YOUNGS ADVISORY GROUP, INC.
Q1 2023 13F Holdings
- Locationbethlehem, PA
- Num holdings
47
- Value ($000)
$178,498
- Date Filed05/03/2023
- Form type13F-HR
- CIK0001663649
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $25.42M | 14 % | 410,369 | ||
APD AIR PRODS & CHEMS INC | COM | 009158106 | $17.67M | 10 % | 61,518 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $17.49M | 10 % | 42,712 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $15.24M | 9 % | 250,089 | ||
PFFD GLOBAL X FDS | US PFD ETF | 37954Y657 | $12.88M | 7 % | 648,587 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $11.71M | 7 % | 80,942 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $11.30M | 6 % | 24,660 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $9.60M | 5 % | 69,515 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $8.85M | 5 % | 58,590 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $8.10M | 5 % | 119,410 |
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