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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

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased 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
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 1 - $68.92 $33,317,000 490,971 14.88% 2,801,000 20,986 0.013    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 2 - $527.37 $33,103,000 63,285 14.78% 11,715,000 18,288 0.001    Closed - End Fund - E...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 3 - $165.78 $19,360,000 114,305 8.65% 5,225,000 24,727 0.037    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 4 - $210.16 $18,850,000 90,506 8.42% 6,466,000 26,167 0.03    Closed - End Fund - E...
   (VGK)1 Year Chart         VGK Vanguard European Stock VIPERS 5 - $69.85 $17,097,000 253,891 7.64% 1,077,000 5,440 0.109    Closed - End Fund - E...
   (PFFD)1 Year Chart         PFFD Global X Us Preferred Etf 6 - $0.00 $16,973,000 841,930 7.58% 1,338,000 35,978 0.957    N/A
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 7 - $546.18 $14,511,000 26,081 6.48% 1,646,000 725 0.062    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 9 - $48.14 $10,780,000 218,926 4.81% 865,000 9,040 0.015    Closed - End Fund - Debt
   (AAPL)1 Year Chart         AAPL Apple Inc 11 - $192.25 $6,596,000 38,465 2.95% -361,000 2,331 0    Personal Computers
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 12 - $90.45 $6,381,000 67,442 2.85% 464,000 7,597 0.006    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 17 - $1,096.33 $941,000 1,042 0.42% 525,000 202 0    Semiconductor - Speci...
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 25 - $87.66 $482,000 5,525 0.22% 21,000 15 0.022    Closed - End Fund - E...
   (RYT)1 Year Chart         RYT Invesco S&P 500 Equal Weigh... 40 - $34.87 $271,000 7,690 0.12% 34,000 440 0.009    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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