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 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
Apple (AAPL) 5.3 $4.2M 35k 122.13
Amazon (AMZN) 1.6 $1.3M +2% 426.00 3093.90
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
At&t (T) 0.4 $342k -16% 11k 30.24
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
Netflix (NFLX) 0.3 $206k NEW 395.00 521.52
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

View all past filings