Yeomans Consulting Group, Inc. Top Holdings and 13F Report (2024) About Yeomans Consulting Group, Inc.Investment ActivityYeomans Consulting Group, Inc. has $267.01 million in total holdings as of September 30, 2024.Yeomans Consulting Group, Inc. owns shares of 97 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 17.14% of the portfolio was purchased this quarter.About 17.71% of the portfolio was sold this quarter.This quarter, Yeomans Consulting Group, Inc. has purchased 85 new stocks and bought additional shares in 25 stocks.Yeomans Consulting Group, Inc. sold shares of 44 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Gold Trust $21,059,425Vanguard Growth ETF $20,676,736iShares MSCI USA Momentum Factor ETF $18,005,558Invesco QQQ $17,942,128Vanguard Intermediate-Term Bond ETF $17,691,879 Largest New Holdings this Quarter Brandywine Realty Trust $16,617,059 HoldingVanguard Extended Market ETF $14,937,367 HoldingTesla $979,716 HoldingiShares U.S. Consumer Discretionary ETF $852,185 HoldingiShares U.S. Telecommunications ETF $817,322 Holding Largest Purchases this Quarter Brandywine Realty Trust 2,967,332 shares (about $16.62M)Vanguard Extended Market ETF 78,626 shares (about $14.94M)Dimensional US Small Cap Value ETF 39,267 shares (about $1.21M)iShares MSCI USA Momentum Factor ETF 5,189 shares (about $1.07M)Tesla 2,426 shares (about $979.72K) Largest Sales this Quarter Invesco QQQ 6,993 shares (about $3.58M)iShares MSCI USA Quality Factor ETF 18,372 shares (about $3.27M)iShares MSCI EAFE Min Vol Factor ETF 35,931 shares (about $2.54M)iShares Interest Rate Hedged Long-Term Corporate Bond ETF 82,627 shares (about $2.01M)Vanguard Intermediate-Term Bond ETF 19,491 shares (about $1.46M) 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 PortfolioSectorIAUiShares Gold Trust$21,059,425$189,772 ▼-0.9%425,3577.9%FinanceVUGVanguard Growth ETF$20,676,736$479,394 ▲2.4%50,3777.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$18,005,558$1,073,708 ▲6.3%87,0176.7%ETFQQQInvesco QQQ$17,942,128$3,575,031 ▼-16.6%35,0966.7%FinanceBIVVanguard Intermediate-Term Bond ETF$17,691,879$1,456,562 ▼-7.6%236,7446.6%ETFBDNBrandywine Realty Trust$16,617,059$16,617,059 ▲New Holding2,967,3326.2%FinanceVXFVanguard Extended Market ETF$14,937,367$14,937,367 ▲New Holding78,6265.6%ETFQUALiShares MSCI USA Quality Factor ETF$14,688,573$3,271,686 ▼-18.2%82,4835.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$14,546,262$56,203 ▲0.4%284,4405.4%ETFBKLNInvesco Senior Loan ETF$12,782,010$739,199 ▼-5.5%606,6454.8%ETFIGBHiShares Interest Rate Hedged Long-Term Corporate Bond ETF$9,484,630$2,009,489 ▼-17.5%389,9933.6%ETFDFSVDimensional US Small Cap Value ETF$7,601,244$1,208,638 ▲18.9%246,9542.8%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$5,415,396$2,540,681 ▼-31.9%76,5862.0%ETFVTEBVanguard Tax-Exempt Bond ETF$4,803,657$275,364 ▲6.1%95,8241.8%ETFDFUVDimensional US Marketwide Value ETF$4,057,955$33,636 ▼-0.8%99,1681.5%ETFVTIVanguard Total Stock Market ETF$3,976,773$739,885 ▼-15.7%13,7221.5%ETFDISVDimensional International Small Cap Value ETF$3,531,153$37,597 ▲1.1%132,9001.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,110,491$74,495 ▲2.5%35,0321.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,031,477$26,971 ▲0.9%37,7661.1%ETFDIHPDimensional International High Profitability ETF$2,468,932$26,618 ▼-1.1%97,8570.9%ETFKOCoca-Cola$2,400,248$180,803 ▼-7.0%38,5520.9%Consumer StaplesDVYiShares Select Dividend ETF$2,375,430$118,292 ▼-4.7%18,0930.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$2,302,512$9,978 ▼-0.4%36,4610.9%ETFAAPLApple$2,261,293$356,348 ▼-13.6%9,0300.8%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$2,257,588$3,059 ▲0.1%21,4030.8%ETFHDHome Depot$2,231,247$285,130 ▼-11.3%5,7360.8%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,670,345$35,879 ▲2.2%34,4970.6%ManufacturingMSFTMicrosoft$1,667,454$104,111 ▲6.7%3,9560.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,482,196$56,264 ▲3.9%2,5290.6%FinanceDEHPDimensional Emerging Markets High Profitability ETF$1,250,558$22,414 ▲1.8%50,5480.5%ETFSOSouthern$1,223,769$286,144 ▼-19.0%14,8660.5%UtilitiesHYDVanEck High Yield Muni ETF$1,113,366$6,333 ▼-0.6%21,4480.4%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,091,550$17,139 ▲1.6%42,6720.4%ETFNVDANVIDIA$1,068,814$248,302 ▼-18.9%7,9590.4%Computer and TechnologyTSLATesla$979,716$979,716 ▲New Holding2,4260.4%Auto/Tires/TrucksIYCiShares U.S. Consumer Discretionary ETF$852,185$852,185 ▲New Holding8,8640.3%ETFIYFiShares U.S. Financials ETF$834,547$184,116 ▲28.3%7,5470.3%ETFIDUiShares U.S. Utilities ETF$831,447$232,059 ▲38.7%8,6420.3%ETFIYZiShares U.S. Telecommunications ETF$817,322$817,322 ▲New Holding30,4630.3%ETFAMZNAmazon.com$657,731$74,373 ▼-10.2%2,9980.2%Retail/WholesaleNFLXNetflix$627,489$178,264 ▲39.7%7040.2%Consumer DiscretionarySHYGiShares 0-5 Year High Yield Corporate Bond ETF$573,488$724 ▲0.1%13,4590.2%ETFGOOGLAlphabet$564,493$10,979 ▲2.0%2,9820.2%Computer and TechnologyCVXChevron$558,648$182,788 ▼-24.7%3,8570.2%Oils/EnergyAVGOBroadcom$538,101$162,288 ▼-23.2%2,3210.2%Computer and TechnologyBRK.BBerkshire Hathaway$528,978$907 ▲0.2%1,1670.2%FinancePALANTIR TECHNOLOGIES INC$516,477$235,739 ▼-31.3%6,8290.2%CL AIBMInternational Business Machines$495,057$2,418 ▲0.5%2,2520.2%Computer and TechnologyORCLOracle$490,921$490,921 ▲New Holding2,9460.2%Computer and TechnologyUALUnited Airlines$479,286$479,286 ▲New Holding4,9360.2%TransportationAPPLOVIN CORP$479,268$955,298 ▼-66.6%1,4800.2%COM CL ACOSTCostco Wholesale$475,544$32,069 ▲7.2%5190.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$472,2480.0%2,0310.2%ETFTRGPTarga Resources$455,532$35,165 ▼-7.2%2,5520.2%Oils/EnergyPGProcter & Gamble$439,075$132,443 ▼-23.2%2,6190.2%Consumer StaplesVSTVistra$438,978$172,613 ▼-28.2%3,1840.2%UtilitiesAXONAxon Enterprise$433,854$433,854 ▲New Holding7300.2%AerospaceXOMExxon Mobil$412,208$5,486 ▼-1.3%3,8320.2%Oils/EnergyRCLRoyal Caribbean Cruises$373,948$373,948 ▲New Holding1,6210.1%Consumer DiscretionaryCVNACarvana$373,572$384,553 ▼-50.7%1,8370.1%Retail/WholesaleMETAMeta Platforms$365,944$50,939 ▲16.2%6250.1%Computer and TechnologyFASTFastenal$359,622$174,454 ▼-32.7%5,0010.1%Retail/WholesaleKMIKinder Morgan$358,337$358,337 ▲New Holding13,0780.1%Oils/EnergyWMBWilliams Companies$356,867$356,867 ▲New Holding6,5940.1%Oils/EnergyJPMJPMorgan Chase & Co.$351,415$11,506 ▼-3.2%1,4660.1%FinanceSYFSynchrony Financial$347,685$347,685 ▲New Holding5,3490.1%FinanceFICOFair Isaac$346,422$211,039 ▼-37.9%1740.1%Computer and TechnologyMSTRMicroStrategy$343,489$343,489 ▲New Holding1,1860.1%Computer and TechnologyHOODRobinhood Markets$339,662$383,852 ▼-53.1%9,1160.1%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$336,386$786 ▼-0.2%4,2770.1%ETFVRTVertiv$335,377$335,377 ▲New Holding2,9520.1%Computer and TechnologyHWMHowmet Aerospace$334,453$312,142 ▼-48.3%3,0580.1%AerospaceCEGConstellation Energy$334,446$334,446 ▲New Holding1,4950.1%Oils/EnergyCSCOCisco Systems$334,125$1,776 ▲0.5%5,6440.1%Computer and TechnologySOFISoFi Technologies$333,934$333,934 ▲New Holding21,6840.1%FinanceVZVerizon Communications$333,277$70,662 ▼-17.5%8,3340.1%Computer and TechnologyCBRECBRE Group$332,558$332,558 ▲New Holding2,5330.1%FinanceCCLCarnival Co. &$331,934$331,934 ▲New Holding13,3200.1%Consumer DiscretionarySPOTSpotify Technology$328,377$67,554 ▼-17.1%7340.1%Business ServicesNCLHNorwegian Cruise Line$326,591$326,591 ▲New Holding12,6930.1%Consumer DiscretionaryIRMIron Mountain$326,261$171,014 ▼-34.4%3,1040.1%Business ServicesUNHUnitedHealth Group$318,692$17,199 ▼-5.1%6300.1%MedicalKCKingsoft Cloud$318,372$318,372 ▲New Holding30,3500.1%Computer and TechnologyVVisa$315,408$4,741 ▲1.5%9980.1%Business ServicesAFRMAffirm$313,331$313,331 ▲New Holding5,1450.1%Business ServicesTPLTexas Pacific Land$301,927$301,927 ▲New Holding2730.1%Oils/EnergyCAVACAVA Group$286,738$251,770 ▼-46.8%2,5420.1%Retail/WholesaleQFINQifu Technology$279,829$279,829 ▲New Holding7,2910.1%Business ServicesERJEmbraer$276,164$276,164 ▲New Holding7,5290.1%AerospaceTOSTToast$269,220$269,220 ▲New Holding7,3860.1%Computer and TechnologySESEA$265,887$265,887 ▲New Holding2,5060.1%Computer and TechnologyTAT&T$264,155$14,026 ▼-5.0%11,6010.1%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$259,586$8,120 ▼-3.0%1,0230.1%ETFHRLHormel Foods$219,904$108,289 ▼-33.0%7,0100.1%Consumer StaplesTFCTruist Financial$219,590$1,041 ▼-0.5%5,0620.1%FinanceMAMastercard$218,527$12,111 ▼-5.3%4150.1%Business ServicesVBVanguard Small-Cap ETF$201,114$201,114 ▲New Holding8370.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$0$19,639,006 ▼-100.0%00.0%ETFVTVanguard Total World Stock ETF$0$1,599,312 ▼-100.0%00.0%ETFCALFPacer US Small Cap Cash Cows 100 ETF$0$1,221,383 ▼-100.0%00.0%ETFShowing 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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