Youngs Advisory

Youngs Advisory Group as of Dec. 31, 2017

Portfolio Holdings for Youngs Advisory Group

Youngs Advisory Group holds 39 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Air Products & Chemicals (APD) 10.2 $14M 82k 164.08
SPDR S&P MidCap 400 ETF (MDY) 8.3 $11M 32k 345.40
Eaton Vance Tax-Managed Global Buy-Write (ETW) 7.1 $9.3M 784k 11.92
Schwab U S Small Cap ETF (SCHA) 7.0 $9.2M 133k 69.74
Rydex S&P Equal Weight ETF 5.7 $7.5M 74k 101.03
Schwab Strategic Tr us reit etf (SCHH) 5.1 $6.8M 163k 41.62
Berkshire Hathaway (BRK.B) 5.0 $6.6M 33k 198.22
iShares Dow Jones Select Dividend (DVY) 4.7 $6.1M 62k 98.56
Energy Select Sector SPDR (XLE) 4.2 $5.5M 76k 72.26
Schwab Strategic Tr schwab fdt us bm (FNDB) 4.0 $5.3M 142k 37.28
iShares S&P US Pref Stock Idx Fnd (PFF) 3.8 $5.0M 132k 38.07
Schwab U S Broad Market ETF (SCHB) 3.8 $5.0M 77k 64.53
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 3.7 $4.9M 209k 23.27
Global X Fds glbl x mlp etf 3.6 $4.8M 486k 9.86
Powershares Etf Tr Ii var rate pfd por 3.6 $4.7M 185k 25.66
SPDR DJ Wilshire Small Cap Growth (SLYG) 3.5 $4.6M 20k 227.39
SPDR S&P Oil & Gas Explore & Prod. 3.5 $4.5M 122k 37.18
Schwab Strategic Tr us aggregate b (SCHZ) 2.5 $3.3M 63k 52.05
KMG Chemicals 1.5 $2.0M 31k 66.08
Cohen & Steers Quality Income Realty (RQI) 1.5 $1.9M 154k 12.65
Apple (AAPL) 1.3 $1.7M 10k 169.19
Versum Matls 1.2 $1.5M 41k 37.84
Nuveen Equity Premium Income Fund (BXMX) 1.2 $1.5M 107k 14.25
JPMorgan Chase & Co. (JPM) 0.5 $647k 6.1k 106.92
Walt Disney Company (DIS) 0.4 $547k 5.1k 107.44
OraSure Technologies (OSUR) 0.4 $537k 29k 18.87
Visa (V) 0.4 $523k 4.6k 114.07
Amazon (AMZN) 0.3 $402k 344.00 1168.60
Exxon Mobil Corporation (XOM) 0.3 $401k 4.8k 83.65
Facebook Inc cl a (META) 0.3 $368k 2.1k 176.58
Verizon Communications (VZ) 0.2 $289k 5.5k 52.91
Ubs Ag London Brh 2x lev lng lkd 0.2 $264k 16k 16.44
Yum! Brands (YUM) 0.2 $253k 3.1k 81.51
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $235k 3.3k 70.61
Sch Us Mid-cap Etf etf (SCHM) 0.2 $230k 4.3k 53.36
Bank of America Corporation (BAC) 0.1 $204k 6.9k 29.50
Alibaba Group Holding (BABA) 0.1 $202k 1.2k 172.65
Ford Motor Company (F) 0.1 $147k 12k 12.45
Amarin Corporation 0.0 $40k 10k 4.00