The Analysis of Yukon Wealth Management, Inc.'s Holdings
Currently, Yukon Wealth Management, Inc. holds 128 types of securities in its portfolio with a total value $305.0M. In the most recent quarter, they have increased their positions in SCHD (+40.8K shares, valued at $1.1M), DVY (+5.3K shares, valued at $748.3K), VIG (+2.5K shares, valued at $546.2K); decreased their positions in PLTR (-10.6K shares, valued at $1.9M), IVV (-872 shares, valued at $583.6K), EFA (-3.2K shares, valued at $300.7K); initiated new positions in RGTI (+17.2K shares, valued at $513.6K), JPIE (+8.6K shares, valued at $399.6K), IONQ (+6.2K shares, valued at $379.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION149.4K shares0.60%2025-09-302025-11-14
IVV ISHARES TR41.5K shares-2.06%2025-09-302025-11-14 DVY ISHARES TR177.6K shares3.06%2025-09-302025-11-14 AAPL APPLE INC96.3K shares0.59%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR526.4K shares8.40%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS51.5K shares5.17%2025-09-302025-11-14 MSFT MICROSOFT CORP20.2K shares1.50%2025-09-302025-11-14 QQQ INVESCO QQQ TR12.8K shares0.13%2025-09-302025-11-14 IUSB ISHARES TR153.2K shares-1.62%2025-09-302025-11-14 ESGU ISHARES TR47.8K shares-1.88%2025-09-302025-11-14 AMZN AMAZON COM INC29.1K shares6.88%2025-09-302025-11-14 ITOT ISHARES TR41.9K shares0.28%2025-09-302025-11-14 GOOG ALPHABET INC21.9K shares1.24%2025-09-302025-11-14 SPDW SPDR INDEX SHS FDS114.8K shares0.00%2025-09-302025-11-14 MA MASTERCARD INCORPORATED7.8K shares0.58%2025-09-302025-11-14 EFG ISHARES TR38.7K shares-3.05%2025-09-302025-11-14 EFV ISHARES TR63.6K shares-4.16%2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS27.1K shares0.00%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS47.4K shares0.00%2025-09-302025-11-14 AVGO BROADCOM INC9.5K shares1.87%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS39.5K shares0.00%2025-09-302025-11-14 UNP UNION PAC CORP12.9K shares-5.59%2025-09-302025-11-14 IVW ISHARES TR25.2K shares0.33%2025-09-302025-11-14 SPYG SPDR SERIES TRUST29.1K shares0.14%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.9.0K shares0.29%2025-09-302025-11-14 SPYV SPDR SERIES TRUST51.0K shares0.46%2025-09-302025-11-14 GOOGL ALPHABET INC11.3K shares1.42%2025-09-302025-11-14 VTI VANGUARD INDEX FDS8.2K shares0.02%2025-09-302025-11-14 MBB ISHARES TR27.6K shares-3.12%2025-09-302025-11-14 DYNF BLACKROCK ETF TRUST42.8K shares-2.23%2025-09-302025-11-14 QUAL ISHARES TR12.7K shares-1.49%2025-09-302025-11-14 NFLX NETFLIX INC2.1K shares0.79%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW2.5K shares0.64%2025-09-302025-11-14 NSC NORFOLK SOUTHN CORP7.8K shares0.60%2025-09-302025-11-14 TLT ISHARES TR23.4K shares0.51%2025-09-302025-11-14 IVE ISHARES TR9.4K shares-1.30%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC2.2K shares1.17%2025-09-302025-11-14 IEMG ISHARES INC25.1K shares-5.94%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR5.8K shares0.03%2025-09-302025-11-14 VO VANGUARD INDEX FDS5.0K shares0.40%2025-09-302025-11-14 GOVT ISHARES TR63.6K shares-1.84%2025-09-302025-11-14 IXN ISHARES TR13.9K shares-1.45%2025-09-302025-11-14 IYW ISHARES TR7.0K shares-2.37%2025-09-302025-11-14 LLY ELI LILLY & CO1.7K shares2.04%2025-09-302025-11-14 JEPQ J P MORGAN EXCHANGE TRADED F20.4K shares-2.74%2025-09-302025-11-14 MTUM ISHARES TR4.6K shares-0.89%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares2.65%2025-09-302025-11-14 AGG ISHARES TR11.3K shares0.00%2025-09-302025-11-14 VFLO VICTORY PORTFOLIOS II27.3K shares0.00%2025-09-302025-11-14 VFH VANGUARD WORLD FD7.7K shares0.32%2025-09-302025-11-14 V VISA INC2.9K shares-1.99%2025-09-302025-11-14 IDV ISHARES TR25.2K shares0.77%2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF13.9K shares11.58%2025-09-302025-11-14 META META PLATFORMS INC1.2K shares7.42%2025-09-302025-11-14 MCK MCKESSON CORP1.1K shares0.47%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON4.3K shares-5.93%2025-09-302025-11-14 IJR ISHARES TR6.4K shares-1.38%2025-09-302025-11-14 EFA ISHARES TR7.6K shares-29.81%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS15.1K shares0.00%2025-09-302025-11-14 GEV GE VERNOVA INC1.1K shares0.70%2025-09-302025-11-14 USMV ISHARES TR7.3K shares-2.78%2025-09-302025-11-14 VBR VANGUARD INDEX FDS3.3K shares0.00%2025-09-302025-11-14 ESGE ISHARES INC15.4K shares-0.01%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC3.3K shares0.92%2025-09-302025-11-14 XLY SELECT SECTOR SPDR TR2.7K shares0.15%2025-09-302025-11-14 EMXC ISHARES INC9.5K shares-9.12%2025-09-302025-11-14 OKE ONEOK INC NEW8.6K shares0.37%2025-09-302025-11-14 EPD ENTERPRISE PRODS PARTNERS L19.8K shares0.25%2025-09-302025-11-14 CSX CSX CORP17.1K shares0.93%2025-09-302025-11-14 BINC BLACKROCK ETF TRUST II11.4K shares-8.97%2025-09-302025-11-14 USIG ISHARES TR11.3K shares0.00%2025-09-302025-11-14 IJH ISHARES TR8.7K shares0.31%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO3.7K shares0.35%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR846 shares0.24%2025-09-302025-11-14 VLUE ISHARES TR4.4K shares0.09%2025-09-302025-11-14 DTCR GLOBAL X FDS25.9K shares0.39%2025-09-302025-11-14 LOW LOWES COS INC2.1K shares1.93%2025-09-302025-11-14 VLO VALERO ENERGY CORP3.0K shares0.37%2025-09-302025-11-14 RGTI RIGETTI COMPUTING INC17.2K sharesnew addition2025-09-302025-11-14 IWM ISHARES TR2.1K shares0.24%2025-09-302025-11-14 TLH ISHARES TR4.8K shares2.45%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC3.0K shares-18.79%2025-09-302025-11-14 IYE ISHARES TR10.2K shares0.04%2025-09-302025-11-14 EMB ISHARES TR5.1K shares-6.80%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC2.6K shares-80.40%2025-09-302025-11-14 WMT WALMART INC4.5K shares5.00%2025-09-302025-11-14 HD HOME DEPOT INC1.1K shares4.94%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC928 shares1.53%2025-09-302025-11-14 JPIE J P MORGAN EXCHANGE TRADED F8.6K sharesnew addition2025-09-302025-11-14 VPLS VANGUARD MALVERN FDS5.0K shares0.00%2025-09-302025-11-14 ABBV ABBVIE INC1.7K shares4.76%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC788 shares1.81%2025-09-302025-11-14 IONQ IONQ INC6.2K sharesnew addition2025-09-302025-11-14 ETHA ISHARES ETHEREUM TR11.8K sharesnew addition2025-09-302025-11-14 SPMO INVESCO EXCH TRADED FD TR II2.9K shares-5.90%2025-09-302025-11-14 HEFA ISHARES TR8.9K shares-1.52%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP656 shares2.02%2025-09-302025-11-14 IYR ISHARES TR3.2K shares-13.84%2025-09-302025-11-14 SGOV ISHARES TR3.0K sharesnew addition2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC1.9K shares4.28%2025-09-302025-11-14 FBND FIDELITY MERRIMACK STR TR6.5K sharesnew addition2025-09-302025-11-14 DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2025-09-302025-11-14 IFRA ISHARES TR5.4K shares-2.37%2025-09-302025-11-14 WFC WELLS FARGO CO NEW3.3K shares3.40%2025-09-302025-11-14 BAC BANK AMERICA CORP5.2K shares4.73%2025-09-302025-11-14 APP APPLOVIN CORP368 sharesnew addition2025-09-302025-11-14 PDI PIMCO DYNAMIC INCOME FD13.0K shares21.86%2025-09-302025-11-14 UTF COHEN & STEERS INFRASTRUCTUR10.2K shares34.59%2025-09-302025-11-14 BIL SPDR SERIES TRUST2.7K sharesnew addition2025-09-302025-11-14 HYS PIMCO ETF TR2.6K sharesnew addition2025-09-302025-11-14 QBTS D-WAVE QUANTUM INC10.1K sharesnew addition2025-09-302025-11-14 CRDO CREDO TECHNOLOGY GROUP HOLDI1.7K sharesnew addition2025-09-302025-11-14 SNEX STONEX GROUP INC2.5K shares0.00%2025-09-302025-11-14 VYMI VANGUARD WHITEHALL FDS2.9K shares0.00%2025-09-302025-11-14 AVDE AMERICAN CENTY ETF TR3.0K shares0.00%2025-09-302025-11-14 SPGI S&P GLOBAL INC482 shares0.84%2025-09-302025-11-14 CL COLGATE PALMOLIVE CO2.8K shares-0.98%2025-09-302025-11-14 VGT VANGUARD WORLD FD300 sharesnew addition2025-09-302025-11-14 TSLA TESLA INC497 sharesnew addition2025-09-302025-11-14 VB VANGUARD INDEX FDS862 shares0.00%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR8.2K shares0.28%2025-09-302025-11-14 ABT ABBOTT LABS1.6K shares4.35%2025-09-302025-11-14 MRK MERCK & CO INC2.6K sharesnew addition2025-09-302025-11-14 PEP PEPSICO INC1.5K sharesnew addition2025-09-302025-11-14 CSCO CISCO SYS INC3.0K shares1.40%2025-09-302025-11-14 OEF ISHARES TR604 sharesnew addition2025-09-302025-11-14 AVXL ANAVEX LIFE SCIENCES CORP17.0K shares-0.92%2025-09-302025-11-14 BDJ BLACKROCK ENHANCED EQUITY DI11.1K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available