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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
IAUIshares Gold Tr
Recent Activity
Decreased -0.89%
7.89%
$21.059M
425,357 shares@ $49.51 avg price
VUGVanguard Index Fds
Recent Activity
Increased 2.38%
7.75%
$20.677M
50,377 shares@ $410.45 avg price
MTUMIshares Tr
Recent Activity
Increased 6.35%
6.75%
$18.006M
87,017 shares@ $206.93 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -16.61%
6.72%
$17.942M
35,096 shares@ $511.23 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -7.6%
6.63%
$17.692M
236,744 shares@ $74.73 avg price
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
QUALIshares Tr
Recent Activity
Decreased -18.21%
5.51%
$14.689M
82,483 shares@ $178.09 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.39%
5.45%
$14.546M
284,440 shares@ $51.15 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -5.46%
4.79%
$12.782M
606,645 shares@ $21.07 avg price