Richardson Financial Services Inc. Incresed Positions in Q2 2025

Richardson Financial Services Inc.

  • $149 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 4.66%
$908.13 - $1056.85 $42.7K - $49.7K
1.06K $1.04B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.2K
+ 35.59%
$35.3 - $37.51 $77.7K - $82.6K
8.39K $313M
PANW
Palo Alto Networks Inc

Technology
65
+ 2.48%
$152.44 - $204.64 $9.91K - $13.3K
2.68K $530M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
12
+ 0.28%
$104.23 - $134.39 $1.25K - $1.61K
4.37K $587M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
289
+ 69.81%
$180.84 - $240.32 $52.3K - $69.5K
703 $166M
EMB
Ishares Tr

ETFs
718
+ 9.52%
$86.54 - $92.62 $62.1K - $66.5K
8.26K $764M
GLD
Spdr Gold Trust

ETFs
125
+ 6.08%
$273.71 - $316.29 $34.2K - $39.5K
2.18K $671M
KLAC
Kla Corp

Technology
15
+ 5.73%
$576.53 - $902.94 $8.65K - $13.5K
277 $249M
VZ
Verizon Communications Inc

Communication Services
1.79K
+ 35.21%
$41.67 - $45.62 $74.7K - $81.8K
6.88K $301M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.53K
+ 36.66%
$26.18 - $26.93 $66.2K - $68.1K
9.43K $251M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
410
+ 42.58%
$82.32 - $112.47 $33.8K - $46.1K
1.37K $152M
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.24K
+ 50.18%
$47.55 - $50.44 $59.1K - $62.7K
3.72K $187M
IEFA
Ishares Tr

ETFs
178
+ 3.36%
$67.83 - $84.09 $12.1K - $15K
5.48K $457M
RTX
Raytheon Technologies Corp

Industrials
354
+ 17700.0%
$113.75 - $148.48 $40.3K - $52.6K
356 $51.3M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.39K
+ 10.3%
$39.34 - $40.41 $54.8K - $56.3K
14.9K $595M
MA
Mastercard Inc

Financial Services
20
+ 0.84%
$479.92 - $590.74 $9.6K - $11.8K
2.4K $1.35B
VXF
Vanguard Extended Market ETF

ETFs
78
+ 4.86%
$150.43 - $192.71 $11.7K - $15K
1.68K $325M
CARR
Carrier Global Corp

Industrials
630
+ 1536.59%
$55.55 - $75.83 $35K - $47.8K
671 $49.8M
C
Citigroup Inc

Financial Services
130
+ 6.07%
$58.13 - $85.12 $7.56K - $11.1K
2.27K $196M
NVT
N Vent Electric PLC

Industrials
354
+ 48.83%
$45.2 - $73.35 $16K - $26K
1.08K $77.9M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.63K
+ 8.11%
$21.37 - $22.67 $34.8K - $36.9K
21.7K $489M
SPGI
S&P Global Inc.

Financial Services
30
+ 3.17%
$438.31 - $527.29 $13.1K - $15.8K
975 $516M
TJX
Tjx Companies Inc

Consumer Cyclical
145
+ 2.89%
$119.13 - $135.03 $17.3K - $19.6K
5.16K $645M
PGR
Progressive Corp

Financial Services
132
+ 1885.71%
$255.27 - $288.74 $33.7K - $38.1K
139 $36.8M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 17.8%
$462.22 - $707.75 $9.71K - $14.9K
139 $98.2M
CRM
Salesforce, Inc.

Technology
100
+ 5.59%
$236.26 - $291.15 $23.6K - $29.1K
1.89K $513M
HCA
Hca Healthcare, Inc.

Healthcare
5
+ 0.71%
$317.61 - $387.52 $1.59K - $1.94K
705 $275M
MS
Morgan Stanley

Financial Services
103
+ 18.26%
$99.83 - $140.86 $10.3K - $14.5K
667 $94.1M
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
Celestica Inc
2
+ 0.61%
N/A
332 $49.4M
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
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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