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CIK: 0001387304
Total reported value
$1.4B
$1.4B
81 檔
11.1%
In Q3 2024, Richard C. Young & CO., LTD.'s U.S. equity holdings reached a combined market value of $1.4B, distributed across 81 disclosed stock positions.
In Q3 2024, Richard C. Young & CO., LTD. displayed an active expansion posture, initiating 1 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 4.98% | -1.27% | -0.25% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.61% | -1.08% | -0.24% | |
| 3 | TXN | Texas Instruments Inc | Stock-Tech | 2.64% | +0.37% | -0.15% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 2.64% | +0.03% | +0.94% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.57% | +0.26% | +902.50% | |
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.44% | — | +0.73% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.43% | +0.92% | +0.41% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.30% | -0.74% | +1.17% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.29% | -0.20% | +0.43% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.28% | -0.30% | -0.23% | |
| 11 | SLV | Ishares Silver Trust | ETF-Commodities | 2.28% | -1.07% | -0.52% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 2.24% | -0.07% | +0.35% | |
| 13 | SO | Southern Co/the | Stock-Utilities | 2.18% | -0.21% | +1.59% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.06% | +0.28% | +1.56% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.01% | +0.03% | +1.60% | |
| 16 | T | At&t Inc | Stock-Comm Services | 2.01% | -0.73% | +1.95% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.98% | -0.16% | +1.19% | |
| 18 | AFL | Aflac Inc | Stock-Financials | 1.93% | — | +0.98% | |
| 19 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.85% | -0.06% | -0.58% | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.79% | -0.49% | +0.97% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.79% | +0.04% | +2.39% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.13% | +0.93% | |
| 23 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.77% | -0.31% | +1.55% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.74% | -0.32% | +2.28% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.74% | -0.42% | +1.83% | |
| 26 | WMB | Williams Cos Inc | Stock-Energy | 1.67% | -0.17% | +1.76% | |
| 27 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.65% | — | -0.35% | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 1.65% | +0.15% | -1.34% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.63% | -0.50% | +2.74% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 1.58% | +0.09% | -0.45% | |
| 31 | PSX | Phillips 66 | Stock-Energy | 1.57% | -0.28% | +0.87% | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 1.47% | -0.04% | — | |
| 33 | ITW | Illinois Tool Works | Stock-Industrials | 1.45% | — | -1.61% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.44% | -0.26% | +2.87% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 1.43% | -0.30% | +2.92% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.04% | +2.31% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 1.41% | -0.03% | +1.94% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 1.37% | — | +2.68% | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 1.33% | +0.30% | +1.82% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.10% | +1.70% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 1.28% | -0.11% | +2.10% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 1.26% | — | +3.27% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.25% | -0.10% | +8.99% | |
| 44 | VLO | Valero Energy CORP | Stock-Energy | 1.24% | -0.10% | -1.59% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 1.23% | — | +1.39% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 1.23% | +0.09% | +0.06% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.01% | +3.89% | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.20% | — | -2.23% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.06% | -1.01% | |
| 50 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.01% | -0.01% | +5.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MO | Altria Group Inc | +1.5% | NEW | New buy |
| 2 | NEE | Nextera Energy Inc | +0.7% | +443.71% | Add |
| 3 | DUK | Duke Energy CORP | +0.4% | +301.95% | Add |
| 4 | AFL | Aflac Inc | +0.2% | +0.98% | Add |
| 5 | LOW | Lowe's Cos Inc | +0.2% | -0.23% | Trim |
| 6 | IBM | Intl Business Machines CORP | +0.2% | -0.45% | Trim |
| 7 | ORCL | Oracle CORP | +0.2% | +1.19% | Add |
| 8 | WMT | Walmart Inc | +0.2% | +1.83% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +0.41% | Add |
| 10 | MCD | Mcdonald's CORP | +0.1% | +2.87% | Add |
| 11 | KVUE | Kenvue Inc | +0.1% | +1.17% | Add |
| 12 | SO | Southern Co/the | +0.1% | +1.59% | Add |
| 13 | KO | Coca-cola Co/the | +0.1% | +8.99% | Add |
| 14 | T | At&t Inc | +0.1% | +1.95% | Add |
| 15 | QCOM | Qualcomm Inc | +0.1% | +44.07% | Add |
| 16 | ADP | Automatic Data Processing | +0.1% | +0.35% | Add |
| 17 | CMI | Cummins Inc | +0.1% | +1.82% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | +18.76% | Add |
| 19 | PNC | Pnc Financial Services Group | +0.1% | +0.06% | Add |
| 20 | GLDM1USD | Spdr Gold Minishares Trust | +0.1% | -0.25% | Trim |
| 21 | MDT | Medtronic plc | +0.1% | +2.68% | Add |
| 22 | NSC | Norfolk Southern CORP | +0.1% | -0.58% | Trim |
| 23 | GLD | Spdr Gold Shares | +0.1% | -0.24% | Trim |
| 24 | APD | Air Products & Chemicals Inc | +0.1% | -0.35% | Trim |
| 25 | HD | Home Depot Inc | +0.1% | -1.01% | Trim |
| 26 | KMI | Kinder Morgan, Inc. | 0% | +1.55% | Add |
| 27 | KR | Kroger Co | 0% | -0.47% | Trim |
| 28 | AAPL | Apple Inc | 0% | +1.60% | Add |
| 29 | CL | Colgate-palmolive Co | 0% | +5.98% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | +1.70% | Add |
| 31 | VZ | Verizon Communications Inc | — | +2.28% | Add |
| 32 | UNP | Union Pacific CORP | 0% | +1.39% | Add |
| 33 | WMB | Williams Cos Inc | 0% | +1.76% | Add |
| 34 | ITW | Illinois Tool Works | 0% | -1.61% | Trim |
| 35 | TGT | Target CORP | 0% | +3.27% | Add |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +3.89% | Add |
| 37 | LHX | L3harris Technologies Inc | -0.1% | +0.97% | Add |
| 38 | AVGO | Broadcom Inc | -0.1% | +902.50% | Add |
| 39 | SLV | Ishares Silver Trust | -0.1% | -0.52% | Trim |
| 40 | TXN | Texas Instruments Inc | -0.1% | -0.15% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.1% | +0.43% | Add |
| 42 | V | Visa Inc-class A Shares | -0.1% | +0.94% | Add |
| 43 | AWR | American States Water Co | -0.2% | EXIT | Sold out |
| 44 | ROK | Rockwell Automation Inc | -0.2% | -37.77% | Trim |
| 45 | PSX | Phillips 66 | -0.3% | +0.87% | Add |
| 46 | AVA | Avista CORP | -0.3% | EXIT | Sold out |
| 47 | VLO | Valero Energy CORP | -0.4% | -1.59% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | +1.56% | Add |
| 49 | FTS | Fortis Inc | -0.5% | -40.18% | Trim |
| 50 | MRK | Merck & Co. Inc. | -0.5% | +0.73% | Add |
According to official SEC Form 13F filings, Richard C. Young & CO., LTD. reported a total U.S. public equity portfolio value of $1.4B across 81 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GLDM1USD, GLD, TXN) accounted for 11.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
MO
市值: $13.5M
Top Position Liquidated / Trimmed
AVA
前期市值: $2.5M
During Q3 2024, Richard C. Young & CO., LTD.'s top holdings by market value included GLDM1USD (5.0%)、GLD (3.6%)、TXN (2.6%). The largest single position, GLDM1USD, represented 5.0% of total portfolio value.
In Q3 2024, Richard C. Young & CO., LTD. made 50 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 14 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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