YOUNGS ADVISORY GROUP, INC. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
5029 VERA CRUZ ROAD CENTER VALLEY, PA 18034
As of the latest 13F report, the guru’s equity portfolio contained 48 stocks valued at a total of $169.00Mil. The top holdings were IXUS(13.25%), APD(11.20%), and SPY(9.62%).
According to GuruFocus data, these were YOUNGS ADVISORY GROUP, INC.’s top five trades of the quarter.
iShares U.S. Preferred Stock
YOUNGS ADVISORY GROUP, INC. reduced their investment in NAS:PFF by 154,485 shares. The trade had a 3.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $30.94.
On 01/25/2023, iShares U.S. Preferred Stock traded for a price of $33.0325 per share and a market cap of $14.00Bil. The stock has returned -8.18% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Global X U.S. Preferred ETF
During the quarter, YOUNGS ADVISORY GROUP, INC. bought 266,708 shares of ARCA:PFFD for a total holding of 552,507. The trade had a 3.05% impact on the equity portfolio. During the quarter, the stock traded for an average price of $19.84.
On 01/25/2023, Global X U.S. Preferred ETF traded for a price of $21.26 per share and a market cap of $2.38Bil. The stock has returned -9.59% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core MSCI Total International Stock ETF
During the quarter, YOUNGS ADVISORY GROUP, INC. bought 72,931 shares of NAS:IXUS for a total holding of 387,690. The trade had a 2.49% impact on the equity portfolio. During the quarter, the stock traded for an average price of $55.44.
On 01/25/2023, iShares Core MSCI Total International Stock ETF traded for a price of $62.61 per share and a market cap of $31.39Bil. The stock has returned -5.74% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI Total International Stock ETF has a price-earnings ratio of 12.04 and a price-book ratio of 1.54.
Vanguard Total International Stock
YOUNGS ADVISORY GROUP, INC. reduced their investment in NAS:VXUS by 74,286 shares. The trade had a 2.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.53.
On 01/25/2023, Vanguard Total International Stock traded for a price of $55.98 per share and a market cap of $54.95Bil. The stock has returned -5.65% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Total International Stock has a price-earnings ratio of 11.65 and a price-book ratio of 1.48.
Schwab U.S. Small-Cap ETF
During the quarter, YOUNGS ADVISORY GROUP, INC. bought 33,428 shares of ARCA:SCHA for a total holding of 167,384. The trade had a 0.8% impact on the equity portfolio. During the quarter, the stock traded for an average price of $40.83.
On 01/25/2023, Schwab U.S. Small-Cap ETF traded for a price of $43.015 per share and a market cap of $14.19Bil. The stock has returned -5.25% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Schwab U.S. Small-Cap ETF has a price-earnings ratio of 12.02 and a price-book ratio of 2.03.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
