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  Name: RICHARD C YOUNG & CO LTD
  City: NEWPORT
  State: RI
  Zip: 02840
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $796,506,000
  Total Value Change : $50,483,000
  Securities Held Change : 0
   
All Securities Held : 74
  New Positions : 9
  Closed Positions : 10
  Increased Positions : 30
  Unchanged Positions : 2
  Decreased Positions : 33

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVGO)1 Year Chart         AVGO Broadcom Limited 11 New $1,406.64 $17,909,000 13,512 2.25% 17,909,000 13,512 0.003    Semiconductor- Broad...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 17 New $174.46 $15,380,000 101,903 1.93% 15,380,000 101,903 0.002    Search Engines & Info...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 48 New $199.95 $9,600,000 47,926 1.21% 9,600,000 47,926 0.002    Domestic Money Center...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 58 New $169.42 $2,529,000 13,890 0.32% 2,529,000 13,890 0.001    Drug Manufacturers - ...
   (AAPL)1 Year Chart         AAPL Apple Inc 60 New $196.89 $2,342,000 13,660 0.29% 2,342,000 13,660 0    Personal Computers
   (AMT)1 Year Chart         AMT American Tower Corp 70 New $194.26 $224,000 1,135 0.03% 224,000 1,135 0    Integrated Telecommun...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 73 New $536.73 $220,000 419 0.03% 220,000 419 0    Closed - End Fund - E...
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 72 New $4.60 $220,000 4,627 0.03% 220,000 4,627 0.003    Closed - End Fund - Debt
   (CEF)1 Year Chart         CEF Sprott Physical Gold & Silv... 74 New $21.77 $201,000 9,882 0.03% 201,000 9,882 0.004    N/A

      9 Records Found
  1    
Page 1 of 1
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