Investor Details
| Filer Name: | RICHARD C. YOUNG & CO., LTD. |
|---|---|
| CIK: | 1387304 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-28 |
| Number of Holdings: | 87 |
| Portfolio Value: | $0.92B |
Richard C. Young & Co., Ltd. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| GLDM1USD | XS | SPDR GOLD MINISHARES TRUST | 875,132 | $45M | 4.96% | 0.1% | - |
| GLD | US | SPDR GOLD SHARES | 133,002 | $32M | 3.51% | -2.1% | - |
| AVGO | US | BROADCOM INC | 136,493 | $32M | 3.45% | 0.1% | - |
| V | US | VISA INC-CLASS A SHARES | 87,206 | $28M | 3.00% | -0.7% | - |
| GOOGL | US | ALPHABET INC-CL A | 114,607 | $22M | 2.36% | 0.6% | - |
| ADP | US | AUTOMATIC DATA PROCESSING | 74,041 | $22M | 2.36% | -0.3% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 123,853 | $21M | 2.26% | 2.1% | - |
| CAT | US | CATERPILLAR INC | 55,755 | $20M | 2.20% | -1.8% | - |
| AAPL | US | APPLE INC | 80,210 | $20M | 2.19% | 1.5% | - |
| KMI | US | KINDER MORGAN INC | 733,767 | $20M | 2.19% | 0.3% | - |
| MRK | US | MERCK & CO. INC. | 196,846 | $20M | 2.13% | 0.0% | - |
| AMZN | US | AMAZON.COM INC | 88,347 | $19M | 2.11% | 0.7% | - |
| XOM | US | EXXON MOBIL CORP | 179,274 | $19M | 2.10% | -0.3% | - |
| T | US | AT&T INC | 844,411 | $19M | 2.09% | 1.0% | - |
| SLV | US | ISHARES SILVER TRUST | 723,218 | $19M | 2.07% | -1.5% | - |
| SO | US | SOUTHERN CO/THE | 222,149 | $18M | 1.99% | 0.3% | - |
| LOW | US | LOWE'S COS INC | 73,947 | $18M | 1.99% | -4.1% | - |
| WMB | US | WILLIAMS COS INC | 334,905 | $18M | 1.97% | -0.2% | - |
| ORCL | US | ORACLE CORP | 106,416 | $18M | 1.93% | -0.1% | - |
| WMT | US | WALMART INC | 194,120 | $18M | 1.91% | -1.3% | - |