- New Purchases: WTRG, IWF, FB, SCHM,
- Added Positions: SPY, BRK.B, AMZN, MSFT, V,
- Reduced Positions: RSP, SLYG, MDY, ETW, DIS, AAPL,
- Sold Out: SCHV, SCHF, SCHB, A2A, SCHA, DVY, AMRN, FSK,
For the details of YOUNGS ADVISORY GROUP, INC.'s stock buys and sells, go to https://www.gurufocus.com/guru/youngs+advisory+group%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of YOUNGS ADVISORY GROUP, INC.- Air Products & Chemicals Inc (APD) - 75,051 shares, 36.96% of the total portfolio.
- Berkshire Hathaway Inc (BRK.B) - 39,593 shares, 14.42% of the total portfolio. Shares added by 10.95%
- SPDR MidCap Trust Series I (MDY) - 21,534 shares, 14.25% of the total portfolio. Shares reduced by 46.34%
- SPDR S&P 500 (SPY) - 11,838 shares, 7.44% of the total portfolio. Shares added by 1350.74%
- Apple Inc (AAPL) - 8,520 shares, 6.34% of the total portfolio. Shares reduced by 1.23%
Youngs Advisory Group, Inc. initiated holding in Essential Utilities Inc. The purchase prices were between $38.5 and $46.61, with an estimated average price of $42.23. The stock is now traded at around $45.54. The impact to a portfolio due to this purchase was 1.28%. The holding were 14,823 shares as of .
New Purchase: iShares Russell 1000 Growth (IWF)Youngs Advisory Group, Inc. initiated holding in iShares Russell 1000 Growth. The purchase prices were between $143.88 and $193.61, with an estimated average price of $175.61. The stock is now traded at around $200.33. The impact to a portfolio due to this purchase was 0.45%. The holding were 1,148 shares as of .
New Purchase: Facebook Inc (FB)Youngs Advisory Group, Inc. initiated holding in Facebook Inc. The purchase prices were between $154.18 and $242.24, with an estimated average price of $208.03. The stock is now traded at around $230.12. The impact to a portfolio due to this purchase was 0.45%. The holding were 968 shares as of .
New Purchase: Schwab U.S. Mid Cap (SCHM)Youngs Advisory Group, Inc. initiated holding in Schwab U.S. Mid Cap. The purchase prices were between $39.01 and $57.03, with an estimated average price of $48.76. The stock is now traded at around $54.50. The impact to a portfolio due to this purchase was 0.45%. The holding were 4,170 shares as of .
Added: SPDR S&P 500 (SPY)Youngs Advisory Group, Inc. added to a holding in SPDR S&P 500 by 1350.74%. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $321.17. The impact to a portfolio due to this purchase was 6.93%. The holding were 11,838 shares as of .
Sold Out: Schwab U.S. Large-Cap Value (SCHV)Youngs Advisory Group, Inc. sold out a holding in Schwab U.S. Large-Cap Value. The sale prices were between $42.21 and $55.29, with an estimated average price of $48.9.
Sold Out: Schwab International Equity (SCHF)Youngs Advisory Group, Inc. sold out a holding in Schwab International Equity. The sale prices were between $24.62 and $31.42, with an estimated average price of $28.04.
Sold Out: Schwab U.S. Broad Market (SCHB)Youngs Advisory Group, Inc. sold out a holding in Schwab U.S. Broad Market. The sale prices were between $57.67 and $76.99, with an estimated average price of $68.99.
Sold Out: Essential Utilities Inc (A2A)Youngs Advisory Group, Inc. sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.
Sold Out: Schwab U.S. Small-Cap (SCHA)Youngs Advisory Group, Inc. sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $47.17 and $70.43, with an estimated average price of $59.73.
Sold Out: iShares Select Dividend ETF (DVY)Youngs Advisory Group, Inc. sold out a holding in iShares Select Dividend ETF. The sale prices were between $68.7 and $90.8, with an estimated average price of $79.17.
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