Youngs Advisory Group, Inc. Purchases in Q1 2025

Youngs Advisory Group, Inc.

  • $240 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
103K
New
$50.44 - $58.1 $5.22M - $6.01M
103K $5.33M
IXUS
Ishares Tr

ETFs
26.2K
+ 4.99%
$65.06 - $72.31 $1.71M - $1.9M
552K $38.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
6.29K
+ 19.9%
$283.24 - $338.07 $1.78M - $2.13M
37.9K $11.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.85K
+ 4.15%
$169.43 - $182.84 $822K - $887K
122K $21.1M
IXP
Ishares Global Comm Services E

ETFs
2.56K
New
$95.48 - $106.93 $244K - $273K
2.56K $247K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.54K
+ 96.0%
$168.84 - $202.89 $259K - $312K
3.14K $551K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
35K
+ 3.76%
$19.04 - $20.15 $667K - $706K
968K $18.4M
KO
Coca Cola CO

Consumer Defensive
3K
New
$60.81 - $72.32 $182K - $217K
3K $214K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.15K
+ 35.78%
$27.01 - $28.54 $193K - $204K
27.1K $759K
VDC
Vanguard Consumer Staples ETF

ETFs
970
New
$206.54 - $226.16 $200K - $219K
970 $212K
V
Visa Inc.

Financial Services
196
+ 15.97%
$306.92 - $362.71 $60.2K - $71.1K
1.42K $498K
META
Meta Platforms, Inc.

Communication Services
168
+ 15.75%
$576.36 - $736.67 $96.8K - $124K
1.24K $711K
NVDA
Nvidia Corp

Technology
3.42K
+ 30.07%
$106.98 - $149.43 $366K - $511K
14.8K $1.6M
AZN
Astrazeneca PLC

Healthcare
470
+ 14.03%
$65.37 - $77.96 $30.7K - $36.6K
3.82K $280K
NFLX
Netflix Inc

Communication Services
43
+ 12.25%
$828.4 - $1058.6 $35.6K - $45.5K
394 $367K
XLF
Financial Sector Spdr

ETFs
850
+ 10.47%
$47.32 - $52.19 $40.2K - $44.4K
8.97K $446K
IXG
Ishares Global Fin'L ETF

ETFs
65
+ 1.54%
$94.45 - $105.01 $6.14K - $6.83K
4.3K $442K
VZ
Verizon Communications Inc

Communication Services
4
+ 0.07%
$37.81 - $46.49 $151 - $186
5.45K $247K
PFF
Ishares Trust Ishares Pfd And

ETFs
235
+ 2.16%
$30.73 - $32.26 $7.22K - $7.58K
11.1K $340K
GOOGL
Alphabet Inc.

Communication Services
683
+ 20.73%
$154.33 - $206.19 $105K - $141K
3.98K $615K
PFE
Pfizer Inc

Healthcare
26
+ 0.24%
$25.01 - $27.13 $650 - $705
10.9K $275K
GOOG
Alphabet Inc.

Communication Services
395
+ 15.24%
$156.06 - $207.71 $61.6K - $82K
2.99K $466K
ORCL
Oracle Corp

Technology
71
+ 4.65%
$139.81 - $186.47 $9.93K - $13.2K
1.6K $223K
XLY
Select Sector Spdr Consumer Di

ETFs
50
+ 2.82%
$192.6 - $233.2 $9.63K - $11.7K
1.82K $360K
SCHG
Schwab Strategic Tr Us Large C

ETFs
500
+ 2.5%
$24.91 - $29.02 $12.5K - $14.5K
20.5K $513K
AMZN
Amazon Com Inc

Consumer Cyclical
1.09K
+ 11.02%
$190.26 - $242.06 $208K - $265K
11K $2.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
958
+ 3.54%
$522.96 - $601.18 $501K - $576K
28K $14.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.53K
+ 0.7%
$25.58 - $29.24 $64.7K - $74K
362K $9.49M
AAPL
Apple Inc.

Technology
730
+ 2.27%
$209.68 - $247.1 $153K - $180K
32.9K $7.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
933
+ 1.45%
$551.42 - $612.93 $514K - $572K
65.5K $36.6M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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