# EDGAR Filing Document

**Accession Number:** 0001663649
**File Stem:** 0001085146-23-000346
**Filing Date:** 2023-1
**Character Count:** 8987
**Document Hash:** bd07402bb1494a076af7525ba2d365d9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000346.hdr.sgml**: 20230125

**ACCESSION NUMBER**: 0001085146-23-000346

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230125

**DATE AS OF CHANGE**: 20230125

**EFFECTIVENESS DATE**: 20230125

**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:** 23549770

**BUSINESS ADDRESS:**
- **STREET 1:** 1412 WALTER STREET
- **CITY:** BETHLEHEM
- **STATE:** PA
- **ZIP:** 18015
- **BUSINESS PHONE:** 610-954-9940

**MAIL ADDRESS:**
- **STREET 1:** 1412 WALTER STREET
- **CITY:** BETHLEHEM
- **STATE:** PA
- **ZIP:** 18015

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** YOUNGS ADVISORY GROUP INC.<br>**Address:** 1412 WALTER STREET<br>BETHLEHEM, PA 18015

**Form 13F File Number:** 028-17079

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John Youngs<br>**Title:** CCO<br>**Phone:** 610-954-9940

**Signature, Place, and Date of Signing:**

/s/ John Youngs  Orlando, FL  01-24-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 48

**Form 13F Information Table Value Total:** $169354330

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AIR PRODS  CHEMS INC | COM | 009158106 | BBG001S5NSB6 | 18963192 | 61516 | SH |  | SOLE |  | 61183 | 0 | 333 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 321687 | 3646 | SH |  | SOLE |  | 3346 | 0 | 300 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 289260 | 3260 | SH |  | SOLE |  | 3260 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 933744 | 11116 | SH |  | SOLE |  | 9416 | 0 | 1700 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4802287 | 36960 | SH |  | SOLE |  | 34458 | 0 | 2501 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | BBG001SB80N8 | 214858 | 3169 | SH |  | SOLE |  | 3169 | 0 | 0 |
| AT INC | COM | 00206R102 | BBG001S5VWH2 | 213767 | 11611 | SH |  | SOLE |  | 11611 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 4174475 | 13514 | SH |  | SOLE |  | 11999 | 0 | 1515 |
| C3 AI INC | CL A | 12468P104 | BBG00Y6G6Y84 | 1131611 | 101127 | SH |  | SOLE |  | 0 | 0 | 101127 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 222253 | 3494 | SH |  | SOLE |  | 3494 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 516447 | 5944 | SH |  | SOLE |  | 5944 | 0 | 0 |
| EATON VANCE TAX-MANAGED GLOB | COM | 27829C105 | BBG001SGGKG2 | 611798 | 78840 | SH |  | SOLE |  | 68240 | 0 | 10600 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | BBG001SDHNW4 | 920453 | 77544 | SH |  | SOLE |  | 26634 | 0 | 50910 |
| ESSENTIAL UTILS INC | COM | 29670G102 | BBG001S5VFD3 | 323514 | 6778 | SH |  | SOLE |  | 6778 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 519358 | 4708 | SH |  | SOLE |  | 4708 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | HIGH INCM STRGC | 33739Q309 | BBG006YSN868 | 986144 | 22392 | SH |  | SOLE |  | 22332 | 0 | 60 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 | BBG00HPF2LX6 | 10702065 | 552507 | SH |  | SOLE |  | 517937 | 0 | 34570 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 10893855 | 77124 | SH |  | SOLE |  | 72610 | 0 | 4514 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | BBG003H6TMV7 | 22439541 | 387690 | SH |  | SOLE |  | 366800 | 0 | 20890 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 330180 | 1365 | SH |  | SOLE |  | 1150 | 0 | 215 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 351552 | 915 | SH |  | SOLE |  | 735 | 0 | 180 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | BBG001SNVWC8 | 4169011 | 136554 | SH |  | SOLE |  | 131744 | 0 | 4810 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | BBG019C1BQS3 | 223570 | 1862 | SH |  | SOLE |  | 1862 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 348405 | 1972 | SH |  | SOLE |  | 1972 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 447403 | 3336 | SH |  | SOLE |  | 3334 | 0 | 2 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 330865 | 1255 | SH |  | SOLE |  | 1255 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 540564 | 2254 | SH |  | SOLE |  | 2254 | 0 | 0 |
| ORASURE TECHNOLOGIES INC | COM | 68554V108 | BBG001SD3BW5 | 402480 | 83502 | SH |  | SOLE |  | 83502 | 0 | 0 |
| ORION ENGINEERED CARBONS S A | COM | L72967109 | BBG006MC4LQ6 | 534300 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 573489 | 11192 | SH |  | SOLE |  | 11192 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 318359 | 5730 | SH |  | SOLE |  | 5730 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | BBG001V036R6 | 7721871 | 117693 | SH |  | SOLE |  | 110984 | 0 | 6709 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | BBG001T5XQW5 | 6780750 | 167384 | SH |  | SOLE |  | 157254 | 0 | 10130 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 7021807 | 56427 | SH |  | SOLE |  | 53007 | 0 | 3420 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 16298616 | 42618 | SH |  | SOLE |  | 39902 | 0 | 2716 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 | BBG001S63NQ1 | 10913627 | 24647 | SH |  | SOLE |  | 23141 | 0 | 1506 |
| SPDR SER TR | PRTFLO S HI | 78468R788 | BBG00B6WD879 | 1368479 | 34575 | SH |  | SOLE |  | 30485 | 0 | 4090 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 | BBG001SG4275 | 463781 | 6420 | SH |  | SOLE |  | 6420 | 0 | 0 |
| SSGA ACTIVE ETF TR | INCOM ALLO ETF | 78467V202 | BBG002XY8BM7 | 1018038 | 34517 | SH |  | SOLE |  | 34442 | 0 | 75 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 2004257 | 10920 | SH |  | SOLE |  | 9574 | 0 | 1346 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 9275577 | 66079 | SH |  | SOLE |  | 60765 | 0 | 5314 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | BBG001SHTV18 | 13891143 | 250561 | SH |  | SOLE |  | 233739 | 0 | 16822 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 331217 | 2181 | SH |  | SOLE |  | 2181 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 3866484 | 74758 | SH |  | SOLE |  | 67318 | 0 | 7440 |
| VELODYNE LIDAR INC | COM | 92259F101 | BBG00M0X4600 | 7387 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 322902 | 8195 | SH |  | SOLE |  | 8195 | 0 | 0 |
| VINCO VENTURES INC | COM | 927330100 | BBG00KP45MK3 | 40138 | 86505 | SH |  | SOLE |  | 86505 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 277769 | 1336 | SH |  | SOLE |  | 1134 | 0 | 202 |

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