Phil A. Younker & Associates, Ltd. Portfolio Holdings by Sector
Phil A. Younker & Associates, Ltd.
- $102 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHZ SCHB SCHO GAL AOR SCHD SGOV SCHF 21 stocks |
$95.5 Million
94.0% of portfolio
|
8
|
10
|
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
BTI PM MO 3 stocks |
$4.25 Million
4.18% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$729,615
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$582,609
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$283,302
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$236,560
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
REKR 1 stocks |
$8,867
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
THM 1 stocks |
$6,320
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|