.5 | ||
MSFT | Microsoft Corp | 19,070 | 7,158.7 | 0% | 2.970 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 153,396 | 7,068.5 | 0% | 2.930 | 0% | 0.020 | +1.33% | +3.58% | 32,821.3 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 49,940 | 6,088.1 | 0% | 2.530 | 0% | 0.050 | +16.30% | +7.52% | 14,058.9 | ||
QQQ | INVESCO QQQ Trust | 12,355 | 5,793.7 | 0% | 2.410 | 0% | 0.000 | +20.90% | +10.52% | 360,250.4 |
Yukon Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Yukon Wealth Management, Inc. Total Holding History ($B)
Yukon Wealth Management, Inc.'s Asset Allocation
Yukon Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Yukon Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Yukon Wealth Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Yukon Wealth Management, Inc.'s Holdings Heat Map
Size field:
Yukon Wealth Management, Inc.'s Holdings Bubble Chart
Yukon Wealth Management, Inc. News
- 1