Youngs Advisory

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

Tip: Access up to 7 years of quarterly data

Positions held by Youngs Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
Air Products & Chemicals (APD) 9.9 $18M 62k 287.21
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.8 $18M 43k 409.39
 View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.5 $15M 250k 60.95
 View chart
Global X Fds Us Pfd Etf (PFFD) 7.2 $13M +17% 649k 19.86
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.6 $12M +4% 81k 144.62
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.3 $11M 25k 458.41
 View chart
Vanguard Index Fds Value Etf (VTV) 5.4 $9.6M +5% 70k 138.11
 View chart
Select Sector Spdr Tr Technology (XLK) 5.0 $8.8M +3% 59k 151.01
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.5 $8.1M 119k 67.85
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.4 $7.8M +11% 187k 41.93
 View chart
Apple (AAPL) 3.3 $5.8M -4% 35k 164.90
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $3.9M -5% 13k 308.77
 View chart
C3 Ai Cl A (AI) 1.9 $3.4M 101k 33.57
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.7 $3.0M -27% 54k 55.21
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $2.7M -37% 85k 31.22
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.4M -31% 7.5k 189.56
 View chart
Amazon (AMZN) 0.6 $1.1M -2% 11k 103.29
 View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.6 $1.1M -17% 29k 38.00
 View chart
Orion Engineered Carbons (OEC) 0.4 $783k 30k 26.09
 View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.3 $582k -8% 72k 8.08
 View chart
Microsoft Corporation (MSFT) 0.3 $575k -11% 2.0k 288.40
 View chart
Ssga Active Etf Tr Incom Allo Etf (INKM) 0.3 $549k -47% 18k 30.33
 View chart
First Tr Exchange-traded High Incm Strgc (HISF) 0.3 $502k -49% 11k 44.47
 View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $478k 6.5k 73.75
 View chart
Exxon Mobil Corporation (XOM) 0.3 $470k -8% 4.3k 109.66
 View chart
Pfizer (PFE) 0.3 $457k 11k 40.80
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $435k 3.3k 130.32
 View chart
Walt Disney Company (DIS) 0.2 $430k -27% 4.3k 100.14
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $404k -58% 32k 12.47
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.2 $369k -2% 3.6k 103.73
 View chart
McDonald's Corporation (MCD) 0.2 $351k 1.3k 279.72
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $328k -2% 2.1k 154.06
 View chart
NVIDIA Corporation (NVDA) 0.2 $301k NEW 1.1k 277.77
 View chart
Visa Com Cl A (V) 0.2 $298k 1.3k 225.49
 View chart
Essential Utils (WTRG) 0.2 $296k 6.8k 43.65
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $295k -20% 4.5k 65.17
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $294k -13% 2.8k 104.00
 View chart
Tesla Motors (TSLA) 0.1 $261k NEW 1.3k 207.54
 View chart
Meta Platforms Cl A (META) 0.1 $249k NEW 1.2k 211.94
 View chart
Verizon Communications (VZ) 0.1 $239k -25% 6.1k 38.89
 View chart
Astrazeneca Sponsored Adr (AZN) 0.1 $220k 3.2k 69.41
 View chart
Coca-Cola Company (KO) 0.1 $217k 3.5k 62.03
 View chart
Public Service Enterprise (PEG) 0.1 $203k NEW 3.3k 62.45
 View chart
Johnson & Johnson (JNJ) 0.1 $203k -33% 1.3k 155.03
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.1 $200k NEW 725.00 275.98
 View chart
Vinco Ventures (BBIG) 0.0 $15k -46% 46k 0.32
 View chart

Past Filings by Youngs Advisory Group

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

View all past filings