Richardson Financial Services Inc. Reduced Holdings in Q1 2025

Richardson Financial Services Inc.

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-5.19K
- 34.66%
$369.1 - $427.61 $1.92M - $2.22M
9.79K $3.63B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-19.1K
- 19.05%
$64.88 - $72.1 $1.24M - $1.37M
81K $5.33B
VTV
Vanguard Value ETF

ETFs
-9.66K
- 25.85%
$167.73 - $179.21 $1.62M - $1.73M
27.7K $4.79B
VEA
Vanguard Ftse Developed Market

ETFs
-31.4K
- 70.37%
$47.4 - $52.99 $1.49M - $1.66M
13.2K $672M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-9.5K
- 69.11%
$94.86 - $97.12 $901K - $923K
4.25K $405M
AAPL
Apple Inc.

Technology
-28
- 0.11%
$209.68 - $247.1 $5.87K - $6.92K
26.6K $5.91B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12.4K
- 69.14%
$42.5 - $46.71 $527K - $580K
5.54K $251M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9.18K
- 32.03%
$40.03 - $46.81 $367K - $430K
19.5K $794M
TSLA
Tesla, Inc.

Consumer Cyclical
-26
- 1.04%
$222.15 - $428.22 $5.78K - $11.1K
2.49K $644M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.37K
- 49.14%
$91.45 - $91.75 $399K - $401K
4.52K $415M
MSFT
Microsoft Corp

Technology
-32
- 0.54%
$375.39 - $447.2 $12K - $14.3K
5.86K $2.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-290
- 5.23%
$507.05 - $563.67 $147K - $163K
5.26K $2.7B
VBK
Vanguard Small Cap Growth ETF

ETFs
-297
- 4.02%
$247.97 - $296.33 $73.6K - $88K
7.09K $1.78B
SPY
Spdr S&P 500 ETF Trust

ETFs
-391
- 17.3%
$551.42 - $612.93 $216K - $240K
1.87K $1.05B
AMZN
Amazon Com Inc

Consumer Cyclical
-4
- 0.05%
$190.26 - $242.06 $761 - $968
8.48K $1.61B
AVGO
Broadcom Inc.

Technology
-16
- 0.6%
$167.43 - $244.7 $2.68K - $3.92K
2.67K $446M
EBND
Spdr Bloomberg Emerging Market

ETFs
-9.54K
- 54.16%
$19.47 - $20.36 $186K - $194K
8.07K $162M
VTI
Vanguard Total Stock Market Et

ETFs
-446
- 18.87%
$271.18 - $303.12 $121K - $135K
1.92K $527M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.87K
- 7.76%
$42.38 - $43.28 $121K - $124K
34.1K $1.45B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.05K
- 24.22%
$32.5 - $33.3 $99K - $101K
9.53K $317M
PNR
Pentair PLC

Industrials
-766
- 83.62%
$84.0 - $105.35 $64.3K - $80.7K
150 $13.1M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.61K
- 7.08%
$50.48 - $50.68 $81K - $81.3K
21K $1.07B
HYG
Ishares Tr

ETFs
-985
- 3.36%
$78.51 - $80.11 $77.3K - $78.9K
28.3K $2.23B
VXF
Vanguard Extended Market ETF

ETFs
-185
- 10.34%
$170.36 - $201.04 $31.5K - $37.2K
1.6K $276M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-626
- 89.56%
$88.44 - $101.55 $55.4K - $63.6K
73 $6.58M
EEMA
Ishares Msci Emerging Markets

ETFs
-810
- 42.03%
$69.51 - $77.24 $56.3K - $62.6K
1.12K $82.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.45K
- 7.04%
$44.72 - $46.25 $64.6K - $66.8K
19.1K $879M
CSX
Csx Corp

Industrials
-1.18K
- 22.16%
$29.11 - $33.67 $34.2K - $39.6K
4.13K $121M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1.16K
- 5.1%
$59.63 - $64.37 $69.2K - $74.7K
21.6K $1.34B
EMB
Ishares Tr

ETFs
-602
- 7.39%
$88.64 - $92.03 $53.4K - $55.4K
7.55K $684M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-427
- 8.93%
$110.75 - $119.78 $47.3K - $51.1K
4.36K $504M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-364
- 4.39%
$93.32 - $95.35 $34K - $34.7K
7.92K $742M
SRE
Sempra Energy

Utilities
-20
- 0.91%
$67.85 - $87.67 $1.36K - $1.75K
2.19K $156M
FITB
Fifth Third Bancorp

Financial Services
-233
- 2.96%
$37.48 - $44.96 $8.73K - $10.5K
7.63K $299M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8
- 0.55%
$497.6 - $606.74 $3.98K - $4.85K
1.45K $724M
NVO
Novo Nordisk A S

Healthcare
-4
- 0.2%
$69.3 - $90.95 $277 - $364
2.01K $140M
MRK
Merck & Co., Inc.

Healthcare
-261
- 26.93%
$83.01 - $101.02 $21.7K - $26.4K
708 $63.5M
USB
Us Bancorp \De\

Financial Services
-30
- 0.6%
$40.92 - $50.9 $1.23K - $1.53K
4.96K $209M
PH
Parker Hannifin Corp

Industrials
-2
- 0.2%
$591.65 - $707.05 $1.18K - $1.41K
988 $601M
RWR
Spdr Dow Jones Reit ETF

ETFs
-296
- 29.02%
$95.15 - $104.06 $28.2K - $30.8K
724 $71.8M
ASML
Asml Holding Nv

Technology
-1
- 0.12%
$662.63 - $776.99 $663 - $777
801 $531M
WMT
Walmart Inc.

Consumer Defensive
-61
- 0.77%
$84.5 - $105.05 $5.15K - $6.41K
7.87K $691M
MBB
Ishares Tr

ETFs
-335
- 16.33%
$90.37 - $94.08 $30.3K - $31.5K
1.72K $161M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-888
- 67.07%
$28.92 - $29.24 $25.7K - $26K
436 $12.8M
Blackrock Fdg Inc
-21
- 32.81%
N/A
43 $40.7M
EWC
Ishares Msci Canada ETF

ETFs
-669
- 17.5%
$39.3 - $42.52 $26.3K - $28.4K
3.15K $129M
HYD
Vaneck High Yield Muni ETF

ETFs
-382
- 5.06%
$50.79 - $52.53 $19.4K - $20.1K
7.17K $367M
AXP
American Express CO

Financial Services
-60
- 21.51%
$255.39 - $325.87 $15.3K - $19.6K
219 $58.9M
MPC
Marathon Petroleum Corp

Energy
-180
- 66.67%
$134.72 - $159.03 $24.2K - $28.6K
90 $13.1M
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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