Richard C. Young & Co., Ltd. Top Holdings and 13F Report (2024) About Richard C. Young & Co., Ltd.Investment ActivityRichard C. Young & Co., Ltd. has $822.63 million in total holdings as of June 30, 2024.Richard C. Young & Co., Ltd. owns shares of 77 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 8.36% of the portfolio was purchased this quarter.About 5.34% of the portfolio was sold this quarter.This quarter, Richard C. Young & Co., Ltd. has purchased 74 new stocks and bought additional shares in 49 stocks.Richard C. Young & Co., Ltd. sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings World Gold TR $40,399,153SPDR Gold Shares $29,292,725Merck & Co., Inc. $24,192,057Visa $22,836,958Texas Instruments $22,806,126 Largest New Holdings this Quarter NVIDIA $12,896,259 HoldingTarget $10,651,118 HoldingCoca-Cola $9,279,523 HoldingQUALCOMM $7,425,825 HoldingNextEra Energy $1,186,912 Holding Largest Purchases this Quarter Apple 64,100 shares (about $13.50M)NVIDIA 104,389 shares (about $12.90M)Target 71,948 shares (about $10.65M)Coca-Cola 145,790 shares (about $9.28M)QUALCOMM 37,282 shares (about $7.43M) Largest Sales this Quarter J. M. Smucker 66,431 shares (about $7.24M)Avista 102,448 shares (about $3.55M)Sanofi 72,329 shares (about $3.51M)Rockwell Automation 6,525 shares (about $1.80M)American States Water 15,518 shares (about $1.13M) 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$40,399,153$90,982 ▼-0.2%876,5284.9%SPRD GLD MinisGLDSPDR Gold Shares$29,292,725$291,553 ▲1.0%136,2393.6%FinanceMRKMerck & Co., Inc.$24,192,057$205,756 ▲0.9%195,4122.9%MedicalVVisa$22,836,958$248,296 ▲1.1%87,0082.8%Business ServicesTXNTexas Instruments$22,806,126$274,871 ▲1.2%117,2372.8%Computer and TechnologyAVGOBroadcom$21,843,264$149,314 ▲0.7%13,6052.7%Computer and TechnologyXOMExxon Mobil$20,462,628$397,050 ▲2.0%177,7502.5%Oils/EnergyGOOGLAlphabet$20,423,625$1,861,942 ▲10.0%112,1252.5%Computer and TechnologyPGProcter & Gamble$19,915,863$271,953 ▲1.4%120,7612.4%Consumer StaplesSLViShares Silver Trust$19,607,221$326,067 ▲1.7%737,9462.4%ETFCATCaterpillar$18,839,927$64,955 ▲0.3%56,5592.3%Industrial ProductsADPAutomatic Data Processing$17,662,270$105,023 ▲0.6%73,9972.1%Business ServicesLOWLowe's Companies$17,031,505$368,170 ▲2.2%77,2542.1%Retail/WholesaleSOSouthern$16,917,185$339,912 ▲2.1%218,0892.1%UtilitiesMSFTMicrosoft$16,661,255$30,839 ▲0.2%37,2782.0%Computer and TechnologyAMZNAmazon.com$16,560,366$1,739 ▼0.0%85,6942.0%Retail/WholesaleAAPLApple$16,377,715$13,500,663 ▲469.3%77,7602.0%Computer and TechnologyTAT&T$15,666,733$233,696 ▲1.5%819,8191.9%Computer and TechnologyCVXChevron$15,389,415$415,609 ▲2.8%98,3851.9%Oils/EnergyLHXL3Harris Technologies$15,329,884$271,069 ▲1.8%68,2601.9%AerospacePSXPhillips 66$15,308,148$268,505 ▲1.8%108,4381.9%Oils/EnergyADIAnalog Devices$15,214,061$26,707 ▲0.2%66,6521.8%Computer and TechnologyORCLOracle$14,867,923$9,884 ▲0.1%105,2971.8%Computer and TechnologyNSCNorfolk Southern$14,710,602$113,357 ▲0.8%68,5201.8%TransportationVZVerizon Communications$14,328,286$409,678 ▲2.9%347,4371.7%Communication ServicesKMIKinder Morgan$14,321,182$384,524 ▲2.8%720,7441.7%Oils/EnergyWMBWilliams Companies$14,020,686$499,673 ▲3.7%329,8981.7%Oils/EnergyAFLAflac$13,969,874$280,969 ▲2.1%156,4201.7%FinanceVLOValero Energy$13,349,286$228,401 ▼-1.7%85,1571.6%Oils/EnergyAPDAir Products and Chemicals$13,168,047$121,542 ▲0.9%51,0291.6%Basic MaterialsWMTWalmart$13,082,415$503,425 ▲4.0%193,2121.6%Retail/WholesaleNVDANVIDIA$12,896,259$12,896,259 ▲New Holding104,3891.6%Computer and TechnologyEMREmerson Electric$12,788,737$142,437 ▲1.1%116,0921.6%Industrial ProductsPFEPfizer$12,288,511$606,690 ▲5.2%439,1891.5%MedicalITWIllinois Tool Works$12,198,706$185,066 ▼-1.5%51,4801.5%Industrial ProductsIBMInternational Business Machines$11,348,141$54,998 ▲0.5%65,6151.4%Computer and TechnologyGDGeneral Dynamics$11,020,248$213,540 ▲2.0%37,9831.3%AerospaceHSYHershey$10,810,631$11,765 ▼-0.1%58,8081.3%Consumer StaplesMCDMcDonald's$10,747,864$163,352 ▲1.5%42,1751.3%Retail/WholesaleFTSFortis$10,682,034$590,445 ▼-5.2%275,0271.3%UtilitiesMDTMedtronic$10,672,571$13,931 ▼-0.1%135,5981.3%MedicalJNJJohnson & Johnson$10,666,571$40,194 ▲0.4%72,9791.3%MedicalTGTTarget$10,651,118$10,651,118 ▲New Holding71,9481.3%Consumer DefensiveCMICummins$10,228,934$127,941 ▲1.3%36,9371.2%IndustrialsUNPUnion Pacific$10,223,053$192,320 ▲1.9%45,1831.2%TransportationJPMJPMorgan Chase & Co.$10,191,696$498,167 ▲5.1%50,3891.2%FinancePNCThe PNC Financial Services Group$9,476,501$192,018 ▲2.1%60,9501.2%FinanceKOCoca-Cola$9,279,523$9,279,523 ▲New Holding145,7901.1%Consumer StaplesHDHome Depot$8,767,329$1,721 ▲0.0%25,4691.1%Retail/WholesaleCLColgate-Palmolive$8,144,461$429,013 ▲5.6%83,9291.0%Consumer StaplesQCOMQUALCOMM$7,425,825$7,425,825 ▲New Holding37,2820.9%Computer and TechnologyKRKroger$7,188,290$34,751 ▼-0.5%143,9670.9%Retail/WholesaleKVUEKenvue$6,691,436$87,191 ▲1.3%368,0660.8%Consumer StaplesFUTYFidelity MSCI Utilities Index ETF$3,481,320$65,149 ▼-1.8%79,1930.4%ETFABBVAbbVie$3,339,447$957,068 ▲40.2%19,4700.4%MedicalVYMVanguard High Dividend Yield ETF$3,267,980$20,636 ▲0.6%27,5550.4%ETFROKRockwell Automation$3,167,651$1,796,204 ▼-36.2%11,5070.4%Computer and TechnologyWECWEC Energy Group$3,085,962$89,287 ▼-2.8%39,3320.4%UtilitiesAVAAvista$2,463,611$3,545,728 ▼-59.0%71,1820.3%UtilitiesSNYSanofi$2,321,828$3,509,404 ▼-60.2%47,8530.3%MedicalSIVRAberdeen Standard Physical Silver Shares ETF$1,971,509$28,759 ▲1.5%70,8160.2%ETFSJMJ. M. Smucker$1,745,934$7,243,576 ▼-80.6%16,0120.2%Consumer StaplesAWRAmerican States Water$1,395,342$1,126,114 ▼-44.7%19,2280.2%UtilitiesNEENextEra Energy$1,186,912$1,186,912 ▲New Holding16,7620.1%UtilitiesVIGVanguard Dividend Appreciation ETF$1,128,791$29,393 ▲2.7%6,1830.1%ETFDUKDuke Energy$909,499$909,499 ▲New Holding9,0740.1%UtilitiesVEUVanguard FTSE All-World ex-US ETF$872,953$17,240 ▼-1.9%14,8870.1%ETFVTIVanguard Total Stock Market ETF$482,5810.0%1,8040.1%ETFINTCIntel$462,965$698,055 ▼-60.1%14,9490.1%Computer and TechnologyBXBlackstone$421,460$421,460 ▲New Holding3,4040.1%FinanceBRK.BBerkshire Hathaway$389,039$40,694 ▼-9.5%9560.0%FinanceBDXBecton, Dickinson and Company$342,459$234 ▲0.1%1,4650.0%MedicalVDCVanguard Consumer Staples ETF$308,953$22,126 ▲7.7%1,5220.0%ETFPEPPepsiCo$266,907$7,918 ▲3.1%1,6180.0%Consumer StaplesGOOGAlphabet$225,994$225,994 ▲New Holding1,2320.0%Computer and TechnologyAMLPAlerian MLP ETF$223,361$1,344 ▲0.6%4,6550.0%ETFSprott Physical Gold & Silve$217,8970.0%9,8820.0%TR UnitNVSNovartis$0$12,729,671 ▼-100.0%00.0%MedicalULUnilever$0$11,260,345 ▼-100.0%00.0%Consumer StaplesAMTAmerican Tower$0$224,360 ▼-100.0%00.0%FinanceUPSUnited Parcel Service$0$221,507 ▼-100.0%00.0%TransportationIVViShares Core S&P 500 ETF$0$220,029 ▼-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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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