Richardson Financial Services Inc. Incresed Positions in Q4 2024

Richardson Financial Services Inc.

  • $142 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
404
+ 1.54%
$221.69 - $259.02 $89.6K - $105K
26.6K $6.71B
TSLA
Tesla, Inc.

Consumer Cyclical
321
+ 14.66%
$213.65 - $479.86 $68.6K - $154K
2.51K $1.05B
NVDA
Nvidia Corp

Technology
814
+ 3.77%
$117.0 - $148.88 $95.2K - $121K
22.4K $3.08B
META
Meta Platforms, Inc.

Communication Services
362
+ 57.28%
$554.08 - $632.68 $201K - $229K
994 $588M
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.55K
+ 150.03%
$32.65 - $33.68 $246K - $254K
12.6K $412M
VBK
Vanguard Small Cap Growth ETF

ETFs
24
+ 0.33%
$264.18 - $304.19 $6.34K - $7.3K
7.38K $2.07B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.53K
+ 39.76%
$91.29 - $91.8 $231K - $232K
8.89K $813M
AVGO
Broadcom Inc.

Technology
175
+ 6.98%
$159.67 - $250.0 $27.9K - $43.8K
2.68K $632M
GOOGL
Alphabet Inc.

Communication Services
650
+ 7.57%
$161.86 - $196.66 $105K - $128K
9.23K $1.77B
LLY
Eli Lilly & CO

Healthcare
261
+ 367.61%
$727.2 - $932.06 $190K - $243K
332 $257M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.76K
+ 14.68%
$94.77 - $97.36 $167K - $171K
13.7K $1.31B
BAC
Bank Of America Corp

Financial Services
3.47K
+ 112.66%
$39.22 - $47.77 $136K - $166K
6.55K $288M
NFLX
Netflix Inc

Communication Services
124
+ 64.25%
$687.65 - $936.56 $85.3K - $116K
317 $285M
CRM
Salesforce, Inc.

Technology
16
+ 0.92%
$270.87 - $367.87 $4.33K - $5.89K
1.76K $590M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.03K
+ 29.01%
$102.46 - $110.17 $105K - $113K
4.57K $486M
PH
Parker Hannifin Corp

Industrials
6
+ 0.61%
$621.74 - $709.46 $3.73K - $4.26K
990 $630M
TT
Trane Technologies PLC

Industrials
125
+ 6.13%
$369.35 - $419.14 $46.2K - $52.4K
2.16K $802M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.32%
$288.47 - $316.54 $2.88K - $3.17K
3.15K $913M
ISRG
Intuitive Surgical Inc

Healthcare
182
+ 134.81%
$471.27 - $550.62 $85.8K - $100K
317 $167M
VBR
Vanguard Small Cap Value ETF

ETFs
27
+ 0.4%
$197.36 - $217.3 $5.33K - $5.87K
6.7K $1.32B
WMB
Williams Companies, Inc.

Energy
532
+ 9.02%
$46.37 - $59.74 $24.7K - $31.8K
6.43K $348M
TJX
Tjx Companies Inc

Consumer Cyclical
305
+ 6.7%
$112.15 - $127.2 $34.2K - $38.8K
4.86K $588M
SPYG
Spdr Portfolio

ETFs
823
+ 80.21%
$81.74 - $91.38 $67.3K - $75.2K
1.85K $164M
GLD
Spdr Gold Trust

ETFs
110
+ 5.13%
$236.59 - $257.5 $26K - $28.3K
2.25K $542M
MGK
Vanguard Mega Cap Growth ETF

ETFs
59
+ 3.73%
$316.94 - $357.88 $18.7K - $21.1K
1.64K $569M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.33K
+ 3.72%
$42.33 - $43.3 $56.1K - $57.4K
36.9K $1.57B
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
642
+ 1126.32%
$93.27 - $105.01 $59.9K - $67.4K
699 $67.2M
XEL
Xcel Energy Inc

Utilities
835
+ 222.67%
$62.16 - $72.92 $51.9K - $60.9K
1.21K $81.8M
ETR
Entergy Corp

Utilities
1.65K
+ 79.98%
$73.19 - $156.4 $121K - $258K
3.71K $281M
XPO
Xpo Logistics, Inc.

Industrials
320
+ 48.93%
$105.35 - $158.2 $33.7K - $50.6K
974 $129M
SPGI
S&P Global Inc.

Financial Services
19
+ 2.0%
$480.36 - $529.17 $9.13K - $10.1K
969 $482M
VOT
Vanguard Mid Cap Growth Index

ETFs
46
+ 2.56%
$241.48 - $274.89 $11.1K - $12.6K
1.85K $471M
ABNB
Airbnb, Inc.

Consumer Cyclical
501
+ 79.65%
$125.36 - $147.37 $62.8K - $73.8K
1.13K $149M
FISV
Fiserv Inc

Technology
220
+ 349.21%
N/A
283 $58.4M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
26
+ 0.35%
$70.12 - $75.48 $1.82K - $1.96K
7.4K $520M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
186
+ 67.64%
$209.89 - $233.24 $39K - $43.4K
461 $97.7M
PANW
Palo Alto Networks Inc

Technology
1.3K
+ 100.77%
$181.96 - $405.9 $237K - $529K
2.6K $478M
MGV
Vanguard Mega Cap Value

ETFs
164
+ 5.52%
$124.06 - $133.48 $20.3K - $21.9K
3.13K $390M
VOE
Vanguard Mid Cap Value Index F

ETFs
80
+ 3.46%
$160.89 - $176.18 $12.9K - $14.1K
2.39K $386M
PNR
Pentair PLC

Industrials
127
+ 16.1%
$95.0 - $109.21 $12.1K - $13.9K
916 $91.9M
FNF
Fidelity National Financial, Inc.

Financial Services
240
+ 9.32%
$55.19 - $63.83 $13.2K - $15.3K
2.82K $158M
AON
Aon PLC

Financial Services
81
+ 2025.0%
$344.14 - $393.31 $27.9K - $31.9K
85 $30.4M
AIZ
Assurant, Inc.

Financial Services
86
+ 42.79%
$186.6 - $228.68 $16K - $19.7K
287 $60.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
140
+ 2333.33%
$178.39 - $215.0 $25K - $30.1K
146 $28.1M
Brookfield Asset Management LTD
140
+ 14.58%
N/A
1.1K $60M
GS
Goldman Sachs Group Inc

Financial Services
12
+ 9.6%
$486.1 - $608.57 $5.83K - $7.3K
137 $78.6M
ESI
Element Solutions Inc

Basic Materials
911
+ 77.53%
$24.64 - $29.33 $22.4K - $26.7K
2.09K $53.2M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
400
+ 29.03%
$50.14 - $52.56 $20.1K - $21K
1.78K $89.5M
BBY
Best Buy CO Inc

Consumer Cyclical
230
+ 71.88%
$85.2 - $101.35 $19.6K - $23.3K
550 $47.2M
Activity Summary
Buys All Purchases 204 New Holdings 77 Increased Positions 127 Sells All Sells 376 Reductions 376 Sold out 0 Options Calls 0 Puts 0
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