Youngs Advisory Group as of Dec. 31, 2019
Portfolio Holdings for Youngs Advisory Group
Youngs Advisory Group holds 41 positions in its portfolio as reported in the December 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) | 16.5 | $20M | 176k | 115.72 | |
| Air Products & Chemicals (APD) | 14.4 | $18M | 76k | 234.98 | |
| SPDR S&P MidCap 400 ETF (MDY) | 12.2 | $15M | 40k | 375.39 | |
| Schwab Strategic Tr cmn (SCHV) | 11.2 | $14M | 230k | 60.12 | |
| Schwab International Equity ETF (SCHF) | 8.7 | $11M | 321k | 33.63 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 7.2 | $8.9M | 138k | 64.52 | |
| Berkshire Hathaway (BRK.B) | 6.6 | $8.2M | 36k | 226.51 | |
| Global X Fds glb x mlp enr | 5.8 | $7.1M | 578k | 12.28 | |
| Schwab U S Broad Market ETF (SCHB) | 4.5 | $5.6M | 73k | 76.87 | |
| Apple (AAPL) | 2.1 | $2.6M | 8.9k | 293.67 | |
| Schwab Strategic Tr schwab fdt us bm (FNDB) | 1.2 | $1.5M | 35k | 42.15 | |
| Walt Disney Company (DIS) | 0.7 | $914k | 6.3k | 144.69 | |
| Schwab U S Small Cap ETF (SCHA) | 0.7 | $859k | 11k | 75.65 | |
| iShares Dow Jones Select Dividend (DVY) | 0.6 | $754k | 7.1k | 105.71 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.6 | $720k | 69k | 10.37 | |
| Cabot Microelectronics Corporation | 0.6 | $706k | 4.9k | 144.23 | |
| Aqua America | 0.6 | $696k | 15k | 46.95 | |
| Visa (V) | 0.5 | $632k | 3.4k | 187.98 | |
| Amazon (AMZN) | 0.5 | $610k | 330.00 | 1848.48 | |
| At&t (T) | 0.3 | $436k | 11k | 39.08 | |
| Amarin Corporation | 0.3 | $432k | 20k | 21.43 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $424k | 3.0k | 139.52 | |
| Verizon Communications (VZ) | 0.3 | $395k | 6.4k | 61.38 | |
| Johnson & Johnson (JNJ) | 0.3 | $341k | 2.3k | 145.73 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.3 | $348k | 6.4k | 54.73 | |
| Yum! Brands (YUM) | 0.3 | $327k | 3.2k | 100.86 | |
| Boeing Company (BA) | 0.2 | $311k | 955.00 | 325.65 | |
| OraSure Technologies (OSUR) | 0.2 | $281k | 35k | 8.03 | |
| Orion Engineered Carbons (OEC) | 0.2 | $290k | 15k | 19.33 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $262k | 2.8k | 92.91 | |
| McDonald's Corporation (MCD) | 0.2 | $250k | 1.3k | 197.32 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.2 | $244k | 4.1k | 60.25 | |
| Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) | 0.2 | $241k | 12k | 20.97 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $221k | 166.00 | 1331.33 | |
| Intel Corporation (INTC) | 0.2 | $212k | 3.5k | 59.82 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.2 | $216k | 2.0k | 110.20 | |
| iShares Russell 1000 Growth Index (IWF) | 0.2 | $202k | 1.1k | 175.96 | |
| Facebook Inc cl a (META) | 0.2 | $202k | 982.00 | 205.70 | |
| Energy Transfer Equity (ET) | 0.1 | $156k | 12k | 12.80 | |
| Global X Fds glbl x mlp etf | 0.1 | $131k | 17k | 7.91 | |
| StoneMor Partners | 0.0 | $28k | 20k | 1.43 |
