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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
IBMInternational Business Machs
Recent Activity
Increased 0.5%
0.19%
$495,057
2,252 shares@ $219.83 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 7.24%
0.18%
$475,544
519 shares@ $916.27 avg price
METAMeta Platforms Inc
Recent Activity
Increased 16.18%
0.14%
$365,944
625 shares@ $585.52 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.54%
0.13%
$334,125
5,644 shares@ $59.21 avg price
VVisa Inc
Recent Activity
Increased 1.53%
0.12%
$315,408
998 shares@ $316.05 avg price