Youngs Advisory Group, Inc. Portfolio Holdings
Youngs Advisory Group, Inc.
- $236 Million
- Q4 2024
Youngs Advisory Group, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $236 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $37.8M, Ishares Tr with a value of $34.8M, Technology Sector Spdr with a value of $22.7M, Invesco S&P 500 Equal Weight E with a value of $20.5M, and Global X Fds U S Pfd ETF (De) with a value of $18.2M.
Examining the 13F form we can see an decrease of $5.29M in the current position value, from $241M to 236M.
Below you can find more details about Youngs Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$236 Million
ETFs: $201 Million
Technology: $10.5 Million
Basic Materials: $9.65 Million
Financial Services: $6.89 Million
Consumer Cyclical: $3.44 Million
Communication Services: $3.12 Million
Consumer Defensive: $552,000
Healthcare: $506,000
Other: $0