Latest statistics and disclosures from Youngs Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APD, BRK.B, MDY, SPY, AAPL, and represent 83.36% of Youngs Advisory Group's stock portfolio.
- Added to shares of these 9 stocks: AAPL, SPY, T, JPM, FB, JNJ, V, OSUR, MSFT.
- Reduced shares in these 10 stocks: , BRK.B, RSP, APD, MDY, IWF, SLYG, AMZN, ET, DIS.
- Sold out of its positions in Cabot Microelectronics Corporation, IWF.
- Youngs Advisory Group was a net buyer of stock by $466k.
- Youngs Advisory Group has $54M in assets under management (AUM), dropping by 9.78%.
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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|
|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|
|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|
Past Filings by Youngs Advisory Group
SEC 13F filings are viewable for Youngs Advisory Group going back to 2015
- Youngs Advisory Group 2020 Q3 filed Oct. 22, 2020
- Youngs Advisory Group 2020 Q2 filed July 28, 2020
- Youngs Advisory Group 2020 Q1 filed April 28, 2020
- Youngs Advisory Group 2019 Q4 filed Feb. 4, 2020
- Youngs Advisory Group 2019 Q3 filed Oct. 29, 2019
- Youngs Advisory Group 2019 Q2 filed July 16, 2019
- Youngs Advisory Group 2019 Q1 filed April 30, 2019
- Youngs Advisory Group 2018 Q4 filed Feb. 12, 2019
- Youngs Advisory Group 2018 Q3 filed Nov. 1, 2018
- Youngs Advisory Group 2018 Q2 filed Aug. 7, 2018
- Youngs Advisory Group 2018 Q1 filed April 24, 2018
- Youngs Advisory Group 2017 Q4 filed Jan. 24, 2018
- Youngs Advisory Group 2017 Q3 filed Oct. 24, 2017
- Youngs Advisory 2017 Q2 filed July 10, 2017
- Youngs Advisory 2017 Q1 filed April 25, 2017
- Youngs Advisory 2016 Q4 filed Jan. 30, 2017