Youngs Advisory Group, Inc. Portfolio Holdings
Youngs Advisory Group, Inc.
- $296 Million
- Q4 2025
Youngs Advisory Group, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $296 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $52.5M, Technology Sector Spdr with a value of $52.1M, Spdr S&P 500 ETF Trust with a value of $40.7M, Invesco S&P 500 Equal Weight E with a value of $23.1M, and Spdr S&P Midcap 400 ETF Trust with a value of $19.1M.
Examining the 13F form we can see an increase of $15.2M in the current position value, from $280M to 296M.
Below you can find more details about Youngs Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$296 Million
ETFs: $256 Million
Technology: $14.1 Million
Basic Materials: $11 Million
Financial Services: $7.25 Million
Consumer Cyclical: $3.18 Million
Communication Services: $2.36 Million
Healthcare: $950,000
Energy: $697,000
Other: $472,000