Richard C. Young & Co., Ltd. Reduced Holdings in Q1 2025

Richard C. Young & Co., Ltd.

  • $866 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-627
- 0.46%
$167.43 - $244.7 $105K - $153K
136K $22.7M
ORCL
Oracle Corp

Technology
-291
- 0.27%
$139.81 - $186.47 $40.7K - $54.3K
106K $14.8M
TGT
Target Corp

Consumer Defensive
-1.51K
- 2.17%
$103.65 - $142.5 $156K - $215K
68K $7.1M
CAT
Caterpillar Inc

Industrials
-1.19K
- 2.13%
$326.75 - $407.63 $388K - $484K
54.6K $18M
MRK
Merck & Co., Inc.

Healthcare
-2.81K
- 1.43%
$83.01 - $101.02 $233K - $284K
194K $17.4M
EMR
Emerson Electric CO

Industrials
-155
- 0.13%
$108.64 - $131.17 $16.8K - $20.3K
119K $13M
CMI
Cummins Inc

Industrials
-251
- 0.67%
$312.92 - $386.07 $78.5K - $96.9K
37.4K $11.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-825
- 1.12%
$222.66 - $268.42 $184K - $221K
73.1K $17.1M
TXN
Texas Instruments Inc

Technology
-3.39K
- 3.62%
N/A
90.1K $17.5M
HD
Home Depot, Inc.

Consumer Cyclical
-136
- 0.54%
$347.25 - $424.87 $47.2K - $57.8K
25K $9.15M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.28K
- 4.46%
$283.24 - $338.07 $646K - $771K
48.9K $14.4M
ITW
Illinois Tool Works Inc

Industrials
-992
- 3.15%
$244.9 - $274.48 $243K - $272K
30.5K $7.56M
ROK
Rockwell Automation, Inc

Industrials
-117
- 1.77%
$255.29 - $303.75 $29.9K - $35.5K
6.49K $1.68M
NSC
Norfolk Southern Corp

Industrials
-1.13K
- 1.69%
$227.69 - $259.76 $257K - $293K
65.8K $15.6M
PEP
Pepsico Inc

Consumer Defensive
-19
- 1.11%
$142.64 - $156.42 $2.71K - $2.97K
1.7K $254K
SJM
J M Smucker CO

Consumer Defensive
-596
- 7.54%
$100.41 - $118.41 $59.8K - $70.6K
7.31K $864K
FTS
Fortis Inc.

Utilities
-13.9K
- 8.85%
$40.49 - $45.58 $562K - $633K
143K $6.52M
World Gold Tr
-13.6K
- 1.56%
N/A
862K $0
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-3.16K
- 4.06%
$48.13 - $51.78 $152K - $164K
74.8K $3.81M
KMB
Kimberly Clark Corp

Consumer Defensive
-58
- 3.31%
$124.46 - $147.4 $7.22K - $8.55K
1.69K $240K
INTC
Intel Corp

Technology
-681
- 6.2%
$19.1 - $27.39 $13K - $18.7K
10.3K $233K
VEU
Vanguard Ftse All World Ex Us

ETFs
-248
- 1.8%
$56.51 - $62.98 $14K - $15.6K
13.6K $822K
GD
General Dynamics Corp

Industrials
-953
- 2.45%
$241.94 - $272.58 $231K - $260K
38K $10.4M
SNY
Sanofi

Healthcare
-1.96K
- 6.24%
$48.15 - $59.42 $94.4K - $116K
29.4K $1.63M
SIVR
Abrdn Silver ETF Trust

ETFs
-4.44K
- 6.46%
$28.07 - $32.82 $125K - $146K
64.3K $2.09M
PSX
Phillips 66

Energy
-5.64K
- 5.44%
$113.93 - $131.55 $642K - $742K
98.1K $12.1M
PG
Procter & Gamble CO

Consumer Defensive
-93
- 0.08%
$158.56 - $176.26 $14.7K - $16.4K
124K $21.1M
WEC
Wec Energy Group, Inc.

Utilities
-1.53K
- 4.03%
$92.12 - $108.98 $141K - $166K
36.3K $3.96M
ADP
Automatic Data Processing Inc

Industrials
-1.24K
- 1.68%
$286.85 - $318.64 $357K - $396K
72.8K $22.2M
KMI
Kinder Morgan, Inc.

Energy
-2.91K
- 0.4%
$26.1 - $31.22 $75.8K - $90.7K
731K $20.9M
VLO
Valero Energy Corp

Energy
-21
- 0.03%
$121.76 - $142.99 $2.56K - $3K
82.5K $10.9M
ABBV
Abb Vie Inc.

Healthcare
-4
- 0.02%
$169.2 - $216.66 $677 - $867
25.1K $5.27M
KR
Kroger CO

Consumer Defensive
-2.46K
- 1.64%
$58.36 - $67.72 $144K - $167K
147K $9.98M
WMB
Williams Companies, Inc.

Energy
-10.5K
- 3.14%
$54.02 - $61.09 $567K - $642K
324K $19.4M
MDT
Medtronic PLC

Healthcare
-561
- 0.4%
$79.84 - $94.5 $44.8K - $53K
140K $12.6M
IBM
International Business Machines Corp

Technology
-1.25K
- 1.9%
$217.4 - $264.74 $272K - $331K
64.5K $16M
XOM
Exxon Mobil Corp

Energy
-656
- 0.37%
$105.44 - $118.93 $69.2K - $78K
179K $21.2M
V
Visa Inc.

Financial Services
-1.24K
- 1.42%
$306.92 - $362.71 $381K - $450K
86K $30.1M
SLV
I Shares Silver Trust

ETFs
-10.6K
- 1.47%
$26.93 - $31.32 $286K - $332K
713K $22.1M
T
At&T Inc.

Communication Services
-7.39K
- 0.88%
$21.56 - $28.28 $159K - $209K
837K $23.7M
GLD
Spdr Gold Trust

ETFs
-4.07K
- 3.06%
$243.19 - $288.14 $991K - $1.17M
129K $37.1M
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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