Latest YOUNGS ADVISORY GROUP, INC. Stock Portfolio
YOUNGS ADVISORY GROUP, INC. Performance:
2025 Q3: 2.8%YTD: 4.25%2024: 7.18%
Performance for 2025 Q3 is 2.8%, and YTD is 4.25%, and 2024 is 7.18%.
About YOUNGS ADVISORY GROUP, INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Tiller Private Wealth, Inc. reported an equity portfolio of $281 Millions as of 30 Sep, 2025.
The top stock holdings of Tiller Private Wealth, Inc. are IBCE, SPY, XLB. The fund has invested 18.3% of it's portfolio in ISHARES TR and 15.1% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off VERIZON COMMUNICATIONS INC (VZ) and COCA COLA CO (KO) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR). Tiller Private Wealth, Inc. opened new stock positions in ADVANSIX INC (ASIX), ISHARES TR (IBCE) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to ORION S.A. (OEC), HOME DEPOT INC (HD) and AIR PRODS & CHEMS INC (APD).
The top stock holdings of Tiller Private Wealth, Inc. are IBCE, SPY, XLB. The fund has invested 18.3% of it's portfolio in ISHARES TR and 15.1% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off VERIZON COMMUNICATIONS INC (VZ) and COCA COLA CO (KO) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR). Tiller Private Wealth, Inc. opened new stock positions in ADVANSIX INC (ASIX), ISHARES TR (IBCE) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to ORION S.A. (OEC), HOME DEPOT INC (HD) and AIR PRODS & CHEMS INC (APD).
YOUNGS ADVISORY GROUP, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that Tiller Private Wealth, Inc. made a return of 2.8% in the last quarter. In trailing 12 months, it's portfolio return was 5.15%.
New Buys
| Ticker | $ Bought |
|---|---|
| advansix inc | 520,528 |
| ishares tr | 254,509 |
| tesla inc | 235,907 |
| ishares tr | 224,885 |
| vanguard world fd | 214,013 |
| schwab strategic tr | 200,814 |
| nuveen select tax-free incom | 196,295 |
New stocks bought by YOUNGS ADVISORY GROUP, INC.
Additions
| Ticker | % Inc. |
|---|---|
| orion s.a. | 117 |
| home depot inc | 110 |
| air prods & chems inc | 9.56 |
| ishares tr | 8.12 |
| dimensional etf trust | 4.66 |
| spdr s&p midcap 400 etf tr | 1.7 |
| ishares tr | 1.59 |
| global x fds | 1.27 |
Additions to existing portfolio by YOUNGS ADVISORY GROUP, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| oracle corp | -26.4 |
| vanguard intl equity index f | -14.07 |
| ishares tr | -10.41 |
| meta platforms inc | -5.81 |
| vanguard world fd | -5.09 |
| ishares tr | -4.54 |
| microsoft corp | -4.12 |
| spdr series trust | -3.14 |
YOUNGS ADVISORY GROUP, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| verizon communications inc | -237,000 |
| coca cola co | -212,000 |
YOUNGS ADVISORY GROUP, INC. got rid off the above stocks
Sector Distribution
Tiller Private Wealth, Inc. has about 85.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 85.3 |
| Technology | 6.1 |
| Basic Materials | 4.7 |
| Consumer Cyclical | 1.3 |
| Communication Services | 1.1 |
Market Cap. Distribution
Tiller Private Wealth, Inc. has about 12.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 85.3 |
| MEGA-CAP | 7.6 |
| LARGE-CAP | 5.3 |
| MID-CAP | 1.4 |
Stocks belong to which Index?
About 14.5% of the stocks held by Tiller Private Wealth, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 85.5 |
| S&P 500 | 12.7 |
| RUSSELL 2000 | 1.8 |
YOUNGS ADVISORY GROUP, INC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of YOUNGS ADVISORY GROUP, INC.
Tiller Private Wealth, Inc. has 63 stocks in it's portfolio. About 77.9% of the portfolio is in top 10 stocks. AI proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Tiller Private Wealth, Inc. last quarter.
Last Reported on: 22 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.20 | 35,323 | 8,994,350 | reduced | -1.09 | ||
| AAXJ | ishares tr | 0.16 | 14,260 | 450,913 | added | 8.12 | ||
| AGNG | global x fds | 6.64 | 959,626 | 18,645,500 | added | 1.27 | ||
| AI | c3 ai inc | 1.33 | 215,686 | 3,740,000 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.76 | 9,676 | 2,124,560 | added | 0.17 | ||
| APD | air prods & chems inc | 4.03 | 41,529 | 11,325,800 | added | 9.56 | ||
| ASIX | advansix inc | 0.18 | 26,859 | 520,528 | new | |||
| BIL | spdr series trust | 0.14 | 4,325 | 407,891 | reduced | -3.14 | ||
| CSD | invesco exchange traded fd t | 8.37 | 124,043 | 23,530,900 | reduced | -0.58 | ||
| CSD | invesco exchange traded fd t | 0.12 | 7,690 | 342,821 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 5.25 | 253,581 | 14,761,000 | added | 4.66 | ||
| DIS | disney walt co | 0.16 | 3,797 | 434,782 | unchanged | 0.00 | ||
| ET | energy transfer l p | 0.18 | 29,628 | 508,423 | added | 0.06 | ||
| FNDA | schwab strategic tr | 4.33 | 436,104 | 12,167,300 | reduced | -2.22 | ||
| FNDA | schwab strategic tr | 3.77 | 357,563 | 10,598,200 | reduced | -0.27 | ||
| FNDA | schwab strategic tr | 0.22 | 22,215 | 606,470 | reduced | -1.79 | ||
| FNDA | schwab strategic tr | 0.20 | 17,200 | 548,852 | reduced | -0.66 | ||
| FNDA | schwab strategic tr | 0.08 | 9,744 | 228,692 | unchanged | 0.00 | ||
| FNDA | schwab strategic tr | 0.07 | 8,626 | 200,814 | new | |||
| GOOG | alphabet inc | 0.26 | 3,005 | 730,598 | unchanged | 0.00 | ||