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 %
Countries:
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
+9.65%
+6.57%
20,173.6
 
AAPL
Apple Inc
94,464
20,983.3
0%
8.710
0%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
IVV
iShares Core S&P 500 ETF
34,576
19,428.3
0%
8.070
0%
0.000
+19.71%
+7.98%
636,576.3
 
NVDA
NVIDIA Corp
145,980
15,821.4
0%
6.570
0%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
SCHD
Schwab US Dividend Equity ETF
443,335
12,395.6
0%
5.150
0%
0.020
+8.13%
+1.59%
71,133.2
 
VIG
Vanguard Dividend Appreciation FTF
39,518
7,666.1
0%
3.180
0%
0.010
+12.73%
+6.65%
89,713.3
 
MSFT
Microsoft Corp
19,070
7,158.7
0%
2.970
0%
0.000
+38.00%
+20.34%
3,755,441.4
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
+2.43%
+3.87%
32,914.3
 
ESGU
iShares MSCI USA ESG Optimized ETF
49,940
6,088.1
0%
2.530
0%
0.050
+19.72%
+6.63%
13,942.2
 
QQQ
INVESCO QQQ Trust
12,355
5,793.7
0%
2.410
0%
0.000
+26.41%
+10.07%
357,853.0
 

Yukon Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Yukon Wealth Management, Inc. Total Holding History ($B)

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Yukon Wealth Management, Inc.'s Asset Allocation

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Yukon Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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

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Yukon Wealth Management, Inc.'s Holdings Bubble Chart

Yukon Wealth Management, Inc. News

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