YOUNGS ADVISORY GROUP, INC.
CIK 1663649 · Holdings on Mar 31, 2024 · First reported May 6, 2024
Top ten holdings
Q1 2024- IXUS14.88%
- SPY14.78%
- RSP8.65%
- XLK8.42%
- VGK7.63%
- PFFD7.58%
- MDY6.48%
- APD6.16%
- SCHA4.81%
- SCHM4.23%
Share classes counted separately83.62%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight increased · +4.07 pp10.71% → 14.78%Shares +18.29K (+40.64%)
- VTVWeight decreased · -3.85 pp4.55% → 0.70%Shares -51.08K (-84.12%)
- XLKWeight increased · +2.22 pp6.20% → 8.42%Shares +26.17K (+40.67%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $33.32M | 14.88% | 490.97K shares | 15.29% → 14.88%-0.41 pp +20.99K (+4.47%) | Added | ↗▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $33.10M | 14.78% | 63.28K shares | 10.71% → 14.78%+4.07 pp +18.29K (+40.64%) | Added | ↗▾ |
| 03 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $19.36M | 8.65% | 114.31K shares | 7.08% → 8.65%+1.57 pp +24.73K (+27.60%) | Added | ↗▾ |
| 04 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $18.85M | 8.42% | 90.51K shares | 6.20% → 8.42%+2.22 pp +26.17K (+40.67%) | Added | ↗▾ |
| 05 | VGKVANGUARD FTSE EUROPE ETFFTSE EUROPE ETF View history and evidence | $17.10M | 7.63% | 253.89K shares | 8.03% → 7.63%-0.40 pp +5.44K (+2.19%) | Added | ↗▾ |
| 06 | PFFDGLOBAL X US PREFERRED ETFUS PFD ETF View history and evidence | $16.97M | 7.58% | 841.93K shares | 7.83% → 7.58%-0.25 pp +35.98K (+4.46%) | Added | ↗▾ |
| 07 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $14.51M | 6.48% | 26.08K shares | 6.44% → 6.48%+0.04 pp +725 (+2.86%) | Added | ↗▾ |
| 08 | APDAIR PRODUCTS & CHEMICALS INC View history and evidence | $13.79M | 6.16% | 56.93K shares | 7.83% → 6.16%-1.67 pp -142 (-0.25%) | Reduced | ↗▾ |
| 09 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $10.78M | 4.81% | 218.93K shares | 4.97% → 4.81%-0.16 pp +9.04K (+4.31%) | Added | ↗▾ |
| 10 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $9.46M | 4.23% | 116.20K shares | 4.55% → 4.23%-0.32 pp -4.28K (-3.55%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VIG VANGUARD DIVIDEND APPREC ETF | Non-derivative | -1,871 | -$318.86K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1663649 · Period Mar 31, 2024
Data loaded Sep 23, 2026 · First reported May 6, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 223929934
}Research all 47 reported holdings.
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