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Square Inc cl a shares owned by Yoder Wealth Management

Quarter-by-quarter ownership of Square Inc cl a (SQ) shares owned by Yoder Wealth Management from 13F filings

Historical chart of Yoder Wealth Management investment in Square Inc cl a

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All positions including Square Inc cl a held by Yoder Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 40k 84.58
2023-12-31 $3.1M 40k 77.35
2023-09-30 $1.8M 40k 44.26
2023-06-30 $2.6M 40k 66.57
2023-03-31 $2.7M 40k 68.65

More positions owned by Yoder Wealth Management

Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Airbnb Com Cl A (ABNB)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Block Cl A (SQ)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Yoder Wealth Management

Top funds holding Square Inc cl a

Vanguard Group
Citadel Advisors
ARK Investment Management
Sumitomo Mitsui Trust Holdings
Wellington Management Company
Nikko Asset Management Americas
Baillie Gifford & Co
Norges Bank Investment Management
Lone Pine Capital
Jpmorgan Chase & Co
Barclays
D. E. Shaw & Co
Bank of New York Mellon
Bares Capital Management
Bank of America Corporation

View all funds holding Square Inc cl a