Yeomans-Consulting-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  null,
  "GOOGL",
  "T",
  null,
  "AVGO",
  null,
  "ERJ",
  "QFIN",
  "GILD",
  "HD",
  null,
  "MCD",
  null,
  null,
  "META",
  "IVW",
  "MA",
  "MSFT",
  "TMUS",
  "DASH",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "IBM",
  "TFC",
  "BIV",
  "VXF",
  null,
  null,
  "VCIT",
  "FTNT",
  null,
  "AMZN",
  "VUG",
  null,
  "VTEB",
  "VOT",
  "VT",
  "VB",
  "VRNA",
  "V",
  null,
  null,
  "DVY",
  "SO",
  "DIA",
  "BK",
  "BRK-B",
  "BDN",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  null,
  "USMV",
  "QQQ",
  "XOM",
  "NFLX",
  "PM",
  null,
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 68
Total Value: 258682361
Accession Number: 0001667731-25-000589
Form Type: 13F-HR
CIK: yeomans-consulting-group
Manager Name: Yeomans-Consulting-Group

Data Enrichment

76% identified

52 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $258.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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COCA COLA CO

KO|191216100

Shares:36.5K

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$258.7M)

464287168

DVY|464287168

Shares:18.4K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$258.7M)

464288158

Shares:22.5K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$258.7M)

921946885

Shares:35.7K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$258.7M)

922908769

VTI|922908769

Shares:8.3K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$258.7M)

Apple Inc.

AAPL|037833100

Shares:9.2K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$258.7M)

922020805

Shares:36.2K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$258.7M)

HOME DEPOT, INC.

HD|437076102

Shares:4.6K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$258.7M)

MICROSOFT CORP

MSFT|594918104

Shares:3.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$258.7M)

25434V757

Shares:53.4K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$258.7M)

92189H409

Shares:22.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$258.7M)

78464A284

Shares:44.5K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$258.7M)

SOUTHERN CO

SO|842587107

Shares:9.2K

Value:$846.7K

% of Portfolio:0.3% ($846.7K/$258.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.0K

Value:$745.7K

% of Portfolio:0.3% ($745.7K/$258.7M)

T-Mobile US, Inc.

TMUS|872590104

Shares:2.7K

Value:$716.4K

% of Portfolio:0.3% ($716.4K/$258.7M)

NVIDIA CORP

NVDA|67066G104

Shares:6.1K

Value:$656.3K

% of Portfolio:0.3% ($656.3K/$258.7M)

NETFLIX INC

NFLX|64110L106

Shares:629

Value:$586.6K

% of Portfolio:0.2% ($586.6K/$258.7M)

AMAZON COM INC

AMZN|023135106

Shares:3.0K

Value:$568.9K

% of Portfolio:0.2% ($568.9K/$258.7M)

46434V407

Shares:11.7K

Value:$499.1K

% of Portfolio:0.2% ($499.1K/$258.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.0K

Value:$469.5K

% of Portfolio:0.2% ($469.5K/$258.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	36.5K	QoQ -5.39% (-2.1K) YoY -3.10% (-1.2K)	All Managers (Combined)	$2.6M	1.0% ($2.6M/$258.7M)	QoQ +8.83% (-$211.9K) YoY +13.42% (-$309.2K)
(DVYcusip464287168)	18.4K	QoQ +1.70% (+308) YoY -4.69% (-906)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$258.7M)	QoQ +4.02% (+$95.6K) YoY +3.90% (-$92.8K)
(cusip464288158)✕	22.5K	QoQ +5.16% (+1.1K) YoY -56.05% (-28.7K)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$258.7M)	QoQ +5.28% (+$119.4K) YoY -55.68% (-$3.0M)
(cusip921946885)✕	35.7K	QoQ -2.14% (-782) YoY NEW(+35.7K)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$258.7M)	QoQ -0.51% (-$11.9K) YoY NEW(+$2.3M)
(VTIcusip922908769)	8.3K	QoQ -39.78% (-5.5K) YoY -1.54% (-130)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$258.7M)	QoQ -42.89% (-$1.7M) YoY +4.11% (-$89.7K)
Apple Inc.(AAPLcusip037833100)	9.2K	QoQ +2.20% (-199) YoY +0.41% (+38)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$258.7M)	QoQ -9.34% (-$211.3K) YoY +30.07% (+$474.0K)
(cusip922020805)✕	36.2K	QoQ +4.96% (+1.7K) YoY +54.95% (+12.8K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$258.7M)	QoQ +8.17% (+$136.5K) YoY +61.46% (+$687.8K)
HOME DEPOT, INC.(HDcusip437076102)	4.6K	QoQ -19.03% (-1.1K) YoY +2.13% (-97)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$258.7M)	QoQ -23.72% (-$529.3K) YoY -2.42% (-$42.2K)
MICROSOFT CORP(MSFTcusip594918104)	3.6K	QoQ -9.12% (-361) YoY +6.99% (-235)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$258.7M)	QoQ -19.06% (-$317.9K) YoY -4.53% (-$64.1K)
(cusip25434V757)✕	53.4K	QoQ +5.60% (+2.8K) YoY +12.80% (+6.1K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$258.7M)	QoQ +7.65% (+$95.7K) YoY +14.61% (+$171.7K)
(cusip92189H409)✕	22.0K	QoQ +2.36% (+508) YoY -0.78% (-173)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$258.7M)	QoQ +0.92% (+$10.3K) YoY -2.83% (-$32.8K)
(cusip78464A284)✕	44.5K	QoQ +4.30% (+1.8K) YoY +11.16% (+4.5K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$258.7M)	QoQ +2.84% (+$31.0K) YoY +9.12% (+$93.9K)
SOUTHERN CO(SOcusip842587107)	9.2K	QoQ -38.06% (-5.7K) YoY +22.07% (+1.7K)	All Managers (Combined)	$846.7K	0.3% ($846.7K/$258.7M)	QoQ -30.81% (-$377.1K) YoY +56.46% (+$305.5K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.0K	QoQ +33.17% (+747) YoY +88.37% (+1.4K)	All Managers (Combined)	$745.7K	0.3% ($745.7K/$258.7M)	QoQ +50.63% (+$250.7K) YoY +145.29% (+$441.7K)
T-Mobile US, Inc.(TMUScusip872590104)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$716.4K	0.3% ($716.4K/$258.7M)	QoQ NEW(+$716.4K) YoY NEW(+$716.4K)
NVIDIA CORP(NVDAcusip67066G104)	6.1K	QoQ -23.91% (-1.9K) YoY +459.18% (-5.0K)	All Managers (Combined)	$656.3K	0.3% ($656.3K/$258.7M)	QoQ -38.59% (-$412.5K) YoY -32.92% (-$322.2K)
NETFLIX INC(NFLXcusip64110L106)	629	QoQ -10.65% (-75) YoY +65.09% (+248)	All Managers (Combined)	$586.6K	0.2% ($586.6K/$258.7M)	QoQ -6.52% (-$40.9K) YoY +153.49% (+$355.2K)
AMAZON COM INC(AMZNcusip023135106)	3.0K	QoQ -0.26% (-8) YoY -8.70% (-285)	All Managers (Combined)	$568.9K	0.2% ($568.9K/$258.7M)	QoQ -13.50% (-$88.9K) YoY -3.70% (-$21.9K)
(cusip46434V407)✕	11.7K	QoQ -12.78% (-1.7K) YoY -11.06% (-1.5K)	All Managers (Combined)	$499.1K	0.2% ($499.1K/$258.7M)	QoQ -12.97% (-$74.4K) YoY -11.13% (-$62.5K)
Alphabet Inc.(GOOGLcusip02079K305)	3.0K	QoQ +1.81% (-54) YoY +4.97% (+144)	All Managers (Combined)	$469.5K	0.2% ($469.5K/$258.7M)	QoQ -16.83% (-$95.0K) YoY +7.55% (+$33.0K)