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| Name: |
YOUNGS ADVISORY GROUP INC. |
| City: |
CENTER VALLEY |
| State: |
PA |
| Zip: |
18034 |
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data |
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| Holdings
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21 |
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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 |
|
APD |
Air Products & Chemicals Inc |
8 |
- |
$263.00 |
$13,792,000 |
56,930 |
6.16% |
-1,834,000 |
-142 |
0.026 |
Diversified Chemicals |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
10 |
- |
$78.87 |
$9,462,000 |
116,197 |
4.23% |
388,000 |
-4,281 |
0.092 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
13 |
- |
$405.88 |
$4,565,000 |
10,856 |
2.04% |
661,000 |
-90 |
0.001 |
Property & Casualty I... |
|
|
AMZN |
Amazon.com Inc |
15 |
- |
$181.05 |
$1,814,000 |
10,059 |
0.81% |
208,000 |
-510 |
0 |
Internet Software & S... |
|
|
VTV |
Vanguard Value VIPERS |
16 |
- |
$160.38 |
$1,570,000 |
9,640 |
0.7% |
-7,508,000 |
-51,083 |
0.002 |
Closed - End Fund - E... |
|
|
DIS |
Walt Disney Co |
18 |
- |
$100.66 |
$870,000 |
7,110 |
0.39% |
129,000 |
-1,095 |
0 |
Entertainment - Diver... |
|
|
SPYD |
Spdr S&p 500 High Dividend Etf |
19 |
- |
$40.18 |
$729,000 |
17,910 |
0.33% |
-6,000 |
-855 |
0.009 |
N/A |
|
|
MSFT |
Microsoft Corp |
21 |
- |
$427.00 |
$623,000 |
1,482 |
0.28% |
31,000 |
-93 |
0 |
Application Software |
|
|
JPM |
JP Morgan Chase & Co |
22 |
- |
$196.92 |
$587,000 |
2,932 |
0.26% |
58,000 |
-177 |
0 |
Domestic Money Center... |
|
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ETW |
Eaton Vance Tax-Managed Glo... |
23 |
- |
$8.07 |
$534,000 |
65,180 |
0.24% |
13,000 |
-1,910 |
0.061 |
Closed - End Fund - E... |
|
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SCHD |
Schwab US Dividend Equity ETF |
24 |
- |
$77.98 |
$498,000 |
6,171 |
0.22% |
21,000 |
-100 |
0.002 |
N/A |
|
|
GOOGL |
Alphabet Inc |
26 |
- |
$173.55 |
$479,000 |
3,175 |
0.21% |
26,000 |
-70 |
0 |
Search Engines & Info... |
|
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FB |
Meta Platforms Inc |
27 |
- |
$465.78 |
$475,000 |
979 |
0.21% |
118,000 |
-29 |
0 |
Internet Service Prov... |
|
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ETE |
Energy Transfer Equity LP |
28 |
- |
$15.41 |
$451,000 |
28,684 |
0.2% |
7,000 |
-3,485 |
0.001 |
Oil & Gas Pipelines &... |
|
|
VZ |
Verizon Communications Inc |
34 |
- |
$39.43 |
$346,000 |
8,246 |
0.15% |
21,000 |
-375 |
0 |
Telecom Services - Do... |
|
|
MCD |
McDonalds Corp |
35 |
- |
$257.93 |
$341,000 |
1,209 |
0.15% |
-31,000 |
-47 |
0 |
Restaurants |
|
|
VB |
Vanguard Small Cap VIPERS |
36 |
- |
$220.40 |
$317,000 |
1,385 |
0.14% |
-115,000 |
-640 |
0.001 |
Closed - End Fund - E... |
|
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PFE |
Pfizer Inc |
37 |
- |
$28.69 |
$301,000 |
10,837 |
0.13% |
-20,000 |
-307 |
0 |
Drug Manufacturers - ... |
|
|
TSLA |
Tesla Motors Inc |
41 |
- |
$177.81 |
$239,000 |
1,359 |
0.11% |
-135,000 |
-144 |
0 |
Auto Manufacturers |
|
|
XOM |
Exxon Mobil Corp |
42 |
- |
$113.51 |
$231,000 |
1,986 |
0.1% |
-137,000 |
-1,699 |
0 |
Integrated Oil & Gas |
|
|
KO |
Coca-Cola Co |
47 |
- |
$62.09 |
$203,000 |
3,317 |
0.09% |
-3,000 |
-177 |
0 |
Beverage Soft Drinks... |
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