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

Richard C. Young & Co., Ltd.

  • $866 Million
  • Q1 2025

Richard C. Young & Co., Ltd. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $866 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $37.1M, Visa Inc. with a value of $30.1M, At&T Inc. with a value of $23.7M, Broadcom Inc. with a value of $22.7M, and Automatic Data Processing Inc with a value of $22.2M.

Examining the 13F form we can see an increase of $1.83M in the current position value, from $864M to 866M.

Below you can find more details about Richard C. Young & Co., Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $866 Million
Industrials: $141 Million
Technology: $135 Million
Energy: $102 Million
Consumer Defensive: $94.8 Million
Financial Services: $76.4 Million
ETFs: $72.7 Million
Communication Services: $64.8 Million
Consumer Cyclical: $62.8 Million
Other: $118 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$6.78 Million 0.78% of portfolio
95,575
Q1 2025 Added 1.01%
$149B
$6.57 Million 0.76% of portfolio
31,038
Q1 2025 Added 8.35%
$1.53T
$6.56 Million 0.76% of portfolio
11,376
Q1 2025 Added 15.96%
$22.5B
$6.52 Million 0.75% of portfolio
142,977
Q1 2025 Reduced 8.85%
$117B
$6.32 Million 0.73% of portfolio
31,359
Q1 2025 Reduced 2.56%
$9.65B
$5.82 Million 0.67% of portfolio
28,868
Q1 2025 Added 7.72%
$328B
$5.27 Million 0.61% of portfolio
25,133
Q1 2025 Reduced 0.02%
$88.9B
$5 Million 0.58% of portfolio
41,010
Q1 2025 Added 3.08%
$170B
$4.9 Million 0.57% of portfolio
31,921
Q1 2025 Added 6.75%
$32.9B
$3.96 Million 0.46% of portfolio
36,310
Q1 2025 Reduced 4.03%
$438B
$3.99 Million 0.46% of portfolio
5
Q4 2024 New
$0
$3.81 Million 0.44% of portfolio
74,803
Q1 2025 Reduced 4.06%
$0
$3.83 Million 0.44% of portfolio
29,720
Q1 2025 Added 4.07%
$1.68B
$2.09 Million 0.24% of portfolio
64,284
Q1 2025 Reduced 6.46%
$37.1B
$1.68 Million 0.19% of portfolio
6,491
Q1 2025 Reduced 1.77%
$120B
$1.63 Million 0.19% of portfolio
29,429
Q1 2025 Reduced 6.24%
$10.3B
$864,000 0.1% of portfolio
7,305
Q1 2025 Reduced 7.54%
$0
$822,000 0.09% of portfolio
13,564
Q1 2025 Reduced 1.8%
$0
$634,000 0.07% of portfolio
2,307
Q1 2025 Added 27.04%
$79.6B
$486,000 0.06% of portfolio
3,313
Q1 2025 Added 0.33%
$631B
$509,000 0.06% of portfolio
956
Q2 2024 Reduced 9.47%
$97.6B
$485,000 0.06% of portfolio
3,470
Q1 2025 Added 0.87%
$0
$394,000 0.05% of portfolio
5,773
Q1 2025 Added 7.58%
$0
$384,000 0.04% of portfolio
1,756
Q1 2025 Added 13.36%
$48B
$326,000 0.04% of portfolio
1,424
Q3 2024 Reduced 2.8%
$43.3B
$240,000 0.03% of portfolio
1,693
Q1 2025 Reduced 3.31%
$86.6B
$233,000 0.03% of portfolio
10,296
Q1 2025 Reduced 6.2%
$178B
$254,000 0.03% of portfolio
1,700
Q1 2025 Reduced 1.11%
$0
$246,000 0.03% of portfolio
4,743
Q1 2025 Added 0.59%
$434B
$227,000 0.03% of portfolio
241
Q4 2024 New
$0
$302,000 0.03% of portfolio
10,635
Q3 2024 Added 7.62%
$216B
$200,000 0.02% of portfolio
1,517
Q1 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.53%
Kenvue Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 31.17%
World Gold Tr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.56%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $866 Million
  • Prior Value $864 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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