Youngs Advisory Group as of March 31, 2019
Portfolio Holdings for Youngs Advisory Group
Youngs Advisory Group holds 35 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco S&p 500 Equal Weight Etf (RSP) | 14.8 | $17M | 163k | 104.44 | |
| Air Products & Chemicals (APD) | 13.6 | $16M | 82k | 190.96 | |
| SPDR S&P MidCap 400 ETF (MDY) | 12.3 | $14M | 41k | 345.41 | |
| Schwab Strategic Tr cmn (SCHV) | 11.0 | $13M | 232k | 54.74 | |
| Schwab International Equity ETF (SCHF) | 9.8 | $11M | 359k | 31.31 | |
| Berkshire Hathaway (BRK.B) | 6.5 | $7.5M | 38k | 200.90 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 6.4 | $7.4M | 123k | 59.70 | |
| Global X Fds glb x mlp enr | 6.4 | $7.3M | 557k | 13.19 | |
| Schwab U S Broad Market ETF (SCHB) | 5.3 | $6.2M | 91k | 68.05 | |
| Schwab U S Small Cap ETF (SCHA) | 4.0 | $4.6M | 65k | 69.93 | |
| Apple (AAPL) | 1.6 | $1.8M | 9.6k | 189.94 | |
| Schwab Strategic Tr schwab fdt us bm (FNDB) | 1.1 | $1.3M | 35k | 37.61 | |
| Cabot Microelectronics Corporation | 0.6 | $717k | 6.4k | 112.00 | |
| Visa (V) | 0.6 | $663k | 4.2k | 156.18 | |
| Amazon (AMZN) | 0.6 | $646k | 363.00 | 1779.61 | |
| iShares Dow Jones Select Dividend (DVY) | 0.6 | $647k | 6.6k | 98.13 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.6 | $644k | 66k | 9.78 | |
| Walt Disney Company (DIS) | 0.4 | $486k | 4.4k | 110.96 | |
| Amarin Corporation | 0.4 | $419k | 20k | 20.78 | |
| Versum Matls | 0.3 | $390k | 7.8k | 50.30 | |
| OraSure Technologies (OSUR) | 0.3 | $379k | 34k | 11.16 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.3 | $324k | 6.4k | 50.33 | |
| Johnson & Johnson (JNJ) | 0.3 | $311k | 2.2k | 139.78 | |
| Yum! Brands (YUM) | 0.3 | $315k | 3.2k | 99.75 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $293k | 2.9k | 101.38 | |
| At&t (T) | 0.2 | $265k | 8.4k | 31.37 | |
| Verizon Communications (VZ) | 0.2 | $259k | 4.4k | 59.13 | |
| Boeing Company (BA) | 0.2 | $231k | 605.00 | 381.82 | |
| Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) | 0.2 | $227k | 12k | 19.76 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $224k | 2.8k | 79.43 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.2 | $224k | 4.1k | 55.31 | |
| McDonald's Corporation (MCD) | 0.2 | $209k | 1.1k | 190.17 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.2 | $212k | 2.0k | 106.53 | |
| Energy Transfer Equity (ET) | 0.1 | $156k | 10k | 15.39 | |
| Global X Fds glbl x mlp etf | 0.1 | $111k | 13k | 8.88 |
