- New Purchases: XOM, TSLA, CVX, HD, BAC, NFLX, PNC,
- Added Positions: SPY, GOOG, AAPL, MSFT, ETW, AMZN, V, FB,
- Reduced Positions: BRK.B, MDY, RSP, WTRG, SLYG, T, VZ, DIS,
- Sold Out: JNJ, 3V8,
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) - 73,658 shares, 32.18% of the total portfolio. Shares reduced by 0.2%
- S&P 500 ETF TRUST ETF (SPY) - 27,840 shares, 17.13% of the total portfolio. Shares added by 17.48%
- S&P MidCap 400 ETF (MDY) - 19,256 shares, 14.24% of the total portfolio. Shares reduced by 3.27%
- Berkshire Hathaway Inc (BRK.B) - 24,482 shares, 9.71% of the total portfolio. Shares reduced by 14.34%
- Apple Inc (AAPL) - 34,593 shares, 6.56% of the total portfolio. Shares added by 1.57%
Youngs Advisory Group, Inc. initiated holding in Exxon Mobil Corp. The purchase prices were between $41.5 and $61.97, with an estimated average price of $52.4. The stock is now traded at around $57.235000. The impact to a portfolio due to this purchase was 0.5%. The holding were 5,797 shares as of 2021-03-31.
New Purchase: Tesla Inc (TSLA)Youngs Advisory Group, Inc. initiated holding in Tesla Inc. The purchase prices were between $563 and $883.09, with an estimated average price of $754.2. The stock is now traded at around $745.000100. The impact to a portfolio due to this purchase was 0.37%. The holding were 355 shares as of 2021-03-31.
New Purchase: Chevron Corp (CVX)Youngs Advisory Group, Inc. initiated holding in Chevron Corp. The purchase prices were between $84.71 and $111.56, with an estimated average price of $97.56. The stock is now traded at around $104.060000. The impact to a portfolio due to this purchase was 0.35%. The holding were 2,131 shares as of 2021-03-31.
New Purchase: The Home Depot Inc (HD)Youngs Advisory Group, Inc. initiated holding in The Home Depot Inc. The purchase prices were between $250.93 and $305.25, with an estimated average price of $275.66. The stock is now traded at around $321.620000. The impact to a portfolio due to this purchase was 0.35%. The holding were 729 shares as of 2021-03-31.
New Purchase: Bank of America Corp (BAC)Youngs Advisory Group, Inc. initiated holding in Bank of America Corp. The purchase prices were between $29.65 and $38.99, with an estimated average price of $34.49. The stock is now traded at around $39.980000. The impact to a portfolio due to this purchase was 0.32%. The holding were 5,246 shares as of 2021-03-31.
New Purchase: PNC Financial Services Group Inc (PNC)Youngs Advisory Group, Inc. initiated holding in PNC Financial Services Group Inc. The purchase prices were between $143.52 and $181.41, with an estimated average price of $164.89. The stock is now traded at around $179.105000. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,178 shares as of 2021-03-31.
Added: Alphabet Inc (GOOG)Youngs Advisory Group, Inc. added to a holding in Alphabet Inc by 52.49%. The purchase prices were between $1728.24 and $2128.31, with an estimated average price of $1986.11. The stock is now traded at around $2259.450000. The impact to a portfolio due to this purchase was 0.37%. The holding were 337 shares as of 2021-03-31.
Sold Out: Johnson & Johnson (JNJ)Youngs Advisory Group, Inc. sold out a holding in Johnson & Johnson. The sale prices were between $153.07 and $170.48, with an estimated average price of $161.89.
Sold Out: StoneMor Inc (3V8)Youngs Advisory Group, Inc. sold out a holding in StoneMor Inc. The sale prices were between $1.51 and $2.9, with an estimated average price of $2.13.
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