Youngs Advisory Group, Inc. Buys iShares Core MSCI Total International Stock ETF, Vanguard FTSE ...
Investment company Youngs Advisory Group, Inc. (Current Portfolio) buys iShares Core MSCI Total International Stock ETF, Vanguard FTSE Europe ETF, Schwab U.S. Small-Cap ETF, Schwab U.S. Mid-Cap ETF, Vanguard Value ETF, sells Nuveen S&P 500 Buy-Write Income Fund, Johnson & Johnson during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Youngs Advisory Group, Inc.. As of 2021Q4, Youngs Advisory Group, Inc. owns 55 stocks with a total value of $159 million. These are the details of the buys and sells.
New Purchases: ET, ETW, NVDA, SCHZ, XLP, HPQ, VXUS,
Added Positions: IXUS, VGK, SCHA, SCHM, VTV, XLK, SPYD, PFFD, MDY, SPY, IVV, RSP, VZ, T, FB, FPE,
Reduced Positions: BRK.B, AMZN, JNJ, GOOG, SLYG, RYT,
Sold Out: BXMX,
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) - 66,771 shares, 12.82% of the total portfolio. Shares reduced by 0.25%
Global X U.S. Preferred ETF (PFFD) - 693,200 shares, 11.27% of the total portfolio. Shares added by 3.31%
S&P 500 ETF TRUST ETF (SPY) - 37,007 shares, 11.09% of the total portfolio. Shares added by 2.20%
iShares Core MSCI Total International Stock ETF (IXUS) - 224,172 shares, 10.03% of the total portfolio. Shares added by 46.65%
S&P MidCap 400 ETF (MDY) - 24,181 shares, 7.90% of the total portfolio. Shares added by 4.14%
New Purchase: Energy Transfer LP (ET)
Youngs Advisory Group, Inc. initiated holding in Energy Transfer LP. The purchase prices were between $8.15 and $10.19, with an estimated average price of $9.06. The stock is now traded at around $9.290000. The impact to a portfolio due to this purchase was 0.63%. The holding were 121,702 shares as of 2021-12-31.
New Purchase: Eaton Vance Tax-mangd Glo Buy-write Oppo (ETW)
Youngs Advisory Group, Inc. initiated holding in Eaton Vance Tax-mangd Glo Buy-write Oppo. The purchase prices were between $10.58 and $11.27, with an estimated average price of $11.01. The stock is now traded at around $10.130000. The impact to a portfolio due to this purchase was 0.6%. The holding were 85,485 shares as of 2021-12-31.
New Purchase: NVIDIA Corp (NVDA)
Youngs Advisory Group, Inc. initiated holding in NVIDIA Corp. The purchase prices were between $197.32 and $333.76, with an estimated average price of $277.31. The stock is now traded at around $223.240000. The impact to a portfolio due to this purchase was 0.16%. The holding were 844 shares as of 2021-12-31.
New Purchase: Schwab US Aggregate Bond ETF (SCHZ)
Youngs Advisory Group, Inc. initiated holding in Schwab US Aggregate Bond ETF. The purchase prices were between $53.44 and $54.33, with an estimated average price of $53.89. The stock is now traded at around $52.860000. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,025 shares as of 2021-12-31.
New Purchase: Consumer Staples Select Sector SPDR (XLP)
Youngs Advisory Group, Inc. initiated holding in Consumer Staples Select Sector SPDR. The purchase prices were between $68.33 and $77.11, with an estimated average price of $72.11. The stock is now traded at around $74.870000. The impact to a portfolio due to this purchase was 0.14%. The holding were 2,910 shares as of 2021-12-31.
New Purchase: Vanguard Total International Stock (VXUS)
Youngs Advisory Group, Inc. initiated holding in Vanguard Total International Stock. The purchase prices were between $61.08 and $65.1, with an estimated average price of $63.41. The stock is now traded at around $61.140000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,315 shares as of 2021-12-31.
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 46.65%. The purchase prices were between $68.21 and $72.74, with an estimated average price of $70.81. The stock is now traded at around $68.140000. The impact to a portfolio due to this purchase was 3.19%. The holding were 224,172 shares as of 2021-12-31.
Added: Vanguard FTSE Europe ETF (VGK)
Youngs Advisory Group, Inc. added to a holding in Vanguard FTSE Europe ETF by 40.27%. The purchase prices were between $64.49 and $69.3, with an estimated average price of $67.12. The stock is now traded at around $64.540000. The impact to a portfolio due to this purchase was 1.44%. The holding were 116,633 shares as of 2021-12-31.
Added: Schwab U.S. Small-Cap ETF (SCHA)
Youngs Advisory Group, Inc. added to a holding in Schwab U.S. Small-Cap ETF by 29.94%. The purchase prices were between $97.28 and $109.61, with an estimated average price of $103.15. The stock is now traded at around $91.870000. The impact to a portfolio due to this purchase was 1.08%. The holding were 72,633 shares as of 2021-12-31.
Added: Schwab U.S. Mid-Cap ETF (SCHM)
Youngs Advisory Group, Inc. added to a holding in Schwab U.S. Mid-Cap ETF by 26.07%. The purchase prices were between $75.67 and $83.02, with an estimated average price of $79.76. The stock is now traded at around $73.100000. The impact to a portfolio due to this purchase was 0.9%. The holding were 85,791 shares as of 2021-12-31.
Added: Vanguard Value ETF (VTV)
Youngs Advisory Group, Inc. added to a holding in Vanguard Value ETF by 20.51%. The purchase prices were between $135.59 and $147.24, with an estimated average price of $142.08. The stock is now traded at around $143.500000. The impact to a portfolio due to this purchase was 0.71%. The holding were 45,134 shares as of 2021-12-31.
Added: iShares Core S&P 500 ETF (IVV)
Youngs Advisory Group, Inc. added to a holding in iShares Core S&P 500 ETF by 46.22%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $436.440000. The impact to a portfolio due to this purchase was 0.08%. The holding were 870 shares as of 2021-12-31.
Sold Out: Nuveen S&P 500 Buy-Write Income Fund (BXMX)
Youngs Advisory Group, Inc. sold out a holding in Nuveen S&P 500 Buy-Write Income Fund. The sale prices were between $14.28 and $15.13, with an estimated average price of $14.72.
Here is the complete portfolio of YOUNGS ADVISORY GROUP, INC.. Also check out:
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4. Stocks that YOUNGS ADVISORY GROUP, INC. keeps buyingThis article first appeared on GuruFocus.
