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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81369Y803

XLK|81369Y803

Shares:2.0K

Value:$419.4K

% of Portfolio:0.2% ($419.4K/$258.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:782

Value:$416.5K

% of Portfolio:0.2% ($416.5K/$258.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$372.4K

% of Portfolio:0.1% ($372.4K/$258.7M)

Meta Platforms, Inc.

META|30303M102

Shares:629

Value:$362.5K

% of Portfolio:0.1% ($362.5K/$258.7M)

VISA INC.

V|92826C839

Shares:1.0K

Value:$359.9K

% of Portfolio:0.1% ($359.9K/$258.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.7K

Value:$352.2K

% of Portfolio:0.1% ($352.2K/$258.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:368

Value:$348.0K

% of Portfolio:0.1% ($348.0K/$258.7M)

CHEVRON CORP

CVX|166764100

Shares:2.0K

Value:$333.7K

% of Portfolio:0.1% ($333.7K/$258.7M)

AT&T INC.

T|00206R102

Shares:11.4K

Value:$321.4K

% of Portfolio:0.1% ($321.4K/$258.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:611

Value:$320.0K

% of Portfolio:0.1% ($320.0K/$258.7M)

464288513

Shares:3.9K

Value:$308.1K

% of Portfolio:0.1% ($308.1K/$258.7M)

Philip Morris International Inc.

PM|718172109

Shares:1.9K

Value:$298.9K

% of Portfolio:0.1% ($298.9K/$258.7M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.6K

Value:$295.0K

% of Portfolio:0.1% ($295.0K/$258.7M)

Bank of New York Mellon Corp

BK|064058100

Shares:3.4K

Value:$286.5K

% of Portfolio:0.1% ($286.5K/$258.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.4K

Value:$282.3K

% of Portfolio:0.1% ($282.3K/$258.7M)

Sea Ltd

SE|81141R100

Shares:2.1K

Value:$271.6K

% of Portfolio:0.1% ($271.6K/$258.7M)

Broadcom Inc.

AVGO|11135F101

Shares:1.6K

Value:$262.2K

% of Portfolio:0.1% ($262.2K/$258.7M)

922908538

VOT|922908538

Shares:1.1K

Value:$257.4K

% of Portfolio:0.1% ($257.4K/$258.7M)

Fortinet, Inc.

FTNT|34959E109

Shares:2.6K

Value:$247.6K

% of Portfolio:0.1% ($247.6K/$258.7M)

922908751

VB|922908751

Shares:1.1K

Value:$244.8K

% of Portfolio:0.1% ($244.8K/$258.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(XLKcusip81369Y803)	2.0K	QoQ 0.00% (-0) YoY -4.46% (-95)	All Managers (Combined)	$419.4K	0.2% ($419.4K/$258.7M)	QoQ -11.19% (-$52.9K) YoY -5.28% (-$23.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	782	QoQ -32.99% (-385) YoY -34.34% (-409)	All Managers (Combined)	$416.5K	0.2% ($416.5K/$258.7M)	QoQ -21.26% (-$112.5K) YoY -16.84% (-$84.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ +3.54% (+52) YoY -0.06% (-1)	All Managers (Combined)	$372.4K	0.1% ($372.4K/$258.7M)	QoQ +5.96% (+$20.9K) YoY +22.38% (-$68.1K)
Meta Platforms, Inc.(METAcusip30303M102)	629	QoQ +0.64% (-4) YoY -55.00% (-769)	All Managers (Combined)	$362.5K	0.1% ($362.5K/$258.7M)	QoQ -0.93% (-$3.4K) YoY -46.59% (-$316.3K)
VISA INC.(Vcusip92826C839)	1.0K	QoQ +2.90% (+29) YoY -0.29% (-3)	All Managers (Combined)	$359.9K	0.1% ($359.9K/$258.7M)	QoQ +14.11% (+$44.5K) YoY +25.21% (-$72.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.7K	QoQ +1.11% (+63) YoY -0.78% (-45)	All Managers (Combined)	$352.2K	0.1% ($352.2K/$258.7M)	QoQ +5.40% (+$18.1K) YoY +22.67% (-$65.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	368	QoQ -29.09% (-151) YoY -13.20% (-56)	All Managers (Combined)	$348.0K	0.1% ($348.0K/$258.7M)	QoQ -26.81% (-$127.5K) YoY +12.04% (-$37.4K)
CHEVRON CORP(CVXcusip166764100)	2.0K	QoQ -48.27% (-1.9K) YoY +45.72% (+626)	All Managers (Combined)	$333.7K	0.1% ($333.7K/$258.7M)	QoQ -40.25% (-$224.9K) YoY +54.54% (+$117.8K)
AT&T INC.(Tcusip00206R102)	11.4K	QoQ -2.02% (-235) YoY NEW(+11.4K)	All Managers (Combined)	$321.4K	0.1% ($321.4K/$258.7M)	QoQ +21.68% (-$57.3K) YoY NEW(+$321.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	611	QoQ -3.01% (-19) YoY -8.25% (-55)	All Managers (Combined)	$320.0K	0.1% ($320.0K/$258.7M)	QoQ +0.41% (-$1.3K) YoY -2.87% (-$9.5K)
(cusip464288513)✕	3.9K	QoQ -8.67% (-371) YoY -12.98% (-583)	All Managers (Combined)	$308.1K	0.1% ($308.1K/$258.7M)	QoQ -8.39% (-$28.2K) YoY -11.68% (-$40.8K)
Philip Morris International Inc.(PMcusip718172109)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$298.9K	0.1% ($298.9K/$258.7M)	QoQ NEW(+$298.9K) YoY NEW(+$298.9K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$295.0K	0.1% ($295.0K/$258.7M)	QoQ NEW(+$295.0K) YoY NEW(+$295.0K)
Bank of New York Mellon Corp(BKcusip064058100)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$286.5K	0.1% ($286.5K/$258.7M)	QoQ NEW(+$286.5K) YoY NEW(+$286.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.4K	QoQ -38.04% (-1.5K) YoY -32.78% (-1.2K)	All Managers (Combined)	$282.3K	0.1% ($282.3K/$258.7M)	QoQ -31.50% (-$129.9K) YoY -31.23% (-$128.2K)
Sea Ltd(SEcusip81141R100)	2.1K	QoQ -16.95% (-425) YoY NEW(+2.1K)	All Managers (Combined)	$271.6K	0.1% ($271.6K/$258.7M)	QoQ +2.12% (-$5.7K) YoY NEW(+$271.6K)
Broadcom Inc.(AVGOcusip11135F101)	1.6K	QoQ -32.52% (-755) YoY +211.33% (-1.1K)	All Managers (Combined)	$262.2K	0.1% ($262.2K/$258.7M)	QoQ -51.27% (-$275.9K) YoY -60.67% (-$404.5K)
(VOTcusip922908538)	1.1K	QoQ +2.83% (-29) YoY NEW(+1.1K)	All Managers (Combined)	$257.4K	0.1% ($257.4K/$258.7M)	QoQ -0.85% (-$2.2K) YoY NEW(+$257.4K)
Fortinet, Inc.(FTNTcusip34959E109)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$247.6K	0.1% ($247.6K/$258.7M)	QoQ NEW(+$247.6K) YoY NEW(+$247.6K)
(VBcusip922908751)	1.1K	QoQ +31.89% (+267) YoY NEW(+1.1K)	All Managers (Combined)	$244.8K	0.1% ($244.8K/$258.7M)	QoQ +21.72% (+$43.7K) YoY NEW(+$244.8K)