Phil A. Younker & Associates, Ltd. Portfolio Holdings

Phil A. Younker & Associates, Ltd.

  • $100 Billion
  • Q4 2024

Phil A. Younker & Associates, Ltd. has filed its 13F form on April 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $100 Billion distributed in 28 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 $24.6B, Schwab Us Aggregate Bond ETF with a value of $22.3B, Schwab Short Term Us Treasury with a value of $9.42B, Ssga Active ETF Tr with a value of $8.78B, and Ishares Tr Core Growth Allocat with a value of $6.94B.

Examining the 13F form we can see an increase of $100B in the current position value.

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.

Portfolio value $100 Billion
ETFs: $95.2 Billion
Consumer Defensive: $4.08 Billion
Energy: $525 Million
Financial Services: $213 Million
Technology: $15.6 Million
Basic Materials: $4.55 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.6 Billion 24.57% of portfolio
1,082,816
Q4 2024 New
$0
$22.3 Billion 22.3% of portfolio
983,037
Q4 2024 New
$0
$9.42 Billion 9.42% of portfolio
391,599
Q4 2024 New
$0
$8.78 Billion 8.77% of portfolio
198,620
Q4 2024 New
$0
$6.94 Billion 6.94% of portfolio
121,111
Q4 2024 New
$0
$4.93 Billion 4.93% of portfolio
180,517
Q4 2024 New
$0
$3.99 Billion 3.99% of portfolio
215,559
Q4 2024 New
$0
$3.75 Billion 3.75% of portfolio
41,046
Q4 2024 New
$0
$3.13 Billion 3.13% of portfolio
135,228
Q4 2024 New
$92.8B
$1.68 Billion 1.68% of portfolio
46,256
Q4 2024 New
$108B
$1.11 Billion 1.11% of portfolio
21,282
Q4 2024 New
$0
$1.08 Billion 1.08% of portfolio
41,798
Q4 2024 New
$246B
$1.03 Billion 1.03% of portfolio
8,583
Q4 2024 New
$0
$964 Million 0.96% of portfolio
39,686
Q4 2024 New
$0
$874 Million 0.87% of portfolio
9,455
Q4 2024 New
$0
$867 Million 0.87% of portfolio
7,500
Q4 2024 New
$0
$689 Million 0.69% of portfolio
6,950
Q4 2024 New
$0
$656 Million 0.66% of portfolio
15,696
Q4 2024 New
$496B
$525 Million 0.53% of portfolio
4,885
Q4 2024 New
$0
$481 Million 0.48% of portfolio
17,252
Q4 2024 New
$0
$426 Million 0.43% of portfolio
18,000
Q4 2024 New
$0
$313 Million 0.31% of portfolio
12,000
Q4 2024 New
$0
$307 Million 0.31% of portfolio
6,250
Q4 2024 New
$238B
$257 Million 0.26% of portfolio
2,850
Q4 2024 New
$573B
$213 Million 0.21% of portfolio
675
Q4 2024 New
$48.2M
$15.6 Million 0.02% of portfolio
10,000
Q4 2024 New
$127M
$4.55 Million 0.0% of portfolio
10,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $100 Billion
  • Filing
  • Period Q4 2024
  • Filing Date April 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 28 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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