YOUNGS ADVISORY GROUP, INC.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationbethlehem, PA
- CIK0001663649
- Alternate namesTiller Private Wealth, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
54 | $240.06 M | IXUS, SPY, RSP, XLK | 13F-HR | May 9, 2025 | 000108514625002880 | ||
56 | $235.93 M | SPY, IXUS, XLK, RSP | 13F-HR | Feb 13, 2025 | 000108514625001259 | ||
56 | $241.23 M | IXUS, SPY, XLK, RSP | 13F-HR | Nov 7, 2024 | 000108514624005404 | ||
50 | $227.87 M | SPY, IXUS, XLK, RSP | 13F-HR | Jul 19, 2024 | 000108514624003122 | ||
47 | $223.93 M | IXUS, SPY, RSP, XLK | 13F-HR | May 6, 2024 | 000108514624002218 | ||
44 | $199.62 M | IXUS, SPY, VGK, PFFD | 13F-HR | Jan 31, 2024 | 000108514624000587 | ||
46 | $183.91 M | IXUS, SPY, APD, PFFD | 13F-HR | Nov 3, 2023 | 000108514623004065 | ||
45 | $183.65 M | IXUS, SPY, PFFD, VGK | 13F-HR | Aug 10, 2023 | 000108514623003231 | ||
47 | $178.50 M | IXUS, APD, SPY, VGK | 13F-HR | May 3, 2023 | 000108514623002018 | ||
48 | $169.35 M | IXUS, APD, SPY, VGK | 13F-HR | Jan 25, 2023 | 000108514623000346 | ||
46 | $155.44 M | IXUS, APD, SPY, VGK | 13F-HR | Oct 18, 2022 | 000108514622003464 | ||
52 | $162.91 M | APD, SPY, IXUS, VGK | 13F-HR | Jul 13, 2022 | 000108514622002377 | ||
54 | $173.35 M | IXUS, SPY, APD, PFFD | 13F-HR | Apr 29, 2022 | 000108514622001625 | ||
55 | $158.51 M | APD, PFFD, SPY, IXUS | 13F-HR | Jan 26, 2022 | 000108514622000307 | ||
49 | $132.61 M | PFFD, APD, SPY, MDY | 13F-HR | Oct 15, 2021 | 000108514621002804 | ||
46 | $93.80 M | APD, PFFD, SPY, MDY | 13F-HR | Jul 21, 2021 | 000108514621002035 | ||
34 | $80.03 M | APD, PFFD, SPY, MDY | 13F-HR | Apr 14, 2021 | 000108514621001182 | ||
29 | $74.02 M | APD, PFFD, SPY, MDY | 13F-HR | Jan 19, 2021 | 000108514621000173 | ||
27 | $54.10 M | APD, BRK.B, MDY, SPY | 13F-HR | Oct 22, 2020 | 000108514620002601 | ||
29 | $49.28 M | APD, BRK.B, MDY, SPY | 13F-HR | Jul 28, 2020 | 000108514620001909 | ||
35 | $87.87 M | RSP, APD, MDY, SCHV | 13F-HR | Apr 28, 2020 | 000108514620001232 | ||
41 | $123.53 M | RSP, APD, MDY, SCHV | 13F-HR | Feb 4, 2020 | 000108514620000397 | ||
37 | $117.03 M | RSP, APD, MDY, SCHV | 13F-HR | Oct 29, 2019 | 000108514619002649 | ||
36 | $118.86 M | APD, RSP, MDY, SCHV | 13F-HR | Jul 16, 2019 | 000108514619001895 | ||
35 | $115.29 M | RSP, APD, MDY, SCHV | 13F-HR | Apr 30, 2019 | 000108514619001286 | ||
34 | $113.83 M | APD, MDY, RSP, SCHF | 13F-HR | Feb 12, 2019 | 000108514619000496 | ||
42 | $143.20 M | MDY, APD, SCHF, RSP | 13F-HR | Nov 1, 2018 | 000108514618002475 | ||
43 | $143.22 M | MDY, APD, RSP, SCHF | 13F-HR | Aug 7, 2018 | 000108514618001877 | ||
45 | $139.10 M | MDY, APD, 9000039D, SCHF | 13F-HR | Apr 24, 2018 | 000108514618001144 | ||
39 | $131.71 M | APD, MDY, ETW, SCHA | 13F-HR | Jan 24, 2018 | 000108514618000194 | ||
37 | $128.28 M | APD, MDY, ETW, SCHA | 13F-HR | Oct 24, 2017 | 000108514617002115 | ||
40 | $127.19 M | APD, MDY, ETW, SCHA | 13F-HR | Jul 10, 2017 | 000108514617001460 | ||
39 | $126.78 M | APD, MDY, ETW, SCHA | 13F-HR | Apr 25, 2017 | 000108514617001025 | ||
43 | $127.78 M | APD, MDY, SCHA, ETW | 13F-HR | Jan 30, 2017 | 000108514617000203 | ||
39 | $119.36 M | APD, ETW, SCHA, MDY | 13F-HR | Oct 21, 2016 | 000108514616004527 | ||
38 | $119.50 M | APD, SCHA, ETW, MDY | 13F-HR | Jul 19, 2016 | 000108514616004000 | ||
39 | $117.63 M | APD, SCHA, ETW, MDY | 13F-HR | Apr 19, 2016 | 000108514616003476 | ||
35 | $104.85 M | APD, SCHA, CAPL, MDY | 13F-HR | Jan 27, 2016 | 000108514616002684 |