Richardson Financial Services Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Billion distributed in 1242 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $6.77B, Vanguard Growth ETF with a value of $6.31B, Vanguard Value ETF with a value of $6.21B, Apple Inc. with a value of $5.4B, and Nvidia Corp with a value of $3.69B.
Examining the 13F form we can see an increase of $17.5B in the current position value, from $131B to 149B.
Also it can be appreciated an additional of 46 stocks purchases and 1 closed positions.
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
$149 Billion
ETFs: $82.1 Billion
Technology: $19 Billion
Financial Services: $10.1 Billion
Consumer Cyclical: $6.73 Billion
Industrials: $6.12 Billion
Communication Services: $5.24 Billion
Healthcare: $5.04 Billion
Utilities: $3.92 Billion
Other: $6.52 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
