Richard C. Young & Co., Ltd. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $860 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $33M, Visa Inc. with a value of $24.1M, Broadcom Inc. with a value of $23.5M, Texas Instruments Inc with a value of $22.8M, and Merck & Co., Inc. with a value of $22.4M.
Examining the 13F form we can see an increase of $84.3M in the current position value, from $775M to 860M.
Below you can find more details about Richard C. Young & Co., Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$860 Million
Technology: $151 Million
Industrials: $139 Million
Consumer Defensive: $104 Million
Energy: $93.1 Million
ETFs: $68.2 Million
Healthcare: $66.9 Million
Financial Services: $65.3 Million
Consumer Cyclical: $60.6 Million
Other: $112 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
