$402 Million is the total value of Richard C. Young & CO., LTD.'s 59 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLD | New | SPDR Gold Trust | $38,693,000 | – | 324,852 | +100.0% | 9.61% | – |
| DIA | New | SPDR Dow Jones Indl Avrg ETFut ser 1 | $36,730,000 | – | 247,254 | +100.0% | 9.13% | – |
| EWD | New | iShares Incmsci sweden | $17,516,000 | – | 587,601 | +100.0% | 4.35% | – |
| PPLT | New | ETFS Platinum TRsh ben int | $14,224,000 | – | 108,511 | +100.0% | 3.53% | – |
| NEE | New | Nextera Energy Inc | $10,485,000 | – | 128,684 | +100.0% | 2.60% | – |
| KMB | New | Kimberly Clark Corp | $9,528,000 | – | 98,088 | +100.0% | 2.37% | – |
| JNJ | New | Johnson & Johnson | $9,371,000 | – | 109,146 | +100.0% | 2.33% | – |
| BDJ | New | Blackrock Enhanced Div Achv | $9,096,000 | – | 1,195,261 | +100.0% | 2.26% | – |
| ABB | New | ABB LTDsponsored adr | $8,718,000 | – | 402,489 | +100.0% | 2.17% | – |
| UL | New | Unilever PLC ADRspon adr new | $8,714,000 | – | 215,425 | +100.0% | 2.16% | – |
| PBA | New | Pembina Pipeline Corp | $8,668,000 | – | 283,091 | +100.0% | 2.15% | – |
| UPS | New | United Parcel Service Inccl b | $8,371,000 | – | 96,802 | +100.0% | 2.08% | – |
| DUK | New | Duke Energy Corp New | $8,361,000 | – | 123,863 | +100.0% | 2.08% | – |
| K | New | Kellogg Co | $8,309,000 | – | 129,359 | +100.0% | 2.06% | – |
| PG | New | Procter & Gamble Co | $8,283,000 | – | 107,582 | +100.0% | 2.06% | – |
| NSC | New | Norfolk Southern Corp | $8,246,000 | – | 113,497 | +100.0% | 2.05% | – |
| PCL | New | Plum Creek Timber Co Inc | $8,247,000 | – | 176,713 | +100.0% | 2.05% | – |
| BK | New | Bank of New York Mellon Corp | $8,121,000 | – | 289,523 | +100.0% | 2.02% | – |
| VOD | New | Vodaphone Group PLC NEWspons adr new | $8,111,000 | – | 282,186 | +100.0% | 2.02% | – |
| MOO | New | Market Vectors ETF TRagribus etf | $8,015,000 | – | 156,571 | +100.0% | 1.99% | – |
| XEL | New | XCEL Energy Inc | $8,002,000 | – | 282,345 | +100.0% | 1.99% | – |
| CLX | New | Clorox Co DELdel | $7,956,000 | – | 95,699 | +100.0% | 1.98% | – |
| T | New | AT&T Inc | $7,768,000 | – | 219,423 | +100.0% | 1.93% | – |
| WR | New | Westar Energy Inc | $7,678,000 | – | 240,231 | +100.0% | 1.91% | – |
| BTI | New | British American Tob PLCsponsored adr | $7,603,000 | – | 73,856 | +100.0% | 1.89% | – |
| PM | New | Philip Morris Intl Inc | $7,557,000 | – | 87,249 | +100.0% | 1.88% | – |
| BEP | New | Brookfield Renewable Enrgy Ppartnership un | $7,346,000 | – | 263,276 | +100.0% | 1.82% | – |
| MO | New | Altria Group Inc | $7,033,000 | – | 200,988 | +100.0% | 1.75% | – |
| VZ | New | Verizon Communications Inc | $6,492,000 | – | 128,968 | +100.0% | 1.61% | – |
| RYN | New | Rayonier Inc | $6,260,000 | – | 113,024 | +100.0% | 1.56% | – |
| BP | New | BP PLCsponsored adr | $5,947,000 | – | 142,473 | +100.0% | 1.48% | – |
| RDSB | New | Royal Dutch Shell PLCspon adr b | $5,830,000 | – | 87,972 | +100.0% | 1.45% | – |
| ATO | New | Atmos Energy Corp | $5,601,000 | – | 136,404 | +100.0% | 1.39% | – |
| PHG | New | Koninklijke Philips NVny reg sh new | $5,144,000 | – | 189,202 | +100.0% | 1.28% | – |
| CII | New | Blackrock Enh Cap & Inc Fd I | $4,905,000 | – | 388,673 | +100.0% | 1.22% | – |
| NWN | New | Northwest Nat Gas Co | $4,782,000 | – | 112,576 | +100.0% | 1.19% | – |
| New | DR Pepper Snapple Group Inc | $4,720,000 | – | 102,766 | +100.0% | 1.17% | – | |
| KO | New | Coca Cola Co | $4,335,000 | – | 108,071 | +100.0% | 1.08% | – |
| NEM | New | Newmont Mining Corp | $4,291,000 | – | 143,262 | +100.0% | 1.07% | – |
| TCP | New | TC Pipelines LP | $4,068,000 | – | 84,249 | +100.0% | 1.01% | – |
| VVC | New | Vectren Corp | $3,852,000 | – | 113,861 | +100.0% | 0.96% | – |
| SO | New | Southern Co | $3,795,000 | – | 85,993 | +100.0% | 0.94% | – |
| RCI | New | Rogers Communications Inccl b | $3,496,000 | – | 89,179 | +100.0% | 0.87% | – |
| COP | New | ConocoPhilllips | $3,458,000 | – | 57,159 | +100.0% | 0.86% | – |
| NS | New | Nustar Energy LP | $3,017,000 | – | 66,090 | +100.0% | 0.75% | – |
| SLV | New | iShares Silver Trustishares | $2,929,000 | – | 154,411 | +100.0% | 0.73% | – |
| POT | New | Potash Corp Sask Inc | $2,841,000 | – | 74,500 | +100.0% | 0.71% | – |
| BKH | New | Black Hills Corp | $2,310,000 | – | 47,375 | +100.0% | 0.57% | – |
| PEP | New | Pepsico Inc | $1,528,000 | – | 18,681 | +100.0% | 0.38% | – |
| CNI | New | Canadian Natl Ry Co | $1,330,000 | – | 13,676 | +100.0% | 0.33% | – |
| FXS | New | Currencyshares Swedish Kronaswedish krona | $964,000 | – | 6,497 | +100.0% | 0.24% | – |
| ETP | New | Energy Transfer Prtnrs LPunit ltd partn | $687,000 | – | 13,586 | +100.0% | 0.17% | – |
| SYT | New | Syngenta AGsponsored adr | $653,000 | – | 8,390 | +100.0% | 0.16% | – |
| EWC | New | iShares Incmsci cda index | $503,000 | – | 19,223 | +100.0% | 0.12% | – |
| VDC | New | Vanguard World FDSconsum stp etf | $492,000 | – | 4,820 | +100.0% | 0.12% | – |
| BPL | New | Buckeye Partners LPunit ltd partn | $456,000 | – | 6,504 | +100.0% | 0.11% | – |
| XLU | New | Select Sector SPDR TRsbi int-utils | $383,000 | – | 10,183 | +100.0% | 0.10% | – |
| EWL | New | iShares Incmsci switzerld | $351,000 | – | 12,259 | +100.0% | 0.09% | – |
| PNY | New | Piedmont Nat Gas Inc | $283,000 | – | 8,397 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR Gold Trust | 42 | Q3 2023 | 9.6% |
| Norfolk Southern Corp | 42 | Q3 2023 | 3.4% |
| Johnson & Johnson | 42 | Q3 2023 | 3.0% |
| Procter & Gamble Co | 42 | Q3 2023 | 2.9% |
| United Parcel Service Inc | 42 | Q3 2023 | 3.1% |
| Verizon Communications Inc | 42 | Q3 2023 | 2.8% |
| Kimberly Clark Corp | 42 | Q3 2023 | 2.6% |
| AT&T Inc | 42 | Q3 2023 | 2.5% |
| Unilever PLC ADR | 42 | Q3 2023 | 2.5% |
| iShares Silver Trust | 42 | Q3 2023 | 3.6% |
View Richard C. Young & CO., LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-11 |
View Richard C. Young & CO., LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.