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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.8 Million 18.2% of portfolio
617,766
Q2 2025 Added 11.9%
$0
$39.3 Million 14.98% of portfolio
63,648
Q2 2025 Reduced 2.79%
$0
$24.2 Million 9.21% of portfolio
95,446
Q2 2025 Reduced 1.99%
$0
$22.7 Million 8.64% of portfolio
124,768
Q2 2025 Added 2.58%
$0
$17.8 Million 6.8% of portfolio
947,579
Q2 2025 Reduced 2.08%
$0
$16.1 Million 6.12% of portfolio
28,354
Q2 2025 Added 1.19%
$0
$13.1 Million 4.98% of portfolio
242,299
Q2 2025 Added 134.13%
$0
$11.3 Million 4.3% of portfolio
445,992
Q2 2025 Reduced 3.28%
$66.1B
$10.7 Million 4.07% of portfolio
37,906
Q2 2025 Reduced 0.03%
$0
$10.1 Million 3.83% of portfolio
358,515
Q2 2025 Reduced 1.05%
$3.45T
$7.33 Million 2.79% of portfolio
35,711
Q2 2025 Added 8.7%
$0
$6.97 Million 2.66% of portfolio
89,954
Q2 2025 Reduced 58.33%
$0
$5.32 Million 2.03% of portfolio
60,303
Q2 2025 Reduced 6.68%
$2.99B
$5.3 Million 2.02% of portfolio
215,686
Q2 2025 New
$622B
$4.6 Million 1.75% of portfolio
9,461
Q2 2025 Reduced 11.05%
$2.32T
$2.12 Million 0.81% of portfolio
9,660
Q2 2025 Reduced 12.28%
$855B
$880,000 0.34% of portfolio
3,037
Q4 2024 Added 3.02%
$1.58T
$762,000 0.29% of portfolio
1,033
Q2 2025 Reduced 16.36%
$3.77T
$725,000 0.28% of portfolio
1,458
Q2 2025 Reduced 39.8%
$0
$599,000 0.23% of portfolio
22,619
Q2 2025 Reduced 16.69%
$79.5B
$584,000 0.22% of portfolio
3,136
Q1 2025 Added 96.0%
$1.14T
$529,000 0.2% of portfolio
3,005
Q2 2025 Reduced 24.46%
$53.5B
$536,000 0.2% of portfolio
29,611
Q2 2025 New
$0
$505,000 0.19% of portfolio
17,315
Q2 2025 Reduced 15.49%
$0
$500,000 0.19% of portfolio
9,559
Q2 2025 Added 6.58%
$0
$493,000 0.19% of portfolio
4,450
Q2 2025 Added 3.61%
$221B
$470,000 0.18% of portfolio
3,797
Q2 2025 Reduced 41.12%
$0
$479,000 0.18% of portfolio
55,380
Q2 2025 Reduced 18.5%
$1.17T
$454,000 0.17% of portfolio
2,560
Q2 2025 Reduced 14.3%
$0
$417,000 0.16% of portfolio
1,919
Q2 2025 Added 5.21%
$0
$407,000 0.16% of portfolio
2,765
Q2 2025 Added 4.73%
$530B
$412,000 0.16% of portfolio
308
Q2 2025 Reduced 21.83%
$575B
$423,000 0.16% of portfolio
1,194
Q2 2025 Reduced 16.09%
$0
$404,000 0.15% of portfolio
13,189
Q2 2025 Added 18.93%
$0
$396,000 0.15% of portfolio
4,465
Q2 2025 Reduced 10.79%
$0
$343,000 0.13% of portfolio
1,983
Q2 2025 Added 12.35%
$380B
$342,000 0.13% of portfolio
934
Q2 2025 Added 8.35%
$642B
$343,000 0.13% of portfolio
1,572
Q2 2025 Reduced 1.69%
$0
$339,000 0.13% of portfolio
806
Q2 2023 New
$220B
$331,000 0.13% of portfolio
1,135
Q2 2025 Reduced 2.16%
$0
$317,000 0.12% of portfolio
2,825
Q2 2025 Added 10.57%
$677M
$314,000 0.12% of portfolio
30,000
Q1 2022 Added 100.0%
$0
$283,000 0.11% of portfolio
2,103
Q2 2025 Reduced 14.62%
$439B
$294,000 0.11% of portfolio
1,927
Q2 2025 New
$201B
$277,000 0.11% of portfolio
2,105
Q2 2025 Reduced 8.68%
$0
$264,000 0.1% of portfolio
1,497
Q2 2025 Reduced 54.15%
$141B
$262,000 0.1% of portfolio
10,838
Q2 2025 Reduced 0.23%
$218B
$230,000 0.09% of portfolio
3,300
Q2 2025 Reduced 13.61%
$180B
$236,000 0.09% of portfolio
5,455
Q2 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $262 Million
  • Prior Value $240 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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