RICHARD C. YOUNG & CO., LTD. Holdings

RICHARD C. YOUNG & CO., LTD. is an investment fund managing more than 653.82M US dollars. The largest holdings include SPDR Gold MiniShares, SPDR Gold Shares and CVS Health. In Q3 2022 the fund bought assets of total value of -19.39M US dollars and sold assets of total value of 98.31M US dollars.

$653.81M

portfolio value

-7.05%

quarter

-9.05%

1 year

+15.07%

3 years

+30.61%

5 years

RICHARD C. YOUNG & CO., LTD. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	37871000	21918000
Q2 2016	15053000	9047000
Q3 2016	4487000	631000
Q4 2016	24052000	11050000
Q1 2017	31008000	9446000
Q2 2017	20550000	17056000
Q3 2017	20805000	7278000
Q4 2017	35679000	34414000
Q1 2018	1928000	33700000
Q2 2018	5441000	10495000
Q3 2018	29571000	2882000
Q4 2018	35973000	87296000
Q1 2019	118563000	66641000
Q2 2019	33921000	18329000
Q3 2019	53844000	27491000
Q4 2019	73544000	18767000
Q1 2020	-13438000	67533000
Q2 2020	57886000	30595000
Q3 2020	90698000	70768000
Q4 2020	52489000	16999000
Q1 2021	103922000	7333000
Q2 2021	27482000	3558000
Q3 2021	7796000	65976000
Q4 2021	57661000	7319000
Q1 2022	60764000	70308000
Q2 2022	13489000	24484000
Q3 2022	-19392000	98307000

RICHARD C. YOUNG & CO., LTD. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
SPDR Gold MiniShares Portfolio share: 4.39% Portfolio value: 28.69M Avg. open price: $15.92 Current price: $35.08 P/L: +120.38% Bought +1.44% shares Q3 2022	share	4.39%	28.69M	$15.92	$35.08	+120.38%	Bought +1.44% shares Q3 2022
SPDR Gold Shares Portfolio share: 3.60% Portfolio value: 23.53M Avg. open price: $110.48 Current price: $164.39 P/L: +48.79% Sold -0.60% shares Q3 2022	share	3.60%	23.53M	$110.48	$164.39	+48.79%	Sold -0.60% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 3.50% Portfolio value: 22.85M Avg. open price: $63.75 Current price: $102.01 P/L: +60.03% Sold -0.48% shares Q3 2022	share	3.50%	22.85M	$63.75	$102.01	+60.03%	Sold -0.48% shares Q3 2022
Banks—Regional The PNC Financial Services Group, Inc. Portfolio share: 3.05% Portfolio value: 19.93M Avg. open price: $122.76 Current price: $153.11 P/L: +24.72% Bought +0.52% shares Q3 2022	share	3.05%	19.93M	$122.76	$153.11	+24.72%	Bought +0.52% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 2.85% Portfolio value: 18.60M Avg. open price: $127.98 Current price: $178.78 P/L: +39.69% Sold -0.15% shares Q3 2022	share	2.85%	18.60M	$127.98	$178.78	+39.69%	Sold -0.15% shares Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 2.71% Portfolio value: 17.73M Avg. open price: $96.16 Current price: $177.39 P/L: +84.47% Bought +0.49% shares Q3 2022	share	2.71%	17.73M	$96.16	$177.39	+84.47%	Bought +0.49% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 2.61% Portfolio value: 17.06M Avg. open price: $73.17 Current price: $110.01 P/L: +50.35% Sold -0.01% shares Q3 2022	share	2.61%	17.06M	$73.17	$110.01	+50.35%	Sold -0.01% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 2.58% Portfolio value: 16.85M Avg. open price: $31.73 Current price: $50.73 P/L: +59.86% Bought +0.09% shares Q3 2022	share	2.58%	16.85M	$31.73	$50.73	+59.86%	Bought +0.09% shares Q3 2022
Staffing & Employment Services Automatic Data Processing, Inc. Portfolio share: 2.55% Portfolio value: 16.66M Avg. open price: $149.56 Current price: $264.32 P/L: +76.73% Sold -0.47% shares Q3 2022	share	2.55%	16.66M	$149.56	$264.32	+76.73%	Sold -0.47% shares Q3 2022
Railroads Norfolk Southern Corporation Portfolio share: 2.41% Portfolio value: 15.74M Avg. open price: $172.69 Current price: $247.31 P/L: +43.21% Sold -0.87% shares Q3 2022	share	2.41%	15.74M	$172.69	$247.31	+43.21%	Sold -0.87% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 2.33% Portfolio value: 15.23M Avg. open price: $130.82 Current price: $213.68 P/L: +63.34% Bought +0.37% shares Q3 2022	share	2.33%	15.23M	$130.82	$213.68	+63.34%	Bought +0.37% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 2.30% Portfolio value: 15.03M Avg. open price: $103.89 Current price: $149.09 P/L: +43.51% Sold -0.74% shares Q3 2022	share	2.30%	15.03M	$103.89	$149.09	+43.51%	Sold -0.74% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 2.29% Portfolio value: 14.96M Avg. open price: $62.4 Current price: $106.85 P/L: +71.23% Bought +0.63% shares Q3 2022	share	2.29%	14.96M	$62.4	$106.85	+71.23%	Bought +0.63% shares Q3 2022
Utilities—Regulated Electric The Southern Company Portfolio share: 2.16% Portfolio value: 14.11M Avg. open price: $59.94 Current price: $67.48 P/L: +12.59% Sold -0.09% shares Q3 2022	share	2.16%	14.11M	$59.94	$67.48	+12.59%	Sold -0.09% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 2.11% Portfolio value: 13.81M Avg. open price: $83.85 Current price: $206.18 P/L: +145.88% Bought +0.04% shares Q3 2022	share	2.11%	13.81M	$83.85	$206.18	+145.88%	Bought +0.04% shares Q3 2022
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 2.05% Portfolio value: 13.39M Avg. open price: $115.05 Current price: $181.16 P/L: +57.46% Bought +0.25% shares Q3 2022	share	2.05%	13.39M	$115.05	$181.16	+57.46%	Bought +0.25% shares Q3 2022
iShares Silver Trust Portfolio share: 2.00% Portfolio value: 13.09M Avg. open price: $16.05 Current price: $20.44 P/L: +27.39% Bought +2.17% shares Q3 2022	share	2.00%	13.09M	$16.05	$20.44	+27.39%	Bought +2.17% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 1.96% Portfolio value: 12.83M Avg. open price: $85.61 Current price: $176.56 P/L: +106.23% Bought +0.46% shares Q3 2022	share	1.96%	12.83M	$85.61	$176.56	+106.23%	Bought +0.46% shares Q3 2022
Confectioners The Hershey Company Portfolio share: 1.95% Portfolio value: 12.75M Avg. open price: $139.09 Current price: $233.25 P/L: +67.70% Sold -0.14% shares Q3 2022	share	1.95%	12.75M	$139.09	$233.25	+67.70%	Sold -0.14% shares Q3 2022
Household & Personal Products Kimberly-Clark Corporation Portfolio share: 1.87% Portfolio value: 12.21M Avg. open price: $131.17 Current price: $137.17 P/L: +4.58% Bought +0.32% shares Q3 2022	share	1.87%	12.21M	$131.17	$137.17	+4.58%	Bought +0.32% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 1.83% Portfolio value: 11.98M Avg. open price: $48.82 Current price: $37.07 P/L: -24.07% Bought +0.72% shares Q3 2022	share	1.83%	11.98M	$48.82	$37.07	-24.07%	Bought +0.72% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 1.69% Portfolio value: 11.03M Avg. open price: $25.56 Current price: $18.75 P/L: -26.66% Bought +1.01% shares Q3 2022	share	1.69%	11.03M	$25.56	$18.75	-26.66%	Bought +1.01% shares Q3 2022
Drug Manufacturers—General Novartis AG Portfolio share: 1.64% Portfolio value: 10.72M Avg. open price: $87.13 Current price: $90.96 P/L: +4.40% Sold -0.68% shares Q3 2022	share	1.64%	10.72M	$87.13	$90.96	+4.40%	Sold -0.68% shares Q3 2022
Utilities—Regulated Electric Fortis Inc. Portfolio share: 1.64% Portfolio value: 10.72M Avg. open price: $37.16 Current price: $39.89 P/L: +7.34% Bought +0.19% shares Q3 2022	share	1.64%	10.72M	$37.16	$39.89	+7.34%	Bought +0.19% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 1.62% Portfolio value: 10.57M Avg. open price: $44.43 Current price: $49.33 P/L: +11.02% Bought +0.50% shares Q3 2022	share	1.62%	10.57M	$44.43	$49.33	+11.02%	Bought +0.50% shares Q3 2022
Specialty Chemicals Air Products and Chemicals, Inc. Portfolio share: 1.61% Portfolio value: 10.51M Avg. open price: $164.56 Current price: $314.87 P/L: +91.34% Bought +2.03% shares Q3 2022	share	1.61%	10.51M	$164.56	$314.87	+91.34%	Bought +2.03% shares Q3 2022
Oil & Gas Refining & Marketing Valero Energy Corporation Portfolio share: 1.60% Portfolio value: 10.48M Avg. open price: $53.9 Current price: $120.96 P/L: +124.42% Sold -1.63% shares Q3 2022	share	1.60%	10.48M	$53.9	$120.96	+124.42%	Sold -1.63% shares Q3 2022
Oil & Gas Midstream Kinder Morgan, Inc. Portfolio share: 1.60% Portfolio value: 10.46M Avg. open price: $14.52 Current price: $18.56 P/L: +27.84% Bought +1.87% shares Q3 2022	share	1.60%	10.46M	$14.52	$18.56	+27.84%	Bought +1.87% shares Q3 2022
Specialty Industrial Machinery Illinois Tool Works Inc. Portfolio share: 1.58% Portfolio value: 10.31M Avg. open price: $159.61 Current price: $224.19 P/L: +40.46% Sold -0.35% shares Q3 2022	share	1.58%	10.31M	$159.61	$224.19	+40.46%	Sold -0.35% shares Q3 2022
Household & Personal Products Unilever PLC Portfolio share: 1.51% Portfolio value: 9.89M Avg. open price: $48.99 Current price: $50.99 P/L: +4.08% Bought +20.96% shares Q3 2022	share	1.51%	9.89M	$48.99	$50.99	+4.08%	Bought +20.96% shares Q3 2022
Medical Devices Medtronic plc Portfolio share: 1.50% Portfolio value: 9.79M Avg. open price: $107.51 Current price: $78.79 P/L: -26.71% Bought +0.69% shares Q3 2022	share	1.50%	9.79M	$107.51	$78.79	-26.71%	Bought +0.69% shares Q3 2022
Utilities—Diversified Avista Corporation Portfolio share: 1.46% Portfolio value: 9.54M Avg. open price: $39.3 Current price: $42.31 P/L: +7.65% Bought +1.03% shares Q3 2022	share	1.46%	9.54M	$39.3	$42.31	+7.65%	Bought +1.03% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 1.44% Portfolio value: 9.41M Avg. open price: $192.52 Current price: $271.59 P/L: +41.07% Bought +1.37% shares Q3 2022	share	1.44%	9.41M	$192.52	$271.59	+41.07%	Bought +1.37% shares Q3 2022
Semiconductors Analog Devices, Inc. Portfolio share: 1.44% Portfolio value: 9.38M Avg. open price: $87.04 Current price: $167.9 P/L: +92.89% Sold -1.32% shares Q3 2022	share	1.44%	9.38M	$87.04	$167.9	+92.89%	Sold -1.32% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 1.41% Portfolio value: 9.19M Avg. open price: $107.7 Current price: $147.41 P/L: +36.87% Sold -0.19% shares Q3 2022	share	1.41%	9.19M	$107.7	$147.41	+36.87%	Sold -0.19% shares Q3 2022
Farm & Heavy Construction Machinery Caterpillar Inc. Portfolio share: 1.33% Portfolio value: 8.71M Avg. open price: $131.87 Current price: $232.57 P/L: +76.36% Bought +1.68% shares Q3 2022	share	1.33%	8.71M	$131.87	$232.57	+76.36%	Bought +1.68% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 1.33% Portfolio value: 8.66M Avg. open price: $81.24 Current price: $151.65 P/L: +86.68% Sold -1.60% shares Q3 2022	share	1.33%	8.66M	$81.24	$151.65	+86.68%	Sold -1.60% shares Q3 2022
Oil & Gas Midstream The Williams Companies, Inc. Portfolio share: 1.24% Portfolio value: 8.12M Avg. open price: $32.98 Current price: $34.17 P/L: +3.60% Bought +1.16% shares Q3 2022	share	1.24%	8.12M	$32.98	$34.17	+3.60%	Bought +1.16% shares Q3 2022
Oil & Gas Refining & Marketing Phillips 66 Portfolio share: 1.24% Portfolio value: 8.10M Avg. open price: $69.98 Current price: $104.15 P/L: +48.83% Bought +0.61% shares Q3 2022	share	1.24%	8.10M	$69.98	$104.15	+48.83%	Bought +0.61% shares Q3 2022
Banks—Regional U.S. Bancorp Portfolio share: 1.23% Portfolio value: 8.05M Avg. open price: $53.72 Current price: $43.91 P/L: -18.27% Bought +2.96% shares Q3 2022	share	1.23%	8.05M	$53.72	$43.91	-18.27%	Bought +2.96% shares Q3 2022
Grocery Stores The Kroger Co. Portfolio share: 1.13% Portfolio value: 7.37M Avg. open price: $24.97 Current price: $46.07 P/L: +84.48% Sold -1.86% shares Q3 2022	share	1.13%	7.37M	$24.97	$46.07	+84.48%	Sold -1.86% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 1.10% Portfolio value: 7.18M Avg. open price: $266.84 Current price: $320.08 P/L: +19.95% Bought +0.47% shares Q3 2022	share	1.10%	7.18M	$266.84	$320.08	+19.95%	Bought +0.47% shares Q3 2022
Specialty Industrial Machinery Emerson Electric Co. Portfolio share: 1.06% Portfolio value: 6.90M Avg. open price: $72.23 Current price: $95.15 P/L: +31.72% Bought +3.31% shares Q3 2022	share	1.06%	6.90M	$72.23	$95.15	+31.72%	Bought +3.31% shares Q3 2022
Household & Personal Products Colgate-Palmolive Company Portfolio share: 1.04% Portfolio value: 6.77M Avg. open price: $72.93 Current price: $77.12 P/L: +5.75% Sold -2.72% shares Q3 2022	share	1.04%	6.77M	$72.93	$77.12	+5.75%	Sold -2.72% shares Q3 2022
Railroads Union Pacific Corporation Portfolio share: 1.02% Portfolio value: 6.69M Avg. open price: $165.64 Current price: $211.06 P/L: +27.42% Bought +2.34% shares Q3 2022	share	1.02%	6.69M	$165.64	$211.06	+27.42%	Bought +2.34% shares Q3 2022
Banks—Regional Huntington Bancshares Incorporated Portfolio share: 0.99% Portfolio value: 6.48M Avg. open price: $12.03 Current price: $14.89 P/L: +23.77% Bought +104.78% shares Q3 2022	share	0.99%	6.48M	$12.03	$14.89	+23.77%	Bought +104.78% shares Q3 2022
Specialty Industrial Machinery Cummins Inc. Portfolio share: 0.97% Portfolio value: 6.37M Avg. open price: $200.99 Current price: $245.35 P/L: +22.07% Bought +4.38% shares Q3 2022	share	0.97%	6.37M	$200.99	$245.35	+22.07%	Bought +4.38% shares Q3 2022
Packaged Foods Conagra Brands, Inc. Portfolio share: 0.96% Portfolio value: 6.30M Avg. open price: $33.86 Current price: $38.25 P/L: +12.97% Bought +1.10% shares Q3 2022	share	0.96%	6.30M	$33.86	$38.25	+12.97%	Bought +1.10% shares Q3 2022
Asset Management T. Rowe Price Group, Inc. Portfolio share: 0.96% Portfolio value: 6.25M Avg. open price: $140.86 Current price: $123.63 P/L: -12.23% Bought +4.69% shares Q3 2022	share	0.96%	6.25M	$140.86	$123.63	-12.23%	Bought +4.69% shares Q3 2022
Drug Manufacturers—General Sanofi Portfolio share: 0.96% Portfolio value: 6.25M Avg. open price: $42.69 Current price: $44.93 P/L: +5.25% Sold -1.86% shares Q3 2022	share	0.96%	6.25M	$42.69	$44.93	+5.25%	Sold -1.86% shares Q3 2022
Packaging & Containers Reynolds Consumer Products Inc. Portfolio share: 0.89% Portfolio value: 5.82M Avg. open price: $28.3 Current price: $31.5 P/L: +11.29% Bought +0.16% shares Q3 2022	share	0.89%	5.82M	$28.3	$31.5	+11.29%	Bought +0.16% shares Q3 2022
Wells Fargo & Co Portfolio share: 0.84% Portfolio value: 5.52M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.59% shares Q3 2022	share	0.84%	5.52M	N/A	N/A	N/A	Sold -0.59% shares Q3 2022
Aerospace & Defense General Dynamics Corporation Portfolio share: 0.78% Portfolio value: 5.08M Avg. open price: $233.65 Current price: $250.91 P/L: +7.39% Bought +5.03% shares Q3 2022	share	0.78%	5.08M	$233.65	$250.91	+7.39%	Bought +5.03% shares Q3 2022
Banks—Regional Washington Trust Bancorp, Inc. Portfolio share: 0.77% Portfolio value: 5.02M Avg. open price: $52 Current price: $48.97 P/L: -5.83% Bought +2.05% shares Q3 2022	share	0.77%	5.02M	$52	$48.97	-5.83%	Bought +2.05% shares Q3 2022
Utilities—Regulated Electric WEC Energy Group, Inc. Portfolio share: 0.72% Portfolio value: 4.71M Avg. open price: $59.52 Current price: $94.25 P/L: +58.36% Sold -1.80% shares Q3 2022	share	0.72%	4.71M	$59.52	$94.25	+58.36%	Sold -1.80% shares Q3 2022
Specialty Industrial Machinery Rockwell Automation, Inc. Portfolio share: 0.67% Portfolio value: 4.40M Avg. open price: N/A Current price: $262.67 P/L: N/A Sold -0.29% shares Q3 2022	share	0.67%	4.40M	N/A	$262.67	N/A	Sold -0.29% shares Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.64% Portfolio value: 4.18M Avg. open price: $71.72 Current price: $79.43 P/L: +10.75% Bought +337.29% shares Q3 2022	share	0.64%	4.18M	$71.72	$79.43	+10.75%	Bought +337.29% shares Q3 2022
Packaged Foods The J. M. Smucker Company Portfolio share: 0.58% Portfolio value: 3.77M Avg. open price: $103.44 Current price: $154.02 P/L: +48.90% Sold -1.69% shares Q3 2022	share	0.58%	3.77M	$103.44	$154.02	+48.90%	Sold -1.69% shares Q3 2022
Pharmaceutical Retailers Walgreens Boots Alliance, Inc. Portfolio share: 0.52% Portfolio value: 3.38M Avg. open price: $55.76 Current price: $41.21 P/L: -26.09% Sold -3.51% shares Q3 2022	share	0.52%	3.38M	$55.76	$41.21	-26.09%	Sold -3.51% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.50% Portfolio value: 3.24M Avg. open price: $55.9 Current price: $29.17 P/L: -47.82% Sold -44.19% shares Q3 2022	share	0.50%	3.24M	$55.9	$29.17	-47.82%	Sold -44.19% shares Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 0.37% Portfolio value: 2.44M Avg. open price: $73.78 Current price: $111.02 P/L: +50.48% Sold -2.21% shares Q3 2022	share	0.37%	2.44M	$73.78	$111.02	+50.48%	Sold -2.21% shares Q3 2022
Utilities—Regulated Gas Northwest Natural Holding Company Portfolio share: 0.35% Portfolio value: 2.28M Avg. open price: N/A Current price: $47.33 P/L: N/A Sold -1.92% shares Q3 2022	share	0.35%	2.28M	N/A	$47.33	N/A	Sold -1.92% shares Q3 2022
abrdn Physical Silver Shares ETF Portfolio share: 0.24% Portfolio value: 1.54M Avg. open price: N/A Current price: $21.32 P/L: N/A Sold -0.96% shares Q3 2022	share	0.24%	1.54M	N/A	$21.32	N/A	Sold -0.96% shares Q3 2022
Integrated Freight & Logistics FedEx Corporation Portfolio share: 0.12% Portfolio value: 804K Avg. open price: $229.66 Current price: $176.6 P/L: -23.11% Bought +29.47% shares Q3 2022	share	0.12%	804K	$229.66	$176.6	-23.11%	Bought +29.47% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.11% Portfolio value: 743K Avg. open price: $151.92 Current price: $156.13 P/L: +2.77% Bought +1.03% shares Q3 2022	share	0.11%	743K	$151.92	$156.13	+2.77%	Bought +1.03% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.10% Portfolio value: 632K Avg. open price: $45.08 Current price: $51.48 P/L: +14.19% Sold -5.06% shares Q3 2022	share	0.10%	632K	$45.08	$51.48	+14.19%	Sold -5.06% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.07% Portfolio value: 481K Avg. open price: N/A Current price: $146.61 P/L: N/A N/A Q3 2022	share	0.07%	481K	N/A	$146.61	N/A	N/A Q3 2022
Conglomerates 3M Company Portfolio share: 0.06% Portfolio value: 423K Avg. open price: N/A Current price: $124.63 P/L: N/A N/A Q3 2022	share	0.06%	423K	N/A	$124.63	N/A	N/A Q3 2022
Vanguard Health Care Index Fund Portfolio share: 0.06% Portfolio value: 375K Avg. open price: $185.98 Current price: $252.99 P/L: +36.03% Sold -9.26% shares Q3 2022	share	0.06%	375K	$185.98	$252.99	+36.03%	Sold -9.26% shares Q3 2022
Vanguard Intermediate-Term Corporate Bond Index Fund Portfolio share: 0.05% Portfolio value: 341K Avg. open price: $86.04 Current price: $78.74 P/L: -8.49% Sold -99.03% shares Q3 2022	share	0.05%	341K	$86.04	$78.74	-8.49%	Sold -99.03% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.05% Portfolio value: 316K Avg. open price: N/A Current price: $199.98 P/L: N/A N/A Q3 2022	share	0.05%	316K	N/A	$199.98	N/A	N/A Q3 2022
Medical Instruments & Supplies Becton, Dickinson and Company Portfolio share: 0.05% Portfolio value: 303K Avg. open price: $234.86 Current price: $246.21 P/L: +4.83% Sold -7.05% shares Q2 2022	share	0.05%	303K	$234.86	$246.21	+4.83%	Sold -7.05% shares Q2 2022
Berkshire Hathaway Inc Del Portfolio share: 0.04% Portfolio value: 267K Avg. open price: N/A Current price: N/A P/L: N/A Sold -3.19% shares Q3 2022	share	0.04%	267K	N/A	N/A	N/A	Sold -3.19% shares Q3 2022
Vanguard Consumer Staples Fund Portfolio share: 0.04% Portfolio value: 232K Avg. open price: $149.75 Current price: $197.02 P/L: +31.57% Sold -28.15% shares Q3 2022	share	0.04%	232K	$149.75	$197.02	+31.57%	Sold -28.15% shares Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $35.04 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$35.04	N/A	Sold -100.00% shares Q3 2022
REIT—Residential Equity Residential Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $60.95 Current price: $62.97 P/L: +3.31% Sold -100.00% shares Q3 2022	share	0.00%	0	$60.95	$62.97	+3.31%	Sold -100.00% shares Q3 2022
REIT—Specialty American Tower Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $139.6 Current price: $215.67 P/L: +54.49% Sold -100.00% shares Q3 2022	share	0.00%	0	$139.6	$215.67	+54.49%	Sold -100.00% shares Q3 2022
iShares Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022

Showing TOP 78 RICHARD C. YOUNG & CO., LTD.'s 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of RICHARD C. YOUNG & CO., LTD.?

The biggest position of the RICHARD C. YOUNG & CO., LTD. is SPDR Gold MiniShares (GLDM) with 4.39% portfolio share worth of 28.7M US dollars.

Top 5 RICHARD C. YOUNG & CO., LTD.'s holdings represent 17.38% of the portfolio:

SPDR Gold MiniShares (GLDM) – 4.39%
SPDR Gold Shares (GLD) – 3.6%
CVS Health Corporation (CVS) – 3.5%
The PNC Financial Services Group, Inc. (PNC) – 3.05%
Johnson & Johnson (JNJ) – 2.85%

Who is the portfolio manager of RICHARD C. YOUNG & CO., LTD.?

The portfolio manager of the RICHARD C. YOUNG & CO., LTD. is .

What is the total asset value of the RICHARD C. YOUNG & CO., LTD. portfolio?

RICHARD C. YOUNG & CO., LTD. total asset value (portfolio value) is 653.82M US dollars.

Who is ?

is the portfolio manager of the RICHARD C. YOUNG & CO., LTD..

What is (RICHARD C. YOUNG & CO., LTD.) fund performance?

RICHARD C. YOUNG & CO., LTD.'s quarterly performance is -7.05%, annualy -9.05%. In the past 3 years, the value of 's portfolio has increased by +15%. In the past 5 years, the value of the portfolio has increased by +31%.

What is the RICHARD C. YOUNG & CO., LTD. CIK?

RICHARD C. YOUNG & CO., LTD.'s Central Index Key is 0001387304 .

RICHARD C. YOUNG & CO., LTD. Holdings

RICHARD C. YOUNG & CO., LTD. portfolio value:

RICHARD C. YOUNG & CO., LTD. quarter portfolio value change:

RICHARD C. YOUNG & CO., LTD. 1 year portfolio value change:

RICHARD C. YOUNG & CO., LTD. 3 years portfolio value change:

RICHARD C. YOUNG & CO., LTD. 5 years portfolio value change: