Youngs Advisory Group as of June 30, 2020
Portfolio Holdings for Youngs Advisory Group
Youngs Advisory Group holds 29 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Air Products & Chemicals (APD) | 36.8 | $18M | 75k | 241.46 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 14.3 | $7.1M | 40k | 178.52 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 14.2 | $7.0M | 22k | 324.46 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.4 | $3.6M | 12k | 308.33 | |
Apple (AAPL) | 6.3 | $3.1M | 8.5k | 364.79 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 2.2 | $1.1M | 153k | 7.12 | |
Amazon (AMZN) | 2.2 | $1.1M | 388.00 | 2757.73 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.1 | $1.1M | 10k | 101.78 | |
Cabot Microelectronics Corporation | 1.4 | $683k | 4.9k | 139.53 | |
Essential Utils (WTRG) | 1.3 | $626k | 15k | 42.23 | |
Disney Walt Com Disney (DIS) | 1.1 | $519k | 4.7k | 111.47 | |
Eaton Vance Tax-Managed Global Buy-Write (ETW) | 1.1 | $519k | 60k | 8.64 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 1.0 | $482k | 8.5k | 56.82 | |
Visa Com Cl A (V) | 0.9 | $448k | 2.3k | 193.19 | |
OraSure Technologies (OSUR) | 0.8 | $407k | 35k | 11.64 | |
Verizon Communications (VZ) | 0.8 | $382k | 6.9k | 55.08 | |
Johnson & Johnson (JNJ) | 0.7 | $331k | 2.4k | 140.49 | |
At&t (T) | 0.7 | $331k | 11k | 30.24 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $287k | 3.1k | 93.94 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $286k | 2.8k | 101.42 | |
Microsoft Corporation (MSFT) | 0.5 | $271k | 1.3k | 203.30 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $250k | 12k | 21.76 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.5 | $239k | 2.0k | 121.94 | |
McDonald's Corporation (MCD) | 0.5 | $235k | 1.3k | 184.17 | |
Facebook Cl A (META) | 0.4 | $220k | 968.00 | 227.27 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $220k | 1.1k | 191.64 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $219k | 4.2k | 52.52 | |
Orion Engineered Carbons (OEC) | 0.3 | $159k | 15k | 10.60 | |
Stonemor | 0.0 | $15k | 20k | 0.77 |