Richardson Financial Services Inc. Incresed Positions in Q1 2025

Richardson Financial Services Inc.

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
9
+ 3.56%
$636.62 - $777.63 $5.73K - $7K
262 $178M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
286
+ 6.83%
$44.68 - $46.49 $12.8K - $13.3K
4.48K $207M
CB
Chubb LTD

Financial Services
23
+ 6.76%
$257.71 - $301.99 $5.93K - $6.95K
363 $110M
UNM
Unum Group

Financial Services
20
+ 1.18%
$71.8 - $83.34 $1.44K - $1.67K
1.72K $140M
PG
Procter & Gamble CO

Consumer Defensive
57
+ 2.98%
$158.56 - $176.26 $9.04K - $10K
1.97K $336M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
651
+ 18.68%
$25.93 - $29.28 $16.9K - $19.1K
4.14K $112M
BK
Bank Of New York Mellon Corp

Financial Services
100
+ 9.66%
$75.42 - $88.95 $7.54K - $8.9K
1.14K $95.2M
JNJ
Johnson & Johnson

Healthcare
46
+ 13.57%
$142.06 - $167.7 $6.53K - $7.71K
385 $63.9M
META
Meta Platforms, Inc.

Communication Services
51
+ 5.13%
$576.36 - $736.67 $29.4K - $37.6K
1.05K $602M
AZN
Astrazeneca PLC

Healthcare
193
+ 344.64%
$65.37 - $77.96 $12.6K - $15K
249 $18.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5
+ 1.95%
$80.53 - $147.57 $403 - $738
261 $34.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
435
+ 8.31%
$22.25 - $23.0 $9.68K - $10K
5.67K $130M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
68
+ 2.28%
$9.49 - $14.83 $645 - $1.01K
3.05K $41.6M
CMS
Cms Energy Corp

Utilities
100
+ 21.98%
$64.99 - $75.11 $6.5K - $7.51K
555 $41.7M
NFLX
Netflix Inc

Communication Services
1
+ 0.32%
$828.4 - $1058.6 $828 - $1.06K
318 $297M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
159
+ 16.99%
$53.35 - $58.68 $8.48K - $9.33K
1.1K $61.5M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
102
+ 7.57%
$66.9 - $71.57 $6.82K - $7.3K
1.45K $102M
CSCO
Cisco Systems, Inc.

Technology
101
+ 7.05%
$58.74 - $64.87 $5.93K - $6.55K
1.53K $94.6M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
13
+ 0.09%
$27.64 - $28.58 $359 - $372
13.9K $397M
PFG
Principal Financial Group Inc

Financial Services
20
+ 1.79%
$76.34 - $89.04 $1.53K - $1.78K
1.14K $96.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
77
+ 3.79%
$73.78 - $76.59 $5.68K - $5.9K
2.11K $161M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
157
+ 8.83%
$49.67 - $51.43 $7.8K - $8.07K
1.94K $98.8M
SLB
Schlumberger Limited

Energy
40
+ 2.18%
$38.4 - $43.74 $1.54K - $1.75K
1.88K $78.5M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
543
+ 7.89%
$22.83 - $23.75 $12.4K - $12.9K
7.43K $171M
ZTS
Zoetis Inc.

Healthcare
10
+ 0.37%
$156.48 - $175.67 $1.56K - $1.76K
2.71K $446M
NGG
National Grid PLC

Utilities
78
+ 19.35%
$56.13 - $65.61 $4.38K - $5.12K
481 $31.6M
MS
Morgan Stanley

Financial Services
99
+ 21.29%
$111.68 - $141.08 $11.1K - $14K
564 $65.8M
VNQI
Vanguard Global Ex U.S. Real

ETFs
32
+ 0.5%
$38.22 - $41.19 $1.22K - $1.32K
6.43K $260M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
368
+ 40.53%
$18.54 - $18.88 $6.82K - $6.95K
1.28K $23.9M
TM
Toyota Motor Corp

Consumer Cyclical
44
+ 57.14%
$176.53 - $195.35 $7.77K - $8.6K
121 $21.4M
CHKP
Check Point Software Technologies LTD

Technology
3
+ 2.5%
$179.88 - $231.31 $540 - $694
123 $28M
NVS
Novartis Ag

Healthcare
5
+ 1.59%
$97.14 - $115.57 $486 - $578
319 $35.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
35
+ 9.23%
$196.12 - $229.48 $6.86K - $8.03K
414 $83.7M
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 9.46%
$476.63 - $610.45 $14.3K - $18.3K
347 $172M
LNTH
Lantheus Holdings, Inc.

Healthcare
37
+ 50.0%
$78.23 - $110.01 $2.89K - $4.07K
111 $10.8M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
49
+ 1.4%
$14.13 - $16.72 $692 - $819
3.55K $54.8M
DTM
Dt Midstream, Inc.

Energy
43
+ 59.72%
$86.95 - $113.75 $3.74K - $4.89K
115 $11.1M
DORM
Dorman Products, Inc.

Consumer Cyclical
38
+ 57.58%
$120.54 - $134.79 $4.58K - $5.12K
104 $12.5M
FOXA
Fox Corp

Communication Services
51
+ 43.97%
$47.9 - $58.0 $2.44K - $2.96K
167 $9.45M
UHS
Universal Health Services Inc

Healthcare
18
+ 56.25%
$163.99 - $193.27 $2.95K - $3.48K
50 $9.4M
CAT
Caterpillar Inc

Industrials
15
+ 37.5%
$326.75 - $407.63 $4.9K - $6.11K
55 $18.1M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2
+ 0.67%
$73.71 - $87.55 $147 - $175
300 $26.1M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
111
+ 10.27%
$12.61 - $14.92 $1.4K - $1.66K
1.19K $17.1M
PFE
Pfizer Inc

Healthcare
290
+ 7.5%
$25.01 - $27.13 $7.25K - $7.87K
4.16K $105M
INTU
Intuit Inc

Technology
5
+ 50.0%
$555.63 - $630.23 $2.78K - $3.15K
15 $9.21M
MDT
Medtronic PLC

Healthcare
4
+ 1.63%
$79.84 - $94.5 $319 - $378
250 $22.5M
UBER
Uber Technologies, Inc

Technology
22
+ 23.91%
$63.17 - $81.49 $1.39K - $1.79K
114 $8.31M
TAP
Molson Coors Beverage CO

Consumer Defensive
38
+ 44.71%
$52.44 - $62.91 $1.99K - $2.39K
123 $7.49M
JPHY
Jp Morgan High Yield Research

ETFs
67
+ 3.23%
N/A
2.14K $98.6M
Activity Summary
Buys All Purchases 204 New Holdings 46 Increased Positions 158 Sells All Sells 200 Reductions 198 Sold out 2 Options Calls 0 Puts 0
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