Youngs Advisory Group, Inc. Portfolio Holdings

Youngs Advisory Group, Inc.

  • $240 Million
  • Q1 2025

Youngs Advisory Group, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $38.5M, Spdr S&P 500 ETF Trust with a value of $36.6M, Invesco S&P 500 Equal Weight E with a value of $21.1M, Technology Sector Spdr with a value of $20.1M, and Global X Fds U S Pfd ETF (De) with a value of $18.4M.

Examining the 13F form we can see an increase of $4.15M in the current position value, from $236M to 240M.

Below you can find more details about Youngs Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
ETFs: $203 Million
Basic Materials: $11.6 Million
Technology: $10 Million
Financial Services: $8.02 Million
Communication Services: $3.04 Million
Consumer Cyclical: $2.77 Million
Consumer Defensive: $559,000
Healthcare: $555,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.5 Million 16.07% of portfolio
552,087
Q1 2025 Added 4.99%
$0
$36.6 Million 15.28% of portfolio
65,472
Q1 2025 Added 1.45%
$0
$21.1 Million 8.79% of portfolio
121,632
Q1 2025 Added 4.15%
$0
$20.1 Million 8.39% of portfolio
97,388
Q1 2025 Reduced 0.09%
$0
$18.4 Million 7.68% of portfolio
967,685
Q1 2025 Added 3.76%
$0
$15.2 Million 6.32% of portfolio
215,873
Q1 2025 Reduced 14.48%
$0
$14.9 Million 6.23% of portfolio
28,021
Q1 2025 Added 3.54%
$62.6B
$11.2 Million 4.66% of portfolio
37,919
Q1 2025 Added 19.9%
$0
$10.8 Million 4.51% of portfolio
461,121
Q1 2025 Reduced 0.45%
$0
$9.49 Million 3.96% of portfolio
362,308
Q1 2025 Added 0.7%
$3.3T
$7.3 Million 3.04% of portfolio
32,854
Q1 2025 Added 2.27%
$0
$5.88 Million 2.45% of portfolio
64,618
Q1 2025 Reduced 6.89%
$632B
$5.66 Million 2.36% of portfolio
10,636
Q1 2025 Reduced 0.94%
$0
$5.33 Million 2.22% of portfolio
103,488
Q1 2025 New
$2.24T
$2.1 Million 0.87% of portfolio
11,012
Q1 2025 Added 11.02%
$394B
$1.6 Million 0.67% of portfolio
14,779
Q1 2025 Added 30.07%
$0
$759,000 0.32% of portfolio
27,149
Q1 2025 Added 35.78%
$850B
$744,000 0.31% of portfolio
3,037
Q4 2024 Added 3.02%
$1.65T
$711,000 0.3% of portfolio
1,235
Q1 2025 Added 15.75%
$226B
$636,000 0.27% of portfolio
6,449
Q1 2025 Reduced 15.28%
$1.07T
$615,000 0.26% of portfolio
3,978
Q1 2025 Added 20.73%
$0
$540,000 0.23% of portfolio
12,215
Q1 2025 Reduced 25.52%
$0
$563,000 0.23% of portfolio
3,265
Q1 2025 Reduced 8.29%
$75.3B
$551,000 0.23% of portfolio
3,136
Q1 2025 Added 96.0%
$0
$560,000 0.23% of portfolio
67,950
Q1 2025 Reduced 5.3%
$0
$513,000 0.21% of portfolio
20,488
Q1 2025 Added 2.5%
$581B
$498,000 0.21% of portfolio
1,423
Q1 2025 Added 15.97%
$1.08T
$466,000 0.19% of portfolio
2,987
Q1 2025 Added 15.24%
$0
$446,000 0.19% of portfolio
8,969
Q1 2025 Added 10.47%
$0
$442,000 0.18% of portfolio
4,295
Q1 2025 Added 1.54%
$0
$415,000 0.17% of portfolio
5,005
Q1 2025 Reduced 6.88%
$638M
$387,000 0.16% of portfolio
30,000
Q1 2022 Added 100.0%
$596B
$367,000 0.15% of portfolio
394
Q1 2025 Added 12.25%
$0
$359,000 0.15% of portfolio
2,463
Q1 2025 Reduced 12.75%
$0
$360,000 0.15% of portfolio
1,824
Q1 2025 Added 2.82%
$215B
$362,000 0.15% of portfolio
1,160
Q4 2024 Added 2.47%
$0
$329,000 0.14% of portfolio
3,615
Q1 2025 Reduced 12.04%
$0
$346,000 0.14% of portfolio
2,640
Q1 2025 Reduced 2.94%
$0
$340,000 0.14% of portfolio
11,090
Q1 2025 Added 2.16%
$182B
$345,000 0.14% of portfolio
2,305
Q3 2024 New
$375B
$315,000 0.13% of portfolio
862
Q3 2024 New
$217B
$280,000 0.12% of portfolio
3,820
Q1 2025 Added 14.03%
$0
$291,000 0.12% of portfolio
806
Q2 2023 New
$136B
$275,000 0.11% of portfolio
10,863
Q1 2025 Added 0.24%
$0
$247,000 0.1% of portfolio
1,765
Q1 2025 Reduced 4.08%
$182B
$247,000 0.1% of portfolio
5,451
Q1 2025 Added 0.07%
$0
$247,000 0.1% of portfolio
2,555
Q1 2025 New
$0
$212,000 0.09% of portfolio
970
Q1 2025 New
$0
$211,000 0.09% of portfolio
452
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $240 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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