Youngs Advisory Group, Inc. Portfolio Holdings

Youngs Advisory Group, Inc.

  • $280 Million
  • Q3 2025

Youngs Advisory Group, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $280 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $51.5M, Spdr S&P 500 ETF Trust with a value of $42.4M, Technology Sector Spdr with a value of $26.5M, Invesco S&P 500 Equal Weight E with a value of $23.5M, and Global X Fds U S Pfd ETF (De) with a value of $18.6M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $262M to 280M.

Below you can find more details about Youngs Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
ETFs: $236 Million
Technology: $16.1 Million
Basic Materials: $12.3 Million
Financial Services: $7.44 Million
Consumer Cyclical: $3.49 Million
Communication Services: $2.87 Million
Healthcare: $886,000
Energy: $508,000
Other: $295,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.5 Million 18.38% of portfolio
624,144
Q3 2025 Added 1.03%
$0
$42.4 Million 15.11% of portfolio
63,585
Q3 2025 Reduced 0.1%
$0
$26.5 Million 9.45% of portfolio
94,006
Q3 2025 Reduced 1.51%
$0
$23.5 Million 8.39% of portfolio
124,043
Q3 2025 Reduced 0.58%
$0
$18.6 Million 6.65% of portfolio
959,626
Q3 2025 Added 1.27%
$0
$17.2 Million 6.13% of portfolio
28,835
Q3 2025 Added 1.7%
$0
$14.8 Million 5.26% of portfolio
253,581
Q3 2025 Added 4.66%
$0
$12.2 Million 4.34% of portfolio
436,104
Q3 2025 Reduced 2.22%
$57.5B
$11.3 Million 4.04% of portfolio
41,529
Q3 2025 Added 9.56%
$0
$10.6 Million 3.78% of portfolio
357,563
Q3 2025 Reduced 0.27%
$4.3T
$8.99 Million 3.21% of portfolio
35,323
Q3 2025 Reduced 1.09%
$0
$6.17 Million 2.2% of portfolio
77,294
Q3 2025 Reduced 14.07%
$0
$4.83 Million 1.72% of portfolio
54,023
Q3 2025 Reduced 10.41%
$662B
$4.76 Million 1.7% of portfolio
9,461
Q2 2025 Reduced 11.05%
$1.48B
$3.74 Million 1.33% of portfolio
215,686
Q2 2025 New
$465B
$2.32 Million 0.83% of portfolio
12,408
Q3 2025 Added 0.67%
$881B
$960,000 0.34% of portfolio
3,044
Q3 2025 Added 0.23%
$367B
$795,000 0.28% of portfolio
1,963
Q3 2025 Added 110.17%
$1.65T
$730,000 0.26% of portfolio
3,005
Q2 2025 Reduced 24.46%
$3.78T
$724,000 0.26% of portfolio
1,398
Q3 2025 Reduced 4.12%
$1.37T
$714,000 0.25% of portfolio
973
Q3 2025 Reduced 5.81%
$74.3B
$615,000 0.22% of portfolio
3,061
Q3 2025 Reduced 2.39%
$1.74T
$623,000 0.22% of portfolio
2,560
Q2 2025 Reduced 14.3%
$0
$606,000 0.22% of portfolio
22,215
Q3 2025 Reduced 1.79%
$0
$548,000 0.2% of portfolio
17,200
Q3 2025 Reduced 0.66%
$0
$522,000 0.19% of portfolio
4,475
Q3 2025 Added 0.56%
$440M
$520,000 0.19% of portfolio
26,859
Q3 2025 New
$0
$509,000 0.18% of portfolio
9,454
Q3 2025 Reduced 1.1%
$52.5B
$508,000 0.18% of portfolio
29,628
Q3 2025 Added 0.06%
$0
$501,000 0.18% of portfolio
55,380
Q2 2025 Reduced 18.5%
$277M
$494,000 0.18% of portfolio
65,186
Q3 2025 Added 117.29%
$0
$450,000 0.16% of portfolio
14,260
Q3 2025 Added 8.12%
$0
$462,000 0.16% of portfolio
1,929
Q3 2025 Added 0.52%
$193B
$434,000 0.15% of portfolio
3,797
Q2 2025 Reduced 41.12%
$0
$407,000 0.15% of portfolio
4,325
Q3 2025 Reduced 3.14%
$0
$426,000 0.15% of portfolio
2,765
Q2 2025 Added 4.73%
$533B
$408,000 0.15% of portfolio
1,197
Q3 2025 Added 0.25%
$0
$370,000 0.13% of portfolio
1,893
Q3 2025 Reduced 4.54%
$49.1B
$369,000 0.13% of portfolio
308
Q2 2025 Reduced 21.83%
$0
$354,000 0.13% of portfolio
2,870
Q3 2025 Added 1.59%
$522B
$357,000 0.13% of portfolio
1,927
Q2 2025 New
$0
$377,000 0.13% of portfolio
806
Q2 2023 New
$224B
$340,000 0.12% of portfolio
1,120
Q3 2025 Reduced 1.32%
$593B
$325,000 0.12% of portfolio
1,157
Q3 2025 Reduced 26.4%
$204B
$295,000 0.11% of portfolio
2,105
Q2 2025 Reduced 8.68%
$0
$274,000 0.1% of portfolio
457
Q3 2025 Added 1.11%
$0
$279,000 0.1% of portfolio
1,497
Q2 2025 Reduced 54.15%
$141B
$276,000 0.1% of portfolio
10,838
Q2 2025 Reduced 0.23%
$0
$292,000 0.1% of portfolio
2,103
Q2 2025 Reduced 14.62%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $280 Million
  • Prior Value $262 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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