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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
IJKIshares Tr
Recent Activity
Exited
0%
$19.639M
213,630 shares@ $91.94 avg price
VTVanguard Intl Equity Index F
Recent Activity
Exited
0%
$1.599M
13,361 shares@ $119.71 avg price
CALFPacer Fds Tr
Recent Activity
Exited
0%
$1.221M
26,255 shares@ $46.53 avg price
IYWIshares Tr
Recent Activity
Exited
0%
$649,388
4,283 shares@ $151.62 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$602,890
3,197 shares@ $188.58 avg price
IYRIshares Tr
Recent Activity
Exited
0%
$596,449
5,855 shares@ $101.88 avg price
MMM3m Co
Recent Activity
Exited
0%
$497,861
3,642 shares@ $136.7 avg price
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$381,888
2,801 shares@ $136.34 avg price
MPWRMonolithic Pwr Sys Inc
Recent Activity
Exited
0%
$318,028
344 shares@ $924.5 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$310,894
810 shares@ $383.82 avg price