Yeomans Consulting Group, Inc. Top Holdings and 13F Report (2024) About Yeomans Consulting Group, Inc.Investment ActivityYeomans Consulting Group, Inc. has $258.68 million in total holdings as of September 30, 2024.Yeomans Consulting Group, Inc. owns shares of 68 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 35.40% of the portfolio was purchased this quarter.About 37.18% of the portfolio was sold this quarter.This quarter, Yeomans Consulting Group, Inc. has purchased 97 new stocks and bought additional shares in 28 stocks.Yeomans Consulting Group, Inc. sold shares of 26 stocks and completely divested from 41 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $30,962,237iShares Gold Trust $23,507,706SPDR Dow Jones Industrial Average ETF Trust $19,498,387iShares S&P 500 Growth ETF $18,979,372Vanguard Intermediate-Term Bond ETF $18,328,101 Largest New Holdings this Quarter 78467X109 - SPDR Dow Jones Industrial Average ETF Trust $19,498,387 Holding464287309 - iShares S&P 500 Growth ETF $18,979,372 Holding69374H360 - Pacer US Large Cap Cash Cows Growth Leaders ETF $11,043,203 Holding922042742 - Vanguard Total World Stock ETF $6,701,910 Holding872590104 - T-Mobile US $716,383 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 52,821 shares (about $29.55M)SPDR Dow Jones Industrial Average ETF Trust 46,438 shares (about $19.50M)iShares S&P 500 Growth ETF 204,453 shares (about $18.98M)Pacer US Large Cap Cash Cows Growth Leaders ETF 358,662 shares (about $11.04M)Vanguard Total World Stock ETF 57,800 shares (about $6.70M) Largest Sales this Quarter Brandywine Realty Trust 2,955,241 shares (about $13.18M)Vanguard Growth ETF 20,347 shares (about $7.55M)Invesco QQQ 7,486 shares (about $3.51M)Vanguard Extended Market ETF 14,436 shares (about $2.49M)iShares Gold Trust 26,651 shares (about $1.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofYeomans Consulting Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$30,962,237$29,547,540 ▲2,088.6%55,35012.0%FinanceIAUiShares Gold Trust$23,507,706$1,571,343 ▼-6.3%398,7069.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$19,498,387$19,498,387 ▲New Holding46,4387.5%FinanceIVWiShares S&P 500 Growth ETF$18,979,372$18,979,372 ▲New Holding204,4537.3%ETFBIVVanguard Intermediate-Term Bond ETF$18,328,101$200,613 ▲1.1%239,3647.1%ETFQQQInvesco QQQ$12,946,881$3,510,335 ▼-21.3%27,6105.0%FinanceBKLNInvesco Senior Loan ETF$12,902,993$345,442 ▲2.8%623,3335.0%ETFVUGVanguard Growth ETF$11,135,725$7,545,075 ▼-40.4%30,0304.3%ETFVXFVanguard Extended Market ETF$11,057,369$2,486,745 ▼-18.4%64,1904.3%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$11,043,203$11,043,203 ▲New Holding358,6624.3%ETFIGBHiShares Interest Rate Hedged Long-Term Corporate Bond ETF$9,487,287$123,555 ▲1.3%395,1393.7%ETFDFSVDimensional US Small Cap Value ETF$7,431,347$479,592 ▲6.9%263,9912.9%ETFVTVanguard Total World Stock ETF$6,701,910$6,701,910 ▲New Holding57,8002.6%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$6,241,626$274,045 ▲4.6%80,1032.4%ETFVTEBVanguard Tax-Exempt Bond ETF$5,082,874$328,087 ▲6.9%102,4362.0%ETFDFUVDimensional US Marketwide Value ETF$4,215,330$128,616 ▲3.1%102,2891.6%ETFDISVDimensional International Small Cap Value ETF$4,010,348$140,300 ▲3.6%137,7181.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,488,179$207,082 ▲6.3%37,2431.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,174,904$87,156 ▲2.8%38,8321.2%ETFDIHPDimensional International High Profitability ETF$2,860,408$224,141 ▲8.5%106,1771.1%ETFKOCoca-Cola$2,612,196$148,898 ▼-5.4%36,4731.0%Consumer StaplesDVYiShares Select Dividend ETF$2,471,070$41,361 ▲1.7%18,4011.0%ETFSUBiShares Short-Term National Muni Bond ETF$2,376,950$116,794 ▲5.2%22,5090.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,290,592$50,204 ▼-2.1%35,6790.9%ETFVTIVanguard Total Stock Market ETF$2,271,003$1,500,352 ▼-39.8%8,2630.9%ETFAAPLApple$2,050,038$44,204 ▲2.2%9,2290.8%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,806,829$85,429 ▲5.0%36,2090.7%ManufacturingHDHome Depot$1,701,980$400,207 ▼-19.0%4,6440.7%Retail/WholesaleMSFTMicrosoft$1,349,527$135,516 ▼-9.1%3,5950.5%Computer and TechnologyDEHPDimensional Emerging Markets High Profitability ETF$1,346,294$71,473 ▲5.6%53,3820.5%ETFHYDVanEck High Yield Muni ETF$1,123,708$25,999 ▲2.4%21,9560.4%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,122,567$46,380 ▲4.3%44,5110.4%ETFSOSouthern$846,676$520,253 ▼-38.1%9,2080.3%UtilitiesIBMInternational Business Machines$745,731$185,749 ▲33.2%2,9990.3%Computer and TechnologyTMUST-Mobile US$716,383$716,383 ▲New Holding2,6860.3%Computer and TechnologyNVDANVIDIA$656,349$206,247 ▼-23.9%6,0560.3%Computer and TechnologyNFLXNetflix$586,561$69,940 ▼-10.7%6290.2%Consumer DiscretionaryAMZNAmazon.com$568,877$1,522 ▼-0.3%2,9900.2%Retail/WholesaleSHYGiShares 0-5 Year High Yield Corporate Bond ETF$499,100$73,177 ▼-12.8%11,7380.2%ETFGOOGLAlphabet$469,487$8,351 ▲1.8%3,0360.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$419,3610.0%2,0310.2%ETFBRK.BBerkshire Hathaway$416,478$205,044 ▼-33.0%7820.2%FinanceJPMJPMorgan Chase & Co.$372,365$12,756 ▲3.5%1,5180.1%FinanceMETAMeta Platforms$362,530$2,305 ▲0.6%6290.1%Computer and TechnologyVVisa$359,922$10,163 ▲2.9%1,0270.1%Business ServicesCSCOCisco Systems$352,179$3,888 ▲1.1%5,7070.1%Computer and TechnologyCOSTCostco Wholesale$348,047$142,813 ▼-29.1%3680.1%Retail/WholesaleCVXChevron$333,744$311,494 ▼-48.3%1,9950.1%EnergyTAT&T$321,430$6,646 ▼-2.0%11,3660.1%Computer and TechnologyUNHUnitedHealth Group$320,011$9,951 ▼-3.0%6110.1%MedicalHYGiShares iBoxx $ High Yield Corporate Bond ETF$308,144$29,268 ▼-8.7%3,9060.1%ETFPMPhilip Morris International$298,889$298,889 ▲New Holding1,8830.1%Consumer StaplesGILDGilead Sciences$295,028$295,028 ▲New Holding2,6330.1%MedicalBKBank of New York Mellon$286,500$286,500 ▲New Holding3,4160.1%FinanceXOMExxon Mobil$282,340$173,400 ▼-38.0%2,3740.1%EnergySESEA$271,550$55,458 ▼-17.0%2,0810.1%Computer and TechnologyAVGOBroadcom$262,195$126,409 ▼-32.5%1,5660.1%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$257,361$7,095 ▲2.8%1,0520.1%ETFFTNTFortinet$247,581$247,581 ▲New Holding2,5720.1%Computer and TechnologyVBVanguard Small-Cap ETF$244,812$59,207 ▲31.9%1,1040.1%ETFVRNAVerona Pharma$241,389$241,389 ▲New Holding3,8020.1%MedicalQFINQifu Technology$241,077$86,362 ▼-26.4%5,3680.1%Business ServicesDOORDASH INC$240,891$240,891 ▲New Holding1,3180.1%CL AMAMastercard$229,114$1,644 ▲0.7%4180.1%Business ServicesERJEmbraer$220,744$127,096 ▼-36.5%4,7780.1%AerospaceMCDMcDonald's$218,347$218,347 ▲New Holding6990.1%Retail/WholesaleTFCTruist Financial$208,3010.0%5,0620.1%FinanceBDNBrandywine Realty Trust$53,926$13,180,409 ▼-99.6%12,0910.0%FinanceMTUMiShares MSCI USA Momentum Factor ETF$0$18,005,558 ▼-100.0%00.0%ETFQUALiShares MSCI USA Quality Factor ETF$0$14,688,573 ▼-100.0%00.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$0$14,546,262 ▼-100.0%00.0%ETFTSLATesla$0$979,716 ▼-100.0%00.0%Auto/Tires/TrucksIYCiShares U.S. Consumer Discretionary ETF$0$852,185 ▼-100.0%00.0%ETFIYFiShares U.S. Financials ETF$0$834,547 ▼-100.0%00.0%ETFIDUiShares U.S. Utilities ETF$0$831,447 ▼-100.0%00.0%ETFIYZiShares U.S. Telecommunications ETF$0$817,322 ▼-100.0%00.0%ETFPALANTIR TECHNOLOGIES INC$0$516,477 ▼-100.0%00.0%CL AORCLOracle$0$490,921 ▼-100.0%00.0%Computer and TechnologyUALUnited Airlines$0$479,286 ▼-100.0%00.0%TransportationAPPLOVIN CORP$0$479,268 ▼-100.0%00.0%COM CL ATRGPTarga Resources$0$455,532 ▼-100.0%00.0%EnergyPGProcter & Gamble$0$439,075 ▼-100.0%00.0%Consumer StaplesVSTVistra$0$438,978 ▼-100.0%00.0%UtilitiesAXONAxon Enterprise$0$433,854 ▼-100.0%00.0%AerospaceRCLRoyal Caribbean Cruises$0$373,948 ▼-100.0%00.0%Consumer DiscretionaryCVNACarvana$0$373,572 ▼-100.0%00.0%Retail/WholesaleFASTFastenal$0$359,622 ▼-100.0%00.0%Retail/WholesaleKMIKinder Morgan$0$358,337 ▼-100.0%00.0%EnergyWMBWilliams Companies$0$356,867 ▼-100.0%00.0%EnergySYFSynchrony Financial$0$347,685 ▼-100.0%00.0%FinanceFICOFair Isaac$0$346,422 ▼-100.0%00.0%Computer and TechnologyMSTRStrategy$0$343,489 ▼-100.0%00.0%Computer and TechnologyHOODRobinhood Markets$0$339,662 ▼-100.0%00.0%FinanceVRTVertiv$0$335,377 ▼-100.0%00.0%Computer and TechnologyHWMHowmet Aerospace$0$334,453 ▼-100.0%00.0%AerospaceCEGConstellation Energy$0$334,446 ▼-100.0%00.0%EnergySOFISoFi Technologies$0$333,934 ▼-100.0%00.0%FinanceVZVerizon Communications$0$333,277 ▼-100.0%00.0%Computer and TechnologyCBRECBRE Group$0$332,558 ▼-100.0%00.0%FinanceCCLCarnival Co. &$0$331,934 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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