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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$69 Million 0.04% of portfolio
354
Q2 2024 Reduced 23.38%
$0
$50.7 Million 0.03% of portfolio
419
Q4 2023 New
$0
$46.3 Million 0.03% of portfolio
1,599
Q3 2024 Added 11.04%
$0
$42.8 Million 0.03% of portfolio
211
Q2 2024 Reduced 86.62%
$0
$39.4 Million 0.03% of portfolio
144
Q3 2024 Added 100.0%
$0
$42.6 Million 0.03% of portfolio
284
Q3 2024 Added 100.0%
$0
$41.6 Million 0.03% of portfolio
1,977
Q4 2023 New
$0
$52.6 Million 0.03% of portfolio
2,105
Q2 2024 Reduced 2.18%
$0
$26.5 Million 0.02% of portfolio
1,173
Q2 2024 Added 23.34%
$0
$36.3 Million 0.02% of portfolio
1,685
Q2 2024 Added 3.82%
$0
$35.4 Million 0.02% of portfolio
1,235
Q2 2024 Added 3.26%
$0
$33.1 Million 0.02% of portfolio
1,546
Q2 2024 Reduced 2.52%
$0
$28.8 Million 0.02% of portfolio
224
Q4 2023 New
$0
$30.3 Million 0.02% of portfolio
190
Q3 2024 Added 100.0%
$0
$33.5 Million 0.02% of portfolio
304
Q4 2023 New
$0
$36 Million 0.02% of portfolio
303
Q3 2024 Added 494.12%
$0
$28.5 Million 0.02% of portfolio
166
Q3 2024 Added 100.0%
$0
$12.6 Million 0.01% of portfolio
541
Q2 2024 Added 4.64%
$0
$18.7 Million 0.01% of portfolio
1,006
Q3 2024 Added 53.59%
$0
$21.8 Million 0.01% of portfolio
224
Q1 2024 Reduced 76.62%
$0
$16.3 Million 0.01% of portfolio
335
Q2 2024 Added 114.74%
$0
$14.1 Million 0.01% of portfolio
266
Q3 2024 New
$0
$11.6 Million 0.01% of portfolio
650
Q3 2024 Added 100.0%
$0
$23.1 Million 0.01% of portfolio
241
Q3 2024 Added 97.54%
$0
$9.23 Million 0.01% of portfolio
180
Q2 2024 Reduced 3.23%
$0
$20 Million 0.01% of portfolio
320
Q2 2024 Added 8.47%
$0
$10.5 Million 0.01% of portfolio
128
Q2 2024 Reduced 12.33%
$0
$12 Million 0.01% of portfolio
1,000
Q3 2024 Added 100.0%
$0
$23.2 Million 0.01% of portfolio
726
Q3 2024 Added 33.46%
$0
$16.4 Million 0.01% of portfolio
605
Q3 2024 Added 176.26%
$0
$372,000 0.0% of portfolio
4
Q1 2024 New
$0
$975,000 0.0% of portfolio
21
Q2 2024 Reduced 4.55%
$0
$4.45 Million 0.0% of portfolio
87
Q2 2024 Reduced 29.27%
$0
$332,000 0.0% of portfolio
3
Q2 2024 Reduced 57.14%
$0
$5.02 Million 0.0% of portfolio
57
Q2 2024 Added 7.55%

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
Track This Portfolio

Track Richardson Financial Services Inc. Portfolio

Follow Richardson Financial Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Richardson Financial Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Richardson Financial Services Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email