Holdings

Yardley Wealth Management LLC

As of Jun 30, 2026, Yardley Wealth Management LLC reported 4 positions worth US$2.18M. Largest: Lockheed Martin Corporation, Apple Inc and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Lockheed Martin Corporation2,217US$1.13M+14Jun 30, 2026
Apple Inc1,622US$469Kno changeJun 30, 2026
Amazon.com, Inc.1,390US$331Kno changeJun 30, 2026
Microsoft Corp.667US$249K+1Jun 30, 2026