Youngs Advisory Group, Inc.
- SEC CIK
- 0001663649
- Latest filing
- Jul 24, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 14, 2021. Long positions only.
- Positions
- 34
- No 13F data for Q4 2020
- Portfolio value
- $80.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 73,658 | $20.7M | 25.9% | – | – | History |
| Global X FDS37954Y657 | US PFD ETF | 603,306 | $15.4M | 19.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,840 | $11.0M | 13.8% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 19,256 | $9.17M | 11.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 24,482 | $6.25M | 7.8% | – | – | History |
| AAPLApple Inc. | Stock | 34,593 | $4.22M | 5.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 426 | $1.32M | 1.6% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 125,081 | $961.0K | 1.2% | – | – | History |
| CCMPCMC Materials, Inc. | COM | 4,895 | $865.0K | 1.1% | – | – | History |
| DISWalt Disney Co | Stock | 4,561 | $842.0K | 1.1% | – | – | History |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 72,012 | $743.0K | 0.9% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,185 | $735.0K | 0.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 337 | $697.0K | 0.9% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,562 | $542.0K | 0.7% | – | – | History |
| WTRGEssential Utilities, Inc. | COM | 11,853 | $530.0K | 0.7% | – | – | History |
| VVisa Inc. | Stock | 2,394 | $507.0K | 0.6% | – | – | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 5,418 | $465.0K | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,845 | $435.0K | 0.5% | – | – | History |
| OSUROrasure Technologies Inc | COM | 35,172 | $410.0K | 0.5% | – | – | History |
| VZVerizon Communications Inc | Stock | 6,429 | $374.0K | 0.5% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,820 | $366.0K | 0.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,165 | $343.0K | 0.4% | – | – | History |
| TAT&T Inc. | Stock | 11,309 | $342.0K | 0.4% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 5,797 | $324.0K | 0.4% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,170 | $310.0K | 0.4% | – | – | – |
| OECOrion S.A. | COM | 15,000 | $296.0K | 0.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,285 | $288.0K | 0.4% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 11,490 | $248.0K | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 355 | $237.0K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 729 | $223.0K | 0.3% | – | – | History |
| CVXChevron Corp | Stock | 2,131 | $223.0K | 0.3% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,178 | $207.0K | 0.3% | – | – | History |
| NFLXNetflix Inc | Stock | 395 | $206.0K | 0.3% | – | – | History |
| BACBank of America Corp | Stock | 5,246 | $203.0K | 0.3% | – | – | History |