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 %
Countries:
Top Holdings: SPY(11.97%)IAU(9.09%)DIA(7.54%)IVW(7.34%)BIV(7.09%)
Summary Stock Picks Current Portfolio
Yeomans Consulting Group, Inc.... Top Holdings of 2025-03-31 View Full List
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
+2.42%
+2.01%
609,700.0
 
IAU 		iShares Gold Trust
398,706
23,507.7
-6.27%
9.090
-0.49%
0.050
+15.87%
+27.71%
46,537.4
 
DIA 		SPDR Dow Jones Industrial Average ETF
46,438
19,498.4
New Holding
7.540
+7.54%
0.050
-1.09%
+0.62%
38,636.1
 
IVW 		iShares S&P 500 Growth ETF
204,453
18,979.4
New Holding
7.340
+7.34%
0.040
+6.71%
+3.63%
57,308.1
 
BIV 		Vanguard Intermediate-Term Bond ETF
239,364
18,328.1
+1.11%
7.090
+0.08%
0.080
+0.18%
+3.31%
23,101.1
 
QQQ 		INVESCO QQQ Trust
27,610
12,946.9
-21.33%
5.000
-1.43%
0.000
+6.24%
+3.30%
335,521.0
 
BKLN 		Invesco Senior Loan ETF
623,333
12,903.0
+2.75%
4.990
+0.13%
0.210
+1.88%
+2.15%
6,721.3
 
VUG 		Vanguard Growth ETF
30,030
11,135.7
-40.39%
4.300
-3.13%
0.010
+6.03%
+2.27%
152,573.2
 
VXF 		Vanguard Extended Market Index ETF
64,190
11,057.4
-18.36%
4.270
-1.03%
0.060
+2.07%
-1.65%
20,175.8
 
COWG 		Pacer US Large Cap Cash Cows Growth Leaders ETF
358,662
11,043.2
New Holding
4.270
+4.27%
0.770
+8.00%
+9.41%
1,859.4
 

Yeomans Consulting Group, Inc.'s Historical Top Holdings Breakdowns

Yeomans Consulting Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+11.42%
●
551.42 ($587.78) 612.93
$596.09
1.41%
Add 2088.61%
55,350
52,821
DIA 		SPDR Dow Jones Industrial Average ETF2025-03-31New Buy
+7.54%
●
408.78 ($432.49) 448.82
$426.01
-1.50%
New holding
46,438
46,438
IVW 		iShares S&P 500 Growth ETF2025-03-31New Buy
+7.34%
●
92.45 ($100.81) 106.69
$105.10
4.26%
New holding
204,453
204,453
MTUM 		iShares MSCI USA Momentum Factor ETF2025-03-31Sold Out
-6.74%
●
196.12 ($213.69) 229.48
$234.30
9.64%
Sold Out
0
-87,017
BDN 		Brandywine Realty Trust2025-03-31Reduce
-6.19%
●
4.44 ($4.95) 5.66
$4.34
-12.32%
Reduce -99.59%
12,091
-2,955,241
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Sold Out
-5.50%
●
168.16 ($179.03) 186.21
$178.96
-0.04%
Sold Out
0
-82,483
SPYV 		SPDR Portfolio S&P 500 Value ETF2025-03-31Sold Out
-5.45%
●
49.78 ($51.86) 53.19
$51.11
-1.45%
Sold Out
0
-284,440
COWG 		Pacer US Large Cap Cash Cows Growth Leaders ETF2025-03-31New Buy
+4.27%
●
30.38 ($33.03) 35.87
$35.05
6.12%
New holding
358,662
358,662
VUG 		Vanguard Growth ETF2025-03-31Reduce
-3.13%
●
369.1 ($404.54) 427.61
$419.19
3.62%
Reduce -40.39%
30,030
-20,347
VT 		Vanguard Total World Stock ETF2025-03-31New Buy
+2.59%
●
115.08 ($119.66) 123.97
$124.51
4.05%
New holding
57,800
57,800

Yeomans Consulting Group, Inc. Total Holding History ($B)

To

Yeomans Consulting Group, Inc.'s Asset Allocation

To

Yeomans Consulting Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Yeomans Consulting Group, Inc.'s Holdings Bubble Chart

Yeomans Consulting Group, Inc. News

  • 1

Discussions on Yeomans Consulting Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.