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


Currently, Richard C. Young & CO., LTD. holds 88 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in KR (+109.7K shares, valued at $6.9M), STRL (+18.4K shares, valued at $5.6M), WMT (+22.5K shares, valued at $2.5M); decreased their positions in PFE (-249.4K shares, valued at $6.2M), VZ (-50.1K shares, valued at $2.0M), N/A (-3.5K shares, valued at $1.2M); initiated new positions in PSLV (+10.0K shares, valued at $237.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
World Gold TR World Gold TR651.7K shares0.13%2025-12-312026-01-29history
GLD SPDR Gold Trust121.8K shares-0.74%2025-12-312026-01-29history
Broadcom Inc Broadcom Inc131.2K shares-2.56%2025-12-312026-01-29history
Alphabet Inc Alphabet Inc132.7K shares0.84%2025-12-312026-01-29history
SLV iShares Silver Trust608.9K shares-0.12%2025-12-312026-01-29history
NVDA Nvidia Corporation192.3K shares2.93%2025-12-312026-01-29history
V Visa Inc84.1K shares-1.82%2025-12-312026-01-29history
CAT Caterpillar Inc Del50.8K shares-1.94%2025-12-312026-01-29history
Sponsored
WMT Wal-Mart Stores Inc218.3K shares11.51%2025-12-312026-01-29history
AAPL Apple Inc86.2K shares6.09%2025-12-312026-01-29history
AMZN Amazon Com Inc99.8K shares4.76%2025-12-312026-01-29history
JPM JPMorgan Chase & Co70.4K shares-0.12%2025-12-312026-01-29history
XOM Exxon Mobil Corp180.0K shares0.74%2025-12-312026-01-29history
IBM International Business Machs72.8K shares0.94%2025-12-312026-01-29history
ORCL Oracle Corp107.7K shares1.25%2025-12-312026-01-29history
T AT&T Inc836.1K shares0.55%2025-12-312026-01-29history
Sponsored
LLY Eli Lilly & Co19.3K shares6.00%2025-12-312026-01-29history
KMI Kinder Morgan Inc Del744.6K shares2.08%2025-12-312026-01-29history
META Meta Platforms Inc30.9K shares1.39%2025-12-312026-01-29history
LHX L3 Harris Technologies Inc69.0K shares-0.16%2025-12-312026-01-29history
MSFT Microsoft Corp41.4K shares3.88%2025-12-312026-01-29history
CMI Cummins Inc38.9K shares2.04%2025-12-312026-01-29history
SO Southern Co226.6K shares1.16%2025-12-312026-01-29history
DELL Dell Technologies Inc156.3K shares2.30%2025-12-312026-01-29history
Sponsored
WMB Williams Cos Inc311.9K shares0.60%2025-12-312026-01-29history
PNC PNC Finl Svcs Group Inc89.1K shares5.44%2025-12-312026-01-29history
NSC Norfolk Southern Corp61.3K shares-2.03%2025-12-312026-01-29history
LOW Lowes Cos Inc72.2K shares-0.78%2025-12-312026-01-29history
MO Altria Group Inc295.3K shares3.37%2025-12-312026-01-29history
PG Procter & Gamble Co115.9K shares-1.68%2025-12-312026-01-29history
ADP Automatic Data Processing In64.1K shares-5.67%2025-12-312026-01-29history
KR Kroger Co262.8K shares71.62%2025-12-312026-01-29history
Sponsored
EMR Emerson Elec Co121.8K shares0.89%2025-12-312026-01-29history
CVX Chevron Corp New105.8K shares2.47%2025-12-312026-01-29history
VRT Vertiv Holdings Co99.3K shares12.91%2025-12-312026-01-29history
JNJ Johnson & Johnson76.1K shares1.62%2025-12-312026-01-29history
STRL Sterling Infrastructure Inc49.7K shares58.68%2025-12-312026-01-29history
MCD McDonalds Corp45.1K shares2.32%2025-12-312026-01-29history
TXN Texas Instrs Inc78.3K shares-3.58%2025-12-312026-01-29history
VLO Valero Energy Corp80.7K shares-0.46%2025-12-312026-01-29history
Sponsored
VZ Verizon Communications Inc316.8K shares-13.65%2025-12-312026-01-29history
General Dynamics Corp General Dynamics Corp36.5K shares-2.01%2025-12-312026-01-29history
KO Coca Cola Co174.4K shares2.06%2025-12-312026-01-29history
PSX Phillips 6693.7K shares-1.97%2025-12-312026-01-29history
COST Costco WHSL Corp New13.7K shares19.72%2025-12-312026-01-29history
ADI Analog Devices Inc34.6K shares13.33%2025-12-312026-01-29history
NOC Northrop Grumman Corp15.6K shares3.49%2025-12-312026-01-29history
ALL Allstate Corp41.6K shares-4.97%2025-12-312026-01-29history
Sponsored
NEE Nextera Energy Inc107.1K shares4.84%2025-12-312026-01-29history
HD Home Depot Inc24.1K shares-0.51%2025-12-312026-01-29history
ABBV Abbvie Inc33.4K shares26.36%2025-12-312026-01-29history
QCOM Qualcomm Inc41.1K shares-0.18%2025-12-312026-01-29history
FTS Fortis Inc134.2K shares-2.62%2025-12-312026-01-29history
ITW Illinois Tool WKS Inc27.6K shares-4.18%2025-12-312026-01-29history
DKS Dicks Sporting Goods Inc33.5K shares4.35%2025-12-312026-01-29history
Duke Energy Corp New Duke Energy Corp New46.0K shares7.85%2025-12-312026-01-29history
Sponsored
PFE Pfizer Inc197.1K shares-55.86%2025-12-312026-01-29history
UNP Union Pac Corp20.0K shares-4.50%2025-12-312026-01-29history
VYM Vanguard Whitehall FDS INC28.7K shares-0.79%2025-12-312026-01-29history
FUTY Fidelity Covington Trust73.2K shares-0.55%2025-12-312026-01-29history
SIVR Aberdeen STD Silver ETF TR58.7K shares-2.36%2025-12-312026-01-29history
BRK.A Berkshire Hathaway Inc Del5 shares0.00%2025-12-312026-01-29history
APD Air Products & Chems Inc14.3K shares-4.91%2025-12-312026-01-29history
ROK Rockwell Automation Inc6.2K shares-0.71%2025-12-312026-01-29history
Sponsored
VTI Vanguard Index FDS5.4K shares209.86%2025-12-312026-01-29history
VIG Vanguard Group7.2K shares-1.86%2025-12-312026-01-29history
WEC Energy Group Inc WEC Energy Group Inc14.4K shares-0.14%2025-12-312026-01-29history
SNY Sanofi27.8K shares-1.21%2025-12-312026-01-29history
CL Colgate Palmolive Co16.3K shares-7.02%2025-12-312026-01-29history
VEU Vanguard INTL Equity Index F12.7K shares1.56%2025-12-312026-01-29history
TSM Taiwan Semiconductor Mfg Ltd3.0K shares47.73%2025-12-312026-01-29history
VDC Vanguard World FDS3.5K shares0.58%2025-12-312026-01-29history
Sponsored
MU Micron Technology Inc2.1K shares66.77%2025-12-312026-01-29history
TSLA Tesla Inc1.3K shares8.51%2025-12-312026-01-29history
MMM 3M Co3.3K shares-0.06%2025-12-312026-01-29history
CEF Sprott Asset Management LP10.6K shares0.00%2025-12-312026-01-29history
Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del956 shares0.00%2025-12-312026-01-29history
Blackstone Inc Blackstone Inc2.8K shares0.72%2025-12-312026-01-29history
AMD Advanced Micro Devices Inc2.0K shares3.39%2025-12-312026-01-29history
Blackrock Inc Blackrock Inc385 shares0.52%2025-12-312026-01-29history
Sponsored
PEP Pepsico Inc2.8K shares0.00%2025-12-312026-01-29history
FHLC Fidelity Covington Trust4.8K shares-18.79%2025-12-312026-01-29history
Alphabet Inc Alphabet Inc1.1K shares-10.18%2025-12-312026-01-29history
INTC Intel Corp9.4K shares-1.15%2025-12-312026-01-29history
RTX RTX Corporation1.8K shares16.96%2025-12-312026-01-29history
NEM Newmont Corp3.2K shares0.06%2025-12-312026-01-29history
PSLV Sprott Asset Management LP10.0K sharesnew addition2025-12-312026-01-29history
ALPS ETF TR ALPS ETF TR260.7K shares5325.87%2025-12-312026-01-29history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available