YOUNGS ADVISORY GROUP, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
YA YOUNGS ADVISORY GROUP, INC. | Institutional Filer | ▲ 0.14% | $281.4M | 66 |
Current Portfolio Holdings
Showing all 66 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | — | 625K | $54.1M | 19.23% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 61K | $39.9M | 14.19% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | — | 130K | $24.9M | 8.86% |
| 4 | XLK | Technology Select Sector SPDR Fund | — | 179K | $23.8M | 8.47% |
| 5 | MDY | STATE STR SPDR S&P MIDCAP 40 | — | 33K | $20.1M | 7.14% |
| 6 | PFFD | GLOBAL X FDS | — | 990K | $18.2M | 6.48% |
| 7 | DFAT | DIMENSIONAL ETF TRUST | — | 276K | $17.2M | 6.12% |
| 8 | APD | Air Products and Chemicals, Inc. | Basic Materials | 42K | $12.2M | 4.32% |
| 9 | SCHA | SCHWAB STRATEGIC TR | — | 396K | $11.5M | 4.10% |
| 10 | SCHM | SCHWAB STRATEGIC TR | — | 319K | $9.9M | 3.51% |
| 11 | AVMC | AMERICAN CENTY ETF TR | — | 106K | $7.6M | 2.71% |
| 12 | AAPL | Apple Inc. | Technology | 30K | $7.6M | 2.70% |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | — | 55K | $4.6M | 1.62% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 9K | $4.3M | 1.52% |
| 15 | NVDA | NVIDIA Corporation | Technology | 12K | $2.0M | 0.72% |
Showing 1 to 15 of 66 holdings