Youngs Advisory

Youngs Advisory Group as of Dec. 31, 2018

Portfolio Holdings for Youngs Advisory Group

Youngs Advisory Group holds 34 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Air Products & Chemicals (APD) 11.5 $13M 82k 160.05
SPDR S&P MidCap 400 ETF (MDY) 11.4 $13M 43k 302.67
Invesco S&p 500 Equal Weight Etf (RSP) 10.8 $12M 134k 91.40
Schwab International Equity ETF (SCHF) 9.6 $11M 384k 28.35
Schwab Strategic Tr cmn (SCHV) 9.3 $11M 215k 49.29
Berkshire Hathaway (BRK.B) 6.5 $7.4M 36k 204.18
Schwab U S Small Cap ETF (SCHA) 6.4 $7.3M 120k 60.68
SPDR DJ Wilshire Small Cap Growth (SLYG) 5.1 $5.8M 108k 53.94
Schwab U S Broad Market ETF (SCHB) 4.9 $5.6M 94k 59.93
Ishares Tr core strm usbd (ISTB) 4.6 $5.3M 107k 49.06
Global X Fds glb x mlp enr 4.3 $4.9M 447k 10.93
Global X Fds glbl x mlp etf 2.3 $2.6M 343k 7.67
Energy Select Sector SPDR (XLE) 2.1 $2.4M 41k 57.36
iShares Dow Jones Select Dividend (DVY) 2.0 $2.3M 26k 89.29
Schwab Strategic Tr schwab fdt us bm (FNDB) 1.9 $2.2M 64k 33.49
Apple (AAPL) 1.3 $1.5M 9.5k 157.71
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.9 $1.0M 107k 9.53
Cabot Microelectronics Corporation 0.5 $610k 6.4k 95.28
Visa (V) 0.5 $600k 4.5k 131.93
Amazon (AMZN) 0.5 $545k 363.00 1501.38
Walt Disney Company (DIS) 0.4 $471k 4.3k 109.74
OraSure Technologies (OSUR) 0.3 $397k 34k 11.69
Versum Matls 0.3 $399k 14k 27.70
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.3 $293k 6.6k 44.31
Yum! Brands (YUM) 0.2 $290k 3.2k 91.86
Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) 0.2 $286k 15k 18.83
JPMorgan Chase & Co. (JPM) 0.2 $273k 2.8k 97.64
Amarin Corporation 0.2 $274k 20k 13.59
Exxon Mobil Corporation (XOM) 0.2 $255k 3.7k 68.18
Verizon Communications (VZ) 0.2 $246k 4.4k 56.16
Invesco Variable Rate Preferred Etf etf (VRP) 0.2 $255k 11k 22.84
At&t (T) 0.2 $207k 7.2k 28.57
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $207k 2.0k 104.02
Energy Transfer Equity (ET) 0.1 $133k 10k 13.21