Richard C. Young & Co., Ltd. Purchases in Q1 2025

Richard C. Young & Co., Ltd.

  • $866 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ALL
Allstate Corp

Financial Services
41.2K
New
$180.99 - $210.18 $7.45M - $8.65M
41.2K $8.52M
MO
Altria Group, Inc.

Consumer Defensive
9.62K
+ 3.56%
$50.81 - $60.02 $489K - $577K
280K $16.8M
CVX
Chevron Corp

Energy
523
+ 0.51%
$146.71 - $167.97 $76.7K - $87.8K
102K $17.1M
VZ
Verizon Communications Inc

Communication Services
7.07K
+ 1.94%
$37.81 - $46.49 $267K - $329K
371K $16.8M
KO
Coca Cola CO

Consumer Defensive
10.5K
+ 6.63%
$60.81 - $72.32 $636K - $756K
168K $12.1M
SO
Southern CO

Utilities
901
+ 0.41%
$80.96 - $92.96 $72.9K - $83.8K
223K $20.5M
JNJ
Johnson & Johnson

Healthcare
29
+ 0.04%
$142.06 - $167.7 $4.12K - $4.86K
74.7K $12.4M
MCD
Mcdonalds Corp

Consumer Cyclical
87
+ 0.2%
$279.74 - $321.29 $24.3K - $28K
43.9K $13.7M
NOC
Northrop Grumman Corp

Industrials
785
+ 5.62%
$433.45 - $513.82 $340K - $403K
14.8K $7.56M
CL
Colgate Palmolive CO

Consumer Defensive
7.55K
+ 8.4%
$85.68 - $97.5 $647K - $737K
97.5K $9.13M
DUK
Duke Energy Corp

Utilities
1.23K
+ 3.08%
$105.87 - $121.97 $130K - $149K
41K $5M
UNP
Union Pacific Corp

Industrials
521
+ 1.13%
$225.21 - $254.42 $117K - $133K
46.6K $11M
JPM
Jpmorgan Chase & CO

Financial Services
49
+ 0.07%
$225.19 - $279.95 $11K - $13.7K
71.3K $17.5M
QCOM
Qualcomm Inc

Technology
2.02K
+ 6.75%
$151.94 - $175.86 $307K - $355K
31.9K $4.9M
RTX
Raytheon Technologies Corp

Industrials
1.52K
New
$114.1 - $135.66 $173K - $206K
1.52K $200K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.16K
+ 4.07%
$126.11 - $135.06 $147K - $157K
29.7K $3.83M
VTI
Vanguard Total Stock Market Et

ETFs
491
+ 27.04%
$271.18 - $303.12 $133K - $149K
2.31K $634K
HON
Honeywell International Inc

Industrials
2.39K
+ 8.35%
$202.75 - $226.52 $485K - $542K
31K $6.57M
LHX
L3 Harris Technologies, Inc.

Industrials
713
+ 1.03%
$194.65 - $222.86 $139K - $159K
69.6K $14.6M
MMM
3 M CO

Industrials
11
+ 0.33%
$129.7 - $155.12 $1.43K - $1.71K
3.31K $486K
VDC
Vanguard Consumer Staples ETF

ETFs
207
+ 13.36%
$206.54 - $226.16 $42.8K - $46.8K
1.76K $384K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
407
+ 7.58%
$65.44 - $70.64 $26.6K - $28.8K
5.77K $394K
VIG
Vanguard Dividend Appreciation

ETFs
161
+ 2.35%
N/A
7K $1.27M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
28
+ 0.59%
$48.65 - $53.06 $1.36K - $1.49K
4.74K $246K
Blackrock Inc
2
+ 0.53%
N/A
380 $0
Kenvue Inc
122K
+ 31.17%
N/A
513K $0
NEE
Nextera Energy Inc

Utilities
955
+ 1.01%
$66.96 - $76.16 $63.9K - $72.7K
95.6K $6.78M
BX
Blackstone Inc.

Financial Services
30
+ 0.87%
$136.53 - $186.74 $4.1K - $5.6K
3.47K $485K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2.07K
+ 7.72%
$186.55 - $250.04 $386K - $518K
28.9K $5.82M
WMT
Walmart Inc.

Consumer Defensive
323
+ 0.17%
$84.5 - $105.05 $27.3K - $33.9K
194K $17.1M
PFE
Pfizer Inc

Healthcare
676
+ 0.16%
$25.01 - $27.13 $16.9K - $18.3K
434K $11M
DELL
Dell Technologies Inc.

Technology
7.6K
+ 10.64%
$90.34 - $124.66 $686K - $947K
79K $7.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.93K
+ 2.32%
$168.84 - $202.89 $326K - $392K
85.2K $15M
MSFT
Microsoft Corp

Technology
1.19K
+ 3.13%
$375.39 - $447.2 $446K - $531K
39.2K $14.7M
AAPL
Apple Inc.

Technology
646
+ 0.81%
$209.68 - $247.1 $135K - $160K
80.9K $18M
AMZN
Amazon Com Inc

Consumer Cyclical
1.41K
+ 1.6%
$190.26 - $242.06 $269K - $342K
89.8K $17.1M
NVDA
Nvidia Corp

Technology
3.46K
+ 3.18%
$106.98 - $149.43 $370K - $517K
112K $12.2M
GOOGL
Alphabet Inc.

Communication Services
42
+ 0.04%
$154.33 - $206.19 $6.48K - $8.66K
115K $17.7M
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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