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  Name: YOUNGS ADVISORY GROUP INC.
  City: CENTER VALLEY
  State: PA
  Zip: 18034
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $223,928,000
  Total Value Change : $24,313,000
  Securities Held Change : 3
   
All Securities Held : 47
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 13
  Unchanged Positions : 9
  Decreased Positions : 21

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CAT)1 Year Chart         CAT Caterpillar Inc 32 New $328.94 $386,000 1,054 0.17% 386,000 1,054 0    Farm & Construction M...
   (PEG)1 Year Chart         PEG Public Service Enterprise G... 43 New $72.88 $217,000 3,252 0.1% 217,000 3,252 0.001    Multi Utilities
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 45 New $77.66 $213,000 2,790 0.1% 213,000 2,790 0    Closed - End Fund - E...
   (NFLX)1 Year Chart         NFLX Netflix Inc 46 New $641.47 $211,000 348 0.09% 211,000 348 0    Music & Video Stores

      4 Records Found
  1    
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