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
$70.2B
$170 Million 0.12% of portfolio
5,303
Q4 2024 Added 2.41%
$22.9B
$169 Million 0.12% of portfolio
4,255
Q4 2024 Reduced 11.08%
Navigator Tactical Fixed Income I
-
$175 Million 0.12% of portfolio
-
Q4 2024 Reduced 48.54%
$25B
$174 Million 0.12% of portfolio
1,445
Q4 2024 Reduced 11.62%
$7.86B
$175 Million 0.12% of portfolio
2,515
Q4 2024 Reduced 24.2%
$0
$164 Million 0.12% of portfolio
1,849
Q4 2024 Added 80.21%
$0
$163 Million 0.11% of portfolio
6,884
Q4 2024 Reduced 20.52%
$32.5B
$158 Million 0.11% of portfolio
1,673
Q4 2024 Reduced 4.02%
$16B
$158 Million 0.11% of portfolio
2,815
Q4 2024 Added 9.32%
$0
$152 Million 0.11% of portfolio
2,031
Q4 2024 Reduced 48.33%
$0
$160 Million 0.11% of portfolio
3,366
Q4 2024 Reduced 29.36%
$46.3B
$154 Million 0.11% of portfolio
2,855
Q4 2024 Reduced 8.49%
$0
$154 Million 0.11% of portfolio
2,697
Q4 2024 Reduced 41.31%
$0
$153 Million 0.11% of portfolio
3,823
Q4 2024 Reduced 12.36%
$106B
$160 Million 0.11% of portfolio
253
Q4 2024 Added 5.86%
$164B
$152 Million 0.11% of portfolio
2,160
Q4 2024 Reduced 3.36%
$0
$149 Million 0.1% of portfolio
5,773
Q4 2024 Added 74.67%
$34.9B
$139 Million 0.1% of portfolio
2,190
Q4 2024 Reduced 5.4%
$0
$139 Million 0.1% of portfolio
1,927
Q2 2024 Reduced 0.46%
$0
$121 Million 0.09% of portfolio
1,213
Q4 2024 Added 9.18%
$14.9B
$124 Million 0.09% of portfolio
1,700
Q4 2024 Reduced 4.23%
$0
$130 Million 0.09% of portfolio
492
Q4 2024 Reduced 0.4%
$0
$127 Million 0.09% of portfolio
2,562
Q4 2024 Reduced 9.69%
$128B
$134 Million 0.09% of portfolio
456
Q4 2024 Reduced 26.81%
$0
$134 Million 0.09% of portfolio
227
Q4 2024 Reduced 69.24%
$16.8B
$129 Million 0.09% of portfolio
974
Q4 2024 Added 48.93%
$22.7B
$133 Million 0.09% of portfolio
5,635
Q4 2024 Reduced 4.89%
$0
$121 Million 0.08% of portfolio
1,778
Q4 2024 Reduced 50.0%
$25B
$109 Million 0.08% of portfolio
1,485
Q4 2024 Reduced 26.67%
$21.3B
$121 Million 0.08% of portfolio
2,105
Q4 2024 Reduced 9.27%
$0
$118 Million 0.08% of portfolio
5,232
Q4 2024 Added 8.17%
$0
$113 Million 0.08% of portfolio
2,109
Q4 2024 Reduced 50.29%
$183B
$112 Million 0.08% of portfolio
912
Q4 2024 Added 61.42%
$0
$119 Million 0.08% of portfolio
2,587
Q4 2024 Reduced 17.48%
$4.66B
$97.9 Million 0.07% of portfolio
2,015
Q4 2024 Reduced 1.71%
$143B
$102 Million 0.07% of portfolio
3,867
Q4 2024 Reduced 68.09%
$0
$96.2 Million 0.07% of portfolio
2,074
Q4 2024 Reduced 40.98%
$0
$97.2 Million 0.07% of portfolio
4,221
Q4 2024 Added 5.5%
$0
$99.8 Million 0.07% of portfolio
1,020
Q4 2024 Reduced 5.2%
$210B
$95.3 Million 0.07% of portfolio
969
Q4 2024 Reduced 32.29%
$114B
$97.7 Million 0.07% of portfolio
461
Q4 2024 Added 67.64%
$110B
$93.6 Million 0.07% of portfolio
340
Q4 2024 Added 1.19%
$0
$106 Million 0.07% of portfolio
997
Q4 2024 Reduced 27.54%
$10.5B
$96.8 Million 0.07% of portfolio
3,485
Q4 2024 Reduced 11.66%
$0
$100 Million 0.07% of portfolio
422
Q4 2024 Added 9.9%
T. Rowe Price Blue Chip Growth I
-
$104 Million 0.07% of portfolio
-
Q4 2024 Reduced 45.6%
$110B
$81 Million 0.06% of portfolio
381
Q4 2024 Reduced 1.55%
$0
$78.8 Million 0.06% of portfolio
3,106
Q4 2024 Reduced 53.28%
$21.3B
$86.5 Million 0.06% of portfolio
1,120
Q4 2024 Reduced 21.68%

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
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