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

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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