Richardson Capital Management LLC Incresed Positions in Q1 2025

Richardson Capital Management LLC

  • $160 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
314K
+ 18.09%
$21.75 - $24.28 $6.83M - $7.63M
2.05M $45.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.7K
+ 2.77%
$27.01 - $28.54 $1.05M - $1.11M
1.44M $40.1B
Matthews Em Discovery Active ETF
14.1K
+ 16.33%
N/A
101K $2.35B
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
+ 559.38%
$225.19 - $279.95 $242K - $301K
1.27K $311M
IBM
International Business Machines Corp

Technology
430
+ 156.36%
$217.4 - $264.74 $93.5K - $114K
705 $175M
IYW
Ishares Dj Us Tech ETF

ETFs
788
+ 397.98%
$140.44 - $166.79 $111K - $131K
986 $138M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.27K
+ 47.37%
$34.83 - $37.52 $79K - $85.1K
7.05K $256M
CSCO
Cisco Systems, Inc.

Technology
1.06K
+ 326.15%
$58.74 - $64.87 $62.3K - $68.8K
1.39K $85.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
90
+ 173.08%
$522.96 - $601.18 $47.1K - $54.1K
142 $75.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
76
+ 15.14%
$551.42 - $612.93 $41.9K - $46.6K
578 $323M
QUAL
Ishares Msci Usa Quality Facto

ETFs
145
+ 40.17%
$168.16 - $186.21 $24.4K - $27K
506 $86.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12
+ 0.11%
$126.11 - $135.06 $1.51K - $1.62K
11.3K $1.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 1.05%
$442.66 - $534.52 $885 - $1.07K
193 $103M
MSFT
Microsoft Corp

Technology
44
+ 220.0%
$375.39 - $447.2 $16.5K - $19.7K
64 $24.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
80
+ 55.94%
$182.82 - $196.21 $14.6K - $15.7K
223 $42M
APAM
Artisan Partners Asset Management Inc.

Financial Services
391
+ 362.04%
$38.51 - $45.32 $15.1K - $17.7K
499 $19.5M
CVX
Chevron Corp

Energy
35
+ 9.59%
$146.71 - $167.97 $5.13K - $5.88K
400 $66.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
402
+ 7.77%
$53.6 - $58.97 $21.5K - $23.7K
5.58K $305M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.73%
$142.06 - $167.7 $568 - $671
554 $91.9M
GOOG
Alphabet Inc.

Communication Services
95
+ 113.1%
$156.06 - $207.71 $14.8K - $19.7K
179 $28M
ORCL
Oracle Corp

Technology
90
+ 391.3%
$139.81 - $186.47 $12.6K - $16.8K
113 $15.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
253
+ 12.85%
$42.38 - $43.28 $10.7K - $10.9K
2.22K $94.5M
HD
Home Depot, Inc.

Consumer Cyclical
38
+ 15.2%
$347.25 - $424.87 $13.2K - $16.1K
288 $106M
META
Meta Platforms, Inc.

Communication Services
17
+ 9.19%
$576.36 - $736.67 $9.8K - $12.5K
202 $116M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
235
+ 11.83%
$102.49 - $119.96 $24.1K - $28.2K
2.22K $232M
MCHP
Microchip Technology Inc

Technology
130
+ 26.0%
$48.41 - $64.3 $6.29K - $8.36K
630 $30.5M
NFLX
Netflix Inc

Communication Services
1
+ 20.0%
$828.4 - $1058.6 $828 - $1.06K
6 $5.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5
+ 2.48%
$78.97 - $85.82 $395 - $429
207 $17.2M
HOG
Harley Davidson, Inc.

Consumer Cyclical
2
+ 1.09%
$24.13 - $30.02 $48.3 - $60
185 $4.66M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 1.16%
$96.3 - $112.23 $96.3 - $112
87 $8.46M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 1.0%
$524.81 - $672.19 $525 - $672
101 $55.2M
PAVE
Global X Fds Us Infrastructure

ETFs
494
+ 5.95%
$37.31 - $43.82 $18.4K - $21.6K
8.8K $332M
IETC
Ishares U S ETF Tr

ETFs
68
+ 7.34%
$74.94 - $89.98 $5.1K - $6.12K
994 $74.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.15%
$96.93 - $109.51 $96.9 - $110
680 $66.7M
DIS
Walt Disney CO

Communication Services
6
+ 1.38%
$96.87 - $114.0 $581 - $684
442 $43.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.31%
$192.82 - $222.1 $193 - $222
321 $61.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17
+ 0.31%
$21.23 - $23.75 $361 - $404
5.5K $118M
IWS
Ishares Russell Midcap Value E

ETFs
23
+ 0.78%
$122.59 - $135.24 $2.82K - $3.11K
2.99K $377M
CARR
Carrier Global Corp

Industrials
7
+ 0.33%
$62.07 - $70.55 $434 - $494
2.12K $135M
CRM
Salesforce, Inc.

Technology
2
+ 1.18%
$268.36 - $359.95 $537 - $720
172 $46.2M
AVGO
Broadcom Inc.

Technology
111
+ 20.94%
$167.43 - $244.7 $18.6K - $27.2K
641 $107M
AMZN
Amazon Com Inc

Consumer Cyclical
13
+ 1.66%
$190.26 - $242.06 $2.47K - $3.15K
796 $151M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
70
+ 2.88%
$507.05 - $563.67 $35.5K - $39.5K
2.5K $1.28B
Ark 21 Shares Bitcoin ETF
20
+ 0.79%
N/A
2.55K $210M
IWF
Ishares Russell 1000 Gr ETF

ETFs
47
+ 3.23%
$360.07 - $417.26 $16.9K - $19.6K
1.5K $542M
AAPL
Apple Inc.

Technology
14
+ 0.83%
$209.68 - $247.1 $2.94K - $3.46K
1.71K $379M
IWP
Ishares Russell Mid Cap Growth

ETFs
19
+ 0.31%
$114.9 - $139.6 $2.18K - $2.65K
6.14K $721M
GOOGL
Alphabet Inc.

Communication Services
15
+ 0.72%
$154.33 - $206.19 $2.31K - $3.09K
2.09K $323M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
70
+ 0.87%
$47.25 - $67.02 $3.31K - $4.69K
8.16K $388M
Activity Summary
Buys All Purchases 164 New Holdings 110 Increased Positions 54 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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