Youngs Advisory

Latest statistics and disclosures from Youngs Advisory Group's latest quarterly 13F-HR filing:

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Positions held by YOUNGS ADVISORY consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Youngs Advisory Group

Companies in the Youngs Advisory Group portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Air Products & Chemicals (APD) 40.7 $22M 74k 297.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 14.6 $7.9M -6% 37k 212.96
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 12.9 $7.0M -4% 21k 338.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.9 $4.3M +8% 13k 334.92
Apple (AAPL) 7.2 $3.9M +292% 33k 115.81
Amazon (AMZN) 2.1 $1.1M -8% 355.00 3149.30
Energy Transfer Com Ut Ltd Ptn (ET) 1.4 $749k -9% 138k 5.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $695k -38% 6.4k 108.17
Essential Utils (WTRG) 1.1 $597k 15k 40.28
Disney Walt Com Disney (DIS) 1.0 $562k -2% 4.5k 124.25
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.9 $513k 60k 8.54
Visa Com Cl A (V) 0.9 $468k 2.3k 200.09
OraSure Technologies (OSUR) 0.8 $429k 35k 12.20
Verizon Communications (VZ) 0.7 $400k -3% 6.7k 59.50

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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.7 $377k -24% 6.4k 59.04
Johnson & Johnson (JNJ) 0.7 $359k +2% 2.4k 148.90
At&t (T) 0.6 $335k +7% 12k 28.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $325k 2.8k 115.25
JPMorgan Chase & Co. (JPM) 0.6 $315k +7% 3.3k 96.33
Microsoft Corporation (MSFT) 0.5 $283k 1.3k 210.57
Facebook Cl A (FB) 0.5 $272k +7% 1.0k 262.30
McDonald's Corporation (MCD) 0.5 $272k -3% 1.2k 219.89
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.5 $253k 12k 22.02
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $239k 2.0k 121.94
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $232k 4.2k 55.64
Orion Engineered Carbons (OEC) 0.3 $188k 15k 12.53
Stonemor (STON) 0.0 $19k 20k 0.97

Past Filings by Youngs Advisory Group

SEC 13F filings are viewable for Youngs Advisory Group going back to 2015

View all past filings