Youngs Advisory Group, Inc. Buys Global X U.S. Preferred ETF, iShares Core MSCI Total International Stock ETF, Schwab U.S. Small-Cap ETF, Sells Energy Transfer LP, Eaton Vance Tax-mangd Glo Buy-write Oppo

Investment company Youngs Advisory Group, Inc. (Current Portfolio) buys Global X U.S. Preferred ETF, iShares Core MSCI Total International Stock ETF, Schwab U.S. Small-Cap ETF, C3.ai Inc, Vanguard FTSE Europe ETF, sells Energy Transfer LP, Eaton Vance Tax-mangd Glo Buy-write Oppo during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Youngs Advisory Group, Inc.. As of 2021Q3, Youngs Advisory Group, Inc. owns 49 stocks with a total value of $133 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. Global X U.S. Preferred ETF (PFFD) - 670,963 shares, 13.03% of the total portfolio. New Position
  2. Air Products & Chemicals Inc (APD) - 66,940 shares, 12.93% of the total portfolio. Shares reduced by 9.12%
  3. S&P 500 ETF TRUST ETF (SPY) - 36,211 shares, 11.72% of the total portfolio. Shares added by 20.12%
  4. S&P MidCap 400 ETF (MDY) - 23,219 shares, 8.42% of the total portfolio. Shares added by 17.70%
  5. iShares Core MSCI Total International Stock ETF (IXUS) - 152,859 shares, 8.18% of the total portfolio. Shares added by 727.92%
New Purchase: Global X U.S. Preferred ETF (PFFD)

Youngs Advisory Group, Inc. initiated holding in Global X U.S. Preferred ETF. The purchase prices were between $25.47 and $26.01, with an estimated average price of $25.77. The stock is now traded at around $25.790000. The impact to a portfolio due to this purchase was 13.03%. The holding were 670,963 shares as of 2021-09-30.

New Purchase: C3.ai Inc (AI)

Youngs Advisory Group, Inc. initiated holding in C3.ai Inc. The purchase prices were between $44.79 and $63.8, with an estimated average price of $51.01. The stock is now traded at around $45.300000. The impact to a portfolio due to this purchase was 3.53%. The holding were 101,127 shares as of 2021-09-30.

New Purchase: First Trust Preferred Securities and Income ETF (FPE)

Youngs Advisory Group, Inc. initiated holding in First Trust Preferred Securities and Income ETF. The purchase prices were between $20.38 and $20.68, with an estimated average price of $20.52. The stock is now traded at around $20.520000. The impact to a portfolio due to this purchase was 0.28%. The holding were 17,935 shares as of 2021-09-30.

New Purchase: Schwab Emerging Markets Equity ETF (SCHE)

Youngs Advisory Group, Inc. initiated holding in Schwab Emerging Markets Equity ETF. The purchase prices were between $29.81 and $32.7, with an estimated average price of $31.25. The stock is now traded at around $31.650000. The impact to a portfolio due to this purchase was 0.19%. The holding were 8,309 shares as of 2021-09-30.

New Purchase: Invesco BulletShares 2027 Corporate Bond ETF (BSCR)

Youngs Advisory Group, Inc. initiated holding in Invesco BulletShares 2027 Corporate Bond ETF. The purchase prices were between $21.79 and $22.05, with an estimated average price of $21.94. The stock is now traded at around $21.750000. The impact to a portfolio due to this purchase was 0.19%. The holding were 11,490 shares as of 2021-09-30.

New Purchase: iShares Core S&P 500 ETF (IVV)

Youngs Advisory Group, Inc. initiated holding in iShares Core S&P 500 ETF. The purchase prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $447.680000. The impact to a portfolio due to this purchase was 0.19%. The holding were 595 shares as of 2021-09-30.

Added: iShares Core MSCI Total International Stock ETF (IXUS)

Youngs Advisory Group, Inc. added to a holding in iShares Core MSCI Total International Stock ETF by 727.92%. The purchase prices were between $70.98 and $74.79, with an estimated average price of $72.88. The stock is now traded at around $73.140000. The impact to a portfolio due to this purchase was 7.19%. The holding were 152,859 shares as of 2021-09-30.

Added: Schwab U.S. Small-Cap ETF (SCHA)

Youngs Advisory Group, Inc. added to a holding in Schwab U.S. Small-Cap ETF by 644.82%. The purchase prices were between $96.31 and $104.67, with an estimated average price of $101.3. The stock is now traded at around $103.220000. The impact to a portfolio due to this purchase was 3.65%. The holding were 55,899 shares as of 2021-09-30.

Added: Vanguard FTSE Europe ETF (VGK)

Youngs Advisory Group, Inc. added to a holding in Vanguard FTSE Europe ETF by 543.32%. The purchase prices were between $65.12 and $70.19, with an estimated average price of $68.16. The stock is now traded at around $68.200000. The impact to a portfolio due to this purchase was 3.47%. The holding were 83,149 shares as of 2021-09-30.

Added: Schwab U.S. Mid-Cap ETF (SCHM)

Youngs Advisory Group, Inc. added to a holding in Schwab U.S. Mid-Cap ETF by 499.05%. The purchase prices were between $74.38 and $80.66, with an estimated average price of $78.13. The stock is now traded at around $79.790000. The impact to a portfolio due to this purchase was 3.27%. The holding were 68,052 shares as of 2021-09-30.

Added: Vanguard Value ETF (VTV)

Youngs Advisory Group, Inc. added to a holding in Vanguard Value ETF by 581.35%. The purchase prices were between $133.72 and $141.65, with an estimated average price of $138.49. The stock is now traded at around $140.880000. The impact to a portfolio due to this purchase was 3.26%. The holding were 37,454 shares as of 2021-09-30.

Added: SPDR Portfolio S&P 500 High Dividend ETF (SPYD)

Youngs Advisory Group, Inc. added to a holding in SPDR Portfolio S&P 500 High Dividend ETF by 519.44%. The purchase prices were between $37.84 and $40.28, with an estimated average price of $39.46. The stock is now traded at around $40.620000. The impact to a portfolio due to this purchase was 2.78%. The holding were 112,087 shares as of 2021-09-30.

Sold Out: Energy Transfer LP (ET)

Youngs Advisory Group, Inc. sold out a holding in Energy Transfer LP. The sale prices were between $8.73 and $10.71, with an estimated average price of $9.62.

Sold Out: Eaton Vance Tax-mangd Glo Buy-write Oppo (ETW)

Youngs Advisory Group, Inc. sold out a holding in Eaton Vance Tax-mangd Glo Buy-write Oppo. The sale prices were between $10.81 and $11.29, with an estimated average price of $11.1.



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