Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $157 Billion
  • Q3 2024

Richardson Financial Services Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 1909 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $7.59B, Vanguard Value ETF with a value of $7.55B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.48B, Apple Inc. with a value of $5.52B, and Vanguard Index Fds S&P 500 ETF with a value of $4.81B.

Examining the 13F form we can see an increase of $18.5B in the current position value, from $139B to 157B.

Richardson Financial Services Inc. is based out at Medway, MA

Below you can find more details about Richardson Financial Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $95 Billion
Technology: $17.1 Billion
Financial Services: $7.83 Billion
Healthcare: $5.95 Billion
Consumer Cyclical: $5.81 Billion
Industrials: $5.3 Billion
Consumer Defensive: $4.36 Billion
Communication Services: $4.35 Billion
Other: $7.05 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$5.52 Billion 3.51% of portfolio
26,219
Q3 2024 Added 0.13%
$339B
$2.67 Billion 1.7% of portfolio
21,606
Q3 2024 Added 1.44%
$3.12T
$2.55 Billion 1.62% of portfolio
5,706
Q3 2024 Added 0.58%
$2.05T
$1.65 Billion 1.05% of portfolio
8,520
Q3 2024 Added 0.38%
$984B
$1.56 Billion 0.99% of portfolio
8,582
Q2 2024 Reduced 4.59%
$567B
$1.22 Billion 0.77% of portfolio
2,386
Q3 2024 Added 0.29%
$512B
$1.17 Billion 0.74% of portfolio
4,444
Q3 2024 Added 0.09%
$22.7B
$1.14 Billion 0.72% of portfolio
1,628
Q2 2024 Reduced 13.86%
$425B
$1.1 Billion 0.7% of portfolio
1,298
Q3 2024 Added 0.15%
$734B
$1.08 Billion 0.69% of portfolio
5,323
Q3 2024 Added 4.07%
$502B
$1.08 Billion 0.68% of portfolio
2,441
Q3 2024 Added 0.49%
$439B
$1.01 Billion 0.64% of portfolio
2,945
Q2 2024 Reduced 8.94%
$241B
$995 Million 0.63% of portfolio
1,791
Q2 2024 Reduced 6.48%
$85.9B
$912 Million 0.58% of portfolio
1,532
Q2 2024 Reduced 2.42%
$299B
$879 Million 0.56% of portfolio
4,989
Q2 2024 Reduced 23.88%
$201B
$874 Million 0.56% of portfolio
1,579
Q3 2024 Added 1.09%
$218B
$801 Million 0.51% of portfolio
3,143
Q2 2024 Reduced 2.33%
$49B
$757 Million 0.48% of portfolio
2,979
Q2 2024 Reduced 11.44%
$225B
$730 Million 0.46% of portfolio
4,426
Q2 2024 Reduced 4.03%
$95.8B
$670 Million 0.43% of portfolio
2,038
Q2 2024 Reduced 15.19%
$151B
$643 Million 0.41% of portfolio
9,078
Q2 2024 Reduced 4.5%
$211B
$643 Million 0.41% of portfolio
6,481
Q2 2024 Reduced 11.45%
$77.3B
$624 Million 0.4% of portfolio
4,959
Q3 2024 Added 0.26%
$61.4B
$619 Million 0.39% of portfolio
2,301
Q2 2024 Reduced 8.55%
$243B
$596 Million 0.38% of portfolio
8,808
Q2 2024 Reduced 21.19%
$111B
$603 Million 0.38% of portfolio
10,374
Q3 2024 Added 0.13%
$24.9B
$575 Million 0.37% of portfolio
4,450
Q2 2024 Reduced 3.39%
$157B
$586 Million 0.37% of portfolio
1,877
Q2 2024 Reduced 4.62%
$500B
$571 Million 0.36% of portfolio
4,961
Q2 2024 Added 31.07%
$145B
$501 Million 0.32% of portfolio
4,550
Q2 2024 Reduced 1.73%
$90.5B
$498 Million 0.32% of portfolio
984
Q2 2024 Reduced 6.29%
$96.6B
$483 Million 0.31% of portfolio
2,487
Q2 2024 Reduced 6.22%
$620B
$477 Million 0.3% of portfolio
1,165
Q3 2024 Added 4.48%
$83.7B
$473 Million 0.3% of portfolio
2,731
Q2 2024 Reduced 3.36%
$119B
$453 Million 0.29% of portfolio
966
Q3 2024 Added 0.42%
$1.07T
$434 Million 0.28% of portfolio
2,190
Q3 2024 Added 0.14%
$339B
$448 Million 0.28% of portfolio
1,742
Q3 2024 Added 0.93%
$116B
$439 Million 0.28% of portfolio
1,294
Q3 2024 Added 0.31%
$74.7B
$431 Million 0.27% of portfolio
987
Q3 2024 Added 0.3%
$236B
$429 Million 0.27% of portfolio
3,012
Q3 2024 Added 1.24%
$170B
$424 Million 0.27% of portfolio
950
Q3 2024 Added 0.32%
$59.1B
$420 Million 0.27% of portfolio
745
Q2 2024 Reduced 6.29%
$66.8B
$415 Million 0.26% of portfolio
2,507
Q3 2024 Added 2.41%
$82.4B
$382 Million 0.24% of portfolio
1,943
Q3 2024 Added 0.21%
$314B
$383 Million 0.24% of portfolio
2,456
Q3 2024 Added 3.15%
$7.19B
$385 Million 0.24% of portfolio
3,318
Q3 2024 Added 0.09%
$93.5B
$357 Million 0.23% of portfolio
1,110
Q2 2024 Reduced 18.44%
$147B
$339 Million 0.22% of portfolio
12,120
Q2 2024 Reduced 4.42%
$420B
$312 Million 0.2% of portfolio
1,877
Q3 2024 Added 19.02%

Summary

  • Portfolio
  • No. of Stocks 1,909
  • Current Value $157 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 292 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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