Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $142 Billion
  • Q4 2024

Richardson Financial Services Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 1208 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 $6.92B, Apple Inc. with a value of $6.71B, Vanguard Value ETF with a value of $6.32B, Vanguard Growth ETF with a value of $6.19B, and Nvidia Corp with a value of $3.08B.

Examining the 13F form we can see an decrease of $15.1B in the current position value, from $157B 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.

Portfolio value $142 Billion
ETFs: $78.6 Billion
Technology: $18.2 Billion
Financial Services: $9.17 Billion
Consumer Cyclical: $6.95 Billion
Industrials: $5.18 Billion
Healthcare: $5.14 Billion
Communication Services: $5.13 Billion
Consumer Defensive: $3.71 Billion
Other: $6.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$389 Million 0.27% of portfolio
974
Q4 2024 Added 0.83%
$0
$389 Million 0.27% of portfolio
9,622
Q4 2024 Reduced 50.0%
Vanguard Wellesley Income Admiral
-
$376 Million 0.26% of portfolio
-
Q4 2024 Reduced 48.56%
$60.8B
$351 Million 0.25% of portfolio
675
Q4 2024 Reduced 9.4%
$0
$340 Million 0.24% of portfolio
1,789
Q4 2024 Reduced 37.23%
$0
$345 Million 0.24% of portfolio
17,611
Q4 2024 Reduced 10.83%
$30.2B
$336 Million 0.24% of portfolio
7,867
Q4 2024 Reduced 7.16%
$69.4B
$348 Million 0.24% of portfolio
6,432
Q4 2024 Added 9.02%
$304B
$330 Million 0.23% of portfolio
2,308
Q4 2024 Reduced 6.03%
$386B
$320 Million 0.22% of portfolio
1,914
Q4 2024 Added 1.97%
$20B
$297 Million 0.21% of portfolio
5,542
Q4 2024 Reduced 5.1%
$471B
$285 Million 0.2% of portfolio
317
Q4 2024 Added 64.25%
$377B
$288 Million 0.2% of portfolio
6,552
Q4 2024 Added 112.66%
$16.8B
$281 Million 0.2% of portfolio
3,713
Q4 2024 Added 79.98%
Spdr Gold Minishares
-
$288 Million 0.2% of portfolio
-
Q4 2024 Reduced 15.15%
$85.9B
$278 Million 0.2% of portfolio
2,585
Q4 2024 Reduced 3.11%
$21.8B
$249 Million 0.18% of portfolio
1,743
Q4 2024 Reduced 5.27%
$802B
$257 Million 0.18% of portfolio
332
Q4 2024 Added 367.61%
$107B
$263 Million 0.18% of portfolio
5,284
Q4 2024 Reduced 49.06%
$0
$253 Million 0.18% of portfolio
6,395
Q4 2024 Added 0.52%
$95.5B
$245 Million 0.17% of portfolio
4,700
Q4 2024 Reduced 2.79%
$0
$238 Million 0.17% of portfolio
6,478
Q4 2024 Reduced 11.04%
$234B
$240 Million 0.17% of portfolio
1,090
Q4 2024 Reduced 6.03%
$70.9B
$241 Million 0.17% of portfolio
4,991
Q4 2024 Reduced 13.52%
$233B
$247 Million 0.17% of portfolio
2,054
Q4 2024 Reduced 11.43%
$341B
$221 Million 0.16% of portfolio
1,254
Q4 2024 Reduced 0.16%
$0
$221 Million 0.16% of portfolio
1,711
Q4 2024 Added 1.0%
$0
$224 Million 0.16% of portfolio
4,841
Q2 2024 Reduced 0.62%
$298B
$216 Million 0.15% of portfolio
3,478
Q4 2024 Added 2.17%
$0
$212 Million 0.15% of portfolio
11,463
Q4 2024 Reduced 14.01%
$90.8B
$209 Million 0.15% of portfolio
700
Q4 2024 Reduced 36.94%
$52.3B
$219 Million 0.15% of portfolio
2,378
Q4 2024 Reduced 9.38%
$0
$203 Million 0.14% of portfolio
2,627
Q4 2024 Reduced 47.4%
$23B
$200 Million 0.14% of portfolio
4,588
Q4 2024 Reduced 10.91%
$0
$195 Million 0.14% of portfolio
2,767
Q4 2024 Reduced 14.23%
$0
$196 Million 0.14% of portfolio
1,537
Q4 2024 Reduced 50.0%
$16.1B
$194 Million 0.14% of portfolio
5,279
Q4 2024 Reduced 6.37%
$26.4B
$193 Million 0.14% of portfolio
2,205
Q4 2024 Reduced 4.96%
$172B
$199 Million 0.14% of portfolio
5,013
Q4 2024 Reduced 14.5%
$41.8B
$185 Million 0.13% of portfolio
2,190
Q4 2024 Reduced 7.98%
$111B
$181 Million 0.13% of portfolio
374
Q4 2024 Reduced 7.88%
$0
$190 Million 0.13% of portfolio
4,190
Q4 2024 Reduced 34.12%
Value Line Select Growth Fund
-
$180 Million 0.13% of portfolio
-
Q4 2024 Reduced 44.49%
$0
$182 Million 0.13% of portfolio
1,695
Q4 2024 Reduced 12.4%
$0
$188 Million 0.13% of portfolio
2,051
Q4 2024 Reduced 17.99%
$0
$181 Million 0.13% of portfolio
7,601
Q4 2024 Reduced 17.99%
$65.2B
$180 Million 0.13% of portfolio
2,214
Q4 2024 Reduced 3.78%
$176B
$173 Million 0.12% of portfolio
2,017
Q4 2024 Reduced 33.03%
$210B
$167 Million 0.12% of portfolio
317
Q4 2024 Added 134.81%

Summary

  • Portfolio
  • No. of Stocks 1,208
  • Current Value $142 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 77 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 376 stocks
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