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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
FICOFair Isaac Corp
Recent Activity
Decreased -37.85%
0.13%
$346,422
174 shares@ $1990.94 avg price
HOODRobinhood Mkts Inc
Recent Activity
Decreased -53.05%
0.13%
$339,662
9,116 shares@ $37.26 avg price
HYGIshares Tr
Recent Activity
Decreased -0.23%
0.13%
$336,386
4,277 shares@ $78.65 avg price
HWMHowmet Aerospace Inc
Recent Activity
Decreased -48.27%
0.13%
$334,453
3,058 shares@ $109.37 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -17.49%
0.13%
$333,277
8,334 shares@ $40.0 avg price
SPOTSpotify Technology S A
Recent Activity
Decreased -17.06%
0.13%
$328,377
734 shares@ $447.39 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -34.39%
0.13%
$326,261
3,104 shares@ $105.11 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -5.12%
0.12%
$318,692
630 shares@ $505.87 avg price
CAVACava Group Inc
Recent Activity
Decreased -46.75%
0.11%
$286,738
2,542 shares@ $112.81 avg price
TAt&t Inc
Recent Activity
Decreased -5.04%
0.1%
$264,155
11,601 shares@ $22.78 avg price