Youngs Advisory Group as of Sept. 30, 2020
Portfolio Holdings for Youngs Advisory Group
Youngs Advisory Group holds 27 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 40.7 | $22M | 74k | 297.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 14.6 | $7.9M | 37k | 212.96 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 12.9 | $7.0M | 21k | 338.85 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 7.9 | $4.3M | 13k | 334.92 | |
| Apple (AAPL) | 7.2 | $3.9M | 33k | 115.81 | |
| Amazon (AMZN) | 2.1 | $1.1M | 355.00 | 3149.30 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.4 | $749k | 138k | 5.42 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $695k | 6.4k | 108.17 | |
| Essential Utils (WTRG) | 1.1 | $597k | 15k | 40.28 | |
| Disney Walt Com Disney (DIS) | 1.0 | $562k | 4.5k | 124.25 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.9 | $513k | 60k | 8.54 | |
| Visa Com Cl A (V) | 0.9 | $468k | 2.3k | 200.09 | |
| OraSure Technologies (OSUR) | 0.8 | $429k | 35k | 12.20 | |
| Verizon Communications (VZ) | 0.7 | $400k | 6.7k | 59.50 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.7 | $377k | 6.4k | 59.04 | |
| Johnson & Johnson (JNJ) | 0.7 | $359k | 2.4k | 148.90 | |
| At&t (T) | 0.6 | $335k | 12k | 28.55 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $325k | 2.8k | 115.25 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $315k | 3.3k | 96.33 | |
| Microsoft Corporation (MSFT) | 0.5 | $283k | 1.3k | 210.57 | |
| Facebook Cl A (META) | 0.5 | $272k | 1.0k | 262.30 | |
| McDonald's Corporation (MCD) | 0.5 | $272k | 1.2k | 219.89 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.5 | $253k | 12k | 22.02 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $239k | 2.0k | 121.94 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $232k | 4.2k | 55.64 | |
| Orion Engineered Carbons (OEC) | 0.3 | $188k | 15k | 12.53 | |
| Stonemor | 0.0 | $19k | 20k | 0.97 |
