Youngs Advisory

Youngs Advisory Group as of Dec. 31, 2022

Portfolio Holdings for Youngs Advisory Group

Youngs Advisory Group holds 48 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Total (IXUS) 13.3 $22M 388k 57.88
Air Products & Chemicals (APD) 11.2 $19M 62k 308.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.6 $16M 43k 382.44
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 8.2 $14M 251k 55.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 6.4 $11M 25k 442.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 6.4 $11M 77k 141.25
Global X Fds Us Pfd Etf (PFFD) 6.3 $11M 553k 19.37
Vanguard Index Fds Value Etf (VTV) 5.5 $9.3M 66k 140.37
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.6 $7.7M 118k 65.61
Select Sector Spdr Tr Technology (XLK) 4.1 $7.0M 56k 124.44
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.0 $6.8M 167k 40.51
Apple (AAPL) 2.8 $4.8M 37k 129.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $4.2M 14k 308.90
Ishares Tr Pfd And Incm Sec (PFF) 2.5 $4.2M 137k 30.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.3 $3.9M 75k 51.72
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.0M 11k 183.54
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.8 $1.4M 35k 39.58
C3 Ai Cl A (AI) 0.7 $1.1M 101k 11.19
Ssga Active Etf Tr Incom Allo Etf (INKM) 0.6 $1.0M 35k 29.49
First Tr Exchange-traded High Incm Strgc (HISF) 0.6 $986k 22k 44.04
Amazon (AMZN) 0.6 $934k 11k 84.00
Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $921k 78k 11.87
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.4 $612k 79k 7.76
Pfizer (PFE) 0.3 $574k 11k 51.24
Microsoft Corporation (MSFT) 0.3 $541k 2.3k 239.82
Orion Engineered Carbons (OEC) 0.3 $534k 30k 17.81
Exxon Mobil Corporation (XOM) 0.3 $519k 4.7k 110.31
Walt Disney Company (DIS) 0.3 $516k 5.9k 86.89
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $464k 6.4k 72.24
JPMorgan Chase & Co. (JPM) 0.3 $447k 3.3k 134.11
OraSure Technologies (OSUR) 0.2 $403k 84k 4.82
Ishares Tr Core S&p500 Etf (IVV) 0.2 $352k 915.00 384.21
Johnson & Johnson (JNJ) 0.2 $348k 2.0k 176.68
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $331k 2.2k 151.86
McDonald's Corporation (MCD) 0.2 $331k 1.3k 263.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $330k 1.4k 241.89
Essential Utils (WTRG) 0.2 $324k 6.8k 47.73
Verizon Communications (VZ) 0.2 $323k 8.2k 39.40
Alphabet Cap Stk Cl A (GOOGL) 0.2 $322k 3.6k 88.23
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $318k 5.7k 55.56
Alphabet Cap Stk Cl C (GOOG) 0.2 $289k 3.3k 88.73
Visa Com Cl A (V) 0.2 $278k 1.3k 207.91
Jacobs Engineering Group (J) 0.1 $224k 1.9k 120.07
Coca-Cola Company (KO) 0.1 $222k 3.5k 63.61
Astrazeneca Sponsored Adr (AZN) 0.1 $215k 3.2k 67.80
At&t (T) 0.1 $214k 12k 18.41
Vinco Ventures 0.0 $40k 87k 0.46
Velodyne Lidar 0.0 $7.4k 10k 0.74