Richard C. Young & Co., Ltd. Portfolio Holdings

Richard C. Young & Co., Ltd.

  • $864 Million
  • Q4 2024

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$549B
$27.6 Million 3.19% of portfolio
87,206
Q4 2024 Reduced 0.71%
$1.16T
$21.7 Million 2.51% of portfolio
114,607
Q4 2024 Added 0.64%
$394B
$20.8 Million 2.4% of portfolio
123,853
Q4 2024 Added 2.12%
$208B
$20.2 Million 2.34% of portfolio
55,755
Q4 2024 Reduced 1.82%
$3.85T
$20.1 Million 2.32% of portfolio
80,210
Q4 2024 Added 1.53%
$249B
$19.6 Million 2.27% of portfolio
196,846
Q4 2024 Added 0.01%
$2.42T
$19.4 Million 2.24% of portfolio
88,347
Q4 2024 Added 0.68%
$453B
$19.3 Million 2.23% of portfolio
179,274
Q4 2024 Reduced 0.31%
$437B
$17.7 Million 2.05% of portfolio
106,416
Q4 2024 Reduced 0.13%
$265B
$17.5 Million 2.03% of portfolio
194,120
Q4 2024 Reduced 1.34%
$782B
$17.1 Million 1.98% of portfolio
71,250
Q4 2024 Added 36.11%
$3.3T
$16 Million 1.85% of portfolio
37,966
Q4 2024 Added 0.91%
$305B
$14.8 Million 1.71% of portfolio
101,910
Q4 2024 Added 0.82%
$308B
$14.6 Million 1.69% of portfolio
108,706
Q4 2024 Added 1.78%
$205B
$14.5 Million 1.67% of portfolio
65,734
Q4 2024 Added 0.64%
$213B
$12.7 Million 1.47% of portfolio
43,849
Q4 2024 Added 1.07%
$272B
$9.82 Million 1.14% of portfolio
157,797
Q4 2024 Reduced 0.69%
$423B
$9.76 Million 1.13% of portfolio
25,098
Q4 2024 Reduced 0.45%
$1.53T
$5.79 Million 0.67% of portfolio
9,810
Q4 2024 New
$310B
$4.47 Million 0.52% of portfolio
25,137
Q4 2024 Added 8.71%
$423B
$3.4 Million 0.39% of portfolio
5
Q4 2024 New
$611B
$433,000 0.05% of portfolio
956
Q2 2024 Reduced 9.47%
$427B
$220,000 0.03% of portfolio
241
Q4 2024 New
$1.2T
$235,000 0.03% of portfolio
1,234
Q4 2024 Added 0.08%
$207B
$261,000 0.03% of portfolio
1,719
Q4 2024 Added 3.0%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $864 Million
  • Prior Value $860 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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