Youngs Advisory

Youngs Advisory Group as of March 31, 2018

Portfolio Holdings for Youngs Advisory Group

Youngs Advisory Group holds 45 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR S&P MidCap 400 ETF (MDY) 10.2 $14M 42k 341.73
Air Products & Chemicals (APD) 9.4 $13M 82k 159.03
Rydex S&P Equal Weight ETF 7.3 $10M 102k 99.47
Schwab International Equity ETF (SCHF) 7.2 $9.9M 295k 33.71
Schwab U S Small Cap ETF (SCHA) 6.6 $9.2M 133k 69.13
Schwab Strategic Tr cmn (SCHV) 5.5 $7.7M 146k 52.84
Eaton Vance Tax-Managed Global Buy-Write (ETW) 5.2 $7.3M 631k 11.55
Berkshire Hathaway (BRK.B) 5.0 $7.0M 35k 199.49
Schwab Strategic Tr us reit etf (SCHH) 4.5 $6.3M 164k 38.25
SPDR DJ Wilshire Small Cap Growth (SLYG) 4.2 $5.8M 25k 232.60
Energy Select Sector SPDR (XLE) 4.2 $5.8M 86k 67.41
Schwab U S Broad Market ETF (SCHB) 3.9 $5.4M 85k 63.78
Global X Fds glbl x mlp etf 3.8 $5.3M 627k 8.49
Ishares Tr core strm usbd (ISTB) 3.8 $5.2M 106k 49.35
iShares Dow Jones Select Dividend (DVY) 3.2 $4.5M 48k 95.11
Schwab Strategic Tr schwab fdt us bm (FNDB) 2.6 $3.6M 99k 36.21
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 1.6 $2.3M 104k 21.90
Powershares Etf Tr Ii var rate pfd por 1.4 $2.0M 78k 25.17
KMG Chemicals 1.3 $1.8M 31k 59.96
Cohen & Steers Quality Income Realty (RQI) 1.3 $1.8M 155k 11.85
Apple (AAPL) 1.2 $1.7M 10k 167.77
Tabula Rasa Healthcare 1.1 $1.5M 39k 38.81
Nuveen Equity Premium Income Fund (BXMX) 0.7 $1.0M 78k 13.32
Visa (V) 0.4 $551k 4.6k 119.60
Versum Matls 0.4 $542k 14k 37.63
Walt Disney Company (DIS) 0.4 $512k 5.1k 100.49
Amazon (AMZN) 0.3 $488k 337.00 1448.07
OraSure Technologies (OSUR) 0.3 $481k 29k 16.90
JPMorgan Chase & Co. (JPM) 0.3 $416k 3.8k 109.97
Facebook Inc cl a (META) 0.2 $338k 2.1k 159.89
Exxon Mobil Corporation (XOM) 0.2 $310k 4.2k 74.61
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.2 $300k 3.0k 99.57
Yum! Brands (YUM) 0.2 $264k 3.1k 85.02
Verizon Communications (VZ) 0.2 $257k 5.4k 47.77
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $227k 6.1k 37.51
Schwab U S Large Cap Growth ETF (SCHG) 0.2 $222k 3.1k 71.61
Sch Us Mid-cap Etf etf (SCHM) 0.2 $219k 4.1k 52.83
Bank of America Corporation (BAC) 0.1 $207k 6.9k 29.93
Boeing Company (BA) 0.1 $210k 640.00 328.12
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.1 $202k 2.0k 103.06
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $210k 4.1k 50.97
Alibaba Group Holding (BABA) 0.1 $207k 1.1k 183.19
Claymore Exchange Traded Fd fund 0.1 $203k 11k 19.35
Ford Motor Company (F) 0.1 $131k 12k 11.07
Amarin Corporation 0.0 $30k 10k 3.00