Youngs Advisory Group, Inc. Portfolio Holdings
Youngs Advisory Group, Inc.
- $241 Million
- Q3 2024
Youngs Advisory Group, Inc. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $241 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $36.8M, Spdr S&P 500 ETF Trust with a value of $36.7M, Technology Sector Spdr with a value of $21.9M, Invesco S&P 500 Equal Weight E with a value of $21.1M, 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 $13.6M in the current position value, from $227M to 241M.
Below you can find more details about Youngs Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$241 Million
ETFs: $204 Million
Basic Materials: $12.8 Million
Technology: $10.3 Million
Financial Services: $6.87 Million
Communication Services: $2.94 Million
Consumer Cyclical: $2.91 Million
Consumer Defensive: $605,000
Healthcare: $559,000
Other: $412,000