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Nicholas B. Yeomans

@Yeomans Consulting Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$267.011MTotal holdings97
Assets growth rate-0.17%Assets growth rate (2-Q avg)1.61%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Yeomans Consulting Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Yeomans Consulting Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 267.011M in assets, with a quarterly growth rate of -0.17% and a 2-quarter average growth rate of 1.61%. The portfolio is managed by Nicholas B. Yeomans, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BDNBrandywine Rlty Tr
Recent Activity
New Position
6.23%
$16.617M
2.967M shares@ $5.6 avg price
VXFVanguard Index Fds
Recent Activity
New Position
5.6%
$14.937M
78,626 shares@ $189.98 avg price
TSLATesla Inc
Recent Activity
New Position
0.37%
$979,716
2,426 shares@ $403.85 avg price
IYCIshares Tr
Recent Activity
New Position
0.32%
$852,185
8,864 shares@ $96.15 avg price
IYZIshares Tr
Recent Activity
New Position
0.31%
$817,322
30,463 shares@ $26.83 avg price
ORCLOracle Corp
Recent Activity
New Position
0.19%
$490,921
2,946 shares@ $166.64 avg price
UALUnited Airls Hldgs Inc
Recent Activity
New Position
0.18%
$479,286
4,936 shares@ $97.11 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.17%
$433,854
730 shares@ $594.33 avg price
RCLRoyal Caribbean Group
Recent Activity
New Position
0.15%
$373,948
1,621 shares@ $230.69 avg price
KMIKinder Morgan Inc Del
Recent Activity
New Position
0.14%
$358,337
13,078 shares@ $27.4 avg price