Youngs Advisory Group as of Dec. 31, 2020
Portfolio Holdings for Youngs Advisory Group
Youngs Advisory Group holds 29 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 27.2 | $20M | 74k | 273.21 | |
| Global X Fds Us Pfd Etf (PFFD) | 19.2 | $14M | 550k | 25.80 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.0 | $8.9M | 24k | 373.87 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 11.3 | $8.4M | 20k | 419.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.0 | $6.6M | 29k | 231.88 | |
| Apple (AAPL) | 6.1 | $4.5M | 34k | 132.69 | |
| Amazon (AMZN) | 1.8 | $1.4M | 415.00 | 3257.83 | |
| Walt Disney Company (DIS) | 1.1 | $846k | 4.7k | 181.12 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.1 | $781k | 126k | 6.18 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $777k | 6.1k | 127.48 | |
| CMC Materials | 1.0 | $741k | 4.9k | 151.38 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.9 | $659k | 68k | 9.68 | |
| Essential Utils (WTRG) | 0.9 | $631k | 13k | 47.31 | |
| Visa Com Cl A (V) | 0.7 | $506k | 2.3k | 218.67 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.7 | $488k | 6.4k | 76.43 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $452k | 3.6k | 127.00 | |
| Verizon Communications (VZ) | 0.6 | $410k | 7.0k | 58.71 | |
| At&t (T) | 0.5 | $390k | 14k | 28.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $388k | 221.00 | 1755.66 | |
| Microsoft Corporation (MSFT) | 0.5 | $374k | 1.7k | 222.75 | |
| OraSure Technologies (OSUR) | 0.5 | $372k | 35k | 10.58 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $362k | 2.8k | 128.37 | |
| Johnson & Johnson (JNJ) | 0.4 | $332k | 2.1k | 157.27 | |
| Facebook Cl A (META) | 0.4 | $307k | 1.1k | 273.37 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $284k | 4.2k | 68.11 | |
| McDonald's Corporation (MCD) | 0.4 | $276k | 1.3k | 214.79 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.3 | $257k | 12k | 22.37 | |
| Orion Engineered Carbons (OEC) | 0.3 | $257k | 15k | 17.13 | |
| Stonemor | 0.1 | $52k | 20k | 2.65 |
