Yeomans Consulting Group, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31B, Ishares Gold Trust with a value of $23.5B, Spdr Dow Jones Industrial Average ETF Trust with a value of $19.5B, Ishares S&P 500 Growth ETF with a value of $19B, and Vanguard Bd Index Fd Inc Inter with a value of $18.3B.

Examining the 13F form we can see an decrease of $8.33B in the current position value, from $267B to 259B.

Yeomans Consulting Group, Inc. is based out at Marietta, GA

Below you can find more details about Yeomans Consulting Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $259 Billion
ETFs: $229 Billion
Technology: $5.66 Billion
Consumer Defensive: $3.26 Billion
Consumer Cyclical: $2.76 Billion
Communication Services: $2.7 Billion
Financial Services: $2.11 Billion
Healthcare: $856 Million
Utilities: $847 Million
Other: $891 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $259 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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