0001085146-20-000397.txt : 20200204 0001085146-20-000397.hdr.sgml : 20200204 20200204165528 ACCESSION NUMBER: 0001085146-20-000397 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200204 DATE AS OF CHANGE: 20200204 EFFECTIVENESS DATE: 20200204 FILER: COMPANY DATA: COMPANY CONFORMED NAME: YOUNGS ADVISORY GROUP, INC. CENTRAL INDEX KEY: 0001663649 IRS NUMBER: 232866594 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17079 FILM NUMBER: 20574611 BUSINESS ADDRESS: STREET 1: 1412 WALTER STREET CITY: BETHLEHEM STATE: PA ZIP: 18015 BUSINESS PHONE: 610-954-9940 MAIL ADDRESS: STREET 1: 5029 VERA CRUZ ROAD CITY: CENTER VALLEY STATE: PA ZIP: 18034 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001663649 XXXXXXXX 12-31-2019 12-31-2019 false YOUNGS ADVISORY GROUP, INC.
5029 VERA CRUZ ROAD CENTER VALLEY PA 18034
13F HOLDINGS REPORT 028-17079 N
John Youngs CCO 610-954-9940 /s/ John Youngs Orlando FL 02-03-2020 0 41 123532
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 17774 75639 SH SOLE 75639 0 0 ALPHABET INC CAP STK CL C 02079K107 221 166 SH SOLE 166 0 0 AMARIN CORP PLC SPONS ADR NEW 023111206 432 20159 SH SOLE 20159 0 0 AMAZON COM INC COM 023135106 610 330 SH SOLE 318 0 12 APPLE INC COM 037833100 2599 8850 SH SOLE 8388 0 462 AQUA AMERICA INC COM 03836W103 696 14823 SH SOLE 14823 0 0 AT&T INC COM 00206R102 436 11158 SH SOLE 11158 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8194 36175 SH SOLE 33195 0 2980 BOEING CO COM 097023105 311 955 SH SOLE 955 0 0 CABOT MICROELECTRONICS CORP COM 12709P103 706 4895 SH SOLE 4895 0 0 DISNEY WALT CO COM DISNEY 254687106 914 6317 SH SOLE 5727 0 590 EATON VANCE TXMGD GL BUYWR O COM 27829C105 720 69435 SH SOLE 69435 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 156 12190 SH SOLE 12190 0 0 FACEBOOK INC CL A 30303M102 202 982 SH SOLE 982 0 0 GLOBAL X FDS GLB X MLP ENRG I 37950E226 7102 578365 SH SOLE 543070 0 35295 GLOBAL X FDS GLBL X MLP ETF 37950E473 131 16561 SH SOLE 16561 0 0 INTEL CORP COM 458140100 212 3544 SH SOLE 2144 0 1400 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 241 11490 SH SOLE 11490 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 20415 176417 SH SOLE 163825 0 12592 ISHARES TR SELECT DIVID ETF 464287168 754 7133 SH SOLE 6833 0 300 ISHARES TR BARCLAYS 7 10 YR 464287440 216 1960 SH SOLE 1960 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 202 1148 SH SOLE 1148 0 0 JOHNSON & JOHNSON COM 478160104 341 2340 SH SOLE 2340 0 0 JPMORGAN CHASE & CO COM 46625H100 424 3039 SH SOLE 3039 0 0 MCDONALDS CORP COM 580135101 250 1267 SH SOLE 1237 0 30 ORASURE TECHNOLOGIES INC COM 68554V108 281 34972 SH SOLE 34972 0 0 ORION ENGINEERED CARBONS S A COM L72967109 290 15000 SH SOLE 15000 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5591 72730 SH SOLE 67335 0 5395 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 262 2820 SH SOLE 2820 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 13812 229743 SH SOLE 214911 0 14832 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 244 4050 SH SOLE 4050 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 859 11355 SH SOLE 11355 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US BM 808524789 1459 34615 SH SOLE 34615 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 10791 320864 SH SOLE 294199 0 26665 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 15026 40028 SH SOLE 37388 0 2640 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 8928 138373 SH SOLE 128484 0 9889 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 348 6358 SH SOLE 6291 0 67 STONEMOR PARTNERS L P COM UNITS INT 86183Q100 28 19595 SH SOLE 19595 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 395 6435 SH SOLE 6435 0 0 VISA INC COM CL A 92826C839 632 3362 SH SOLE 2332 0 1030 YUM BRANDS INC COM 988498101 327 3242 SH SOLE 3242 0 0