YC
| |
Yeomans Consulting Group, Inc.13F | |
| Yeomans Consulting Group, Inc. | |
| Last update 2025-05-05 | 68 Stocks (12 new) |
| Value $259.00 Mil | Turnover 35 % |
Yeomans Consulting Group, Inc.... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 55,350 | 30,962.2 | +2,088.61% | 11.970 | +11.42% | 0.010 | +16.86% | +7.34% | 643,153.0 | ||
IAU | iShares Gold Trust | 398,706 | 23,507.7 | -6.27% | 9.090 | -0.49% | 0.050 | +7.29% | +26.98% | 47,365.6 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 46,438 | 19,498.4 | New Holding | 7.540 | +7.54% | 0.050 | +11.03% | +6.14% | 38,845.8 | ||
IVW | iShares S&P 500 Growth ETF | 204,453 | 18,979.4 | New Holding | 7.340 | +7.34% | 0.040 | +24.45% | +9.38% | 61,026.0 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 239,364 | 18,328.1 | +1.11% | 7.090 | +0.08% | 0.080 | +0.60% | +4.74% | 23,135.4 | ||
QQQ | INVESCO QQQ Trust | 27,610 | 12,946.9 | -21.33% | 5.000 | -1.43% | 0.000 | +23.56% | +9.08% | 357,232.3 | ||
BKLN | Invesco Senior Loan ETF | 623,333 | 12,903.0 | +2.75% | 4.990 | +0.13% | 0.210 | +4.26% | +3.22% | 6,929.7 | ||
VUG | Vanguard Growth ETF | 30,030 | 11,135.7 | -40.39% | 4.300 | -3.13% | 0.010 | +24.44% | +7.95% | 152,432.4 | ||
VXF | Vanguard Extended Market Index ETF | 64,190 | 11,057.4 | -18.36% | 4.270 | -1.03% | 0.060 | +20.78% | +4.60% | 20,461.9 | ||
COWG |
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
| 358,662 | 11,043.2 | New Holding | 4.270 | +4.27% | 0.770 | +19.43% | +10.69% | 2,111.9 |
Yeomans Consulting Group, Inc.'s Historical Top Holdings Breakdowns
Yeomans Consulting Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +11.42% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Add 2088.61% | 55,350 | 52,821 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-03-31 | New Buy New Buy | +7.54% | 408.78 ($432.49) 448.82 | $448.09 | 3.61% | New holding | 46,438 | 46,438 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | New Buy New Buy | +7.34% | 92.45 ($100.81) 106.69 | $110.80 | 9.91% | New holding | 204,453 | 204,453 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-03-31 | Sold Out Sold Out | -6.74% | 196.12 ($213.69) 229.48 | $239.37 | 12.02% | Sold Out | 0 | -87,017 | |
BDN | Brandywine Realty Trust | 2025-03-31 | Reduce Reduce | -6.19% | 4.44 ($4.95) 5.66 | $4.15 | -16.16% | Reduce -99.59% | 12,091 | -2,955,241 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Sold Out Sold Out | -5.50% | 168.16 ($179.03) 186.21 | $184.97 | 3.32% | Sold Out | 0 | -82,483 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Sold Out Sold Out | -5.45% | 49.78 ($51.86) 53.19 | $53.21 | 2.60% | Sold Out | 0 | -284,440 | |
COWG |
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
| 2025-03-31 | New Buy New Buy | +4.27% | 30.38 ($33.03) 35.87 | $35.45 | 7.33% | New holding | 358,662 | 358,662 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -3.13% | 369.1 ($404.54) 427.61 | $441.98 | 9.25% | Reduce -40.39% | 30,030 | -20,347 | |
VT | Vanguard Total World Stock ETF | 2025-03-31 | New Buy New Buy | +2.59% | 115.08 ($119.66) 123.97 | $129.79 | 8.47% | New holding | 57,800 | 57,800 |
Yeomans Consulting Group, Inc. Total Holding History ($B)
Yeomans Consulting Group, Inc.'s Asset Allocation
Yeomans Consulting Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Yeomans Consulting Group, Inc.'s Hypothetical Growth since 2025-03-31
Yeomans Consulting Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Yeomans Consulting Group, Inc.'s Holdings Heat Map
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Yeomans Consulting Group, Inc.'s Holdings Bubble Chart
Yeomans Consulting Group, Inc. News
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