Richard C. Young & Co., Ltd. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $864 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $32.2M, Broadcom Inc. with a value of $31.6M, Visa Inc. with a value of $27.6M, Automatic Data Processing Inc with a value of $21.7M, and Alphabet Inc. with a value of $21.7M.
Examining the 13F form we can see an increase of $4.5M in the current position value, from $860M to 864M.
Below you can find more details about Richard C. Young & Co., Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$864 Million
Technology: $153 Million
Industrials: $144 Million
Consumer Defensive: $95.2 Million
Energy: $94.2 Million
Financial Services: $72.7 Million
Consumer Cyclical: $66.2 Million
ETFs: $64.1 Million
Communication Services: $61.5 Million
Other: $114 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
