Youngs Advisory

Youngs Advisory Group as of June 30, 2022

Portfolio Holdings for Youngs Advisory Group

Youngs Advisory Group holds 52 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Air Products & Chemicals (APD) 9.9 $16M 67k 240.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.5 $15M 41k 377.26
Ishares Tr Core Msci Total (IXUS) 8.3 $14M 237k 57.03
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 7.8 $13M 242k 52.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.7 $11M 210k 51.61
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.4 $10M 25k 413.48
Ishares Tr Pfd And Incm Sec (PFF) 5.8 $9.5M 290k 32.88
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.7 $9.2M 69k 134.23
Vanguard Index Fds Value Etf (VTV) 4.9 $8.0M 61k 131.87
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.4 $7.1M 114k 62.73
Select Sector Spdr Tr Technology (XLK) 3.9 $6.3M 50k 127.11
Global X Fds Us Pfd Etf (PFFD) 3.7 $6.0M 281k 21.21
Apple (AAPL) 3.3 $5.4M 40k 136.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.8 $4.6M 119k 38.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $4.4M 16k 273.02
Vanguard Index Fds Small Cp Etf (VB) 1.9 $3.1M 18k 176.13
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 1.4 $2.2M 56k 39.92
C3 Ai Cl A (AI) 1.1 $1.8M 101k 18.26
First Tr Exchange-traded High Incm Strgc (HISF) 1.0 $1.6M 36k 44.89
Ssga Active Etf Tr Incom Allo Etf (INKM) 1.0 $1.6M 51k 30.74
Amazon (AMZN) 0.8 $1.2M 12k 106.24
OraSure Technologies (OSUR) 0.5 $768k 284k 2.71
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.4 $678k 82k 8.30
Pfizer (PFE) 0.4 $596k 11k 52.40
CMC Materials 0.4 $587k 3.4k 174.55
Walt Disney Company (DIS) 0.3 $558k 5.9k 94.48
Essential Utils (WTRG) 0.3 $543k 12k 45.81
Microsoft Corporation (MSFT) 0.3 $522k 2.0k 256.76
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $510k 7.2k 70.49
Orion Engineered Carbons (OEC) 0.3 $466k 30k 15.53
Visa Com Cl A (V) 0.3 $452k 2.3k 196.95
Verizon Communications (VZ) 0.3 $451k 8.9k 50.74
Alphabet Cap Stk Cl A (GOOGL) 0.3 $441k 202.00 2183.17
Exxon Mobil Corporation (XOM) 0.3 $416k 4.9k 85.61
Tesla Motors (TSLA) 0.2 $400k 594.00 673.40
JPMorgan Chase & Co. (JPM) 0.2 $388k 3.4k 112.69
Alphabet Cap Stk Cl C (GOOG) 0.2 $385k 176.00 2187.50
McDonald's Corporation (MCD) 0.2 $359k 1.5k 246.57
Johnson & Johnson (JNJ) 0.2 $359k 2.0k 177.63
Ishares Tr Core S&p500 Etf (IVV) 0.2 $347k 915.00 379.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $332k 5.7k 57.94
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $313k 2.2k 143.58
At&t (T) 0.2 $278k 13k 20.94
Coca-Cola Company (KO) 0.1 $220k 3.5k 62.97
Enbridge (ENB) 0.1 $218k 5.2k 42.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $216k 988.00 218.62
Astrazeneca Sponsored Adr (AZN) 0.1 $214k 3.2k 66.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $210k 2.9k 72.16
Bristol Myers Squibb (BMY) 0.1 $206k 2.7k 77.15
Public Service Enterprise (PEG) 0.1 $206k 3.3k 63.35
Vinco Ventures 0.0 $42k 30k 1.40
Velodyne Lidar 0.0 $10k 10k 1.00