Youngs Advisory
Latest statistics and disclosures from Youngs Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IXUS, APD, SPY, VGK, PFFD, and represent 49.69% of Youngs Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: PFFD, IXUS, SCHA, RSP, VTV, XLK, NVDA, TSLA, META, PEG.
- Started 5 new stock positions in PEG, RYT, META, NVDA, TSLA.
- Reduced shares in these 10 stocks: PFF, VXUS, VB, ET, INKM, HISF, , IVV, IJH, AAPL.
- Sold out of its positions in T, IVV, IJH, J, OSUR, Velodyne Lidar.
- Youngs Advisory Group was a net seller of stock by $-1.1M.
- Youngs Advisory Group has $179M in assets under management (AUM), dropping by 5.40%.
- Central Index Key (CIK): 0001663649
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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 | +5% | 410k | 61.95 |
|
| Air Products & Chemicals (APD) | 9.9 | $18M | 62k | 287.21 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.8 | $18M | 43k | 409.39 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 8.5 | $15M | 250k | 60.95 |
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| Global X Fds Us Pfd Etf (PFFD) | 7.2 | $13M | +17% | 649k | 19.86 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 6.6 | $12M | +4% | 81k | 144.62 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 6.3 | $11M | 25k | 458.41 |
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| Vanguard Index Fds Value Etf (VTV) | 5.4 | $9.6M | +5% | 70k | 138.11 |
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| Select Sector Spdr Tr Technology (XLK) | 5.0 | $8.8M | +3% | 59k | 151.01 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 4.5 | $8.1M | 119k | 67.85 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 4.4 | $7.8M | +11% | 187k | 41.93 |
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| Apple (AAPL) | 3.3 | $5.8M | -4% | 35k | 164.90 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $3.9M | -5% | 13k | 308.77 |
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| C3 Ai Cl A (AI) | 1.9 | $3.4M | 101k | 33.57 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.7 | $3.0M | -27% | 54k | 55.21 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.5 | $2.7M | -37% | 85k | 31.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $1.4M | -31% | 7.5k | 189.56 |
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| Amazon (AMZN) | 0.6 | $1.1M | -2% | 11k | 103.29 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.6 | $1.1M | -17% | 29k | 38.00 |
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| Orion Engineered Carbons (OEC) | 0.4 | $783k | 30k | 26.09 |
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| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.3 | $582k | -8% | 72k | 8.08 |
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| Microsoft Corporation (MSFT) | 0.3 | $575k | -11% | 2.0k | 288.40 |
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| Ssga Active Etf Tr Incom Allo Etf (INKM) | 0.3 | $549k | -47% | 18k | 30.33 |
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| First Tr Exchange-traded High Incm Strgc (HISF) | 0.3 | $502k | -49% | 11k | 44.47 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.3 | $478k | 6.5k | 73.75 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $470k | -8% | 4.3k | 109.66 |
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| Pfizer (PFE) | 0.3 | $457k | 11k | 40.80 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $435k | 3.3k | 130.32 |
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| Walt Disney Company (DIS) | 0.2 | $430k | -27% | 4.3k | 100.14 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $404k | -58% | 32k | 12.47 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $369k | -2% | 3.6k | 103.73 |
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| McDonald's Corporation (MCD) | 0.2 | $351k | 1.3k | 279.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $328k | -2% | 2.1k | 154.06 |
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| NVIDIA Corporation (NVDA) | 0.2 | $301k | NEW | 1.1k | 277.77 |
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| Visa Com Cl A (V) | 0.2 | $298k | 1.3k | 225.49 |
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| Essential Utils (WTRG) | 0.2 | $296k | 6.8k | 43.65 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $295k | -20% | 4.5k | 65.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $294k | -13% | 2.8k | 104.00 |
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| Tesla Motors (TSLA) | 0.1 | $261k | NEW | 1.3k | 207.54 |
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| Meta Platforms Cl A (META) | 0.1 | $249k | NEW | 1.2k | 211.94 |
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| Verizon Communications (VZ) | 0.1 | $239k | -25% | 6.1k | 38.89 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $220k | 3.2k | 69.41 |
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| Coca-Cola Company (KO) | 0.1 | $217k | 3.5k | 62.03 |
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| Public Service Enterprise (PEG) | 0.1 | $203k | NEW | 3.3k | 62.45 |
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| Johnson & Johnson (JNJ) | 0.1 | $203k | -33% | 1.3k | 155.03 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.1 | $200k | NEW | 725.00 | 275.98 |
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| Vinco Ventures (BBIG) | 0.0 | $15k | -46% | 46k | 0.32 |
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Past Filings by Youngs Advisory Group
SEC 13F filings are viewable for Youngs Advisory Group going back to 2015
- Youngs Advisory Group 2023 Q1 filed May 3, 2023
- Youngs Advisory Group 2022 Q4 filed Jan. 25, 2023
- Youngs Advisory Group 2022 Q3 filed Oct. 18, 2022
- Youngs Advisory Group 2022 Q2 filed July 13, 2022
- Youngs Advisory Group 2022 Q1 filed April 29, 2022
- Youngs Advisory Group 2021 Q4 filed Jan. 26, 2022
- Youngs Advisory Group 2021 Q3 filed Oct. 15, 2021
- Youngs Advisory Group 2021 Q2 filed July 21, 2021
- Youngs Advisory Group 2021 Q1 filed April 14, 2021
- Youngs Advisory Group 2020 Q4 filed Jan. 19, 2021
- 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