Youngs Advisory Group as of March 31, 2020
Portfolio Holdings for Youngs Advisory Group
Youngs Advisory Group holds 35 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco S&p 500 Equal Weight Etf (RSP) | 19.2 | $17M | 201k | 84.02 | |
| Air Products & Chemicals (APD) | 17.1 | $15M | 75k | 199.61 | |
| SPDR S&P MidCap 400 ETF (MDY) | 12.0 | $11M | 40k | 262.88 | |
| Schwab Strategic Tr cmn (SCHV) | 11.7 | $10M | 233k | 44.27 | |
| Schwab International Equity ETF (SCHF) | 9.3 | $8.1M | 315k | 25.84 | |
| Berkshire Hathaway (BRK.B) | 7.4 | $6.5M | 36k | 182.83 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 7.3 | $6.4M | 139k | 46.18 | |
| Schwab U S Broad Market ETF (SCHB) | 3.0 | $2.6M | 43k | 60.42 | |
| Apple (AAPL) | 2.5 | $2.2M | 8.6k | 254.23 | |
| Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.9 | $835k | 27k | 30.71 | |
| Amazon (AMZN) | 0.8 | $739k | 379.00 | 1949.87 | |
| Energy Transfer Equity (ET) | 0.8 | $701k | 152k | 4.60 | |
| Essential Utils (WTRG) | 0.7 | $603k | 15k | 40.68 | |
| Cabot Microelectronics Corporation | 0.6 | $559k | 4.9k | 114.20 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.6 | $550k | 74k | 7.46 | |
| Schwab U S Small Cap ETF (SCHA) | 0.6 | $549k | 11k | 51.53 | |
| Walt Disney Company (DIS) | 0.5 | $472k | 4.9k | 96.64 | |
| iShares Dow Jones Select Dividend (DVY) | 0.5 | $421k | 5.7k | 73.49 | |
| OraSure Technologies (OSUR) | 0.4 | $376k | 35k | 10.75 | |
| Verizon Communications (VZ) | 0.4 | $373k | 6.9k | 53.80 | |
| Visa (V) | 0.4 | $370k | 2.3k | 161.22 | |
| At&t (T) | 0.4 | $319k | 11k | 29.15 | |
| Johnson & Johnson (JNJ) | 0.3 | $309k | 2.4k | 131.15 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $275k | 3.1k | 90.02 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.3 | $247k | 7.0k | 35.21 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.3 | $238k | 2.0k | 121.43 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.3 | $225k | 2.8k | 79.79 | |
| Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) | 0.3 | $228k | 12k | 19.84 | |
| McDonald's Corporation (MCD) | 0.2 | $209k | 1.3k | 164.96 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $210k | 816.00 | 257.35 | |
| Microsoft Corporation (MSFT) | 0.2 | $201k | 1.3k | 158.02 | |
| Orion Engineered Carbons (OEC) | 0.1 | $112k | 15k | 7.47 | |
| Amarin Corporation (AMRN) | 0.1 | $85k | 21k | 4.02 | |
| Fs Investment Corporation | 0.1 | $41k | 14k | 3.01 | |
| Stonemor | 0.0 | $20k | 20k | 1.02 |
