Youngs Advisory

Youngs Advisory Group as of March 31, 2023

Portfolio Holdings for Youngs Advisory Group

Youngs Advisory Group holds 47 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Total (IXUS) 14.2 $25M 410k 61.95
Air Products & Chemicals (APD) 9.9 $18M 62k 287.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.8 $18M 43k 409.39
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.5 $15M 250k 60.95
Global X Fds Us Pfd Etf (PFFD) 7.2 $13M 649k 19.86
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.6 $12M 81k 144.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.3 $11M 25k 458.41
Vanguard Index Fds Value Etf (VTV) 5.4 $9.6M 70k 138.11
Select Sector Spdr Tr Technology (XLK) 5.0 $8.8M 59k 151.01
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.5 $8.1M 119k 67.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.4 $7.8M 187k 41.93
Apple (AAPL) 3.3 $5.8M 35k 164.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $3.9M 13k 308.77
C3 Ai Cl A (AI) 1.9 $3.4M 101k 33.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.7 $3.0M 54k 55.21
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $2.7M 85k 31.22
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.4M 7.5k 189.56
Amazon (AMZN) 0.6 $1.1M 11k 103.29
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.6 $1.1M 29k 38.00
Orion Engineered Carbons (OEC) 0.4 $783k 30k 26.09
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.3 $582k 72k 8.08
Microsoft Corporation (MSFT) 0.3 $575k 2.0k 288.40
Ssga Active Etf Tr Incom Allo Etf (INKM) 0.3 $549k 18k 30.33
First Tr Exchange-traded High Incm Strgc (HISF) 0.3 $502k 11k 44.47
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $478k 6.5k 73.75
Exxon Mobil Corporation (XOM) 0.3 $470k 4.3k 109.66
Pfizer (PFE) 0.3 $457k 11k 40.80
JPMorgan Chase & Co. (JPM) 0.2 $435k 3.3k 130.32
Walt Disney Company (DIS) 0.2 $430k 4.3k 100.14
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $404k 32k 12.47
Alphabet Cap Stk Cl A (GOOGL) 0.2 $369k 3.6k 103.73
McDonald's Corporation (MCD) 0.2 $351k 1.3k 279.72
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $328k 2.1k 154.06
NVIDIA Corporation (NVDA) 0.2 $301k 1.1k 277.77
Visa Com Cl A (V) 0.2 $298k 1.3k 225.49
Essential Utils (WTRG) 0.2 $296k 6.8k 43.65
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $295k 4.5k 65.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $294k 2.8k 104.00
Tesla Motors (TSLA) 0.1 $261k 1.3k 207.54
Meta Platforms Cl A (META) 0.1 $249k 1.2k 211.94
Verizon Communications (VZ) 0.1 $239k 6.1k 38.89
Astrazeneca Sponsored Adr (AZN) 0.1 $220k 3.2k 69.41
Coca-Cola Company (KO) 0.1 $217k 3.5k 62.03
Public Service Enterprise (PEG) 0.1 $203k 3.3k 62.45
Johnson & Johnson (JNJ) 0.1 $203k 1.3k 155.03
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $200k 725.00 275.98
Vinco Ventures 0.0 $15k 46k 0.32