Phil A. Younker & Associates, Ltd. Portfolio Holdings by Sector
Phil A. Younker & Associates, Ltd.
- $131 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHZ SCHB SGOV SCHO GAL AOR SCHD SCHF 24 stocks |
$125 Million
95.73% of portfolio
|
  15  
|
  4  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
BTI PM 2 stocks |
$2.91 Million
2.23% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$891,566
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$689,817
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$510,411
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$230,432
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$217,594
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JELD 1 stocks |
$108,020
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
THM 1 stocks |
$16,400
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|