Latest statistics and disclosures from Youngs Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APD, PFFD, SPY, MDY, BRK.B, and represent 78.18% of Youngs Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: SPY, PFFD, XOM, GOOG, TSLA, HD, CVX, PNC, NFLX, BAC.
- Started 7 new stock positions in XOM, NFLX, PNC, BAC, TSLA, HD, CVX.
- Reduced shares in these 10 stocks: BRK.B, JNJ, MDY, RSP, SLYG, T, WTRG, STON, APD, VZ.
- Sold out of its positions in JNJ, STON.
- Youngs Advisory Group was a net buyer of stock by $2.9M.
- Youngs Advisory Group has $80M in assets under management (AUM), dropping by 8.13%.
- Central Index Key (CIK): 0001663649
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Portfolio Holdings for Youngs Advisory Group
Companies in the Youngs Advisory Group portfolio as of the March 2021 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Air Products & Chemicals (APD)||25.9||$21M||74k||281.34|
|Global X Fds Us Pfd Etf (PFFD)||19.2||$15M||+9%||603k||25.51|
|Spdr S&p 500 Etf Tr Tr Unit (SPY)||13.8||$11M||+17%||28k||396.34|
|Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)||11.5||$9.2M||-3%||19k||476.06|
|Berkshire Hathaway Inc Del Cl B New (BRK.B)||7.8||$6.3M||-14%||25k||255.45|
|Energy Transfer Com Ut Ltd Ptn (ET)||1.2||$961k||125k||7.68|
|CMC Materials (CCMP)||1.1||$865k||4.9k||176.71|
|Walt Disney Company (DIS)||1.1||$842k||-2%||4.6k||184.61|
|Eaton Vance Tax-Managed Global Buy-Write (ETW)||0.9||$743k||+5%||72k||10.32|
|Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)||0.9||$735k||-14%||5.2k||141.76|
|Alphabet Cap Stk Cl C (GOOG)||0.9||$697k||+52%||337.00||2068.25|
|JPMorgan Chase & Co. (JPM)||0.7||$542k||3.6k||152.16|
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|Essential Utils (WTRG)||0.7||$530k||-11%||12k||44.71|
|Visa Com Cl A (V)||0.6||$507k||+3%||2.4k||211.78|
|Spdr Ser Tr S&P 600 SMCP GRW (SLYG)||0.6||$465k||-15%||5.4k||85.83|
|Microsoft Corporation (MSFT)||0.5||$435k||+9%||1.8k||235.77|
|OraSure Technologies (OSUR)||0.5||$410k||35k||11.66|
|Verizon Communications (VZ)||0.5||$374k||-7%||6.4k||58.17|
|Schwab Strategic Tr Us Lcap Gr Etf (SCHG)||0.5||$366k||2.8k||129.79|
|Facebook Cl A (FB)||0.4||$343k||+3%||1.2k||294.42|
|Exxon Mobil Corporation (XOM)||0.4||$324k||NEW||5.8k||55.89|
|Schwab Strategic Tr Us Mid-cap Etf (SCHM)||0.4||$310k||4.2k||74.34|
|Orion Engineered Carbons (OEC)||0.4||$296k||15k||19.73|
|McDonald's Corporation (MCD)||0.4||$288k||1.3k||224.12|
|Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)||0.3||$248k||12k||21.58|
|Tesla Motors (TSLA)||0.3||$237k||NEW||355.00||667.61|
|Home Depot (HD)||0.3||$223k||NEW||729.00||305.90|
|Chevron Corporation (CVX)||0.3||$223k||NEW||2.1k||104.65|
|PNC Financial Services (PNC)||0.3||$207k||NEW||1.2k||175.72|
|Bank of America Corporation (BAC)||0.3||$203k||NEW||5.2k||38.70|
Past Filings by Youngs Advisory Group
SEC 13F filings are viewable for Youngs Advisory Group going back to 2015
- 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
- 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