Youngs Advisory Group, Inc. Portfolio Holdings
Youngs Advisory Group, Inc.
- $240 Million
- Q1 2025
Youngs Advisory Group, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $38.5M, Spdr S&P 500 ETF Trust with a value of $36.6M, Invesco S&P 500 Equal Weight E with a value of $21.1M, Technology Sector Spdr with a value of $20.1M, and Global X Fds U S Pfd ETF (De) with a value of $18.4M.
Examining the 13F form we can see an increase of $4.15M in the current position value, from $236M to 240M.
Below you can find more details about Youngs Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$240 Million
ETFs: $203 Million
Basic Materials: $11.6 Million
Technology: $10 Million
Financial Services: $8.02 Million
Communication Services: $3.04 Million
Consumer Cyclical: $2.77 Million
Consumer Defensive: $559,000
Healthcare: $555,000
Other: $0