Youngs Advisory Group, Inc. Buys SPDR S&P 500, Essential Utilities Inc, iShares Russell 1000 Growth, Sells Invesco S&P 500 Equal Weight, Schwab U.S. Large-Cap Value, Schwab International Equity

Author's Avatar
Jul 28, 2020
Article's Main Image
Investment company Youngs Advisory Group, Inc. (Current Portfolio) buys SPDR S&P 500, Essential Utilities Inc, iShares Russell 1000 Growth, Facebook Inc, Schwab U.S. Mid Cap, sells Invesco S&P 500 Equal Weight, Schwab U.S. Large-Cap Value, Schwab International Equity, SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm, SPDR MidCap Trust Series I during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Youngs Advisory Group, Inc.. As of 2020Q2, Youngs Advisory Group, Inc. owns 28 stocks with a total value of $49 million. These are the details of the buys and sells.

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.
  1. Air Products & Chemicals Inc (APD) - 75,051 shares, 36.96% of the total portfolio.
  2. Berkshire Hathaway Inc (BRK.B) - 39,593 shares, 14.42% of the total portfolio. Shares added by 10.95%
  3. SPDR MidCap Trust Series I (MDY) - 21,534 shares, 14.25% of the total portfolio. Shares reduced by 46.34%
  4. SPDR S&P 500 (SPY) - 11,838 shares, 7.44% of the total portfolio. Shares added by 1350.74%
  5. Apple Inc (AAPL) - 8,520 shares, 6.34% of the total portfolio. Shares reduced by 1.23%
New Purchase: Essential Utilities Inc (WTRG)

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.



Here is the complete portfolio of YOUNGS ADVISORY GROUP, INC.. Also check out:

1. YOUNGS ADVISORY GROUP, INC.'s Undervalued Stocks
2. YOUNGS ADVISORY GROUP, INC.'s Top Growth Companies, and
3. YOUNGS ADVISORY GROUP, INC.'s High Yield stocks
4. Stocks that YOUNGS ADVISORY GROUP, INC. keeps buying