$461 Million is the total value of Richard C. Young & CO., LTD.'s 61 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MUA | Exit | Blackrock Muniasets Fd Inc | $0 | – | -22,336 | -100.0% | -0.06% | – |
| XLU | Exit | Select Sector SPDR TRsbi int-utils | $0 | – | -10,335 | -100.0% | -0.09% | – |
| EWL | Exit | iShares Incmsci switzerld | $0 | – | -12,616 | -100.0% | -0.09% | – |
| IIM | Exit | Invesco Value Mun Income TR | $0 | – | -36,115 | -100.0% | -0.11% | – |
| MYI | Exit | Blackrock Muniyield Qlty Fd | $0 | – | -37,258 | -100.0% | -0.11% | – |
| VDC | Exit | Vanguard World FDSconsum stp etf | $0 | – | -4,774 | -100.0% | -0.11% | – |
| EWC | Exit | iShares Incmsci cda index | $0 | – | -18,917 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-13
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.