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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
VOTVanguard Index Fds
Recent Activity
Decreased -3.03%
0.1%
$259,586
1,023 shares@ $253.75 avg price
HRLHormel Foods Corp
Recent Activity
Decreased -32.99%
0.09%
$219,904
7,010 shares@ $31.38 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -0.47%
0.09%
$219,590
5,062 shares@ $43.39 avg price
MAMastercard Incorporated
Recent Activity
Decreased -5.25%
0.09%
$218,527
415 shares@ $526.58 avg price