Richmond Investment Services, LLC Purchases in Q2 2025

Richmond Investment Services, LLC

  • $473 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.45K
+ 177.94%
$273.71 - $316.29 $397K - $459K
2.27K $691M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
New
$22.27 - $29.21 $334K - $438K
15K $438M
JPM
Jpmorgan Chase & CO

Financial Services
1.35K
+ 135.26%
$210.28 - $289.91 $285K - $393K
2.36K $682M
PG
Procter & Gamble CO

Consumer Defensive
2.73K
New
$157.66 - $172.39 $431K - $471K
2.73K $435M
EFG
Msci Eafe Growth ETF

ETFs
3.88K
New
$89.8 - $112.0 $348K - $434K
3.88K $434M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
17.4K
+ 100.75%
$20.31 - $24.1 $354K - $420K
34.7K $836M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.5K
New
$27.3 - $31.8 $368K - $429K
13.5K $429M
Capital Group Core Balanced
11.7K
+ 91.52%
N/A
24.6K $822M
CAT
Caterpillar Inc

Industrials
1.09K
New
$273.94 - $388.21 $298K - $423K
1.09K $423M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.47K
+ 94.43%
$85.42 - $94.39 $382K - $422K
9.21K $864M
OEF
Ishares S&P 100 ETF

ETFs
1.34K
New
N/A
1.34K $408M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.56K
New
$72.96 - $90.39 $333K - $412K
4.56K $408M
FEX
First Tr Large Cap Core Alphde

ETFs
3.35K
+ 81.86%
$90.17 - $109.96 $302K - $368K
7.44K $818M
CGXU
Capital Group Intl Focus Equit

ETFs
14.6K
New
$21.44 - $27.35 $314K - $401K
14.6K $397M
MCK
Mckesson Corp

Healthcare
542
New
$652.83 - $732.78 $354K - $397K
542 $397M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.3K
+ 93.26%
$219.76 - $276.94 $286K - $360K
2.69K $747M
JCI
Johnson Controls International PLC

Industrials
3.04K
+ 104.43%
$71.14 - $105.62 $216K - $321K
5.95K $628M
FTSL
First Trust Senior Ln Fund

ETFs
8.57K
New
$44.58 - $46.07 $382K - $395K
8.57K $393M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
19.4K
+ 97.76%
$19.44 - $19.88 $376K - $385K
39.2K $777M
HD
Home Depot, Inc.

Consumer Cyclical
1.05K
+ 191.59%
$335.24 - $380.78 $351K - $399K
1.6K $585M
XLC
Select Sector Spdr Tr Communic

ETFs
3.49K
New
$86.13 - $108.53 $300K - $378K
3.49K $378M
PANW
Palo Alto Networks Inc

Technology
1.53K
+ 87.24%
$152.44 - $204.64 $233K - $313K
3.29K $672M
XLV
Select Sector Spdr Fund Health

ETFs
2.76K
New
$128.77 - $144.3 $355K - $398K
2.76K $371M
VONV
Vanguard Russell 1000 Value Et

ETFs
4.34K
New
$73.19 - $85.21 $317K - $370K
4.34K $370M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.52K
New
$61.92 - $81.5 $280K - $369K
4.52K $368M
VBR
Vanguard Small Cap Value ETF

ETFs
1.8K
+ 91.72%
$162.76 - $195.77 $292K - $351K
3.75K $732M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.75K
New
$45.88 - $54.4 $310K - $367K
6.75K $367M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
17.5K
New
$20.12 - $21.0 $351K - $366K
17.5K $365M
MGK
Vanguard Mega Cap Growth ETF

ETFs
990
New
$273.67 - $366.17 $271K - $363K
990 $363M
TDIV
First Trust Nasdaq Technology

ETFs
2.97K
+ 56.18%
$64.41 - $90.17 $191K - $267K
8.24K $743M
MCD
Mcdonalds Corp

Consumer Cyclical
1.28K
+ 131.45%
$285.55 - $321.23 $365K - $411K
2.25K $658M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.88K
New
$73.7 - $90.98 $286K - $353K
3.88K $353M
IBM
International Business Machines Corp

Technology
1.19K
New
$221.03 - $294.78 $263K - $351K
1.19K $351M
AVEM
American Centy ETF Tr Avantis

ETFs
4.35K
+ 68.33%
$53.08 - $68.54 $231K - $298K
10.7K $734M
NFLX
Netflix Inc

Communication Services
259
New
$855.86 - $1339.13 $222K - $347K
259 $347M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.2K
New
$67.22 - $81.54 $282K - $342K
4.2K $342M
IRM
Iron Mountain Inc

Real Estate
3.3K
New
$76.93 - $105.25 $254K - $347K
3.3K $338M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.13K
+ 100.75%
$51.16 - $62.02 $262K - $318K
10.2K $634M
FTHI
First Trust Exchange Traded Fd

ETFs
14.7K
New
$19.66 - $22.85 $288K - $335K
14.7K $335M
XLI
Industrial Sector Spdr

ETFs
2.27K
New
$116.42 - $147.52 $264K - $334K
2.27K $334M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.47K
New
$171.4 - $227.1 $251K - $333K
1.47K $333M
Invesco Exch Traded Fd Tr Ii
6.7K
New
N/A
6.7K $324M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.33K
+ 100.17%
$101.97 - $126.75 $238K - $296K
4.66K $591M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
8.73K
+ 101.15%
$28.17 - $33.34 $246K - $291K
17.4K $575M
WFC
Wells Fargo & Company

Financial Services
3.62K
+ 129.03%
$60.98 - $80.12 $221K - $290K
6.42K $515M
MA
Mastercard Inc

Financial Services
554
New
$479.92 - $590.74 $266K - $327K
554 $312M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.79K
+ 89.49%
$141.87 - $164.49 $254K - $294K
3.79K $623M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.53K
+ 6.76%
$49.85 - $64.51 $76.4K - $98.8K
24.2K $1.56B
SRLN
Ssga Active Trust

ETFs
7.08K
New
$39.47 - $41.59 $280K - $295K
7.08K $295M
Activity Summary
Buys All Purchases 206 New Holdings 100 Increased Positions 106 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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