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
$8.2B
$6.55 Million 0.0% of portfolio
37
Q1 2024 Reduced 2.63%
$30.9B
$2.59 Million 0.0% of portfolio
10
Q3 2024 Added 100.0%
$31.4B
$3.76 Million 0.0% of portfolio
54
Q3 2024 Added 100.0%
$45.3B
$2.37 Million 0.0% of portfolio
14
Q3 2024 Added 100.0%
$80.6B
$1.28 Million 0.0% of portfolio
4
Q3 2024 Added 100.0%
$105B
$749,000 0.0% of portfolio
6
Q3 2024 New
$78.2B
$5.06 Million 0.0% of portfolio
156
Q3 2024 Added 100.0%
$35.6B
$535,000 0.0% of portfolio
2
Q1 2024 New
$0
$1.3 Million 0.0% of portfolio
22
Q3 2024 Added 100.0%
$184B
$4.62 Million 0.0% of portfolio
52
Q3 2024 Added 100.0%
$3.91B
$7.56 Million 0.0% of portfolio
56
Q2 2024 Reduced 44.0%
$76.1B
$1.68 Million 0.0% of portfolio
88
Q3 2024 Added 100.0%
$1.62B
$6.29 Million 0.0% of portfolio
80
Q1 2024 New
$37.9B
$2.22 Million 0.0% of portfolio
10
Q3 2024 Added 66.67%
$31.9B
$2.75 Million 0.0% of portfolio
15
Q4 2023 New
$0
$1.23 Million 0.0% of portfolio
38
Q3 2024 Added 100.0%
$7.69B
$1.61 Million 0.0% of portfolio
61
Q4 2023 New
$10.1B
$765,000 0.0% of portfolio
17
Q2 2024 Added 183.33%
$53.1B
$2.59 Million 0.0% of portfolio
10
Q3 2024 Added 66.67%
$31.2B
$1.55 Million 0.0% of portfolio
10
Q3 2024 Added 66.67%
$132B
$2.78 Million 0.0% of portfolio
38
Q3 2024 Added 100.0%
$9.96B
$1.15 Million 0.0% of portfolio
18
Q3 2024 Added 260.0%
$174B
$3.32 Million 0.0% of portfolio
30
Q3 2024 Added 100.0%
$61.3B
$4.02 Million 0.0% of portfolio
24
Q3 2024 Added 84.62%
$19B
$730,000 0.0% of portfolio
7
Q1 2024 New
$0
$1.28 Million 0.0% of portfolio
194
Q3 2024 Added 185.29%
$44.3B
$1.37 Million 0.0% of portfolio
28
Q3 2024 Added 55.56%
$5.85B
$7.72 Million 0.0% of portfolio
276
Q2 2024 New
$4.03B
$20,000 0.0% of portfolio
1
Q4 2023 New
$89.3B
$522,000 0.0% of portfolio
11
Q3 2024 New
$80.3B
$5.26 Million 0.0% of portfolio
5
Q3 2024 Added 66.67%
$2.43B
$7.61 Million 0.0% of portfolio
229
Q1 2024 Reduced 3.78%
$97.9B
$6.23 Million 0.0% of portfolio
112
Q3 2024 Added 75.0%
$29.8B
$4.15 Million 0.0% of portfolio
206
Q3 2024 Added 100.0%
$213B
$6.4 Million 0.0% of portfolio
8
Q3 2024 Added 14.29%
$10.6B
$1.16 Million 0.0% of portfolio
6
Q3 2024 Added 100.0%
$88.7B
$4.05 Million 0.0% of portfolio
5
Q3 2024 Added 66.67%
$4.82B
$6.98 Million 0.0% of portfolio
252
Q1 2024 Reduced 1.95%
$141B
$2.02 Million 0.0% of portfolio
40
Q3 2024 Added 100.0%
$109B
$2.5 Million 0.0% of portfolio
22
Q3 2024 Added 100.0%
$273B
$4.74 Million 0.0% of portfolio
22
Q3 2024 Added 100.0%
$14.7B
$911,000 0.0% of portfolio
2
Q3 2024 Added 100.0%
$29B
$7.26 Million 0.0% of portfolio
215
Q2 2024 Added 18.78%
$79.4B
$2.87 Million 0.0% of portfolio
10
Q3 2024 Added 100.0%
$178B
$6.97 Million 0.0% of portfolio
35
Q4 2023 New
$47B
$1.26 Million 0.0% of portfolio
20
Q2 2024 New
$1.85B
$7.82 Million 0.0% of portfolio
365
Q1 2024 Reduced 1.62%
$63.4B
$1.58 Million 0.0% of portfolio
32
Q3 2024 Added 100.0%
$17.6B
$2.39 Million 0.0% of portfolio
132
Q3 2024 Added 100.0%

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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