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
$190B
$78.6 Million 0.06% of portfolio
137
Q4 2024 Added 9.6%
$91.9B
$82 Million 0.06% of portfolio
1,099
Q4 2024 Reduced 2.31%
$38.4B
$81.8 Million 0.06% of portfolio
1,210
Q4 2024 Added 222.67%
$104B
$80.2 Million 0.06% of portfolio
763
Q4 2024 Reduced 48.13%
$40.2B
$89.3 Million 0.06% of portfolio
9,040
Q4 2024 Reduced 16.22%
$14.7B
$91.9 Million 0.06% of portfolio
916
Q4 2024 Added 16.1%
$0
$78.8 Million 0.06% of portfolio
379
Q4 2024 Added 7.06%
$16.9B
$87.8 Million 0.06% of portfolio
185
Q4 2024 Reduced 17.78%
$202B
$83 Million 0.06% of portfolio
279
Q4 2024 Reduced 1.06%
$67.8B
$79.8 Million 0.06% of portfolio
1,035
Q4 2024 New
$0
$89.5 Million 0.06% of portfolio
1,778
Q4 2024 Added 29.03%
Columbia Tax Exempt A
-
$78.7 Million 0.06% of portfolio
-
Q4 2024 Reduced 49.32%
$0
$92.2 Million 0.06% of portfolio
1,348
Q4 2024 Reduced 47.47%
$251B
$84.8 Million 0.06% of portfolio
1,432
Q4 2024 Reduced 8.26%
$0
$71.6 Million 0.05% of portfolio
178
Q4 2024 Reduced 32.58%
$0
$65.7 Million 0.05% of portfolio
355
Q4 2024 Reduced 43.47%
$0
$67.2 Million 0.05% of portfolio
699
Q4 2024 Added 1,126.32%
$0
$64.7 Million 0.05% of portfolio
494
Q4 2024 Added 17.9%
$29.7B
$74.1 Million 0.05% of portfolio
2,270
Q4 2024 Reduced 3.4%
$0
$69.7 Million 0.05% of portfolio
563
Q4 2024 New
$20.4B
$65.6 Million 0.05% of portfolio
437
Q4 2023 New
$0
$75 Million 0.05% of portfolio
932
Q4 2024 Reduced 1.17%
Nuveen Core Impact Bond R6
-
$77.2 Million 0.05% of portfolio
-
Q4 2024 Reduced 50.82%
$901B
$68.9 Million 0.05% of portfolio
344
Q4 2024 Reduced 12.91%
$23.9B
$67.7 Million 0.05% of portfolio
622
Q4 2024 Added 16.7%
$54.8B
$73.5 Million 0.05% of portfolio
1,695
Q4 2024 New
$58.3B
$69.5 Million 0.05% of portfolio
1,839
Q4 2024 Reduced 26.99%
$17.6B
$75.9 Million 0.05% of portfolio
655
Q4 2024 Reduced 18.63%
Blackrock Fdg Inc
-
$65.8 Million 0.05% of portfolio
-
Q4 2024 New
$0
$71.5 Million 0.05% of portfolio
860
Q4 2024 Reduced 50.74%
$8.39B
$77.7 Million 0.05% of portfolio
1,490
Q4 2024 Added 0.95%
Parnassus Core Equity Institutional
-
$70.4 Million 0.05% of portfolio
-
Q4 2024 Reduced 45.69%
$0
$58.6 Million 0.04% of portfolio
4,535
Q4 2024 Reduced 1.24%
$9.47B
$59.8 Million 0.04% of portfolio
874
Q4 2024 Reduced 23.4%
$68.5B
$63.9 Million 0.04% of portfolio
621
Q4 2024 Reduced 1.9%
$53.2B
$53.2 Million 0.04% of portfolio
380
Q4 2024 Reduced 48.99%
$0
$51.4 Million 0.04% of portfolio
936
Q4 2024 New
$6.34B
$53.2 Million 0.04% of portfolio
2,086
Q4 2024 Added 77.53%
$0
$60.5 Million 0.04% of portfolio
634
Q4 2024 Reduced 32.98%
$2.39B
$59.3 Million 0.04% of portfolio
820
Q4 2024 Reduced 6.82%
$7.89B
$50.9 Million 0.04% of portfolio
459
Q4 2024 Reduced 4.38%
$143B
$50.7 Million 0.04% of portfolio
140
Q4 2024 Reduced 65.69%
$3.25B
$61.5 Million 0.04% of portfolio
3,780
Q4 2024 Reduced 23.25%
$0
$58.4 Million 0.04% of portfolio
2,311
Q4 2024 Added 9.79%
$1.01T
$56.7 Million 0.04% of portfolio
295
Q4 2024 Reduced 18.06%
$97.5B
$61.1 Million 0.04% of portfolio
742
Q4 2024 Reduced 1.2%
$203B
$58.5 Million 0.04% of portfolio
465
Q4 2024 Added 15.38%
$112B
$50.9 Million 0.04% of portfolio
3,496
Q4 2024 Added 36.78%
$20.3B
$51.8 Million 0.04% of portfolio
445
Q4 2024 New

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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