Richard C. Young & Co., Ltd. Top Holdings and 13F Report (2024) → Time is Running Out - June 25th Deadline Approaching! (From Paradigm Press) (Ad) About Richard C. Young & Co., Ltd.Investment ActivityRichard C. Young & Co., Ltd. has $796.50 million in total holdings as of March 31, 2024.Richard C. Young & Co., Ltd. owns shares of 74 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 12.13% of the portfolio was purchased this quarter.About 11.13% of the portfolio was sold this quarter.This quarter, Richard C. Young & Co., Ltd. has purchased 74 new stocks and bought additional shares in 29 stocks.Richard C. Young & Co., Ltd. sold shares of 33 stocks and completely divested from 10 stocks this quarter.Largest Holdings World Gold TR $38,697,998SPDR Gold Shares $27,748,110Merck & Co., Inc. $25,565,318Visa $24,018,057Caterpillar $20,653,333 Largest New Holdings this Quarter Broadcom $17,909,275 HoldingAmazon.com $15,459,107 HoldingAlphabet $15,380,220 HoldingJPMorgan Chase & Co. $9,599,588 HoldingAbbVie $2,529,308 Holding Largest Purchases this Quarter Broadcom 13,512 shares (about $17.91M)Amazon.com 85,703 shares (about $15.46M)Alphabet 101,903 shares (about $15.38M)Microsoft 35,108 shares (about $14.77M)JPMorgan Chase & Co. 47,926 shares (about $9.60M) Largest Sales this Quarter United Parcel Service 79,749 shares (about $11.86M)SPDR Gold Shares 3,082 shares (about $634.03K)Unilever 11,169 shares (about $560.57K)Novartis 5,556 shares (about $537.43K)Norfolk Southern 2,082 shares (about $530.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRichard C. Young & Co., Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWorld Gold TR$38,697,998$491,245 ▼-1.3%878,5024.9%SPRD GLD MinisGLDSPDR Gold Shares$27,748,110$634,029 ▼-2.2%134,8833.5%FinanceMRKMerck & Co., Inc.$25,565,318$287,519 ▼-1.1%193,7503.2%MedicalVVisa$24,018,057$339,918 ▼-1.4%86,0623.0%Business ServicesCATCaterpillar$20,653,333$254,301 ▼-1.2%56,3642.6%Industrial ProductsXOMExxon Mobil$20,260,743$77,648 ▲0.4%174,3012.5%Oils/EnergyTXNTexas Instruments$20,177,732$200,342 ▼-1.0%115,8242.5%Computer and TechnologyPGProcter & Gamble$19,325,864$68,956 ▲0.4%119,1122.4%Consumer StaplesLOWLowe's Companies$19,253,388$181,367 ▼-0.9%75,5842.4%Retail/WholesaleADPAutomatic Data Processing$18,370,006$59,687 ▼-0.3%73,5572.3%Business ServicesAVGOBroadcom$17,909,275$17,909,275 ▲New Holding13,5122.2%Computer and TechnologyPSXPhillips 66$17,401,568$104,701 ▼-0.6%106,5362.2%Oils/EnergyNSCNorfolk Southern$17,329,034$530,637 ▼-3.0%67,9922.2%TransportationSLViShares Silver Trust$16,509,079$341,887 ▼-2.0%725,6742.1%ETFMSFTMicrosoft$15,654,778$14,770,834 ▲1,671.0%37,2092.0%Computer and TechnologyAMZNAmazon.com$15,459,107$15,459,107 ▲New Holding85,7031.9%Retail/WholesaleGOOGLAlphabet$15,380,220$15,380,220 ▲New Holding101,9031.9%Computer and TechnologySOSouthern$15,331,331$149,937 ▼-1.0%213,7071.9%UtilitiesCVXChevron$15,100,069$163,576 ▲1.1%95,7281.9%Oils/EnergyVLOValero Energy$14,784,111$362,374 ▼-2.4%86,6141.9%Oils/EnergyLHXL3Harris Technologies$14,288,981$96,960 ▲0.7%67,0531.8%AerospaceTAT&T$14,213,582$152,944 ▲1.1%807,5901.8%Computer and TechnologyVZVerizon Communications$14,161,634$18,840 ▲0.1%337,5031.8%Computer and TechnologyITWIllinois Tool Works$14,023,160$271,281 ▼-1.9%52,2611.8%Industrial ProductsORCLOracle$13,217,556$93,831 ▲0.7%105,2271.7%Computer and TechnologyAFLAflac$13,160,079$102,946 ▲0.8%153,2741.7%FinanceADIAnalog Devices$13,160,015$194,231 ▼-1.5%66,5351.7%Computer and TechnologyEMREmerson Electric$13,020,539$128,959 ▲1.0%114,7991.6%Industrial ProductsKMIKinder Morgan$12,863,530$63,603 ▼-0.5%701,3921.6%Oils/EnergyNVSNovartis$12,729,671$537,432 ▼-4.1%131,6001.6%MedicalIBMInternational Business Machines$12,469,218$105,411 ▼-0.8%65,2971.6%Computer and TechnologyWMBWilliams Companies$12,397,945$63,911 ▲0.5%318,1411.6%Oils/EnergyAPDAir Products and Chemicals$12,248,796$145,848 ▲1.2%50,5581.5%Basic MaterialsMDTMedtronic$11,832,754$832,018 ▲7.6%135,7751.5%MedicalMCDMcDonald's$11,710,498$208,925 ▼-1.8%41,5341.5%Retail/WholesalePFEPfizer$11,585,798$6,219,472 ▲115.9%417,5061.5%MedicalJNJJohnson & Johnson$11,501,074$80,203 ▲0.7%72,7041.4%MedicalFTSFortis$11,466,960$156,578 ▼-1.3%290,2291.4%UtilitiesHSYHershey$11,450,540$1,945 ▼0.0%58,8721.4%Consumer StaplesULUnilever$11,260,345$560,573 ▼-4.7%224,3541.4%Consumer StaplesWMTWalmart$11,178,180$7,698,857 ▲221.3%185,7771.4%Retail/WholesaleUNPUnion Pacific$10,902,703$154,934 ▲1.4%44,3331.4%TransportationCMICummins$10,747,441$32,412 ▲0.3%36,4751.3%Auto/Tires/TrucksGDGeneral Dynamics$10,522,012$588,998 ▲5.9%37,2471.3%AerospaceSJMJ. M. Smucker$10,377,147$149,282 ▲1.5%82,4431.3%Consumer StaplesHDHome Depot$9,768,110$179,143 ▼-1.8%25,4641.2%Retail/WholesalePNCThe PNC Financial Services Group$9,649,953$211,211 ▼-2.1%59,7151.2%FinanceJPMJPMorgan Chase & Co.$9,599,588$9,599,588 ▲New Holding47,9261.2%FinanceKRKroger$8,264,620$328,784 ▼-3.8%144,6631.0%Retail/WholesaleKVUEKenvue$7,795,779$23,670 ▲0.3%363,2701.0%Consumer StaplesCLColgate-Palmolive$7,159,734$161,911 ▼-2.2%79,5080.9%Consumer StaplesAVAAvista$6,080,529$98,371 ▲1.6%173,6300.8%UtilitiesSNYSanofi$5,840,845$370,672 ▼-6.0%120,1820.7%MedicalROKRockwell Automation$5,253,275$108,375 ▼-2.0%18,0320.7%Industrial ProductsFUTYFidelity MSCI Utilities Index ETF$3,422,247$88,488 ▼-2.5%80,6750.4%ETFWECWEC Energy Group$3,323,384$230,510 ▼-6.5%40,4700.4%UtilitiesVYMVanguard High Dividend Yield ETF$3,312,828$69,932 ▲2.2%27,3810.4%ETFABBVAbbVie$2,529,308$2,529,308 ▲New Holding13,8900.3%MedicalAWRAmerican States Water$2,510,016$562,019 ▲28.9%34,7460.3%UtilitiesAAPLApple$2,342,490$2,342,490 ▲New Holding13,6600.3%Computer and TechnologySIVRAberdeen Standard Physical Silver Shares ETF$1,661,533$78,549 ▼-4.5%69,7830.2%ETFINTCIntel$1,655,883$14,929 ▲0.9%37,4890.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,099,694$91,124 ▲9.0%6,0220.1%ETFVEUVanguard FTSE All-World ex-US ETF$890,343$2,170 ▼-0.2%15,1810.1%ETFVTIVanguard Total Stock Market ETF$468,852$1,559 ▲0.3%1,8040.1%ETFBRK.BBerkshire Hathaway$444,2120.0%1,0560.1%FinanceBDXBecton, Dickinson and Company$362,3500.0%1,4640.0%MedicalVDCVanguard Consumer Staples ETF$288,390$1,225 ▲0.4%1,4130.0%ETFPEPPepsiCo$274,727$2,100 ▲0.8%1,5700.0%Consumer StaplesAMTAmerican Tower$224,360$224,360 ▲New Holding1,1350.0%FinanceUPSUnited Parcel Service$221,507$11,855,679 ▼-98.2%1,4900.0%TransportationIVViShares Core S&P 500 ETF$220,029$220,029 ▲New Holding4190.0%ETFAMLPAlerian MLP ETF$219,590$219,590 ▲New Holding4,6270.0%ETFSprott Physical Gold & Silve$200,999$200,999 ▲New Holding9,8820.0%TR UnitCVSCVS Health$0$19,147,554 ▼-100.0%00.0%Retail/WholesaleCSCOCisco Systems$0$14,709,913 ▼-100.0%00.0%Computer and TechnologyKMBKimberly-Clark$0$13,498,737 ▼-100.0%00.0%Consumer StaplesFHLCFidelity MSCI Health Care Index ETF$0$6,769,689 ▼-100.0%00.0%ETFTROWT. Rowe Price Group$0$6,014,944 ▼-100.0%00.0%FinanceFDXFedEx$0$3,175,358 ▼-100.0%00.0%TransportationWBAWalgreens Boots Alliance$0$2,488,710 ▼-100.0%00.0%Retail/WholesaleFNCLFidelity MSCI Financials Index ETF$0$2,390,378 ▼-100.0%00.0%ETFVHTVanguard Health Care ETF$0$429,000 ▼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$365,760 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. 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