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
XLC
Select Sector Spdr Tr Communic

ETFs
-171
- 1.76%
$94.84 - $105.31 $16.2K - $18K
9.57K $923M
LMT
Lockheed Martin Corp

Industrials
-21
- 5.61%
$423.19 - $506.29 $8.89K - $10.6K
353 $158M
BNDX
Vanguard Total International B

ETFs
-397
- 2.98%
$48.33 - $49.5 $19.2K - $19.7K
12.9K $632M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-555
- 9.23%
$87.68 - $94.52 $48.7K - $52.5K
5.46K $511M
NEE
Nextera Energy Inc

Utilities
-202
- 2.21%
$66.96 - $76.16 $13.5K - $15.4K
8.94K $633M
RWX
Spdr Dow Jones International R

ETFs
-1.16K
- 27.39%
$22.39 - $24.7 $25.9K - $28.6K
3.07K $75M
NICE
Nice Ltd.

Technology
-120
- 54.55%
$139.18 - $178.5 $16.7K - $21.4K
100 $15.4M
NVT
N Vent Electric PLC

Industrials
-149
- 17.05%
$52.42 - $75.4 $7.81K - $11.2K
725 $38M
WFC
Wells Fargo & Company

Financial Services
-320
- 32.85%
$66.78 - $81.42 $21.4K - $26.1K
654 $46.9M
NTAP
Net App, Inc.

Technology
-80
- 17.98%
$87.84 - $126.3 $7.03K - $10.1K
365 $32.1M
FHN
First Horizon Corp

Financial Services
-795
- 47.04%
$17.7 - $22.43 $14.1K - $17.8K
895 $17.4M
IEFA
Ishares Tr

ETFs
-636
- 10.71%
$69.57 - $78.65 $44.2K - $50K
5.31K $401M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-26
- 33.33%
$283.06 - $421.16 $7.36K - $11K
52 $14.7M
UTHR
United Therapeutics Corp

Healthcare
-37
- 50.68%
$304.42 - $380.78 $11.3K - $14.1K
36 $11.1M
HPQ
Hp Inc

Technology
-135
- 5.95%
$27.69 - $34.72 $3.74K - $4.69K
2.14K $59.1M
PHM
Pultegroup Inc

Consumer Cyclical
-106
- 17.04%
$101.09 - $118.51 $10.7K - $12.6K
516 $53M
VCIT
Vanguard Intermediate Term Cor

ETFs
-192
- 20.6%
$79.17 - $82.04 $15.2K - $15.8K
740 $60.5M
GS
Goldman Sachs Group Inc

Financial Services
-19
- 13.87%
$524.81 - $672.19 $9.97K - $12.8K
118 $64.5M
AON
Aon PLC

Financial Services
-44
- 51.76%
$348.44 - $409.32 $15.3K - $18K
41 $16.4M
RF
Regions Financial Corp

Financial Services
-125
- 2.22%
$20.84 - $24.77 $2.61K - $3.1K
5.51K $120M
IWD
Ishares Russell 1000 Val ETF

ETFs
-70
- 19.72%
$182.82 - $196.21 $12.8K - $13.7K
285 $53.6M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-99
- 51.83%
$93.57 - $120.35 $9.26K - $11.9K
92 $8.8M
GIS
General Mills Inc

Consumer Defensive
-55
- 2.51%
$57.56 - $65.3 $3.17K - $3.59K
2.14K $128M
GOOG
Alphabet Inc.

Communication Services
-2
- 0.68%
$156.06 - $207.71 $312 - $415
293 $45.8M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-294
- 4.54%
$36.63 - $37.45 $10.8K - $11K
6.18K $228M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-166
- 50.76%
$58.09 - $67.05 $9.64K - $11.1K
161 $9.67M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-28
- 18.18%
$186.55 - $250.04 $5.22K - $7K
126 $25.4M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-142
- 11.71%
$97.25 - $104.79 $13.8K - $14.9K
1.07K $111M
OMC
Omnicom Group Inc.

Communication Services
-105
- 23.92%
$79.43 - $88.34 $8.34K - $9.28K
334 $27.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 3.37%
$360.07 - $417.26 $2.16K - $2.5K
172 $62.1M
EME
Emcor Group, Inc.

Industrials
-11
- 18.33%
$361.16 - $535.99 $3.97K - $5.9K
49 $18.1M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-86
- 52.76%
$132.75 - $177.12 $11.4K - $15.2K
77 $11.8M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-305
- 20.82%
$28.27 - $29.28 $8.62K - $8.93K
1.16K $33.7M
PRDO
Perdoceo Education Corp

Consumer Defensive
-288
- 47.84%
$24.21 - $29.15 $6.97K - $8.4K
314 $7.91M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-20
- 27.78%
$254.58 - $302.92 $5.09K - $6.06K
52 $13.3M
PEG
Public Service Enterprise Group Inc

Utilities
-30
- 1.37%
$78.2 - $90.39 $2.35K - $2.71K
2.16K $178M
FTSL
First Trust Senior Ln Fund

ETFs
-87
- 1.8%
$45.65 - $46.48 $3.97K - $4.04K
4.75K $217M
VO
Vanguard Mid Cap ETF

ETFs
-16
- 3.25%
$251.87 - $277.95 $4.03K - $4.45K
476 $123M
SON
Sonoco Products CO

Consumer Cyclical
-85
- 4.22%
$44.71 - $49.22 $3.8K - $4.18K
1.93K $91.2M
ESI
Element Solutions Inc

Basic Materials
-24
- 1.15%
$22.61 - $27.55 $543 - $661
2.06K $46.6M
AMAT
Applied Materials Inc

Technology
-31
- 30.39%
$145.06 - $195.51 $4.5K - $6.06K
71 $10.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
-21
- 37.5%
$161.05 - $222.93 $3.38K - $4.68K
35 $6.42M
NEP
Nextera Energy Partners, LP

Utilities
-120
- 22.64%
$8.38 - $18.87 $1.01K - $2.26K
410 $3.9M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-277
- 17.79%
$21.23 - $22.14 $5.88K - $6.13K
1.28K $28.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-55
- 55.0%
$106.31 - $123.73 $5.85K - $6.81K
45 $5.57M
WTFC
Wintrust Financial Corp

Financial Services
-33
- 31.73%
$107.76 - $136.92 $3.56K - $4.52K
71 $7.99M
BANF
Bancfirst Corp

Financial Services
-30
- 29.41%
$108.28 - $123.19 $3.25K - $3.7K
72 $7.91M
CRC
California Resources Corp

Energy
-66
- 32.2%
$39.17 - $54.42 $2.59K - $3.59K
139 $6.11M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-635
- 5.54%
$18.46 - $19.19 $11.7K - $12.2K
10.8K $208M
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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