Phil A. Younker & Associates, Ltd. Portfolio Holdings by Sector
Phil A. Younker & Associates, Ltd.
- $101 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHB SCHZ GAL SCHO AOR SGOV SCHD SCHF 21 stocks |
$94.9 Million
93.57% of portfolio
|
  4  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
BTI PM MO 3 stocks |
$4.38 Million
4.32% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$805,415
0.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$559,678
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$529,633
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$239,659
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
THM 1 stocks |
$8,555
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|