Youngs Advisory Group, Inc. Closed Holding Positions

Youngs Advisory Group, Inc.

  • $227 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
755
$268.98 - $315.31 $203K - $238K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2022 Filed on Jul 13, 2022
8,309
$24.51 - $28.87 $204K - $240K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
18,545
$17.23 - $19.08 $320K - $354K
CMCSA
Comcast Corp

Communication Services
Q2 2022 Filed on Jul 13, 2022
4,588
$37.91 - $48.11 $174K - $221K
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Jul 13, 2022
5,493
$31.13 - $40.9 $171K - $225K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
4,070
$46.62 - $50.36 $190K - $205K
HPQ
Hp Inc

Technology
Q1 2022 Filed on Apr 29, 2022
5,496
$34.07 - $39.84 $187K - $219K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on Apr 29, 2022
11,490
$20.03 - $21.48 $230K - $247K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q4 2021 Filed on Jan 26, 2022
10,324
$14.28 - $15.13 $147K - $156K
CVX
Chevron Corp

Energy
Q2 2021 Filed on Jul 21, 2021
2,131
$100.95 - $110.81 $215K - $236K
STON
Stonemor Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 14, 2021
19,595
$1.8 - $3.6 $35.3K - $70.5K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Jan 19, 2021
1,960
$119.27 - $121.81 $234K - $239K
Cabot Microelectronics Corp
Q3 2020 Filed on Oct 22, 2020
4,895
N/A
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2020 Filed on Jul 28, 2020
7,015
$32.45 - $48.54 $228K - $341K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2020 Filed on Jul 28, 2020
315,219
$24.62 - $31.42 $7.76M - $9.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2020 Filed on Jul 28, 2020
232,696
$42.21 - $55.29 $9.82M - $12.9M
DVY
Ishares Tr

ETFs
Q2 2020 Filed on Jul 28, 2020
5,729
$69.37 - $91.69 $397K - $525K
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 28, 2020
13,624
N/A
FNDB
Schwab Fundamental U S Broad M

ETFs
Q2 2020 Filed on Jul 28, 2020
27,190
$29.23 - $39.53 $795K - $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2020 Filed on Jul 28, 2020
43,015
$28.84 - $38.49 $1.24M - $1.66M
INTC
Intel Corp

Technology
Q1 2020 Filed on Apr 28, 2020
3,544
$44.61 - $68.47 $158K - $243K
Global X Fds
Q1 2020 Filed on Apr 28, 2020
16,561
N/A
Aqua America Inc
Q1 2020 Filed on Apr 28, 2020
14,823
N/A
Global X Fds
Q1 2020 Filed on Apr 28, 2020
578,365
N/A
Stonemor Partners L P
Q1 2020 Filed on Apr 28, 2020
19,595
N/A
BA
Boeing CO

Industrials
Q1 2020 Filed on Apr 28, 2020
955
$95.01 - $347.45 $90.7K - $332K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
3,242
$56.52 - $106.78 $183K - $346K
Versum Matls Inc
Q4 2019 Filed on Feb 04, 2020
7,753
N/A
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2019 Filed on Apr 30, 2019
107,335
N/A
XLE
Energy Sector Spdr

ETFs
Q1 2019 Filed on Apr 30, 2019
41,406
N/A
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2019 Filed on Apr 30, 2019
11,167
$22.92 - $24.6 $256K - $275K
Kmg Chemicals Inc
Q4 2018 Filed on Feb 12, 2019
32,013
N/A
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q4 2018 Filed on Feb 12, 2019
15,554
$9.93 - $12.37 $154K - $192K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2018 Filed on Feb 12, 2019
129,292
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2018 Filed on Nov 01, 2018
1,130
$156.36 - $197.98 $177K - $224K
F
Ford Motor CO

Consumer Cyclical
Q3 2018 Filed on Nov 01, 2018
11,861
$9.23 - $11.25 $109K - $133K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q3 2018 Filed on Nov 01, 2018
86,977
$23.0 - $24.59 $2M - $2.14M
Claymore Exchange Traded Fd
Q2 2018 Filed on Aug 07, 2018
10,490
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 07, 2018
77,669
N/A
TRHC
Tabula Rasa Health Care, Inc.

Healthcare
Q2 2018 Filed on Aug 07, 2018
38,498
$36.43 - $64.45 $1.4M - $2.48M
Rydex ETF Trust
Q2 2018 Filed on Aug 07, 2018
101,523
N/A
Spdr Series Trust
Q1 2018 Filed on Apr 24, 2018
122,295
N/A
Ubs Ag London Brh
Q1 2018 Filed on Apr 24, 2018
16,055
N/A
TBF
Proshares Trust Short 20+ Trea

ETFs
Q4 2017 Filed on Jan 24, 2018
181,061
N/A
Barclays Bk PLC
Q4 2017 Filed on Jan 24, 2018
66,081
N/A
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