$503 Million is the total value of Richard C. Young & CO., LTD.'s 60 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FXB | Exit | Currencyshs Brit Pound Sterbrit pound ste | $0 | – | -3,505 | -100.0% | -0.09% | – |
IVV | Exit | iShares TRcore s&p 500 etf | $0 | – | -30,243 | -100.0% | -1.53% | – |
AVA | Exit | Avista Corp | $0 | – | -225,431 | -100.0% | -2.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-08
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.