Youngs Advisory

Youngs Advisory Group as of March 31, 2022

Portfolio Holdings for Youngs Advisory Group

Youngs Advisory Group holds 54 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Total (IXUS) 14.8 $26M 386k 66.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.1 $17M 39k 451.64
Air Products & Chemicals (APD) 9.6 $17M 67k 249.91
Global X Fds Us Pfd Etf (PFFD) 9.6 $17M 709k 23.50
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 7.6 $13M 211k 62.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.9 $12M 24k 490.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.7 $8.1M 171k 47.36
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.4 $7.7M 101k 75.86
Vanguard Index Fds Value Etf (VTV) 4.4 $7.7M 52k 147.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.3 $7.5M 48k 157.71
Apple (AAPL) 3.9 $6.8M 39k 174.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.6 $6.2M 18k 352.93
Select Sector Spdr Tr Technology (XLK) 3.4 $5.9M 37k 158.92
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 1.6 $2.8M 63k 43.95
C3 Ai Cl A (AI) 1.3 $2.3M 101k 22.70
Amazon (AMZN) 1.0 $1.8M 544.00 3259.19
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.5 $872k 86k 10.20
CMC Materials 0.5 $830k 4.5k 185.47
Walt Disney Company (DIS) 0.4 $779k 5.7k 137.22
Microsoft Corporation (MSFT) 0.4 $727k 2.4k 308.44
Tesla Motors (TSLA) 0.4 $688k 638.00 1078.37
Pfizer (PFE) 0.4 $642k 12k 51.76
Essential Utils (WTRG) 0.3 $606k 12k 51.13
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $586k 7.0k 83.89
Alphabet Cap Stk Cl C (GOOG) 0.3 $528k 189.00 2793.65
Visa Com Cl A (V) 0.3 $522k 2.4k 221.94
JPMorgan Chase & Co. (JPM) 0.3 $513k 3.8k 136.25
Alphabet Cap Stk Cl A (GOOGL) 0.3 $484k 174.00 2781.61
Orion Engineered Carbons (OEC) 0.3 $479k 30k 15.97
Verizon Communications (VZ) 0.3 $439k 8.6k 51.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $429k 5.7k 74.87
Ishares Tr Core S&p500 Etf (IVV) 0.2 $413k 910.00 453.85
Exxon Mobil Corporation (XOM) 0.2 $401k 4.9k 82.53
McDonald's Corporation (MCD) 0.2 $364k 1.5k 247.11
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $353k 19k 19.03
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $350k 2.2k 162.04
PNC Financial Services (PNC) 0.2 $325k 1.8k 184.24
At&t (T) 0.2 $315k 13k 23.59
Johnson & Johnson (JNJ) 0.2 $287k 1.6k 177.38
Meta Platforms Cl A (META) 0.2 $269k 1.2k 222.31
NVIDIA Corporation (NVDA) 0.1 $259k 951.00 272.34
Enbridge (ENB) 0.1 $238k 5.2k 46.12
OraSure Technologies (OSUR) 0.1 $238k 35k 6.77
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $231k 8.3k 27.80
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $230k 795.00 289.31
Bank of America Corporation (BAC) 0.1 $226k 5.5k 41.14
Home Depot (HD) 0.1 $226k 755.00 299.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $224k 806.00 277.92
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $221k 2.9k 75.94
Coca-Cola Company (KO) 0.1 $217k 3.5k 62.11
Comcast Corp Cl A (CMCSA) 0.1 $215k 4.6k 46.86
Astrazeneca Sponsored Adr (AZN) 0.1 $210k 3.2k 66.27
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $206k 4.1k 50.61
Vinco Ventures 0.0 $49k 15k 3.20