Phil A. Younker & Associates, Ltd. Portfolio Holdings
Phil A. Younker & Associates, Ltd.
- $101 Billion
- Q2 2025
Phil A. Younker & Associates, Ltd. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 29 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $22B, Schwab Us Aggregate Bond ETF with a value of $19.8B, Ssga Active ETF Tr with a value of $9.09B, Schwab Short Term Us Treasury with a value of $7.72B, and Ishares Tr Core Growth Allocat with a value of $7.24B.
Examining the 13F form we can see an decrease of $153M in the current position value, from $102B to 101B.
Phil A. Younker & Associates, Ltd. is based out at Fairbanks, AK
Below you can find more details about Phil A. Younker & Associates, Ltd. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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