Legal Name: YOUNGS ADVISORY GROUP, INC.
報告期間:
Jun 30, 2019
有効日:
Jul 16, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
AIR PRODS & CHEMS INC (009158106)
|
81,486 |
$18,446k |
|
INVESCO EXCHANGETRAD (46137V357)
|
168,671 |
$18,183k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
40,566 |
$14,384k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
230,435 |
$12,937k |
|
SCHWAB STRATEGIC TR (808524805)
|
336,639 |
$10,803k |
|
SPDR SERIES TRUST (78464A201)
|
135,964 |
$8,282k |
|
Berkshire Hathaway, Inc. (084670702)
|
37,366 |
$7,965k |
|
GLOBAL X FDS (37950E226)
|
554,410 |
$7,174k |
|
SCHWAB STRATEGIC TR (808524102)
|
86,474 |
$6,099k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
38,104 |
$2,724k |
|
Apple Inc (037833100)
|
9,311 |
$1,843k |
|
SCHWAB STRATEGIC TR (808524789)
|
35,230 |
$1,363k |
|
VISA INC COM CL A (92826C839)
|
4,246 |
$737k |
|
CABOT MICROELECT CO (12709P103)
|
6,487 |
$714k |
|
ISHARES (464287168)
|
6,583 |
$655k |
|
Amazon.com Inc (023135106)
|
343 |
$650k |
|
EATON VANCE TXMGD GL BUYWR O (27829C105)
|
61,290 |
$600k |
|
DISNEY WALT CO (254687106)
|
3,730 |
$521k |
|
VERSUM MATLS INC COM (92532W103)
|
7,753 |
$400k |
|
B. Riley Wealth Management, Inc. (023111206)
|
20,159 |
$391k |
|
YUM BRANDS INC (988498101)
|
3,159 |
$350k |
|
SPDR SERIES TRUST (78464A839)
|
6,341 |
$326k |
|
Orasure Technologies Inc (68554V108)
|
34,972 |
$325k |
|
JPMORGAN CHASE & CO (46625H100)
|
2,890 |
$323k |
|
JOHNSON & JOHNSON (478160104)
|
2,195 |
$306k |
|
AT&T INC (00206R102)
|
8,452 |
$283k |
|
VERIZON COMMUNICATIONS (92343V104)
|
4,280 |
$245k |
|
INVESCO EXCH TRD SLF IDX FD (46138J783)
|
11,490 |
$236k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
2,820 |
$235k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
4,050 |
$231k |
|
MCDONALDS CORP (580135101)
|
1,099 |
$228k |
|
Boeing Co/The (097023105)
|
605 |
$220k |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
1,990 |
$219k |
|
Bank of America Corp. (060505104)
|
6,915 |
$201k |
|
ENERGY TRANSFER LP (29273V100)
|
10,619 |
$150k |
|
Global X MLP ETF (37950E473)
|
12,604 |
$111k |
|