Youngs Advisory Group, Inc. Portfolio Holdings
Youngs Advisory Group, Inc.
- $262 Million
- Q2 2025
Youngs Advisory Group, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $262 Million distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $47.8M, Spdr S&P 500 ETF Trust with a value of $39.3M, Technology Sector Spdr with a value of $24.2M, Invesco S&P 500 Equal Weight E with a value of $22.7M, and Global X Fds U S Pfd ETF (De) with a value of $17.8M.
Examining the 13F form we can see an increase of $22.7M in the current position value, from $240M to 262M.
Below you can find more details about Youngs Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$262 Million
ETFs: $221 Million
Technology: $15.6 Million
Basic Materials: $11 Million
Financial Services: $6.96 Million
Communication Services: $2.86 Million
Consumer Cyclical: $2.79 Million
Healthcare: $786,000
Energy: $536,000
Other: $488,000