YUKON WEALTH MANAGEMENT, INC. 13F Portfolio
YUKON WEALTH MANAGEMENT, INC. runs YUKON WEALTH MANAGEMENT, INC. and currently holds 132 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $349.38M. Their top holdings are IVV, NVDA, AAPL, DVY, SCHD. The top five represent 39.2% of reported portfolio weight. YUKON WEALTH MANAGEMENT, INC. ranks #799 out of 1000 investors tracked by Alpha Score. In the most recent quarter, YUKON WEALTH MANAGEMENT, INC. initiated 37 new positions. They added to 44 existing positions. They trimmed 17 positions. Their current best-performing preview position is BAI with returns of +60.00%.
Portfolio Value
$349.38M
Alpha Score
27.1
#799 of 1000
Holdings
132
YUKON WEALTH MANAGEMENT, INC. Current 13F Holdings
Reported holdings from YUKON WEALTH MANAGEMENT, INC.'s latest SEC 13F filing, ranked by portfolio weight.
132 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 9.54% | $602.00 | $781.99 | +29.90% | Added +19.49% |
 NVDA NVIDIA CORPORATION | 8.96% | $187.40 | $229.28 | +22.35% | Added +611.96% |
 AAPL APPLE INC | 8.41% | $286.15 | $336.68 | +17.66% | Added +1994.41% |
 DVY ISHARES TR | 7.81% | $140.21 | $154.36 | +10.09% | Added +36.04% |
 SCHD SCHWAB STRATEGIC TR | 4.47% | $29.11 | $33.03 | +13.45% | Added +50.93% |
 VIG VANGUARD SPECIALIZED FUNDS | 3.60% | $211.15 | $239.00 | +13.19% | Added +54.52% |
 QQQ INVESCO QQQ TR | 2.74% | $689.52 | $751.27 | +8.96% | Added +455.39% |
 ITOT ISHARES TR | 2.45% | $132.91 | $169.61 | +27.61% | Added +32.97% |
 GOOG ALPHABET INC | 2.40% | $284.71 | $347.86 | +22.18% | Added +184.58% |
 MSFT MICROSOFT CORP | 2.36% | $374.93 | $535.07 | +42.71% | Added +357.42% |
Showing 1-10 of 132