Phil A. Younker & Associates, Ltd. Purchases and Sells in Q4 2025

Phil A. Younker & Associates, Ltd.

12 operations

Stock	Shares change	Price Range	Shares Held
SCHZ	262K + 21.74%	$23.37 - $23.7 $6.13M - $6.21M	1.47M $34.3B
MINT	57.6K + 644.59%	$100.33 - $100.69 $5.78M - $5.8M	66.6K $6.68B
AOR	45.2K + 34.13%	$63.43 - $65.6 $2.87M - $2.96M	178K $11.5B
SCHB	67.7K + 6.32%	$25.2 - $26.46 $1.71M - $1.79M	1.14M $29.9B
BA	2.49K + 77.91%	$191.81 - $225.32 $478K - $561K	5.69K $1.23B
SCHF	13.1K + 5.9%	$23.02 - $24.23 $301K - $317K	235K $5.64B

5 operations

Stock	Shares change	Price Range	Shares Held
BSV	12.7K New	$78.65 - $79.19 $998K - $1M	12.7K $1B
AOK	23.4K New	$39.89 - $40.78 $935K - $956K	23.4K $940M
HARRIS OAKMARK ETF TRUST	8.5K New	N/A	8.5K $241M
ALK	4.5K New	$40.42 - $49.42 $182K - $222K	4.5K $226M
AMZN	945 New	$213.04 - $254.0 $201K - $240K	945 $218M

5 operations

Stock	Shares change	Price Range	Shares Held
SGOV	-67.2K - 56.45%	$100.37 - $100.72 $6.75M - $6.77M	51.8K $5.2B
GAL	-20.7K - 10.86%	$48.39 - $50.13 $999K - $1.04M	169K $8.38B
BIL	-1.65K - 7.69%	$91.46 - $91.76 $151K - $152K	19.8K $1.81B
SCHR	-275 - 0.99%	$25.03 - $25.34 $6.88K - $6.97K	27.5K $690M
GLD	-15 - 1.92%	$354.79 - $403.15 $5.32K - $6.05K	766 $304M

Get notified when there are updates to the investment portfolio of Phil A. Younker & Associates, Ltd., based on Form 13F filings with the SEC.

Stay updated on Phil A. Younker & Associates, Ltd. with notifications on news.