0001085146-22-000307.txt : 20220126 0001085146-22-000307.hdr.sgml : 20220126 20220125181857 ACCESSION NUMBER: 0001085146-22-000307 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220126 DATE AS OF CHANGE: 20220125 EFFECTIVENESS DATE: 20220126 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: 22555072 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 12-31-2021 12-31-2021 false YOUNGS ADVISORY GROUP, INC.

5029 VERA CRUZ ROAD CENTER VALLEY PA 18034

13F HOLDINGS REPORT 028-17079 N John Youngs 610-954-9940 /s/ John Youngs Orlando FL 01-24-2022 0 55 158507 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 20316 66771 SH SOLE 66771 0 0 ALPHABET INC CAP STK CL A 02079K305 473 163 SH SOLE 163 0 0 ALPHABET INC CAP STK CL C 02079K107 539 186 SH SOLE 186 0 0 AMAZON COM INC COM 023135106 1787 536 SH SOLE 466 0 70 APPLE INC COM 037833100 6660 37505 SH SOLE 34245 0 3260 AT&T INC COM 00206R102 314 12773 SH SOLE 12773 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5546 18547 SH SOLE 16917 0 1630 BK OF AMERICA CORP COM 060505104 227 5098 SH SOLE 5098 0 0 C3 AI INC CL A 12468P104 3160 101127 SH SOLE 0 0 101127 CMC MATERIALS INC COM 12571T100 858 4475 SH SOLE 4475 0 0 COMCAST CORP NEW CL A 20030N101 217 4306 SH SOLE 4306 0 0 DISNEY WALT CO COM 254687106 874 5642 SH SOLE 5052 0 590 EATON VANCE TAX-MANAGED GLOB COM 27829C105 957 85485 SH SOLE 76285 0 9200 ENBRIDGE INC COM 29250N105 202 5160 SH SOLE 5160 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1002 121702 SH SOLE 109722 0 11980 ESSENTIAL UTILS INC COM 29670G102 636 11853 SH SOLE 11853 0 0 EXXON MOBIL CORP COM 30231G102 273 4465 SH SOLE 4465 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 377 18545 SH SOLE 10045 0 8500 GLOBAL X FDS US PFD ETF 37954Y657 17857 693200 SH SOLE 650915 0 42285 HOME DEPOT INC COM 437076102 299 720 SH SOLE 720 0 0 HP INC COM 40434L105 207 5496 SH SOLE 5496 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 248 11490 SH SOLE 11490 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 258 795 SH SOLE 795 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 932 5726 SH SOLE 5086 0 640 ISHARES TR CORE MSCI TOTAL 46432F834 15903 224172 SH SOLE 209723 0 14449 ISHARES TR CORE S&P500 ETF 464287200 415 870 SH SOLE 710 0 160 ISHARES TR RUS 1000 GRW ETF 464287614 246 806 SH SOLE 806 0 0 JOHNSON & JOHNSON COM 478160104 256 1498 SH SOLE 1498 0 0 JPMORGAN CHASE & CO COM 46625H100 568 3586 SH SOLE 3584 0 2 MCDONALDS CORP COM 580135101 317 1181 SH SOLE 1181 0 0 META PLATFORMS INC CL A 30303M102 431 1281 SH SOLE 1281 0 0 MICROSOFT CORP COM 594918104 712 2118 SH SOLE 2118 0 0 NETFLIX INC COM 64110L106 238 395 SH SOLE 365 0 30 NVIDIA CORPORATION COM 67066G104 248 844 SH SOLE 844 0 0 ORASURE TECHNOLOGIES INC COM 68554V108 306 35172 SH SOLE 35172 0 0 ORION ENGINEERED CARBONS S A COM L72967109 275 15000 SH SOLE 15000 0 0 PFIZER INC COM 717081103 689 11668 SH SOLE 11668 0 0 PNC FINL SVCS GROUP INC COM 693475105 354 1764 SH SOLE 764 0 1000 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 246 8309 SH SOLE 6309 0 2000 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 217 4025 SH SOLE 4025 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 462 2820 SH SOLE 2820 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6900 85791 SH SOLE 79862 0 5929 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7438 72633 SH SOLE 67536 0 5097 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 224 2910 SH SOLE 2910 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5616 32302 SH SOLE 29472 0 2830 SPDR S&P 500 ETF TR TR UNIT 78462F103 17577 37007 SH SOLE 34597 0 2410 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 12518 24181 SH SOLE 22744 0 1437 SPDR SER TR PRTFLO S&P500 HI 78468R788 5309 126260 SH SOLE 116878 0 9382 SPDR SER TR S&P 600 SMCP GRW 78464A201 438 4718 SH SOLE 4718 0 0 TESLA INC COM 88160R101 658 622 SH SOLE 402 0 220 VANGUARD INDEX FDS VALUE ETF 922908744 6640 45134 SH SOLE 40480 0 4654 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 7959 116633 SH SOLE 108060 0 8573 VANGUARD STAR FDS VG TL INTL STK F 921909768 211 3315 SH SOLE 1015 0 2300 VERIZON COMMUNICATIONS INC COM 92343V104 414 7975 SH SOLE 7975 0 0 VISA INC COM CL A 92826C839 503 2321 SH SOLE 1391 0 930