Yeomans Consulting Group, Inc. Portfolio Holdings

Yeomans Consulting Group, Inc.

  • $267 Billion
  • Q4 2024

Yeomans Consulting Group, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $21.1B, Vanguard Growth ETF with a value of $20.7B, Ishares Msci Usa Momentum Fact with a value of $18B, Invesco Qqq Trust, Series 1 with a value of $17.9B, and Vanguard Bd Index Fd Inc Inter with a value of $17.7B.

Examining the 13F form we can see an decrease of $461M in the current position value, from $267B to 267B.

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 $267 Billion
ETFs: $219 Billion
Real Estate: $17.3 Billion
Technology: $9.78 Billion
Consumer Cyclical: $5.54 Billion
Consumer Defensive: $3.53 Billion
Financial Services: $2.6 Billion
Communication Services: $2.48 Billion
Energy: $2.44 Billion
Other: $4.53 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7B
$343 Million 0.13% of portfolio
1,186
Q4 2024 New
$2.43B
$318 Million 0.12% of portfolio
30,350
Q4 2024 New
$5.96B
$280 Million 0.1% of portfolio
7,291
Q4 2024 New
$7.23B
$276 Million 0.1% of portfolio
7,529
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $267 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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