Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest YOUNGS ADVISORY GROUP, INC. Stock Portfolio

YOUNGS ADVISORY GROUP, INC. Performance:
2026 Q1: -0.61%YTD: -0.61%2025: 13.54%
Performance for 2026 Q1 is -0.61%, and YTD is -0.61%, and 2025 is 13.54%.

About YOUNGS ADVISORY GROUP, INC. and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tiller Private Wealth, Inc. reported an equity portfolio of $281.4 Millions as of 31 Mar, 2026.

The top stock holdings of Tiller Private Wealth, Inc. are IBCE, SPY, CSD. The fund has invested 19.2% of it's portfolio in ISHARES TR and 14.2% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off ASTRAZENECA PLC (AZN) and ORACLE CORP (ORCL) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ENERGY TRANSFER L P (ET) and SCHWAB STRATEGIC TR (FNDA). Tiller Private Wealth, Inc. opened new stock positions in ASTRAZENECA PLC, FIDELITY COMWLTH TR (ONEQ) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC. (NFLX), INVESCO QQQ TR (QQQ) and ISHARES TR (IJR).

YOUNGS ADVISORY GROUP, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that Tiller Private Wealth, Inc. made a return of -0.61% in the last quarter. In trailing 12 months, it's portfolio return was 15.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc325,216
fidelity comwlth tr317,309
vanguard bd index fds200,449
New stocks bought by YOUNGS ADVISORY GROUP, INC.

Additions

Ticker% Inc.
netflix inc.255
invesco qqq tr69.91
ishares tr27.27
ea series trust14.1
ea series trust12.43
amazon com inc10.91
nvidia corporation10.75
nuveen select tax-free incom5.9
Additions to existing portfolio by YOUNGS ADVISORY GROUP, INC.

Reductions

Ticker% Reduced
ishares tr-43.25
energy transfer l p-18.59
schwab strategic tr-16.37
vanguard index fds-14.86
vanguard intl equity index f-8.81
pepsico inc-5.62
vanguard world fd-3.57
jpmorgan chase & co-2.89
YOUNGS ADVISORY GROUP, INC. reduced stake in above stock

Sold off

Ticker$ Sold
astrazeneca plc-303,369
oracle corp-225,511
YOUNGS ADVISORY GROUP, INC. got rid off the above stocks

Sector Distribution

Tiller Private Wealth, Inc. has about 86.8% of it's holdings in Others sector.

Sector%
Others86.8
Basic Materials4.8
Technology4.6
Consumer Cyclical1.1
Communication Services1.1

Market Cap. Distribution

Tiller Private Wealth, Inc. has about 12.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED86.8
MEGA-CAP6.9
LARGE-CAP5.4

Stocks belong to which Index?

About 12.1% of the stocks held by Tiller Private Wealth, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others87
S&P 50012.1
Top 5 Winners (%)%
XOM
exxon mobil corp
41.0 %
OEC
orion s.a.
23.1 %
JNJ
johnson & johnson
18.1 %
APD
air products and chemicals i
17.4 %
ET
energy transfer l p
15.5 %
Top 5 Winners ($)$
APD
air products and chemicals i
1.8 M
IBCE
ishares tr
1.2 M
DFAC
dimensional etf trust
0.8 M
MDY
state str spdr s&p midcap 40
0.4 M
FNDA
schwab strategic tr
0.3 M
Top 5 Losers (%)%
AI
c3 ai inc
-37.5 %
MSFT
microsoft corp
-23.2 %
DIS
disney walt co
-15.1 %
V
visa inc
-13.7 %
META
meta platforms inc
-13.2 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-2.0 M
SPY
state str spdr s&p 500 etf t
-1.9 M
AI
c3 ai inc
-1.1 M
AAPL
apple inc
-0.5 M
berkshire hathaway inc del
-0.2 M

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 64 stocks in it's portfolio. About 78.6% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. APD was the most profitable stock for Tiller Private Wealth, Inc. last quarter.

Last Reported on: 23 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions