Youngs Advisory Group, Inc. has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $223 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $33.3M, Spdr S&P 500 ETF Trust with a value of $33.1M, Invesco S&P 500 Equal Weight E with a value of $19.4M, Technology Sector Spdr with a value of $18.8M, and Vanguard Ftse Europe ETF Ftse with a value of $17.1M.

Examining the 13F form we can see an increase of $24M in the current position value, from $199M to 223M.

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

Portfolio value $223 Million
ETFs: $184 Million
Basic Materials: $14.5 Million
Technology: $10.9 Million
Financial Services: $6.45 Million
Communication Services: $2.79 Million
Consumer Cyclical: $2.39 Million
Energy: $681,000
Healthcare: $514,000
Other: $805,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 47
  • Current Value $223 Million
  • Prior Value $199 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Youngs Advisory Group, Inc. Portfolio

Follow Youngs Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Youngs Advisory Group, Inc., based on Form 13F filings with the SEC.


Stay updated on Youngs Advisory Group, Inc. with notifications on news.