$726 Million is the total value of Richard C. Young & CO., LTD.'s 73 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLU | Exit | Select Sector SPDR TRsbi int-utils | $0 | – | -57,886 | -100.0% | -0.54% | – |
| XLF | Exit | Select Sector SPDR TRfinancial | $0 | – | -161,965 | -100.0% | -0.74% | – |
| DGRO | Exit | iShares TRcore div grwth | $0 | – | -213,440 | -100.0% | -1.42% | – |
| IYZ | Exit | iShares TR | $0 | – | -682,803 | -100.0% | -2.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR Gold Trust | 45 | Q2 2024 | 9.6% |
| Norfolk Southern Corp | 45 | Q2 2024 | 3.4% |
| Johnson & Johnson | 45 | Q2 2024 | 3.0% |
| Procter & Gamble Co | 45 | Q2 2024 | 2.9% |
| Verizon Communications Inc | 45 | Q2 2024 | 2.8% |
| AT&T Inc | 45 | Q2 2024 | 2.5% |
| iShares Silver Trust | 45 | Q2 2024 | 3.6% |
| United Parcel Service Inc | 44 | Q1 2024 | 3.1% |
| Unilever PLC ADR | 44 | Q1 2024 | 2.5% |
| Kimberly Clark Corp | 43 | Q4 2023 | 2.6% |
View Richard C. Young & CO., LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 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 |
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.