$441 Million is the total value of Richard C. Young & CO., LTD.'s 64 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VHT | New | Vanguard World FDShealth car etf | $18,642,000 | – | 200,147 | +100.0% | 4.23% | – |
| GE | New | General Electric Co | $4,831,000 | – | 202,231 | +100.0% | 1.10% | – |
| NUV | New | Nuveen Mun Value Fd Inc | $1,595,000 | – | 174,739 | +100.0% | 0.36% | – |
| NIO | New | Nuveen Mun Opportunity Fd In | $1,435,000 | – | 110,419 | +100.0% | 0.32% | – |
| MYI | New | Blackrock Muniyield Qlty Fd | $488,000 | – | 37,258 | +100.0% | 0.11% | – |
| IIM | New | Invesco Value Mun Income TR | $490,000 | – | 36,115 | +100.0% | 0.11% | – |
| MUA | New | Blackrock Muniasets Fd Inc | $266,000 | – | 22,336 | +100.0% | 0.06% | – |
| NXP | New | Nuveen Select Tax Free Incmsh ben int | $173,000 | – | 13,280 | +100.0% | 0.04% | – |
| NXQ | New | Nuveen Select Tax Free Incmsh ben int | $150,000 | – | 11,996 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-28
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.