Youngs Advisory Group as of March 31, 2021
Portfolio Holdings for Youngs Advisory Group
Youngs Advisory Group holds 34 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Air Products & Chemicals (APD) | 25.9 | $21M | 74k | 281.34 | |
| Global X Fds Us Pfd Etf (PFFD) | 19.2 | $15M | 603k | 25.51 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.8 | $11M | 28k | 396.34 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 11.5 | $9.2M | 19k | 476.06 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.8 | $6.3M | 25k | 255.45 | |
| Apple (AAPL) | 5.3 | $4.2M | 35k | 122.13 | |
| Amazon (AMZN) | 1.6 | $1.3M | 426.00 | 3093.90 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.2 | $961k | 125k | 7.68 | |
| CMC Materials | 1.1 | $865k | 4.9k | 176.71 | |
| Walt Disney Company (DIS) | 1.1 | $842k | 4.6k | 184.61 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.9 | $743k | 72k | 10.32 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $735k | 5.2k | 141.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $697k | 337.00 | 2068.25 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $542k | 3.6k | 152.16 | |
| Essential Utils (WTRG) | 0.7 | $530k | 12k | 44.71 | |
| Visa Com Cl A (V) | 0.6 | $507k | 2.4k | 211.78 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.6 | $465k | 5.4k | 85.83 | |
| Microsoft Corporation (MSFT) | 0.5 | $435k | 1.8k | 235.77 | |
| OraSure Technologies (OSUR) | 0.5 | $410k | 35k | 11.66 | |
| Verizon Communications (VZ) | 0.5 | $374k | 6.4k | 58.17 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $366k | 2.8k | 129.79 | |
| Facebook Cl A (META) | 0.4 | $343k | 1.2k | 294.42 | |
| At&t (T) | 0.4 | $342k | 11k | 30.24 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $324k | 5.8k | 55.89 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $310k | 4.2k | 74.34 | |
| Orion Engineered Carbons (OEC) | 0.4 | $296k | 15k | 19.73 | |
| McDonald's Corporation (MCD) | 0.4 | $288k | 1.3k | 224.12 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.3 | $248k | 12k | 21.58 | |
| Tesla Motors (TSLA) | 0.3 | $237k | 355.00 | 667.61 | |
| Home Depot (HD) | 0.3 | $223k | 729.00 | 305.90 | |
| Chevron Corporation (CVX) | 0.3 | $223k | 2.1k | 104.65 | |
| PNC Financial Services (PNC) | 0.3 | $207k | 1.2k | 175.72 | |
| Netflix (NFLX) | 0.3 | $206k | 395.00 | 521.52 | |
| Bank of America Corporation (BAC) | 0.3 | $203k | 5.2k | 38.70 |
