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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.2B
$32.2 Million 3.73% of portfolio
133,002
Q4 2024 Reduced 2.14%
$89.6B
$31.6 Million 3.66% of portfolio
136,493
Q4 2024 Added 0.08%
$559B
$27.6 Million 3.19% of portfolio
87,206
Q4 2024 Reduced 0.71%
$126B
$21.7 Million 2.51% of portfolio
74,041
Q4 2024 Reduced 0.29%
$1.22T
$21.7 Million 2.51% of portfolio
114,607
Q4 2024 Added 0.64%
$393B
$20.8 Million 2.4% of portfolio
123,853
Q4 2024 Added 2.12%
$196B
$20.2 Million 2.34% of portfolio
55,755
Q4 2024 Reduced 1.82%
$61.8B
$20.1 Million 2.33% of portfolio
733,767
Q4 2024 Added 0.25%
$3.79T
$20.1 Million 2.32% of portfolio
80,210
Q4 2024 Added 1.53%
$250B
$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%
$445B
$19.3 Million 2.23% of portfolio
179,274
Q4 2024 Reduced 0.31%
$169B
$19.2 Million 2.22% of portfolio
844,411
Q4 2024 Added 1.03%
$14.9B
$19 Million 2.2% of portfolio
723,218
Q4 2024 Reduced 1.48%
$91.4B
$18.3 Million 2.12% of portfolio
222,149
Q4 2024 Added 0.27%
$161B
$18.3 Million 2.11% of portfolio
73,947
Q4 2024 Reduced 4.06%
$177B
$18.2 Million 2.1% of portfolio
93,443
Q4 2024 Reduced 20.17%
$459B
$17.7 Million 2.05% of portfolio
106,416
Q4 2024 Reduced 0.13%
$266B
$17.5 Million 2.03% of portfolio
194,120
Q4 2024 Reduced 1.34%
$784B
$17.1 Million 1.98% of portfolio
71,250
Q4 2024 Added 36.11%
$81.2B
$16.1 Million 1.86% of portfolio
83,258
Q4 2024 Added 36.52%
$3.09T
$16 Million 1.85% of portfolio
37,966
Q4 2024 Added 0.91%
$59.1B
$15.7 Million 1.82% of portfolio
66,880
Q4 2024 Reduced 1.83%
$74.4B
$14.8 Million 1.72% of portfolio
51,156
Q4 2024 Added 0.6%
$292B
$14.8 Million 1.71% of portfolio
101,910
Q4 2024 Added 0.82%
$76.8B
$14.8 Million 1.71% of portfolio
119,129
Q4 2024 Added 0.66%
$299B
$14.6 Million 1.69% of portfolio
108,706
Q4 2024 Added 1.78%
$40.6B
$14.5 Million 1.68% of portfolio
68,897
Q4 2024 Reduced 0.03%
$165B
$14.5 Million 1.68% of portfolio
363,598
Q4 2024 Added 2.32%
$229B
$14.5 Million 1.67% of portfolio
65,734
Q4 2024 Added 0.64%
$93.6B
$14.1 Million 1.64% of portfolio
270,494
Q4 2024 Added 2.45%
$50.2B
$13.1 Million 1.52% of portfolio
37,659
Q4 2024 Added 0.14%
$212B
$12.7 Million 1.47% of portfolio
43,849
Q4 2024 Added 1.07%
$56.7B
$11.8 Million 1.37% of portfolio
103,717
Q4 2024 Reduced 5.18%
$149B
$11.5 Million 1.33% of portfolio
432,965
Q4 2024 Reduced 4.21%
$121B
$11.2 Million 1.3% of portfolio
140,621
Q4 2024 Added 1.0%
$398B
$10.8 Million 1.25% of portfolio
74,683
Q4 2024 Added 0.63%
$152B
$10.5 Million 1.22% of portfolio
46,111
Q4 2024 Added 0.66%
$70.6B
$10.3 Million 1.19% of portfolio
38,928
Q4 2024 Added 0.38%
$51.3B
$10.1 Million 1.17% of portfolio
82,521
Q4 2024 Reduced 1.53%
$275B
$9.82 Million 1.14% of portfolio
157,797
Q4 2024 Reduced 0.69%
$422B
$9.76 Million 1.13% of portfolio
25,098
Q4 2024 Reduced 0.45%
$63.5B
$9.4 Million 1.09% of portfolio
69,507
Q4 2024 Reduced 6.45%
$44.1B
$9.17 Million 1.06% of portfolio
149,885
Q4 2024 Added 4.6%
$26.8B
$8.23 Million 0.95% of portfolio
71,416
Q4 2024 New
$72.3B
$8.17 Million 0.95% of portfolio
89,908
Q4 2024 Added 1.08%
$79.6B
$7.98 Million 0.92% of portfolio
31,467
Q4 2024 Reduced 37.88%
$67.9B
$7.36 Million 0.85% of portfolio
71,122
Q4 2024 Reduced 54.97%
$109B
$6.84 Million 0.79% of portfolio
32,182
Q4 2024 Reduced 51.06%

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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