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 | +10.09% | +5.69% | 633,310.4 | ||
IAU | iShares Gold Trust | 398,706 | 23,507.7 | -6.27% | 9.090 | -0.49% | 0.050 | +6.98% | +27.19% | 47,440.9 | ||
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 | +6.21% | +5.13% | 38,475.7 | ||
IVW | iShares S&P 500 Growth ETF | 204,453 | 18,979.4 | New Holding | 7.340 | +7.34% | 0.040 | +16.38% | +7.29% | 59,863.9 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 239,364 | 18,328.1 | +1.11% | 7.090 | +0.08% | 0.080 | +1.57% | +5.05% | 23,201.7 | ||
QQQ | INVESCO QQQ Trust | 27,610 | 12,946.9 | -21.33% | 5.000 | -1.43% | 0.000 | +15.60% | +7.04% | 350,546.5 | ||
BKLN | Invesco Senior Loan ETF | 623,333 | 12,903.0 | +2.75% | 4.990 | +0.13% | 0.210 | +2.96% | +2.97% | 6,913.2 | ||
VUG | Vanguard Growth ETF | 30,030 | 11,135.7 | -40.39% | 4.300 | -3.13% | 0.010 | +15.85% | +5.75% | 149,321.6 | ||
VXF | Vanguard Extended Market Index ETF | 64,190 | 11,057.4 | -18.36% | 4.270 | -1.03% | 0.060 | +11.19% | +1.70% | 19,894.1 | ||
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 | +12.32% | +8.94% | 2,078.6 |
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 | $615.77 | 4.76% | 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 | $443.82 | 2.62% | 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 | $108.69 | 7.82% | 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 | $236.79 | 10.81% | Sold Out | 0 | -87,017 | |
BDN | Brandywine Realty Trust | 2025-03-31 | Reduce Reduce | -6.19% | 4.44 ($4.95) 5.66 | $4.36 | -11.92% | 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 | $183.52 | 2.51% | 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 | $52.85 | 1.92% | 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 | $34.89 | 5.63% | New holding | 358,662 | 358,662 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -3.13% | 369.1 ($404.54) 427.61 | $432.96 | 7.03% | 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 | $128.21 | 7.15% | New holding | 57,800 | 57,800 |
Yeomans Consulting Group, Inc. Total Holding History ($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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