The Analysis of Richard C. Young & CO., LTD.'s Holdings


Currently, Richard C. Young & CO., LTD. holds 91 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in LLY (+18.2K shares, valued at $13.9M), VRT (+87.9K shares, valued at $13.3M), STRL (+31.3K shares, valued at $10.6M); decreased their positions in N/A (-199.6K shares, valued at $15.3M), CL (-80.1K shares, valued at $6.4M), APD (-22.3K shares, valued at $6.1M); initiated new positions in LLY (+18.2K shares, valued at $13.9M), VRT (+87.9K shares, valued at $13.3M), STRL (+31.3K shares, valued at $10.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
World Gold TR World Gold TR650.9K shares-23.47%2025-09-302025-11-12history
AVGO Broadcom Inc134.7K shares-1.44%2025-09-302025-11-12history
GLD SPDR Gold Trust122.7K shares-2.99%2025-09-302025-11-12history
NVDA Nvidia Corporation186.8K shares-0.92%2025-09-302025-11-12history
GOOGL Alphabet Inc131.6K shares-0.03%2025-09-302025-11-12history
ORCL Oracle Corp106.3K shares-0.98%2025-09-302025-11-12history
V Visa Inc85.6K shares-0.33%2025-09-302025-11-12history
SLV iShares Silver Trust609.6K shares-13.72%2025-09-302025-11-12history
Sponsored
CAT Caterpillar Inc Del51.8K shares-2.30%2025-09-302025-11-12history
T AT&T Inc831.5K shares-0.78%2025-09-302025-11-12history
META Meta Platforms Inc30.5K shares0.36%2025-09-302025-11-12history
JPM JPMorgan Chase & Co70.4K shares-1.47%2025-09-302025-11-12history
DELL Dell Technologies Inc152.8K shares1.30%2025-09-302025-11-12history
SO Southern Co224.0K shares-0.53%2025-09-302025-11-12history
LHX L3 Harris Technologies Inc69.1K shares-1.15%2025-09-302025-11-12history
AMZN Amazon Com Inc95.3K shares3.22%2025-09-302025-11-12history
Sponsored
AAPL Apple Inc81.3K shares-0.23%2025-09-302025-11-12history
KMI Kinder Morgan Inc Del729.4K shares-0.62%2025-09-302025-11-12history
MSFT Microsoft Corp39.8K shares0.17%2025-09-302025-11-12history
IBM International Business Machs72.1K shares11.63%2025-09-302025-11-12history
WMT Wal-Mart Stores Inc195.8K shares0.04%2025-09-302025-11-12history
XOM Exxon Mobil Corp178.7K shares-0.44%2025-09-302025-11-12history
ADP Automatic Data Processing In68.0K shares-3.59%2025-09-302025-11-12history
WMB Williams Cos Inc310.1K shares-1.88%2025-09-302025-11-12history
Sponsored
MO Altria Group Inc285.7K shares0.27%2025-09-302025-11-12history
NSC Norfolk Southern Corp62.6K shares-1.97%2025-09-302025-11-12history
LOW Lowes Cos Inc72.8K shares-0.11%2025-09-302025-11-12history
PG Procter & Gamble Co117.8K shares-4.71%2025-09-302025-11-12history
PNC PNC Finl Svcs Group Inc84.5K shares-0.95%2025-09-302025-11-12history
VZ Verizon Communications Inc366.9K shares-2.32%2025-09-302025-11-12history
CMI Cummins Inc38.1K shares0.42%2025-09-302025-11-12history
CVX Chevron Corp New103.3K shares-0.74%2025-09-302025-11-12history
Sponsored
EMR Emerson Elec Co120.7K shares-0.64%2025-09-302025-11-12history
TXN Texas Instrs Inc81.3K shares-7.41%2025-09-302025-11-12history
JNJ Johnson & Johnson74.9K shares0.00%2025-09-302025-11-12history
LLY Eli Lilly & Co18.2K sharesnew addition2025-09-302025-11-12history
VLO Valero Energy Corp81.0K shares-3.28%2025-09-302025-11-12history
MCD McDonalds Corp44.1K shares0.01%2025-09-302025-11-12history
VRT Vertiv Holdings Co87.9K sharesnew addition2025-09-302025-11-12history
PSX Phillips 6695.5K shares-2.76%2025-09-302025-11-12history
Sponsored
GD General Dynamics Corp37.2K shares-1.14%2025-09-302025-11-12history
PFE Pfizer Inc446.4K shares0.62%2025-09-302025-11-12history
KO Coca Cola Co170.9K shares-0.19%2025-09-302025-11-12history
STRL Sterling Infrastructure Inc31.3K sharesnew addition2025-09-302025-11-12history
COST Costco WHSL Corp New11.5K shares4641.74%2025-09-302025-11-12history
KR Kroger Co153.1K shares4.02%2025-09-302025-11-12history
HD Home Depot Inc24.2K shares-2.97%2025-09-302025-11-12history
ALL Allstate Corp43.8K shares0.53%2025-09-302025-11-12history
Sponsored
NOC Northrop Grumman Corp15.0K shares0.77%2025-09-302025-11-12history
NEE Nextera Energy Inc102.1K shares4.31%2025-09-302025-11-12history
ITW Illinois Tool WKS Inc28.8K shares-3.96%2025-09-302025-11-12history
ADI Analog Devices Inc30.5K shares-2.25%2025-09-302025-11-12history
DKS Dicks Sporting Goods Inc32.1K shares3.03%2025-09-302025-11-12history
FTS Fortis Inc137.8K shares-2.88%2025-09-302025-11-12history
QCOM Qualcomm Inc41.2K shares13.29%2025-09-302025-11-12history
ABBV Abbvie Inc26.4K shares2.68%2025-09-302025-11-12history
Sponsored
TGT Target Corp60.5K shares-9.29%2025-09-302025-11-12history
DUK Duke Energy Corp New42.7K shares2.26%2025-09-302025-11-12history
FUTY Fidelity Covington Trust73.6K shares-1.28%2025-09-302025-11-12history
APD Air Products & Chems Inc15.1K shares-59.71%2025-09-302025-11-12history
VYM Vanguard Whitehall FDS INC29.0K shares-4.30%2025-09-302025-11-12history
UNP Union Pac Corp20.9K shares-55.44%2025-09-302025-11-12history
BRK.A Berkshire Hathaway Inc Del5 shares0.00%2025-09-302025-11-12history
SIVR Aberdeen STD Silver ETF TR60.1K shares-3.62%2025-09-302025-11-12history
Sponsored
ROK Rockwell Automation Inc6.2K shares-3.61%2025-09-302025-11-12history
WEC WEC Energy Group Inc14.4K shares-61.77%2025-09-302025-11-12history
VIG Vanguard Group7.3K shares-2.05%2025-09-302025-11-12history
CL Colgate Palmolive Co17.6K shares-82.03%2025-09-302025-11-12history
SNY Sanofi28.1K shares-2.16%2025-09-302025-11-12history
VEU Vanguard INTL Equity Index F12.5K shares-5.56%2025-09-302025-11-12history
VDC Vanguard World FDS3.4K shares0.50%2025-09-302025-11-12history
VTI Vanguard Index FDS1.7K shares-24.36%2025-09-302025-11-12history
Sponsored
TSM Taiwan Semiconductor Mfg Ltd2.0K sharesnew addition2025-09-302025-11-12history
TSLA Tesla Inc1.2K shares4.44%2025-09-302025-11-12history
MMM 3M Co3.3K shares0.00%2025-09-302025-11-12history
BRK.B Berkshire Hathaway Inc Del956 shares-0.52%2025-09-302025-11-12history
BX Blackstone Inc2.8K shares-19.89%2025-09-302025-11-12history
BLK Blackrock Inc383 shares0.26%2025-09-302025-11-12history
FHLC Fidelity Covington Trust6.0K shares2.23%2025-09-302025-11-12history
CEF Sprott Physical Gold & Silve10.6K shares0.00%2025-09-302025-11-12history
Sponsored
PEP Pepsico Inc2.8K shares2.44%2025-09-302025-11-12history
INTC Intel Corp9.5K shares-8.25%2025-09-302025-11-12history
AMD Advanced Micro Devices Inc1.9K sharesnew addition2025-09-302025-11-12history
GOOG Alphabet Inc1.3K shares0.08%2025-09-302025-11-12history
NEM Newmont Corp3.2K sharesnew addition2025-09-302025-11-12history
RTX RTX Corporation1.5K shares0.13%2025-09-302025-11-12history
WTRG Essential Utils Inc6.2K sharesnew addition2025-09-302025-11-12history
AMLP ALPS ETF TR4.8K shares0.67%2025-09-302025-11-12history
Sponsored
MU Micron Technology Inc1.2K sharesnew addition2025-09-302025-11-12history
KMB Kimberly-Clark Corp1.7K shares0.12%2025-09-302025-11-12history
LMT Lockheed Martin Corp412 sharesnew addition2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available