RC
| |
Richard C. Young & CO., LTD.13F | |
| Richard C. Young & CO., LTD. | |
| Last update 2025-05-02 | 86 Stocks (2 new) |
| Value $931.00 Mil | Turnover 2 % |
Richard C. Young & CO., LTD. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLDM | SPDR Gold MiniShares Trust | 861,508 | 53,318.7 | -1.56% | 5.730 | -0.08% | 0.380 | +7.31% | +27.02% | 15,906.6 | ||
GLD | SPDR Gold Shares ETF | 128,928 | 37,149.3 | -3.06% | 3.990 | -0.11% | 0.040 | +7.23% | +26.85% | 102,309.8 | ||
V | Visa Inc | 85,965 | 30,127.5 | -1.42% | 3.240 | -0.04% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
T | AT&T Inc | 837,018 | 23,670.9 | -0.88% | 2.540 | -0.02% | 0.010 | +0.21% | +27.46% | 204,067.3 | Telecommunication Services | |
AVGO | Broadcom Inc | 135,866 | 22,748.1 | -0.46% | 2.440 | -0.02% | 0.000 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
ADP | Automatic Data Processing Inc | 72,798 | 22,242.1 | -1.68% | 2.390 | -0.04% | 0.020 | +1.75% | +6.72% | 125,511.3 | Software | |
SLV | iShares Silver Trust | 712,603 | 22,083.5 | -1.47% | 2.370 | -0.03% | 0.140 | +15.99% | +27.27% | 17,616.5 | ||
XOM | Exxon Mobil Corp | 178,618 | 21,243.0 | -0.37% | 2.280 | -0.01% | 0.000 | +0.71% | +6.21% | 483,541.5 | Oil & Gas | |
PG | Procter & Gamble Co | 123,760 | 21,091.1 | -0.08% | 2.270 | 0% | 0.010 | -6.12% | -2.88% | 377,072.7 | Consumer Packaged Goods | |
KMI | Kinder Morgan Inc | 730,862 | 20,851.5 | -0.40% | 2.240 | -0.01% | 0.030 | +3.60% | +5.92% | 63,149.0 | Oil & Gas |
Richard C. Young & CO., LTD.'s Historical Top Holdings Breakdowns
Richard C. Young & CO., LTD.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ALL | Allstate Corp | 2025-03-31 | New Buy New Buy | +0.92% | 180.99 ($194.74) 210.18 | $198.00 | 1.67% | New holding | 41,154 | 41,154 | |
AFL | Aflac Inc | 2025-03-31 | Sold Out Sold Out | -0.80% | 100.99 ($106.07) 111.19 | $104.57 | -1.41% | Sold Out | 0 | -71,122 | |
HSY | The Hershey Co | 2025-03-31 | Sold Out Sold Out | -0.51% | 144.74 ($163.72) 186.36 | $176.47 | 7.79% | Sold Out | 0 | -27,534 | |
KVUE | Kenvue Inc | 2025-03-31 | Add Add | +0.31% | 19.8 ($22.14) 23.98 | $21.05 | -4.92% | Add 31.17% | 513,289 | 121,976 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.11% | 243.19 ($264.45) 288.14 | $307.14 | 16.14% | Reduce -3.06% | 128,928 | -4,074 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.10% | 576.36 ($645.17) 736.67 | $719.01 | 11.45% | Add 15.96% | 11,376 | 1,566 | |
KO | Coca-Cola Co | 2025-03-31 | Add Add | +0.08% | 60.81 ($66.78) 72.32 | $71.35 | 6.84% | Add 6.63% | 168,255 | 10,458 | |
CL | Colgate-Palmolive Co | 2025-03-31 | Add Add | +0.08% | 85.68 ($89.54) 97.5 | $92.78 | 3.62% | Add 8.4% | 97,462 | 7,554 | |
GLDM | SPDR Gold MiniShares Trust | 2025-03-31 | Reduce Reduce | -0.08% | 52.19 ($56.8) 61.89 | $66.04 | 16.27% | Reduce -1.56% | 861,508 | -13,624 | |
APD | Air Products & Chemicals Inc | 2025-03-31 | Reduce Reduce | -0.07% | 283.24 ($308.4) 338.07 | $291.84 | -5.37% | Reduce -4.46% | 48,874 | -2,282 |
Richard C. Young & CO., LTD. Total Holding History ($B)
Richard C. Young & CO., LTD.'s Asset Allocation
Richard C. Young & CO., LTD. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Richard C. Young & CO., LTD.'s Hypothetical Growth since 2025-03-31
Richard C. Young & CO., LTD.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Richard C. Young & CO., LTD.'s Holdings Heat Map
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Richard C. Young & CO., LTD.'s Holdings Bubble Chart
Richard C. Young & CO., LTD. News
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