Richardson Financial Services Inc. Purchases in Q2 2025

Richardson Financial Services Inc.

  • $149 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.09K
+ 35.09%
$25.13 - $26.07 $27.4K - $28.4K
4.2K $108M
VLO
Valero Energy Corp

Energy
185
+ 66.07%
$104.69 - $141.77 $19.4K - $26.2K
465 $64.2M
CAT
Caterpillar Inc

Industrials
60
+ 109.09%
$273.94 - $388.21 $16.4K - $23.3K
115 $45M
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 0.7%
$335.24 - $380.78 $6.7K - $7.62K
2.88K $1.07B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
244
+ 4.47%
$85.42 - $94.39 $20.8K - $23K
5.7K $537M
STRL
Sterling Construction CO Inc

Industrials
47
+ 32.87%
$104.96 - $231.51 $4.93K - $10.9K
190 $42.3M
XPO
Xpo Logistics, Inc.

Industrials
30
+ 2.97%
$91.46 - $128.1 $2.74K - $3.84K
1.04K $134M
SRE
Sempra Energy

Utilities
200
+ 9.15%
$63.78 - $78.91 $12.8K - $15.8K
2.39K $182M
SAN
Banco Santander, S.A.

Financial Services
3.04K
New
$5.72 - $8.32 $17.4K - $25.3K
3.04K $25.1M
CPA
Copa Holdings, S.A.

Industrials
217
New
$83.12 - $109.97 $18K - $23.9K
217 $23.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.57K
+ 5.98%
$25.48 - $27.78 $39.9K - $43.5K
27.8K $736M
ESS
Essex Property Trust, Inc.

Real Estate
75
+ 300.0%
N/A
100 $28.5M
ABNB
Airbnb, Inc.

Consumer Cyclical
20
+ 1.77%
$105.69 - $140.64 $2.11K - $2.81K
1.15K $156M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
896
+ 15.81%
$22.54 - $23.17 $20.2K - $20.8K
6.56K $150M
NVS
Novartis Ag

Healthcare
128
+ 40.13%
$101.96 - $121.01 $13.1K - $15.5K
447 $55M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
222
+ 20.27%
$50.27 - $62.05 $11.2K - $13.8K
1.32K $80.9M
CSCO
Cisco Systems, Inc.

Technology
98
+ 6.39%
$53.19 - $69.38 $5.21K - $6.8K
1.63K $113M
NICE
Nice Ltd.

Technology
99
+ 99.0%
$141.3 - $178.32 $14K - $17.7K
199 $33.4M
ELV
Elevance Health, Inc.

Healthcare
45
+ 300.0%
$372.27 - $452.69 $16.8K - $20.4K
60 $23.7M
CRH.L
Crh PLC

Basic Materials
154
+ 29.39%
N/A
678 $63.3M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
327
+ 16.9%
$49.73 - $51.44 $16.3K - $16.8K
2.26K $116M
Linde PLC
6
+ 0.47%
N/A
1.29K $613M
RF
Regions Financial Corp

Financial Services
120
+ 2.18%
$18.34 - $23.52 $2.2K - $2.82K
5.63K $136M
VO
Vanguard Mid Cap ETF

ETFs
19
+ 3.99%
$228.54 - $279.83 $4.34K - $5.32K
495 $139M
ADBE
Adobe Inc.

Technology
2
+ 0.11%
$340.0 - $420.68 $680 - $841
1.8K $704M
NOW
Service Now, Inc.

Technology
11
+ 50.0%
$721.65 - $1040.18 $7.94K - $11.4K
33 $33.4M
ALLE
Allegion PLC

Industrials
107
New
$118.52 - $145.64 $12.7K - $15.6K
107 $15.8M
GE
General Electric CO

Industrials
4
+ 1.41%
$166.81 - $257.39 $667 - $1.03K
288 $71.9M
WTFC
Wintrust Financial Corp

Financial Services
107
+ 150.7%
$95.17 - $124.21 $10.2K - $13.3K
178 $22.7M
INTU
Intuit Inc

Technology
15
+ 100.0%
$544.07 - $787.63 $8.16K - $11.8K
30 $23.4M
PFE
Pfizer Inc

Healthcare
605
+ 14.55%
$21.59 - $24.84 $13.1K - $15K
4.76K $119M
EXEL
Exelixis, Inc.

Healthcare
307
New
$34.13 - $46.26 $10.5K - $14.2K
307 $13.4M
DE
Deere & CO

Industrials
25
+ 166.67%
$412.99 - $531.48 $10.3K - $13.3K
40 $20.3M
AXP
American Express CO

Financial Services
3
+ 1.37%
$231.39 - $318.98 $694 - $957
222 $71.6M
SRLN
Ssga Active Trust

ETFs
180
+ 0.83%
$39.47 - $41.59 $7.1K - $7.49K
21.8K $900M
CEG
Constellation Energy Corp

Utilities
1
+ 0.89%
$170.96 - $322.76 $171 - $323
113 $34.8M
DD
Du Pont De Nemours, Inc.

Basic Materials
165
+ 194.12%
$55.13 - $75.25 $9.1K - $12.4K
250 $17.9M
PHM
Pultegroup Inc

Consumer Cyclical
71
+ 13.76%
$92.02 - $106.54 $6.53K - $7.56K
587 $64.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
254
+ 5.67%
$45.2 - $46.6 $11.5K - $11.8K
4.73K $219M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
110
+ 27.92%
$56.88 - $70.77 $6.26K - $7.78K
504 $35.6M
AZN
Astrazeneca PLC

Healthcare
149
+ 59.84%
$64.87 - $75.0 $9.67K - $11.2K
398 $28.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
218
+ 1.14%
$45.12 - $46.23 $9.84K - $10.1K
19.3K $888M
MRK
Merck & Co., Inc.

Healthcare
185
+ 26.13%
$73.47 - $87.12 $13.6K - $16.1K
893 $73M
KO
Coca Cola CO

Consumer Defensive
130
+ 3.53%
$68.37 - $73.9 $8.89K - $9.61K
3.82K $273M
American Funds Invmt CO Of Amer F2
77
+ 12.79%
N/A
679 $42.7M
CBOE
Cboe Global Markets, Inc.

Financial Services
39
New
$205.81 - $234.23 $8.03K - $9.13K
39 $9.05M
PLXS
Plexus Corp

Technology
66
New
$110.95 - $136.15 $7.32K - $8.99K
66 $9.03M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
101
New
$66.94 - $88.47 $6.76K - $8.94K
101 $8.92M
SON
Sonoco Products CO

Consumer Cyclical
255
+ 13.21%
$40.6 - $47.93 $10.4K - $12.2K
2.19K $99.9M
Activity Summary
Buys All Purchases 260 New Holdings 46 Increased Positions 214 Sells All Sells 163 Reductions 162 Sold out 1 Options Calls 0 Puts 0
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