Richard C. Young & Co., Ltd. Purchases in Q3 2024

Richard C. Young & Co., Ltd.

  • $860 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
264K
New
$45.95 - $54.71 $12.1M - $14.4M
264K $13.5M
NEE
Nextera Energy Inc

Utilities
74.4K
+ 443.71%
$69.9 - $84.97 $5.2M - $6.32M
91.1K $7.7M
AFL
Aflac Inc

Financial Services
1.53K
+ 0.98%
$88.52 - $111.8 $135K - $171K
158K $17.7M
CAT
Caterpillar Inc

Industrials
232
+ 0.41%
$316.8 - $391.12 $73.5K - $90.7K
56.8K $22.2M
DUK
Duke Energy Corp

Utilities
27.4K
+ 301.95%
$99.35 - $117.71 $2.72M - $3.23M
36.5K $4.21M
ORCL
Oracle Corp

Technology
1.25K
+ 1.19%
$125.9 - $170.35 $158K - $213K
107K $18.2M
SO
Southern CO

Utilities
3.46K
+ 1.59%
$77.0 - $90.52 $266K - $313K
222K $20M
ADP
Automatic Data Processing Inc

Industrials
258
+ 0.35%
$233.44 - $279.45 $60.2K - $72.1K
74.3K $20.5M
WMT
Walmart Inc.

Consumer Defensive
3.54K
+ 1.83%
$66.91 - $81.4 $237K - $288K
197K $15.9M
T
At&T Inc.

Communication Services
16K
+ 1.95%
$18.21 - $22.28 $291K - $356K
836K $18.4M
KO
Coca Cola CO

Consumer Defensive
13.1K
+ 8.99%
$62.69 - $73.01 $822K - $957K
159K $11.4M
AAPL
Apple Inc.

Technology
1.25K
+ 1.6%
$207.23 - $234.82 $258K - $292K
79K $18.4M
CMI
Cummins Inc

Industrials
671
+ 1.82%
$266.63 - $326.4 $179K - $219K
37.6K $12.2M
MDT
Medtronic PLC

Healthcare
3.63K
+ 2.68%
$76.84 - $91.03 $279K - $331K
139K $12.5M
KMI
Kinder Morgan, Inc.

Energy
11.2K
+ 1.55%
$19.72 - $22.22 $220K - $248K
732K $16.2M
PNC
Pnc Financial Services Group, Inc.

Financial Services
37
+ 0.06%
$156.14 - $187.2 $5.78K - $6.93K
61K $11.3M
QCOM
Qualcomm Inc

Technology
16.4K
+ 44.07%
$156.12 - $209.64 $2.57M - $3.44M
53.7K $9.13M
AVGO
Broadcom Inc.

Technology
123K
+ 902.5%
$136.27 - $1745.86 $16.7M - $214M
136K $23.5M
VZ
Verizon Communications Inc

Communication Services
7.91K
+ 2.28%
$38.89 - $45.0 $308K - $356K
355K $16M
JNJ
Johnson & Johnson

Healthcare
1.24K
+ 1.7%
$145.48 - $167.38 $180K - $207K
74.2K $12M
V
Visa Inc.

Financial Services
820
+ 0.94%
$253.74 - $291.56 $208K - $239K
87.8K $24.1M
WMB
Williams Companies, Inc.

Energy
5.8K
+ 1.76%
$41.24 - $46.22 $239K - $268K
336K $15.3M
ABBV
Abb Vie Inc.

Healthcare
3.65K
+ 18.76%
$163.84 - $199.33 $599K - $728K
23.1K $4.57M
CL
Colgate Palmolive CO

Consumer Defensive
5.02K
+ 5.98%
$95.54 - $108.77 $480K - $546K
88.9K $9.23M
PG
Procter & Gamble CO

Consumer Defensive
524
+ 0.43%
$160.76 - $177.82 $84.2K - $93.2K
121K $21M
LHX
L3 Harris Technologies, Inc.

Industrials
661
+ 0.97%
$221.96 - $243.27 $147K - $161K
68.9K $16.4M
UNP
Union Pacific Corp

Industrials
627
+ 1.39%
$221.78 - $256.09 $139K - $161K
45.8K $11.3M
TGT
Target Corp

Consumer Defensive
2.35K
+ 3.27%
$133.47 - $159.25 $314K - $374K
74.3K $11.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.96K
+ 3.89%
$194.9 - $224.8 $382K - $441K
52.3K $11M
BNDX
Vanguard Total International B

ETFs
15.9K
New
$48.42 - $50.35 $771K - $802K
15.9K $800K
PFE
Pfizer Inc

Healthcare
12.8K
+ 2.92%
$27.7 - $31.39 $355K - $402K
452K $13.1M
GD
General Dynamics Corp

Industrials
799
+ 2.1%
$279.51 - $308.09 $223K - $246K
38.8K $11.7M
XOM
Exxon Mobil Corp

Energy
2.08K
+ 1.17%
$109.72 - $119.0 $228K - $248K
180K $21.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
465
+ 1.69%
$117.9 - $128.2 $54.8K - $59.6K
28K $3.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.69K
New
$71.45 - $75.64 $264K - $279K
3.69K $277K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.24K
New
$58.03 - $65.37 $246K - $277K
4.24K $274K
KMB
Kimberly Clark Corp

Consumer Defensive
1.69K
New
$135.05 - $148.35 $228K - $251K
1.69K $240K
UL
Unilever PLC

Consumer Defensive
3.12K
New
$54.7 - $65.59 $171K - $205K
3.12K $202K
EMR
Emerson Electric CO

Industrials
2.26K
+ 1.94%
$98.19 - $118.87 $222K - $268K
118K $12.9M
BX
Blackstone Inc.

Financial Services
18
+ 0.53%
$120.77 - $159.66 $2.17K - $2.87K
3.42K $523K
VTI
Vanguard Total Stock Market Et

ETFs
253
+ 14.02%
$255.18 - $283.2 $64.6K - $71.6K
2.06K $582K
NVDA
Nvidia Corp

Technology
2.41K
+ 2.31%
$98.91 - $134.91 $239K - $326K
107K $13M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
753
+ 7.62%
$21.72 - $25.05 $16.4K - $18.9K
10.6K $260K
VIG
Vanguard Dividend Appreciation

ETFs
217
+ 3.51%
$182.15 - $182.15 $39.5K - $39.5K
6.4K $1.17M
VDC
Vanguard Consumer Staples ETF

ETFs
10
+ 0.66%
$201.77 - $221.32 $2.02K - $2.21K
1.53K $334K
PEP
Pepsico Inc

Consumer Defensive
51
+ 3.15%
$161.9 - $179.3 $8.26K - $9.14K
1.67K $283K
Kenvue Inc
4.32K
+ 1.17%
N/A
372K $0
GOOG
Alphabet Inc.

Communication Services
1
+ 0.08%
$149.54 - $192.66 $150 - $193
1.23K $206K
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 2.39%
$161.02 - $200.0 $330K - $410K
87.7K $16.3M
Activity Summary
Buys All Purchases 55 New Holdings 6 Increased Positions 49 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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