Youngs Advisory Group, Inc. Reduced Holdings in Q2 2025

Youngs Advisory Group, Inc.

  • $262 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-126K
- 58.33%
$62.73 - $78.42 $7.9M - $9.87M
90K $6.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.18K
- 11.05%
$483.48 - $539.8 $568K - $634K
9.46K $4.6M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-20.1K
- 2.08%
$18.11 - $18.97 $364K - $381K
948K $17.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.32K
- 6.68%
$83.97 - $92.85 $362K - $401K
60.3K $5.32M
APD
Air Products & Chemicals, Inc.

Basic Materials
-13
- 0.03%
$248.61 - $294.96 $3.23K - $3.83K
37.9K $10.7M
VTV
Vanguard Value ETF

ETFs
-1.77K
- 54.15%
$153.67 - $176.74 $272K - $312K
1.5K $264K
MSFT
Microsoft Corp

Technology
-964
- 39.8%
$354.56 - $497.45 $342K - $480K
1.46K $725K
DIS
Walt Disney CO

Communication Services
-2.65K
- 41.12%
$81.72 - $124.01 $217K - $329K
3.8K $470K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.53K
- 16.69%
$24.32 - $27.87 $110K - $126K
22.6K $599K
GOOGL
Alphabet Inc.

Communication Services
-973
- 24.46%
$144.7 - $178.6 $141K - $174K
3.01K $529K
IXJ
Ishares Global Healthcare ETF

ETFs
-730
- 20.19%
$82.3 - $90.02 $60.1K - $65.7K
2.89K $248K
XLV
Select Sector Spdr Fund Health

ETFs
-360
- 14.62%
$128.77 - $144.3 $46.4K - $51.9K
2.1K $283K
V
Visa Inc.

Financial Services
-229
- 16.09%
$308.27 - $373.31 $70.6K - $85.5K
1.19K $423K
PEP
Pepsico Inc

Consumer Defensive
-200
- 8.68%
$128.02 - $151.37 $25.6K - $30.3K
2.11K $277K
AZN
Astrazeneca PLC

Healthcare
-520
- 13.61%
$64.87 - $75.0 $33.7K - $39K
3.3K $230K
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 2.16%
$285.55 - $321.23 $7.14K - $8.03K
1.14K $331K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-540
- 10.79%
$72.61 - $88.75 $39.2K - $47.9K
4.47K $396K
PFE
Pfizer Inc

Healthcare
-25
- 0.23%
$21.59 - $24.84 $540 - $621
10.8K $262K
GOOG
Alphabet Inc.

Communication Services
-427
- 14.3%
$146.58 - $180.01 $62.6K - $76.9K
2.56K $454K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.17K
- 15.49%
$22.27 - $29.21 $70.7K - $92.7K
17.3K $505K
KO
Coca Cola CO

Consumer Defensive
-14
- 0.47%
$68.37 - $73.9 $957 - $1.03K
2.98K $211K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.35K
- 12.28%
$167.32 - $223.3 $226K - $302K
9.66K $2.12M
NFLX
Netflix Inc

Communication Services
-86
- 21.83%
$855.86 - $1339.13 $73.6K - $115K
308 $412K
META
Meta Platforms, Inc.

Communication Services
-202
- 16.36%
$484.66 - $738.09 $97.9K - $149K
1.03K $762K
ORCL
Oracle Corp

Technology
-27
- 1.69%
$122.82 - $218.63 $3.32K - $5.9K
1.57K $343K
NVDA
Nvidia Corp

Technology
-2.45K
- 16.6%
$94.31 - $157.99 $231K - $388K
12.3K $1.95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-15.1K
- 3.28%
$20.42 - $25.3 $309K - $383K
446K $11.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.79K
- 1.05%
$22.92 - $28.05 $86.9K - $106K
359K $10.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.82K
- 2.79%
$496.48 - $617.85 $906K - $1.13M
63.6K $39.3M
XLK
Technology Sector Spdr

ETFs
-1.94K
- 1.99%
$179.73 - $253.23 $349K - $492K
95.4K $24.2M
Activity Summary
Buys All Purchases 23 New Holdings 8 Increased Positions 15 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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