Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $142 Billion
  • Q4 2024

Richardson Financial Services Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 1208 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 $6.92B, Apple Inc. with a value of $6.71B, Vanguard Value ETF with a value of $6.32B, Vanguard Growth ETF with a value of $6.19B, and Nvidia Corp with a value of $3.08B.

Examining the 13F form we can see an decrease of $15.1B in the current position value, from $157B 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: $78.6 Billion
Technology: $18.2 Billion
Financial Services: $9.17 Billion
Consumer Cyclical: $6.95 Billion
Industrials: $5.18 Billion
Healthcare: $5.14 Billion
Communication Services: $5.13 Billion
Consumer Defensive: $3.71 Billion
Other: $6.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.92 Billion 4.87% of portfolio
100,056
Q4 2024 Reduced 1.22%
$3.79T
$6.71 Billion 4.72% of portfolio
26,623
Q4 2024 Added 1.54%
$0
$6.32 Billion 4.44% of portfolio
37,383
Q4 2024 Reduced 19.26%
$0
$6.19 Billion 4.35% of portfolio
14,984
Q4 2024 Reduced 25.72%
$299B
$3.08 Billion 2.17% of portfolio
22,420
Q4 2024 Added 3.77%
$0
$2.98 Billion 2.1% of portfolio
77,473
Q4 2024 Reduced 4.65%
$0
$2.99 Billion 2.1% of portfolio
5,550
Q4 2024 Reduced 40.96%
$0
$2.84 Billion 1.99% of portfolio
82,999
Q4 2024 Reduced 34.13%
$3.09T
$2.5 Billion 1.76% of portfolio
5,888
Q4 2024 Added 3.19%
$0
$2.31 Billion 1.62% of portfolio
29,315
Q4 2024 Reduced 3.73%
$0
$2.18 Billion 1.53% of portfolio
41,664
Q4 2024 Reduced 0.55%
$0
$2.13 Billion 1.5% of portfolio
44,593
Q4 2024 Reduced 50.53%
$0
$2.07 Billion 1.46% of portfolio
7,382
Q4 2024 Added 0.33%
$2.42T
$1.88 Billion 1.32% of portfolio
8,481
Q4 2024 Reduced 0.46%
$1.2T
$1.77 Billion 1.24% of portfolio
9,232
Q4 2024 Added 7.57%
$0
$1.65 Billion 1.16% of portfolio
30,505
Q4 2024 Added 2.63%
$0
$1.39 Billion 0.98% of portfolio
22,727
Q4 2024 Reduced 5.64%
$559B
$1.37 Billion 0.96% of portfolio
4,345
Q4 2024 Reduced 2.23%
$0
$1.33 Billion 0.93% of portfolio
2,260
Q4 2024 Reduced 41.66%
$0
$1.32 Billion 0.93% of portfolio
6,703
Q4 2024 Added 0.4%
$0
$1.31 Billion 0.92% of portfolio
13,746
Q4 2024 Added 14.68%
$0
$1.29 Billion 0.9% of portfolio
28,649
Q4 2024 Reduced 13.59%
$530B
$1.25 Billion 0.88% of portfolio
2,375
Q4 2024 Reduced 2.7%
$507B
$1.22 Billion 0.86% of portfolio
2,404
Q4 2024 Added 0.75%
$784B
$1.19 Billion 0.83% of portfolio
4,955
Q4 2024 Reduced 6.91%
$0
$1.14 Billion 0.8% of portfolio
22,654
Q4 2024 Reduced 12.06%
$422B
$1.11 Billion 0.78% of portfolio
2,855
Q4 2024 Reduced 3.06%
$290B
$1.07 Billion 0.75% of portfolio
4,854
Q4 2024 Reduced 2.71%
$1.28T
$1.05 Billion 0.74% of portfolio
2,511
Q4 2024 Added 14.66%
$0
$1.04 Billion 0.73% of portfolio
4,327
Q4 2024 Reduced 28.22%
$0
$988 Million 0.69% of portfolio
18,099
Q4 2024 Reduced 8.01%
$0
$948 Million 0.67% of portfolio
18,920
Q4 2024 Reduced 57.91%
$0
$935 Million 0.66% of portfolio
4,138
Q4 2024 New
$0
$937 Million 0.66% of portfolio
19,417
Q4 2024 New
$0
$946 Million 0.66% of portfolio
9,736
Q4 2024 New
$434B
$943 Million 0.66% of portfolio
1,023
Q4 2024 Reduced 21.19%
$0
$928 Million 0.65% of portfolio
20,513
Q4 2024 Reduced 11.07%
$212B
$913 Million 0.64% of portfolio
3,153
Q4 2024 Added 0.32%
$20.4B
$903 Million 0.63% of portfolio
4,916
Q4 2024 Added 201.97%
$0
$806 Million 0.57% of portfolio
19,340
Q4 2024 Reduced 7.55%
$0
$813 Million 0.57% of portfolio
8,889
Q4 2024 Added 39.76%
$0
$790 Million 0.56% of portfolio
17,948
Q4 2024 Reduced 50.64%
$203B
$799 Million 0.56% of portfolio
1,793
Q4 2024 Added 0.11%
$84.1B
$802 Million 0.56% of portfolio
2,163
Q4 2024 Added 6.13%
$0
$781 Million 0.55% of portfolio
8,285
Q4 2024 Reduced 10.98%
$234B
$759 Million 0.53% of portfolio
1,462
Q4 2024 Reduced 7.41%
$0
$727 Million 0.51% of portfolio
8,147
Q4 2024 Reduced 5.55%
$80.4B
$728 Million 0.51% of portfolio
1,496
Q4 2024 Reduced 2.35%
$266B
$718 Million 0.5% of portfolio
7,933
Q4 2024 Reduced 9.93%

Summary

  • Portfolio
  • No. of Stocks 1,208
  • Current Value $142 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 77 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 376 stocks
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