Richard C. Young & Co., Ltd. Incresed Positions in Q2 2025

Richard C. Young & Co., Ltd.

  • $944 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
76.4K
+ 68.1%
$94.31 - $157.99 $7.2M - $12.1M
189K $29.8M
META
Meta Platforms, Inc.

Communication Services
19K
+ 167.24%
$484.66 - $738.09 $9.22M - $14M
30.4K $22.4M
AVGO
Broadcom Inc.

Technology
756
+ 0.56%
$146.29 - $275.65 $111K - $208K
137K $37.7M
DELL
Dell Technologies Inc.

Technology
71.8K
+ 90.89%
$71.63 - $125.98 $5.14M - $9.05M
151K $18.5M
ORCL
Oracle Corp

Technology
1.27K
+ 1.19%
$122.82 - $218.63 $155K - $277K
107K $23.5M
GOOGL
Alphabet Inc.

Communication Services
17K
+ 14.8%
$144.7 - $178.6 $2.46M - $3.03M
132K $23.2M
MSFT
Microsoft Corp

Technology
611
+ 1.56%
$354.56 - $497.45 $217K - $304K
39.8K $19.8M
JPM
Jpmorgan Chase & CO

Financial Services
191
+ 0.27%
$210.28 - $289.91 $40.2K - $55.4K
71.5K $20.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.54K
+ 2.83%
$167.32 - $223.3 $424K - $567K
92.3K $20.2M
EMR
Emerson Electric CO

Industrials
2.53K
+ 2.12%
$94.15 - $133.33 $238K - $337K
122K $16.2M
LHX
L3 Harris Technologies, Inc.

Industrials
255
+ 0.37%
$200.21 - $256.99 $51.1K - $65.5K
69.9K $17.5M
WMT
Walmart Inc.

Consumer Defensive
1.26K
+ 0.65%
$81.79 - $99.98 $103K - $126K
196K $19.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
88
+ 0.1%
$149.76 - $186.42 $13.2K - $16.4K
85.3K $15.9M
QCOM
Qualcomm Inc

Technology
4.41K
+ 13.82%
$124.66 - $159.48 $550K - $704K
36.3K $5.79M
HON
Honeywell International Inc

Industrials
659
+ 2.12%
$182.86 - $232.88 $121K - $153K
31.7K $7.38M
KMI
Kinder Morgan, Inc.

Energy
3.14K
+ 0.43%
$25.21 - $29.4 $79.2K - $92.4K
734K $21.6M
CMI
Cummins Inc

Industrials
507
+ 1.36%
$267.12 - $336.65 $135K - $171K
37.9K $12.4M
T
At&T Inc.

Communication Services
1.08K
+ 0.13%
$26.33 - $28.94 $28.4K - $31.2K
838K $24.3M
VLO
Valero Energy Corp

Energy
1.29K
+ 1.57%
$104.69 - $141.77 $135K - $183K
83.8K $11.3M
VDC
Vanguard Consumer Staples ETF

ETFs
1.67K
+ 95.05%
$204.89 - $224.73 $342K - $375K
3.43K $750K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2.26K
+ 7.83%
$167.22 - $212.42 $378K - $480K
31.1K $6.16M
ALL
Allstate Corp

Financial Services
2.42K
+ 5.89%
$180.53 - $212.64 $437K - $515K
43.6K $8.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
560
+ 1.88%
$114.78 - $133.31 $64.3K - $74.7K
30.3K $4.04M
SO
Southern CO

Utilities
2.12K
+ 0.95%
$84.91 - $92.56 $180K - $196K
225K $20.7M
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 59.35%
$128.02 - $151.37 $129K - $153K
2.71K $357K
VIG
Vanguard Dividend Appreciation

ETFs
448
+ 6.4%
N/A
7.45K $1.36M
KO
Coca Cola CO

Consumer Defensive
3K
+ 1.78%
$68.37 - $73.9 $205K - $222K
171K $12.1M
BX
Blackstone Inc.

Financial Services
15
+ 0.43%
$120.07 - $151.11 $1.8K - $2.27K
3.49K $521K
NEE
Nextera Energy Inc

Utilities
2.34K
+ 2.45%
$64.11 - $75.0 $150K - $176K
97.9K $6.8M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.13%
$113.75 - $148.48 $228 - $297
1.52K $221K
MMM
3 M CO

Industrials
9
+ 0.27%
$126.09 - $154.15 $1.13K - $1.39K
3.32K $505K
HD
Home Depot, Inc.

Consumer Cyclical
27
+ 0.11%
$335.24 - $380.78 $9.05K - $10.3K
25K $9.16M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.41%
$908.13 - $1056.85 $908 - $1.06K
242 $239K
Blackrock Inc
2
+ 0.53%
N/A
382 $0
Kenvue Inc
3.94K
+ 0.77%
N/A
517K $0
INTC
Intel Corp

Technology
100
+ 0.97%
$18.13 - $22.69 $1.81K - $2.27K
10.4K $232K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
30
+ 0.63%
$45.07 - $52.57 $1.35K - $1.58K
4.77K $233K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
51
+ 0.88%
$61.03 - $67.59 $3.11K - $3.45K
5.82K $372K
WEC
Wec Energy Group, Inc.

Utilities
1.41K
+ 3.87%
$102.24 - $109.76 $144K - $154K
37.7K $3.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.52%
$483.48 - $539.8 $2.42K - $2.7K
961 $466K
DUK
Duke Energy Corp

Utilities
736
+ 1.79%
$112.46 - $124.05 $82.8K - $91.3K
41.7K $4.93M
NOC
Northrop Grumman Corp

Industrials
156
+ 1.06%
$456.3 - $540.39 $71.2K - $84.3K
14.9K $7.46M
MO
Altria Group, Inc.

Consumer Defensive
4.82K
+ 1.72%
$55.56 - $60.91 $268K - $294K
285K $16.7M
UNP
Union Pacific Corp

Industrials
320
+ 0.69%
$208.27 - $238.46 $66.6K - $76.3K
47K $10.8M
PFE
Pfizer Inc

Healthcare
10K
+ 2.31%
$21.59 - $24.84 $217K - $249K
444K $10.8M
CL
Colgate Palmolive CO

Consumer Defensive
181
+ 0.19%
$87.57 - $96.0 $15.9K - $17.4K
97.6K $8.88M
MDT
Medtronic PLC

Healthcare
141
+ 0.1%
$80.68 - $88.86 $11.4K - $12.5K
140K $12.2M
PSX
Phillips 66

Energy
170
+ 0.17%
$92.87 - $125.73 $15.8K - $21.4K
98.2K $11.7M
ABBV
Abb Vie Inc.

Healthcare
605
+ 2.41%
$170.16 - $206.27 $103K - $125K
25.7K $4.78M
Activity Summary
Buys All Purchases 58 New Holdings 2 Increased Positions 56 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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