Youngs Advisory Group, Inc. Portfolio Holdings
Youngs Advisory Group, Inc.
- $280 Million
- Q3 2025
Youngs Advisory Group, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $280 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $51.5M, Spdr S&P 500 ETF Trust with a value of $42.4M, Technology Sector Spdr with a value of $26.5M, Invesco S&P 500 Equal Weight E with a value of $23.5M, 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 $17.9M in the current position value, from $262M to 280M.
Below you can find more details about Youngs Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$280 Million
ETFs: $236 Million
Technology: $16.1 Million
Basic Materials: $12.3 Million
Financial Services: $7.44 Million
Consumer Cyclical: $3.49 Million
Communication Services: $2.87 Million
Healthcare: $886,000
Energy: $508,000
Other: $295,000