Youngs Advisory

Youngs Advisory Group as of Sept. 30, 2017

Portfolio Holdings for Youngs Advisory Group

Youngs Advisory Group holds 37 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Air Products & Chemicals (APD) 9.8 $13M 83k 151.21
SPDR S&P MidCap 400 ETF (MDY) 7.8 $10M 31k 326.32
Eaton Vance Tax-Managed Global Buy-Write (ETW) 7.2 $9.2M 780k 11.84
Schwab U S Small Cap ETF (SCHA) 6.8 $8.8M 130k 67.37
Rydex S&P Equal Weight ETF 5.5 $7.1M 74k 95.54
Schwab Strategic Tr us reit etf (SCHH) 5.0 $6.4M 156k 41.13
Berkshire Hathaway (BRK.B) 4.7 $6.1M 33k 183.33
iShares Dow Jones Select Dividend (DVY) 4.7 $6.0M 64k 93.64
Schwab Strategic Tr schwab fdt us bm (FNDB) 4.3 $5.6M 159k 35.06
Energy Select Sector SPDR (XLE) 3.9 $5.1M 74k 68.48
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 3.9 $5.0M 225k 22.13
SPDR DJ Wilshire Small Cap Growth (SLYG) 3.9 $4.9M 22k 227.89
Schwab U S Broad Market ETF (SCHB) 3.8 $4.8M 79k 60.91
iShares S&P US Pref Stock Idx Fnd (PFF) 3.7 $4.8M 123k 38.81
Global X Fds glbl x mlp etf 3.6 $4.6M 446k 10.29
Powershares Etf Tr Ii var rate pfd por 3.5 $4.5M 173k 26.05
ProShares Short 20+ Year Treasury ETF (TBF) 3.2 $4.1M 181k 22.41
SPDR S&P Oil & Gas Explore & Prod. 3.1 $4.0M 117k 34.09
Barclays Bk Plc Ipath S&p500 Vix etf 2.0 $2.6M 66k 39.19
Cohen & Steers Quality Income Realty (RQI) 1.4 $1.8M 140k 12.56
KMG Chemicals 1.3 $1.7M 30k 54.88
Versum Matls 1.2 $1.6M 41k 38.83
Apple (AAPL) 1.2 $1.6M 10k 154.14
Nuveen Equity Premium Income Fund (BXMX) 0.9 $1.2M 83k 13.99
OraSure Technologies (OSUR) 0.5 $640k 29k 22.48
Walt Disney Company (DIS) 0.5 $572k 5.8k 98.57
JPMorgan Chase & Co. (JPM) 0.4 $534k 5.6k 95.51
Visa (V) 0.4 $461k 4.4k 105.18
Exxon Mobil Corporation (XOM) 0.3 $386k 4.7k 82.04
Facebook Inc cl a (META) 0.3 $349k 2.0k 170.74
Amazon (AMZN) 0.2 $326k 339.00 961.65
Ubs Ag London Brh 2x lev lng lkd 0.2 $296k 16k 18.44
Yum! Brands (YUM) 0.2 $235k 3.2k 73.48
Verizon Communications (VZ) 0.2 $213k 4.3k 49.45
iShares Russell 1000 Growth Index (IWF) 0.2 $221k 1.8k 124.93
Ford Motor Company (F) 0.1 $129k 11k 11.96
Amarin Corporation 0.0 $35k 10k 3.50