Richardson Financial Services Inc. Portfolio Holdings

Richardson Financial Services Inc.

  • $131 Billion
  • Q1 2025

Richardson Financial Services Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 1227 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.91B, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.33B, Vanguard Value ETF with a value of $4.79B, Spdr Ser Tr Fds Spdr Portfolio with a value of $4.34B, and Vanguard Growth ETF with a value of $3.63B.

Examining the 13F form we can see an decrease of $10.9B in the current position value, from $142B to 131B. Also it can be appreciated an additional of 46 stocks purchases and 2 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 $131 Billion
ETFs: $69.6 Billion
Technology: $15.9 Billion
Financial Services: $9.42 Billion
Consumer Cyclical: $6.15 Billion
Healthcare: $5.51 Billion
Communication Services: $5.08 Billion
Industrials: $4.96 Billion
Consumer Defensive: $3.94 Billion
Other: $7.21 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Columbia Tax Exempt A
-
$78.1 Million 0.06% of portfolio
-
Q1 2025 Added 0.9%
Nuveen Core Impact Bond R6
-
$79.3 Million 0.06% of portfolio
-
Q1 2025 Added 1.1%
$99.5B
$84.6 Million 0.06% of portfolio
757
Q1 2025 Reduced 0.79%
$9.16B
$80.5 Million 0.06% of portfolio
1,466
Q1 2025 Reduced 1.61%
$0
$80.4 Million 0.06% of portfolio
3,106
Q4 2024 Reduced 53.28%
$0
$82.7 Million 0.06% of portfolio
1,117
Q1 2025 Reduced 42.03%
$0
$75 Million 0.06% of portfolio
3,065
Q1 2025 Reduced 27.39%
$0
$66.3 Million 0.05% of portfolio
494
Q4 2024 Added 17.9%
$221B
$65.8 Million 0.05% of portfolio
564
Q1 2025 Added 21.29%
$402B
$63.9 Million 0.05% of portfolio
385
Q1 2025 Added 13.57%
$0
$62.1 Million 0.05% of portfolio
172
Q1 2025 Reduced 3.37%
$197B
$63.5 Million 0.05% of portfolio
708
Q1 2025 Reduced 26.93%
$0
$61.5 Million 0.05% of portfolio
1,095
Q1 2025 Added 16.99%
$25.5B
$59.1 Million 0.05% of portfolio
2,135
Q1 2025 Reduced 5.95%
$78.9B
$69.8 Million 0.05% of portfolio
1,099
Q4 2024 Reduced 2.31%
$0
$67.8 Million 0.05% of portfolio
853
Q1 2025 Reduced 0.81%
$10.7B
$59.6 Million 0.05% of portfolio
284
Q1 2025 Reduced 1.05%
$96.2B
$68 Million 0.05% of portfolio
739
Q1 2025 Reduced 0.4%
$18.8B
$59.8 Million 0.05% of portfolio
437
Q4 2023 New
Parnassus Core Equity Institutional
-
$67.5 Million 0.05% of portfolio
-
Q1 2025 Reduced 1.78%
$0
$71.8 Million 0.05% of portfolio
724
Q1 2025 Reduced 29.02%
$52.6B
$71.8 Million 0.05% of portfolio
1,745
Q1 2025 Added 2.95%
$64.6B
$68 Million 0.05% of portfolio
612
Q1 2025 Reduced 1.45%
$207B
$64.5 Million 0.05% of portfolio
118
Q1 2025 Reduced 13.87%
$2.49B
$62.8 Million 0.05% of portfolio
4,290
Q1 2025 Added 13.49%
$199B
$59.9 Million 0.05% of portfolio
192
Q1 2025 Added 61.34%
$1.05T
$57.6 Million 0.04% of portfolio
347
Q1 2025 Added 0.87%
$145B
$52.1 Million 0.04% of portfolio
140
Q4 2024 Reduced 65.69%
$102B
$53.8 Million 0.04% of portfolio
80
Q1 2025 Reduced 2.44%
$26.4B
$57.8 Million 0.04% of portfolio
680
Q4 2024 Added 7.94%
$48.8B
$50.4 Million 0.04% of portfolio
220
Q1 2025 Added 141.76%
$0
$57.4 Million 0.04% of portfolio
2,281
Q1 2025 Reduced 1.3%
Brookfield Asset Management LTD
-
$58.1 Million 0.04% of portfolio
-
Q1 2025 Added 9.09%
$104B
$54.8 Million 0.04% of portfolio
3,545
Q1 2025 Added 1.4%
$102B
$51.1 Million 0.04% of portfolio
838
Q1 2025 Reduced 0.48%
$23.9B
$46.1 Million 0.04% of portfolio
-
Q1 2025 Added 2.75%
$25.9B
$46.5 Million 0.04% of portfolio
650
Q4 2024 Reduced 50.0%
$0
$53.6 Million 0.04% of portfolio
285
Q1 2025 Reduced 19.72%
$57.4B
$58.6 Million 0.04% of portfolio
380
Q4 2024 Reduced 48.99%
$0
$58.7 Million 0.04% of portfolio
714
Q1 2025 New
$25.4B
$50 Million 0.04% of portfolio
683
Q1 2025 Reduced 1.44%
$284B
$46.9 Million 0.04% of portfolio
654
Q1 2025 Reduced 32.85%
$221B
$58.9 Million 0.04% of portfolio
219
Q1 2025 Reduced 21.51%
$5.15B
$46.6 Million 0.04% of portfolio
2,062
Q1 2025 Reduced 1.15%
$69B
$55.9 Million 0.04% of portfolio
162
Q4 2024 Reduced 31.06%
$23.2B
$53 Million 0.04% of portfolio
516
Q1 2025 Reduced 17.04%
$275B
$56.8 Million 0.04% of portfolio
284
Q1 2025 Reduced 1.73%
$4.47B
$43.7 Million 0.03% of portfolio
485
Q4 2024 Reduced 15.65%
$0
$42.1 Million 0.03% of portfolio
211
Q2 2024 Reduced 86.62%

Summary

  • Portfolio
  • No. of Stocks 1,227
  • Current Value $131 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 46 stocks
  • Additional Purchases 158 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 198 stocks
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