Richardson Financial Services Inc. Portfolio Holdings
Richardson Financial Services Inc.
- $142 Billion
- Q1 2024
Richardson Financial Services Inc. has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 1461 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 $7.49B, Vanguard Value ETF with a value of $6.1B, Vanguard Growth ETF with a value of $5.22B, Apple Inc. with a value of $4.62B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $3.07B.
Examining the 13F form we can see an increase of $27.7B in the current position value, from $114B to 142B.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,461
- Current Value $142 Billion
- Prior Value $114 Billion
- Filing
- Period Q1 2024
- Filing Date May 03, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 269 stocks
- Additional Purchases 197 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks