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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 : 9     View All Holdings Currently Viewing:  Unchanged 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
   (AI)1 Year Chart         AI C3.ai, Inc. 14 - $23.94 $2,738,000 101,127 1.22% -165,000 0 0.11    N/A
   (OEC)1 Year Chart         OEC Orion Engineered Carbons SA 20 - $24.40 $706,000 30,000 0.32% -126,000 0 0.05    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 29 - $95.03 $420,000 4,530 0.19% 44,000 0 0    Closed - End Fund - Debt
   (GOOG)1 Year Chart         GOOG Alphabet Inc 30 - $175.06 $412,000 2,709 0.18% 30,000 0 0    Search Engines & Info...
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 31 - $152.77 $410,000 2,537 0.18% 17,000 0 0.001    Domestic Money Center...
   (V)1 Year Chart         V Visa Inc 33 - $274.23 $353,000 1,266 0.16% 23,000 0 0    Business Services
   (J)1 Year Chart         J Jacobs Solutions Inc 38 - $138.52 $286,000 1,862 0.13% 44,000 0 0.001    Heavy Construction
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 39 - $343.25 $272,000 806 0.12% 28,000 0 0    Closed - End Fund - E...
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 44 - $78.18 $215,000 3,169 0.1% 2,000 0 0    Drug Manufacturers - ...

      9 Records Found
  1    
Page 1 of 1
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