Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $142 Billion
  • Q1 2024

Richardson Financial Services Inc. has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 1461 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $7.49B, Vanguard Value ETF with a value of $6.1B, Vanguard Growth ETF with a value of $5.22B, Apple Inc. with a value of $4.62B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $3.07B.

Examining the 13F form we can see an increase of $27.7B in the current position value, from $114B to 142B.

Richardson Financial Services Inc. is based out at Medway, MA

Below you can find more details about Richardson Financial Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $80.3 Billion
Technology: $15.4 Billion
Financial Services: $8.68 Billion
Consumer Cyclical: $6.47 Billion
Healthcare: $6.2 Billion
Industrials: $5.82 Billion
Consumer Defensive: $4.53 Billion
Communication Services: $4.38 Billion
Other: $7.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.49 Billion 5.28% of portfolio
121,659
Q1 2024 Reduced 5.71%
$0
$6.1 Billion 4.3% of portfolio
37,433
Q1 2024 Added 28.73%
$0
$5.22 Billion 3.68% of portfolio
15,140
Q1 2024 Added 59.44%
$3.64T
$4.62 Billion 3.25% of portfolio
26,928
Q1 2024 Added 3.82%
$0
$3.07 Billion 2.16% of portfolio
85,403
Q1 2024 Reduced 5.38%
$0
$2.77 Billion 1.95% of portfolio
76,573
Q1 2024 Added 3.63%
$0
$2.65 Billion 1.87% of portfolio
34,091
Q1 2024 Added 10.54%
$0
$2.62 Billion 1.84% of portfolio
5,436
Q1 2024 Added 179.49%
$3.49T
$2.46 Billion 1.73% of portfolio
5,835
Q1 2024 Added 3.33%
$0
$2.2 Billion 1.55% of portfolio
43,830
Q1 2024 Added 14,084.47%
$0
$2.1 Billion 1.48% of portfolio
40,708
Q1 2024 Added 9.8%
$314B
$2 Billion 1.41% of portfolio
2,217
Q1 2024 Added 18.05%
$0
$1.87 Billion 1.32% of portfolio
7,188
Q1 2024 Reduced 19.96%
$0
$1.66 Billion 1.17% of portfolio
28,691
Q1 2024 Added 29.09%
$2.04T
$1.65 Billion 1.16% of portfolio
9,140
Q1 2024 Added 10.51%
$0
$1.6 Billion 1.13% of portfolio
2,989
Q1 2024 Added 45.8%
$0
$1.59 Billion 1.12% of portfolio
37,268
Q1 2024 Added 16.0%
$0
$1.48 Billion 1.04% of portfolio
23,376
Q1 2024 Reduced 3.88%
$442B
$1.4 Billion 0.99% of portfolio
5,020
Q1 2024 Added 9.04%
$1.14T
$1.36 Billion 0.96% of portfolio
8,995
Q1 2024 Added 10.44%
$429B
$1.35 Billion 0.95% of portfolio
2,812
Q1 2024 Added 7.7%
$0
$1.34 Billion 0.94% of portfolio
26,450
Q1 2024 Added 36.32%
$72.3B
$1.3 Billion 0.92% of portfolio
1,890
Q1 2024 Added 9.88%
$456B
$1.29 Billion 0.91% of portfolio
2,605
Q1 2024 Added 10.43%
$0
$1.25 Billion 0.88% of portfolio
6,504
Q1 2024 Added 29.79%
$343B
$1.24 Billion 0.87% of portfolio
3,234
Q1 2024 Added 7.76%
$0
$1.14 Billion 0.8% of portfolio
24,908
Q1 2024 Added 12.04%
$0
$1.13 Billion 0.8% of portfolio
11,869
Q1 2024 Added 187.04%
$0
$1.12 Billion 0.79% of portfolio
22,424
Q1 2024 New
$601B
$1.09 Billion 0.77% of portfolio
5,436
Q1 2024 Added 10.62%
$223B
$1.07 Billion 0.75% of portfolio
6,554
Q1 2024 Added 2.01%
$392B
$1.04 Billion 0.74% of portfolio
1,425
Q1 2024 Added 9.45%
$0
$1.02 Billion 0.72% of portfolio
19,138
Q1 2024 Reduced 8.86%
$0
$997 Million 0.7% of portfolio
4,363
Q1 2024 Added 65.64%
$0
$999 Million 0.7% of portfolio
23,729
Q1 2024 Added 14.32%
$269B
$966 Million 0.68% of portfolio
1,915
Q1 2024 Added 11.73%
$0
$964 Million 0.68% of portfolio
7,654
Q1 2024 New
$0
$951 Million 0.67% of portfolio
4,564
Q1 2024 Reduced 2.6%
$0
$953 Million 0.67% of portfolio
11,675
Q1 2024 Reduced 7.37%
$212B
$957 Million 0.67% of portfolio
1,646
Q1 2024 Added 7.3%
$185B
$907 Million 0.64% of portfolio
3,218
Q1 2024 Added 4.79%
$95B
$897 Million 0.63% of portfolio
1,570
Q1 2024 Added 2.28%
$0
$897 Million 0.63% of portfolio
9,596
Q1 2024 Reduced 13.85%
$179B
$896 Million 0.63% of portfolio
7,319
Q1 2024 Added 20.0%
$36.1B
$874 Million 0.62% of portfolio
3,364
Q1 2024 Added 16.44%
$427B
$872 Million 0.61% of portfolio
898
Q1 2024 Added 10.18%
$0
$835 Million 0.59% of portfolio
9,206
Q1 2024 Added 141.63%
$0
$817 Million 0.58% of portfolio
9,109
Q1 2024 Added 11.64%
$226B
$807 Million 0.57% of portfolio
4,612
Q1 2024 Added 5.42%

Summary

  • Portfolio
  • No. of Stocks 1,461
  • Current Value $142 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 269 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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